A partner portal that pays for itself.
Give partners, consultants and past customers a proper way to submit deals, track progress and see their commission, no more spreadsheets or forwarded emails.
Turn word-of-mouth into a real channel
Every partner gets their own login, their own pipeline view and a clean commission trail. You get a single source of truth for who introduced what, and where every deal stands.
- Branded partner portal per business
- Structured deal submission, the fields you actually need
- Live stage tracking for the partner (no phone tag)
- Referral partner filter and reporting inside your CRM
Key features
Built for solar businesses, commercial and residential.
Partner logins
Each partner sees their deals, and only their deals.
Clean submissions
Structured intake so deals arrive ready to work.
Live stage visibility
Partners see progress without pestering your team.
Commission trail
Every referred deal is tagged from day one for clean reporting.
Filter by partner
Slice the whole pipeline by referral partner in one click.
Partner reporting
Value, conversion and payout by partner over time.
How it works
- 1
Invite
Send partners a login link; they're in inside a minute.
- 2
Submit
They submit deals through a structured form, straight into your CRM.
- 3
Reward
Track stages, close, and pay, with a clean audit trail.
Get started with Referrals today.
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