ReferralLoop features
Everything you need to turn word of mouth into a repeatable system.
ReferralLoop gives you the tools to collect referrals, track progress, manage rewards and understand what's working — all in one place.
No card required · £30/month after trial
Referrals
24
Jobs won
11
Rewards due
3
Recent referrals
James P.
Boiler service · from Sarah M.
Priya S.
Bathroom refit · from Dave K.
Mark R.
New boiler · from Helen T.
£25 reward ready
Helen T. · demo
QR code ready
Print or share it
Referral links
Give every customer an easy way to recommend you.
Every business gets its own referral link. Share it after a job, by message, email, social media or anywhere else that makes sense.
- Removes the friction from recommending you
- Gives every referral a trackable starting point
- No relying on customers remembering to pass on your number later
The problem it solves: Recommendations happen in conversation and are never written down.
See how referrals workYour referral link
referralloop.uk/r/northwood-plumbing
QR codes
Turn anything into a referral opportunity.
Each business gets a QR code linked to its referral page. Wherever your customers see your business, give them a simple way to recommend it.
- Download it ready for print
- Works with any phone camera
- Opens your referral page straight away
The problem it solves: Customers who'd happily recommend you have no quick way to do it.
- Invoices
- Business cards
- Posters
- Counter cards
- Thank-you cards
- Vans
- Social graphics
Scan to recommend us
Scan to recommend us
Scan to recommend us
Illustrative examples · decorative QR
Branded referral page
Give customers a simple referral experience.
Your referral page shows your business, your reward, simple instructions and a short referral form.
- Your business name, logo and colour
- Your reward, shown clearly
- Customers don't need an account to send a referral
The problem it solves: Long forms and sign-ups put people off recommending you.
Northwood Plumbing & Heating
Recommend a friend
£25 cash reward
No account needed
Referral tracking
Keep every referral organised from introduction to completed job.
Update each referral as it moves through your normal process. Each one shows who referred whom, its current status, the customer's details, the reward status and the job value if you add one.
- One clear status for every referral
- Close a referral if it doesn't go ahead — no reward is due
- Full history kept
The problem it solves: Leads from recommendations get lost among everything else.
| Referred by | New customer | Status | Reward |
|---|---|---|---|
| Sarah M. | James P. Boiler service | New | — |
| Dave K. | Priya S. Bathroom refit | Accepted | Pending |
| Helen T. | Mark R. New boiler | Completed | £25 due |
| Tom W. | Aisha B. Radiator swap | Reward sent | £25 paid |
- New
- Under review
- Accepted
- In progress
- Completed
- or Closed
Referral details
Everything you need to follow up with a new referral.
Open any referral to see the referred customer's details, who referred them, its timeline, your notes and an optional job value.
- A ready-made, editable message to introduce yourself
- Copy it and send it the way you normally would
- ReferralLoop never contacts the customer for you
The problem it solves: Working out what to say to a new lead, and remembering where you left things.
Mark R.
New boiler · referred by Helen T.
Message to introduce yourself
“Hi Mark, Helen T. passed on your details — it's Northwood Plumbing & Heating. Happy to help with your new boiler. When suits you for a quick chat?”
Editable · you send it yourself
Notes
Prefers mornings. Combi boiler.
Job value (optional)
Add when known
History
- Referral submitted
- Referral reviewed
- Referral accepted
- Job started
Flexible rewards
Reward customers in the way that makes sense for your business.
You choose the reward type, its value and when it becomes available. ReferralLoop tracks it — your business provides the reward directly.
- Cash, voucher or discount
- Available when you accept the referral, when the job is booked or when it's completed
- No money moves through ReferralLoop
The problem it solves: Making promises to customers without a clear way to keep them.
Cash
£20 cash
You pay the referrer directly, e.g. by bank transfer, then mark it as paid.
Reward tracking
Know exactly who has earned what.
See which rewards are waiting, ready, claimed and paid — with the referral, type and value next to each one. The customer is told when their reward is ready.
- Every reward linked to its referral
- Customers claim their reward from a free account
- Mark rewards as paid once you've given them
The problem it solves: Forgetting to thank the people who send you work.
Helen T. · £25 cash
Referred Mark R. · New boiler
Tom W. · £25 cash
Referred Aisha B. · Radiator swap
Dave K. · £25 cash
Referred Priya S. · Bathroom refit
Notifications
Stay on top of referrals and rewards.
ReferralLoop helps make sure important referral activity doesn't disappear into the background.
- New referrals and reminders
- Reward ready, claimed and paid updates
- Account and billing emails
- Choose which ones you receive
The problem it solves: Missing a new referral because you were busy on a job.
New referral
Sarah M. recommended James P.
Referral reminder
A referral is waiting for you to review
Reward ready
Helen T.'s £25 reward is now available
Reward claimed
Helen T. claimed their reward
Reward paid
Tom W. was told their reward was paid
Analytics
See how your referral programme is performing.
Analytics shows your referral totals, successful referrals, conversion rate, the value of referred work where you've added job values, cash rewards paid and your top referrers.
- Pick a date range and compare with the previous period
- See where referrals drop off between stages
- Find out who recommends you most
The problem it solves: Not knowing whether word of mouth is actually bringing in work.
Referral to job
46%
Work from referrals
£8,420
Referral programme
Build a referral programme that fits your business.
Set your reward type, value, when it becomes available, your referral page wording and your contact message. Set it once, then use the same programme across your customer base.
- Change it at any time
- Your logo and brand colour on your referral page
- Wording that sounds like you
The problem it solves: Every customer getting a different offer, depending on who they spoke to.
Reward type
Cash
Reward value
£25
Reward becomes available
When the referred customer books the job
Referral page wording
Know someone who needs a plumber?
Dashboard
See what needs your attention at a glance.
Your dashboard brings together recent referrals, rewards that need action, your programme status, key numbers and quick ways to share your link.
- Recent referral activity
- Rewards waiting for you
- Share your link from the same screen
The problem it solves: Jumping between messages, notes and memory to see where things stand.
Referrals
24
Jobs won
11
Rewards due
3
Recent referrals
James P.
Boiler service · from Sarah M.
Priya S.
Bathroom refit · from Dave K.
Mark R.
New boiler · from Helen T.
Aisha B.
Radiator swap · from Tom W.
Help & guides
Support when you need it.
A Help & guides area inside ReferralLoop explains how everything works, with practical wording you can copy, and a way to get in touch.
Less chasing. More organised referrals.
Without ReferralLoop
- Recommendations happen informally
- Hard to track who referred whom
- Rewards get forgotten
- No clear referral process
- Little visibility into what is working
With ReferralLoop
- A clear referral link and QR code
- Every referral tracked
- Reward status organised
- Who referred whom, recorded
- Programme performance visible
At a glance
Every feature, in one place.
- Referral links
- QR codes
- Branded referral page
- Referral tracking
- Status history
- Notes
- Job value
- Contact-message helper
- Cash rewards
- Voucher rewards
- Discount rewards
- Reward claiming
- Notifications
- Analytics
- Share tools
- Programme settings
- Help & guides
- Dashboard
Ready to put your referrals in one place?
Start your ReferralLoop programme, share your link and keep every referral and reward organised.
No card required · £30/month after trial