Plug into a Turn-Key, End-to-End Referral System
No software to install. Start from scratch or integrate into your current program
uRefer is an on-demand, online application--no IT infrastructure investments are required. Our 24/7 system simplifies managing your referral programs. Run your programs on your own or take advantage of our consulting services. We provide the framework, allowing you to focus on your business.
Features & Screenshots:
Create your Referral Program in under 30 minutes
- Streamline the creation of highly customizable referral programs
- Pay referral rewards for Introductions, Meetings and/or Transactions
- Control the content shown to Connectors and potential prospects
- Create unique referral opportunities for different segments
Promote your Referral Program to potential Connectors
- Integrate with your existing website and marketing efforts
- Tap into uRefer's Marketing Services to create postcards, emails & posters to promote your programs
- Send email announcements about your referral programs effortlessly
- Import contacts from Outlook, Gmail, Yahoo, Hotmail or CSV
- Invite your contacts to be Subscribed Connectors, who stay informed of program updates
- Access new Connectors through the uRefer marketplace & newsletter
Connect with new introductions - Prospects who want to hear from you
- Provide tools for your Connectors to effectively promote your opportunities
- Send email Introductions to potential prospects
- Share trackable referral links on emails, blogs or social networks
- Provide a simple interface for contacts to track their referrals
- Leverage SPAM prevention technology to improve quality of leads
- Track and manage introductions in one easy-to-manage interface
- Track transactions that convert online or offline
- Retailers can offer Printable Coupons to track referrals that lead to in-store sales
Reward using uRefer's Reward Management Center
- Simplify reward management and payment processing (View Details)
- Pay as transactions occur (Credit Card or PayPal) or in batch
- uRefer handles all logistics and mails out reward checks directly
- Offer contacts the option to share or give their referral rewards to a charity (Give Back Program).
Refine your strategy to maximize results
- View comprehensive performance results online 24/7
- Test and optimize offers to maximize results
Screenshot Slideshow
Product package details
Next: Program Costs
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Compare uRefer Programs
Free Basic Account
Pro
Enterprise
Designed for
Individuals or small businesses
(Trial Membership)
Small to mid-sized businesses
Mid to large-sized businesses who need more support and integration
Pricing
Setup fee
Free
Contact for quote
Contact for quote
Subscription fee
Free
Contact for quote
Contact for quote
Support level
Dedicated acct. manager
No
No
Yes
Referral Marketing Services
(Program Design & Management, Copywriting or Graphic Design)
(Program Design & Management, Copywriting or Graphic Design)
$85/HR
$85/HR
$85/HR
Volume levels
Max # of concurrent referral opportunity listings 
1
5
Unlimited
Max # of accepted introductions per quarter
5
100
Unlimited
Promote offers to new & existing contacts
Upload contact info
(Outlook, Gmail & Hotmail)
(Outlook, Gmail & Hotmail)
Yes
Yes
Yes
Email announcements
Yes
Yes
Yes
Linkable URL
Yes
Yes
Yes
Custom branded listings
Coming Soon
Coming Soon
No
No
Yes
Collateral Development
(Postcards, HTML emails, posters, etc)
(Postcards, HTML emails, posters, etc)
$85/HR
$85/HR
$85/HR
Promote offers to the uRefer connector community
Promote listings via the uRefer directory & newsletter
Yes
Yes
Yes
Premium marketer status
No
Priority listing display
No
Yes
Yes
Private offers
(Not displayed in Marketplace)
(Not displayed in Marketplace)
No
Yes
Yes
Manage introductions and rewards
Custom referral offers
Yes
Yes
Yes
Online acct. management
Yes
Yes
Yes
Integration with CRM System
(Salesforce.com, etc.)
(Salesforce.com, etc.)
No
Yes
(Contact for Quote)
(Contact for Quote)
Yes
(Contact for Quote)
(Contact for Quote)
Printable Coupons
No
No
Yes
Reward processing & distribution
Transaction fee: 25%
(max $150 per trans.)
(max $150 per trans.)
Transaction fee: 15%
(max $100 per trans.)
(max $100 per trans.)
Transaction fee: 15%
(max $100 per trans.)
(max $100 per trans.)
Reward batch pay
No
(Pay each transaction)
(Pay each transaction)
Yes
(up to net 30)
(up to net 30)
Yes
(up to net 30)
(up to net 30)
Offer non-monetary rewards
Coming Soon
Coming Soon
No
No
Yes
(Contact for quote)
(Contact for quote)
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The Give Back Program
The Give Back Program is designed with the belief that a successful connection can be the starting point to positive change in the world. We take great pride in our give Back program and we invite you to join us in making a difference.
Supported Charities
- American Red Cross
- Conservation International
- Humane Society
- Kiva - Non Profit Loans
- Make-A-Wish
- National Breast Cancer Foundation
- One Laptop Per Child (OLPC)
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Manage rewards and payments
Simplify the process of managing and paying referral rewards.
Select Your Reward Type(s):
Successful Transaction Reward
- Success-based (you pay only when a successful transaction is completed)
- You can define whether the reward
- Is a flat $ amount or a % of the sale
- Is one off or time period based
- Can be shared with the prospect
Completed Meeting Reward
- Success-based (you pay only when a completed meeting occurs)
- Valuable way of providing a reward for quality leads, even if deal does not close. Great when combined with a successful transaction reward.
Accepted Introduction Reward
- Connectors are paid a nominal fee for each Prospect that accepts an introduction
- Helps encourage Connectors to invite a higher volume of Prospects
Reward Sharing
- uRefer gives connectors the option of sharing Successful Transaction Rewards with Prospects or their favorite charity. See uRefer Give Back Program
- Marketers can choose whether or not the reward can be shared between the Connectors & Prospects.
How Rewards are settled
- uRefer Reward Management Center collects the reward payment from the Marketer and distributes the fund to the Connectors, Prospects and Charity. (if applicable)
- uRefer Basic members pay when each transaction closes. Pro & Enterprise members settle rewards payments once a month.
- Payment options: Credit card (Visa, Mastercard, American Express, and Discover) or PayPal. Coming soon: eCheck and Google Wallet.
How uRefer charges
- uRefer charges a transaction fee for managing the process. The exact amount is based on the membership level and amount of the reward.
uRefer Transaction Fee
Basic Registration
Pro & Enterprise
Successful Transaction Reward
25%
15%
Completed Meeting Reward
25%
15%
Accepted Introduction Reward
25%
15%
Examples:
- Basic user pays a $100 Successful Transaction Reward > uRefer Transaction fee $25 (25% of $100 = $25)
- Pro user pays a $20 Accepted Introduction Reward > uRefer Transaction fee $3 (15% of $20 = $3)
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Email Introduction
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Share Link
Make it easy for your customers and partners to broadcast your offer:
- Copy & paste trackable link into website, email or blog
- Quickly share link on social networking site (Facebook, MySpace, Twitter, & 15 others)
- Connectors get credits for introductions that come from their links
Get Started Now
- Request a demo to talk to a representative
