All-in-One Referral Generation and Automation Platform
Home 2019-12-31T02:32:36+00:00

See how it works!

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.

See how it works!

But I must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and I will give you a account of the system you how all etc.

John Smith, CEO

Expound the actual teachings of the great explorer of the truth, the master-builder of human happiness. No one rejects, dislikes, or avoids pleasure itself..

Linda cardellini, Designer

Nor again is there anyone who loves or pursues or desires to obtain pain of itself, because it is pain, but because occasionally circumstances…

Chris Evans, CEO

15 Ways for Your Business to Generate B2B and B2C Referrals!





Office Walk-in

Retail Floor

Outside Sales


Email Marketing






Live Chat


Business SMS

Business SMS

Text Messaging

IPhone SMS

Text Messaging






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

Choose Your CRM

The All-In-One Referral platform integrates with or downloads into virtually all leading Customer Relationship Management (CRM) softwares.

* Click on each option to learn more

Are Referrals Important to Your Business?

If your answer is “yes”, then we have so much to show you. Reaching us is easy.

Call Us

Get help choosing a solution
Call Now

Request a online demo

Learn more in a live, personalized Demo


Request we contact you

Have a Customer Success Rep contact you


Latest Blogs

R2L is Growing & Hiring

Frequently Asked Questions

What if I go over my current referral plan limits? 2017-06-06T16:11:46+00:00

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.

Can I change out my referral icons; or can different team members have different referral icons? 2017-06-06T02:37:27+00:00

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.

Where is the referral data stored? 2017-06-06T02:19:26+00:00

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.

Who owns the referral information? 2017-06-06T02:21:08+00:00

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.

Do I need to purchase a referral icon for myself and each of my staff? 2017-06-06T02:51:04+00:00

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.

What if I don’t see my referral incentive level in any of the icons shown? 2017-06-06T02:12:48+00:00

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.

What does this cost? 2017-06-06T02:05:05+00:00

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.

Are the monthly referral amounts guaranteed? Or how do you figure that is how many we will get? 2017-06-11T22:52:02+00:00

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.

What is Referrals2Sales, LLC; and what makes it different that all the other referral marketing companies? 2017-07-25T05:03:05+00:00

Referrals2Sales delivers B2B and B2C referral solutions via patent pending CRM integrations that help businesses grow their referral leads sales funnels.

Two key differences:

  1. 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.

  2. 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.


What is R2S for Microsoft Dynamics 365 CRM? 2017-07-25T05:02:08+00:00

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.



Which is better when eating brownies? Edge or center? 2017-06-18T22:10:41+00:00

One of the FIVE topics not to discuss at polite dinner parties:

1. Religion
2. Politics
3. Sex
4. Mac vs. PC
5. Crunchy outer edge crust vs. ooey-gooey middle of fudge brownies. Many arguments have been had over this yummy topic!


What is R2S for Salesforce? 2017-07-25T04:51:31+00:00

R2S for Salesforce is being built to offer Salesforce users of all sizes the ability to create and manage their referral processes completing from within their Salesforce.

Product is under development and launch date is scheudled for 2017.

R2S for Salesforce will be offered as a Software as a Service (SaaS).

Please contact us with any questions or specific requirements.

What is R2S for CRM? 2017-07-25T04:50:37+00:00

R2S for Locked or Closed CRM is cost effective software for referral automation. This software enables businesses to streamline their asking, receiving, and storage of referrals from email into any CRM.