Everything your Referral Desk can do.
Each feature has its own page: what it does, a live demo, who it's for and the plans it's on. Every account type can start free, with no card required.
Refervia Line
The Refervia Line is your own phone number for referrals, on Pro and up. Partners call it and the referral lands on your Referral Desk, ready to add with one tap.
Pro and up.
See how it worksBranded referral link
On Pro and up, get your own refervia.com/r link with your photo, company logo and Verified badge. Partners, past clients and friends send you referrals from one simple page.
Pro and up.
See how it worksPartner Network
Browse Refervia members by profession, location and line of business, on every plan, including Free. Send a request to connect, and once they accept you're trusted partners.
Every plan, including Free.
See how it worksTeam Referral Queue
On every team plan, post a referral to the Team Referral Queue so any teammate can claim it, or assign it to one. Paid team plans add Team Reports, auto-assign and a team line.
Every team plan.
See how it worksAutomatic reminders
On Pro and up, a referral still New 24 hours after you sent it gets an automatic reminder to your partner. At 48 hours you hear No contact yet, with a quick way to send it to someone else.
Pro and up. Send reminder on every plan.
See how it worksClient status link
On Pro and up, share a private page that shows your client where their referral stands, so they don't have to call you to ask. It never shows contact details.
Pro and up.
See how it worksAgreements and e-sign
On Pro and up, send your referral agreement or any PDF to a partner or a client to e-sign. Clients sign from a link, no account needed, and signing is free on every plan.
Sending on Pro and up. Signing is free on every plan.
See how it worksDrafts and handoff checks
Save a referral as a draft and send it when you're ready, and see the referral-fee rules for every handoff before you send. On every plan, including Free.
Every plan, including Free.
See how it worksPartner Quality Signals
On Pro and up, partners earn signals like Fast Responder automatically, and give and get shows whether referrals go both ways. Private labels and notes are on every plan.
Pro and up. Private labels on every plan.
See how it worksRefervia Verified
Confirm your license to earn the Refervia Verified badge, on every plan. It shows on your profile, Partner Network card, invites and referrals. Your license number is never shown publicly.
Every plan, including Free.
See how it worksYear in Referrals
Year in Referrals shows the referrals you sent, received and completed, your partners, your busiest month and your top partners. On every plan, and shareable from December 1.
Every plan, including Free.
See how it worksIntegrations
Send every referral straight into Follow Up Boss, Lofty, AgencyZoom, HubSpot, Salesforce and 30+ more CRMs through Zapier, or export a CRM-ready CSV anytime.
Every plan, including Free.
See how it works
Start with the partners you already trust.
Every account type can start free, with no card required.