A CRM for teams running referral programs, tracking referral sources, and measuring referral-to-customer conversion in Taskade.
What's Included
- Referral Database: Source, referrer contact, and referred lead details
- Conversion Pipeline: Stages from Referred to Qualified to Closed
- Reward Tracker: Payout status, reward type, and fulfillment dates
- AI Agent: Identifies top referrers and drafts referral request emails
How To Use
- Clone this template and set up your referral program rules
- Log incoming referrals in Table view
- Use the AI agent to identify your most active referral sources
- Track reward payouts in Board view
- Automate thank-you emails with workflow triggers
Explore referral program tools in the Community Gallery.