Referral Rock

For B2B SaaS

Referral software built for B2B SaaS

Your best accounts already come from one customer telling a peer it works. Referral Rock turns that into a program you can run inside your product or off your CRM, with recurring commissions and customer, partner, and affiliate programs all on one platform.

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Built for businesses like these

  • Product-led SaaS
  • Sales-led platforms
  • Vertical SaaS
  • Fintech
  • Dev tools

Trusted by SaaS teams and 1,000+ growing businesses

TripAdvisor
Material Bank
Penguin Random House
Culligan Water
Flink
Edustaff
Mitel
ActiveCampaign

Built to run without you babysitting it

A referral platform with everything you need to run a program, without the overhead.

  • Everything runs automatically

    Referrals tracked, rewards sent, participants notified, without you touching it.

  • Email campaigns built in

    Promote your program and fire automatic welcome, reward, and re-engagement emails, with no separate email tool to buy or wire up.

  • Concierge onboarding included

    A dedicated advisor helps you launch faster and optimize from day one.

  • No more awkward asks

    You did the hard work already. With our referral programs, customers are excited to share with their friends.

See what your program looks like

One happy customer telling a peer is your highest-converting channel. Referral Rock turns that into pipeline you can track and reward, inside your product or off your CRM. Here's what it looks like in practice.

  1. 1

    A customer activates

    Just after they activate or renew, an in-app prompt and an email invite them to refer a peer, with a one-click link and no password to remember.

  2. 2

    They refer a peer who'd get it

    Their link sends a colleague to a page built for them, with a clear reason to start a trial, instead of your generic homepage.

  3. 3

    The referral moves through your funnel

    The peer starts a trial, and Referral Rock tracks them from signup to paid, updating status from HubSpot, Salesforce, or your product.

  4. 4

    The reward fires when it counts

    When the peer converts to paid, your customer earns the reward you set, and partners can keep earning a recurring commission on every renewal.

The Referral Rock portal a referred user sees, with their share link, referral status, and rewards

A referral program that fits how SaaS actually grows

Whether you're product-led and self-serve or sales-led with a long pipeline, the reward should fire where the value lands. Referral Rock rewards inside your product, at trial, or at Closed Won, runs partner and affiliate payouts on the same platform, and keeps paying on renewals.

Reward at trial, signup, or Closed Won

Fire a reward at any stage of your funnel, a started trial, a paid conversion, or a won deal in HubSpot or Salesforce, so the payout matches how you actually count a win.

Let customers share from inside your product

Embed a share widget or the full member portal in-app with the JavaScript SDK and API, or drop one-click links into your lifecycle emails. No password, no separate login.

Run customer, partner, and affiliate programs together

Customer referrals, brand ambassadors, and revenue-sharing partners run on one platform, each with its own portal and links. You don't need a separate affiliate tool.

Pay recurring commissions on renewals

Set percentage-based commissions that repeat every time a subscription renews, plus milestone rewards that grow as a partner or customer sends more.

Sync the whole funnel with your CRM

Update referral status from lead to qualified to Closed Won through HubSpot and Salesforce, and enrich your CRM with share links, reward counts, and attribution.

Tie referrals to revenue, not just signups

Track each advocate from share to trial to paid, and see the pipeline and revenue a program drives instead of guessing which signups came from word of mouth.

See the full feature list

We don't just hand you software

Other software may promise Plug'n Play, but every business is different enough that a template won't always work. We get as close to done-for-you as possible while keeping you in charge.

Every Referral Rock customer gets:

  • A dedicated program advisor
  • Reward recommendations based on your audience
  • Tailored program & campaign messaging written for you
  • Technical integration assistance as needed
Referral Rock concierge onboarding services

One platform that fits your business

Connect the tools you already run, then launch whatever kind of program fits how you sell.

Connect the tools you already use

HubSpot logo

HubSpot

Salesforce logo

Salesforce

Stripe logo

Stripe

Intercom logo

Intercom

Zapier logo

Zapier

REST API logo

REST API

Explore all integrations

Run any kind of program

Customer referral program

Customer referral programs

Turn happy customers into a steady source of new ones.

Build a customer referral program
Brand ambassador program

Brand ambassador programs

Invite your most loyal fans into an ongoing promotion role.

Start an ambassador program
Partner and affiliate program

Partner & affiliate programs

Give partners a portal to refer and earn on what they send.

Launch an affiliate program

Common questions about referral software for B2B SaaS

Quick answers on fit, setup, rewards, integrations, and cost.

Both. For a product-led motion, reward at signup, started trial, or paid conversion. For a sales-led motion, reward at a lifecycle stage or Closed Won through HubSpot or Salesforce. The same program can handle a self-serve signup and a deal that takes a quarter to close, across dev tools, vertical SaaS, and fintech apps.
Yes. You can embed a share widget or the full member portal in your app with the JavaScript SDK and the API, or drop one-click access links into your lifecycle emails. Developers can also build a fully custom share experience against the member, referral, and reward APIs.
Yes. Customer referrals, brand ambassadors, and revenue-sharing partners all run on one platform, each with its own portal, links, and rules. Partners get a portal to refer and track earnings, so you don't need a separate affiliate tool alongside your referral program.
Yes. You can set percentage-based commissions that repeat every time a subscription renews, which is the common structure for SaaS partner and affiliate programs. Milestone and tiered rewards are also available for customers who keep referring.
Referral status updates as a deal moves from lead to qualified to Closed Won, through HubSpot, Salesforce, the Referral.js tracker, Zapier, or the API. The reward fires at whatever stage you choose, so a referral that takes weeks to close is still attributed to the right advocate.
For customers, account credit and cash are the strongest pull, and they suit a subscription where the next invoice is the natural place to apply value. For partners, recurring commissions or cash work best. Gift cards are good for quick wins. Your advisor helps you match the reward to your average contract value.
Most teams launch a standard program in days using the program builder and their advisor. Embedding the widget in your product or wiring up custom CRM stage triggers can take a little developer time, and your advisor helps you scope it so you can go live quickly.
No. Every plan includes a dedicated advisor who helps you design the reward, wire up your CRM and product triggers, and launch, then keeps working with you to tune it. You're not handed a login and a help doc.
SaaS programs run on our Professional plans, which start at $175/mo with pricing published on our pricing page. Plans are month-to-month with no long-term contract, and a free trial is available so you can try it first.
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See Referral Rock for B2B SaaS

Start a free trial or book a demo and we'll help you launch a program that fits how you work.

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