Referral pipeline
42
active intros
UpFounders Growth Product
Turn happy customers into a predictable referral channel.
UF Referral gives local and home service businesses a cleaner way to collect referrals, follow up fast, and reward the customers who bring in new business.
Capture
Stop losing referrals in texts and inboxes.
Follow-up
Route every referral to the right person quickly.
Reward
Keep the incentive process clear and trackable.
Referral flow
Built for word-of-mouth that actually gets tracked
Branded referral page
Give customers one simple place to submit a referral instead of relying on loose conversations and manual notes.
Fast internal notification
The moment a referral comes in, your team gets the context needed to follow up and close the loop.
Clear reward path
Define how the reward works so customers know what happens next and your staff is not improvising every time.
Referral command center
One place for referred leads, referrers, and rewards.
Reward liability
$1,280
tracked clearly
Avg follow-up
3.4h
from submission
Spring service campaign
/r/spring-service
| Referral | Source | Need | Status | Reward |
|---|---|---|---|---|
| Avery Stone | Mina P. | Kitchen remodel | Contacted | $150 pending |
| Jordan Lee | Nora K. | HVAC tune-up | New | $50 eligible |
| Sam Rivera | Mina P. | Emergency plumbing | Won | $200 ready |
| Taylor Kim | Chris N. | Roof inspection | Rewarded | $75 paid |
8 follow-ups queued
3 rewards ready
91% captured cleanly
Why this matters
Most referral programs fail because the process is loose.
Customers are usually willing to refer. The drop-off happens because the offer is unclear, the referral gets passed around manually, and the team has no clean system for follow-up or rewards.
No clear path to share
Customers want to help, but there is no obvious action for them to take in the moment.
No reliable tracking
Teams end up with referrals spread across texts, inboxes, front-desk notes, and memory.
No clean reward process
Even when a referral closes, the reward often feels inconsistent or gets forgotten.
How it works
A referral system your team can actually run.
UF Referral is designed to make referrals easier to submit, easier to manage, and easier to turn into booked revenue.
1
Create your referral page
Set your offer, reward amount, and intake fields. Your branded page is live in minutes — no developer needed.
2
Customers send you warm leads
Referrers submit a friend's details through a simple form instead of a forgotten text or sticky note.
3
Track every lead and pay every reward
Move referrals from new to contacted to won, and mark rewards as paid — all in one place with a full history.
What you get
Launch with the structure already thought through.
Instead of stitching together a referral promo ad hoc, you get a program structure that is easier for customers to understand and easier for your team to operate.
Referral CRM
A focused pipeline for every referred lead — who sent them, what they need, and what happens next.
Referrer tracking
See which customers send the most business, which offers land, and who deserves a follow-up thank you.
Reward management
Track every reward from pending to paid so nothing slips through and your best referrers stay motivated.
Home service businesses
HVAC, plumbing, electrical, roofing, cleaning, and other service businesses that already win by word of mouth.
Teams with repeatable demand
Businesses that want referrals to become a repeatable acquisition channel instead of something accidental.
Operators who want clean tracking
Owners and managers who need a program the team can run without guesswork or loose follow-up.
Pricing
One plan. Everything you need to run referrals.
Start with a 14-day free trial and move from loose word-of-mouth to a repeatable referral engine.
Unlimited referral campaigns
Referral CRM with lead tracking
Reward tracking and status management
Branded referral pages
Team follow-up workflow
Email notifications
Full access
$29/ month
No credit card required to start the trial. Subscribe from the dashboard once the program is live.