Referral software built for B2B SaaS
Most great SaaS pipeline starts with a customer telling a peer it works. Referral Rock builds a program around that moment, in your product or CRM, with recurring commissions and customer, partner, and affiliate programs on one platform.
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
Built to run without you babysitting it
A referral platform with everything you need to run a program, without the overhead.
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Everything runs automatically
Referrals tracked, rewards sent, participants notified, without you touching it.
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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.
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Advisor-led setup included
An advisor helps you launch faster and optimize from day one.
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No more awkward asks
You did the hard work already. With our referral programs, customers are excited to share with their friends.
Customer reviews
What B2B SaaS teams say
It has been good
It has been good. We are happy with the purchase, the platform and most importantly the support. It tracks referrals properly and [sensitive content hidden] has been a wonderful help in gett…
Edward H.
Intagin
We've honestly been blown away.
We've honestly been blown away. From the technical aspects to tracking and overall program management, Referral Rock has made the entire referral process simple.
Chelsey Benzel
Marketing Manager, FeedXL
The number of functionalities and ability to capture data…
The number of functionalities and ability to capture data at different parts of the funnel. The customer service is impeccable! Branding the pages and website while not that difficult can be…
George N.
Rachio
How B2B SaaS referral programs work
See what your program looks like
A happy customer telling a peer is your highest-converting channel. A program makes that pipeline you can track and reward, in your product or CRM. From activation to payout, it runs like this.
- 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
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.
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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
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.
Referral software for B2B SaaS
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 in-product, at trial, or at Closed Won, and keeps paying partners and affiliates 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, and send the invite right after a product moment, like a first project or an upgrade. One-click links work in lifecycle emails too, with no password.
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. Partners can earn a percentage commission on every renewal.
Turn AEs and CSMs into referral program recruiters
Account executives, CSMs, and support reps become referral program recruiters, with their own links and credit for every customer they bring in. Assign them from HubSpot or Salesforce.
Sync the whole funnel with your CRM
Update referral status from lead to qualified to Closed Won through HubSpot and Salesforce, and see the pipeline and revenue each advocate drives, with share links, reward counts, and attribution in the CRM.
Reward the person who referred, not the account
One customer account can have dozens of users, and account credit lands on the company's bill. Send the person who referred a gift card or cash through Tango, PayPal, or Wise, with no fee added, and let finance review and issue each one.
See a referral flow built based on your business
Give us your website. Our team builds you a referral flow from it, styled to your brand.
Yours to keep. No sales call.
How it works
- 1 We build a referral flow from your website, styled to your brand
- 2 We send you a link to preview it
- 3 See the experience you'd send your customers
Referral software by model
Fits how B2B SaaS actually grows
How you trigger a reward and where the portal lives depend on the model. The blog has a fuller playbook for each of the three below.
B2B referral software
Reward customers and partners for intros. Every referral syncs to HubSpot or Salesforce and moves through the same pipeline the team already works.
See the B2B referral program guideSaaS referral software
Fire rewards on the events that matter, a signup, a trial-to-paid, or a renewal, and drop the member portal straight into the app through the API.
See the SaaS referral program guideFintech referral software
Reward funded accounts and completed onboarding, with tracking and reward records that hold up to a compliance review.
See the Fintech referral program guideAdvisor-led setup
An advisor sets it up with you
Every business runs differently, so your advisor builds the program around how yours works, with built-in referral best practices. As close to done-for-you as possible, while keeping you in charge.
Every Referral Rock customer gets:
- A program advisor
- Reward recommendations based on your audience
- Tailored program & campaign messaging written for you
- Technical integration assistance as needed
Integrations and program types
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
Explore all integrations
Run any kind of program
Customer referral programs
Turn happy customers into a steady source of new ones.
Build a customer referral program
Brand ambassador programs
Invite your most loyal fans into an ongoing promotion role.
Start an ambassador program
Partner & affiliate programs
Give partners a portal to refer and earn on what they send.
Launch an affiliate programExplore the product: member email· analytics & reporting· program promotion
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.
Referral status updates as the deal moves from lead to qualified to Closed Won, so a referral that takes a quarter to close still credits the right customer.
Referral Rock works 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.
The invite can go out right after a product event, like a first project or an upgrade.
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.
You can set a percentage commission that repeats every time a subscription renews, the usual structure for SaaS partner programs, plus milestone rewards for customers who keep referring. You don't need a separate affiliate tool.
Yes. Your finance team reviews pending rewards and issues them in bulk, or sets payouts to run daily, weekly, or monthly. Cash goes out through PayPal or Wise and gift cards through Tango, and Referral Rock adds no fee on top.
Every reward keeps a full history, including failed payments and why, and exports to CSV.
Yes. Your company is the controller and Referral Rock is the processor, handling member and referral data only on your instructions under our Data Processing Agreement.
Admins can export, edit, or delete any member's data, members can unsubscribe at any time, and the referral cookie stores no personal information. More on our GDPR page.
Rewards that reach the person who made the referral. In B2B SaaS the customer is a company with many users, but each referral comes from one of them, and account credit lands on the company's invoice, where that person never sees it.
A gift card or cash goes to the referrer directly, paid out through Tango, PayPal, or Wise with no fee added. Account credit still fits when the person referring also pays the bill, like a founder.
For partners, recurring commissions or cash work best, and your advisor helps you match the reward to your average contract value.
A standard program launches in days, and an advisor sets it up with you on every plan: the reward, the CRM and product triggers, and the launch, then keeps tuning it with you. No developer is needed for that.
Embedding the widget in your product or custom CRM stage triggers can take a little developer time, and your advisor helps you scope it.
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.
Not ready to talk? See a free referral flow →