Turn your business into a referral generating machine.
Referrals2Sales simplifies and accelerates your ability to generate referrals by offering a scalable All-in-One referral Generation and Automation Platform for both B2B and B2C. We automate the Ask, Get, and Storage of the entire referral lead process, 100% downloadable into your CRM, at the cost of less than $29/month.
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Referral Platform Features & Benefits
Scalable to Your Growth
User plans available from 1 to custom quantity
Mix & Match Users Set-up
- Referral icon
- Headshot / team-photo
- Qualifying activity
- Referral reward
Everyone is Unique
Every user can have their own referral set-up
No Limit on Referrals
Referrer can enter unlimited number of referrals
Competition is Good
Create team referral incentives and competitions
Personal Note to Referee
Referrer can leave a note for the referee
Easy to Download Data
Download referral leads into your CRM
Works with all Emails
Users can use with or without Brand My Email's email signatures
Track the Results
Downloadable referral reports by user and date
Referral Platform is Expanding
Additional Ways to get referrals being added
Are Referrals Important to Your Business?
If your answer is “yes”, then we have so much to show you. Reaching us is easy.
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Learn more in a live, personalized Demo
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R2L is Growing & Hiring
Frequently Asked Questions
Congrats on your success! There’s nothing to worry about. If you go over your plan limits, your Plan will continue to function normally. During the current billing period, we will contact you to discuss upgrading your plan.
These are two greater features coming soon in a future release of the R2L for Locked or Closed CRM software. If you have specific requirements or needs, please share and we will work together to make them happen.
The data is stored in your web portal page database, and also in your CRM, after you download the referral leads from your portal page.
You do. Referrals2Leads has no interest in your referrals. All we do is provide the software for your referral automation. We do not resell your referrals.
One icon is good for the entire business. Whether you are a team of two or of ten….one plan with one icon is all you need to get started.
Click on the “Custom Icon” when ordering and we will contact you. We welcome new incentive level ideas. If your idea “improves the herd”, we will add for free. Otherwise, there is a small design fee.
The Basic plan covers the automation of 25 referrals for $29/month; or $24/month under the annual payment selection. Other plans cover larger number of referrals for slightly higher amounts per month.
Your business sends a large volume of outbound emails every week in your day to day emailing. How many referrals you receive will depend on how many people click on the referral icon to enter their referrals. Our experience is that as customers become more aware of the icon, the referral volume increases.
Referrals2Sales delivers B2B and B2C referral solutions via patent pending CRM integrations that help businesses grow their referral leads sales funnels.
Two key differences:
Virtually all of our excellent competitors focus on servicing the e-commerce business environment to the exclusion of non-ecommerce businesses that have the need for referral automation. Virtually every business today, regardless if their customers are B2B or B2C , needs more referrals. Our products service the non-ecommerce segment with plans to eventually cover both.
All or our products are built around CRMs. A small handful of our competitors claim they integrate with a few CRMS; but none do it well. Their customers don’t have access to real time data nor full control over their data.
Imagine a complete referral automation process fully integrated into Microsoft Dynamics 365 CRM. Designed for businesses of all sizes from start-up to enterprise level.
R2S for Microsoft Dynamics 365 CRM will be offered as a Software as a Service (SaaS) product.
Please contact us with any questions or specific requirements.
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