Refer
Product information
Reviews
3.8 out of 5 stars
Refer is best for SMBs and mid-market companies who need to streamline and automate employee referral programs. It stands out for its user-friendly interface and seamless integration with popular HR platforms, but may not be ideal if you require highly customizable workflows or advanced analytics. Compared to competitors like Teamable and RolePoint, it’s better suited for teams looking for quick setup and minimal admin overhead. If you’re struggling with low referral participation or manual tracking, this is probably the right tool. If not, you might want to explore more robust talent acquisition suites.
Product options
Tool Details
- Teamable
- RolePoint
- ERIN
- Zalp
- Drafted
- Easy to set up and use
- Good integration with major HR systems
- Automates referral tracking and reminders
- Clear reporting on referral outcomes
- Affordable pricing for SMBs
- Limited customization for complex workflows
- Basic analytics compared to some competitors
- Not ideal for very large enterprises
- Few options for non-cash incentives
Related Resources
Using Refer to automate B2B partner onboarding and referral management
Learn how to use Refer to automate B2B partner onboarding and referral management, with honest tips on what works, what doesn’t, and what to skip.
How to set up real time notifications in Refer for new B2B referrals
Learn step-by-step how to get instant notifications in Refer when new B2B referrals come in. Cut through the noise and set up what actually works.
How to manage and score inbound leads in Refer for efficient follow up
Learn step-by-step how to organize, score, and follow up on inbound leads in Refer—so you don’t waste time chasing the wrong prospects.
Step by step guide to integrating Refer with Salesforce for seamless data flow
Learn how to connect Refer with Salesforce, avoid common pitfalls, and keep your data flowing smoothly with this practical, no-nonsense guide.
How to analyze campaign performance in Refer using advanced filters
Learn how to dig into campaign data in Refer with advanced filters. Get real insights, spot trends, and avoid common reporting traps.
How to configure user roles and permissions in Refer for secure collaboration
Learn step-by-step how to set up user roles and permissions in Refer so your team can collaborate securely—without the confusion or gotchas.
Key Features to Look for in B2B GTM Software and How Refer Stacks Up
Cut through the noise—discover what really matters in B2B go-to-market software and see how Refer compares, minus the hype and jargon.
How to create custom reporting dashboards in Refer for marketing analytics
Learn step-by-step how to build practical, custom marketing dashboards in Refer—what works, what doesn’t, and how to avoid common pitfalls.
How to segment and prioritize referral leads in Refer for higher conversion
Cut through the noise and get real about segmenting and prioritizing referral leads in Refer to drive more conversions—without the fluff.
How to set up automated lead routing in Refer for your sales team
Learn step-by-step how to set up automated lead routing in Refer, avoid common pitfalls, and get your sales team working smarter, not harder.
Refer b2b gtm software tool in depth review and comparison for maximizing sales pipeline in 2024
Unfiltered, practical review of Refer and top B2B GTM tools for sales teams looking to boost their pipeline and cut through the hype in 2024.
Best practices for tracking referral sources in Refer to optimize B2B campaigns
Learn practical steps and honest tips for tracking referral sources in Refer to sharpen your B2B campaigns and get real, actionable insights.
How to Compare Refer With Other B2B GTM Software Solutions for Maximum ROI
Cut through the noise—learn how to compare Refer with other B2B GTM tools and pick the right software for real ROI, not just slick features.