Agencies & consultants

Agencies trade referrals every week. Almost none get tracked.

Reciprocal intros, rev shares, and white-label handoffs, one record from introduction to collected invoice, in both directions.

Built for agencies and consultancies of 1–100 that already trade referrals.

Referral pipeline
Corestone Brands · rebrand
Ref. by Fielder Web Studio
Won$3,200 fee
Harbor & Bell · paid media
Ref. by K. Osei, consultant
Proposal$1,800 est.
Cedar Group · fractional CMO
Sent to Meridian Consulting
IntroducedReciprocal
Novaform · SEO retainer
Ref. by Fielder Web Studio
Won$2,400 fee
Referral pipeline with rev shares, tracked in both directions

Reciprocal referrals have no ledger

You send the dev shop three clients; they send you one. Nobody’s counting, so the imbalance festers until the relationship quietly dies.

Rev-share deals live in email

The 10% you agreed on lives in a thread from last spring. When the retainer renews, nobody remembers whether the fee applies to renewals.

No proof of which partners matter

You know some relationships send real work and some send tire-kickers. Without the numbers, you invest the same effort in both.

Capture, track, pay, in agency vocabulary.

Capture

A partner agency, consultant, or past client submits through your portal, forwards an email, or shares a link. The lead lands in your pipeline with the referrer attached, no retyping.

Track

Discovery, proposal, won, every stage change is credited to whoever sent the work, in both directions. Partners watch progress in their portal without checking in.

Pay

When the invoice collects, the referral fee or rev share calculates on a statement both sides can read. Renewals included if that’s the deal, it’s written down now.

Integrations
HubSpotStripeQuickBooksSlack

Questions agencies ask.

Yes. Track what partners send you and what you send them in one place, so reciprocal relationships have a real ledger instead of a vague feeling that someone owes someone.