Pivotal Referral gives your agents and partners a shared portal to submit, track, and close referrals — with built-in Time Limit alerts and real-time status updates.
Built for every referral-driven business
Each business type comes with a custom referral form tailored to what your partners actually need to capture.
Don't see your business type?
We're always adding new types. Contact us and we'll create a custom intake form for your business.
Send a personal invite link to your referral partners. They sign up in seconds and are linked directly to you.
Partners submit referrals through the portal. You see every update in real time — no more chasing emails.
Get notified before Time Limits breach. Configurable per org, per agent, so your team never misses a deadline.
See conversion rates, source breakdown, and agent performance in one place. Know what's working.
Invite as many referral partners as your business needs — no caps, no per-seat fees for partners. Grow your network without limits.
Agents, partners, and managers each get a tailored view. Everyone sees exactly what they need — nothing more, nothing less.
Choose from 30+ industry-specific intake forms. Every field, every option designed around how your business actually works.
Every agent gets a shareable public link and QR code. Hand it out at events, add it to a card — anyone can submit a referral in seconds.
Record the payment made to each referral partner directly on the referral. See totals by partner in your reports — no more spreadsheets.
Log the dollar value of each referral alongside your partner costs. Know your ROI on every relationship at a glance.
Pricing
One plan. Everything included. No hidden fees.
Everything you need to run your referral program
What's included
Additional agent seats: $15/month per seat beyond the first 5
30-day free trial
Full access, no restrictions. Cancel any time before your trial ends.
No partner fees
Invite unlimited referral partners at no extra cost — ever.
Cancel any time
No long-term contracts. Cancel monthly plans at any time.
Set up your organization in under 5 minutes. Start getting referrals today.
Start your free trialDo you know someone that needs a better way to manage referrals?
Use our online form, scan a QR code, or embed the form on your own website.