Help centre / Grow & automate

Client referral links and rewards

Give clients a personal link, see who they referred and reward them.

Available on Pro and Agency

What it is

Any contact can have a referral link. Anyone who enquires through it is credited to that client, along with every later deal, proposal and payment.

When to use it

  • After a happy project.
  • Building word-of-mouth on purpose.

How to do it

  1. Open the contact → Referrals card and choose Create referral link. Copy and share it.
  2. Set the reward and when it's earned (enquiry, deal won, proposal signed or paid) in Insights → Referrals.
  3. When a reward is earned, choose Mark reward given.

Good to know

  • Clients can't refer themselves, and links only work for your business.
  • Revoke a link at any time — past credits are kept.

Still stuck? Read troubleshooting, or sign in and open Help & support.