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Template · works for any team

Referral program

Turn happy customers into referrals, and pay every reward on time.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Referrals are the best leads you get, but they're tracked on sticky notes and rewards get forgotten. Customers and partners send referrals (and can log in to see theirs), the team works each one to a sale, the reward is worked out for you, big rewards need the manager's approval, and the referrer is thanked and told when they're paid.

  • Follow up on every referral within a day
  • Pay every referral reward, and only once
  • See who sends you the most business

Try it. It's working software.

The real app with sample data, shown for an HVAC company. Switch roles (Owner, Team, Manager, Referrer) to see what each person sees. Nothing you do here is saved.

Open full screen

What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • Board view: move cards from step to step
  • Calculated fields that keep themselves up to date
  • Workflow steps that say who can do what
  • Approval rules: a step only allowed when a condition is met
  • A note required on key steps
  • Email on workflow steps
  • Outside users (clients, customers, partners) log in and see only their own records
  • Rules that stop bad data from being saved
  • Dashboard with totals, charts and a waiting-on-you list
  • CSV import and export

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “Change the reward to a flat $100 for every referral that becomes a customer.”
  • “Require the manager's approval for every reward, not just ones over $250.”
  • “Email the referrer as soon as we've contacted the person they referred.”
  • “Add a Tier choice to referrers (silver, gold) and give gold referrers 15%.”
  • “Show referrals as cards.”
  • “Make it playful with round corners.”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a private tutoring service, a car detailing shop, an accounting firm too.

Customize this

Customize this uses no build credits.

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