Lead Gen & CRM makes it a point of pride in providing a comprehensive, intuitive product. More than that, Lead Gen & CRM does so at a much lower cost than other marketing automation platforms. This allows Lead Gen & CRM to grow and create new features in ways that competitors cannot. Lead Gen & CRM appreciates referrals that bring in new partners.
Referrals help Lead Gen & CRM's growth. Lead Gen & CRM provides a way for you to introduce other marketing agencies to the platform.
This article will detail how to refer new partners to Lead Gen & CRM, as well as the benefits for doing so.
Article Contents
Trial | ✓ | |
Essential | ✓ | |
Advanced | ✓ | |
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Referring Partners
To refer partners to Lead Gen & CRM, do the following:
- Click
User Settings > Get Support in the top toolbar.
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- Click
New Referral.
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- Enter the referral's company name in the Company Name text field.
- Enter the referral's first and last name in the Contact Name text field.
- Enter the referral's email address in the Contact Email text field.
- Enter the referral's phone number in the Contact Phone Number text field.
- Click Submit a Referral.
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Viewing Submitted Referrals
You can keep track of your submitted referrals.
To view submitted referrals, do the following:
- Click
User Settings > Get Support in the top toolbar.
- Click the Your Referrals tab.
- Locate the Your Submitted Referrals section.
Previously submitted referrals will populate in the section.
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Note: The Your Referrals tab and Your Submitted Referrals section will display your name in place of Your.
Referral Benefits
Lead Gen & CRM appreciates your referrals—so much so that rewards are in order for successful referrals. If your referral results in a new Lead Gen & CRM agency partner, your agency will receive $1,000. More than that, you will personally receive $500.
There are no limits to the number of times that you can receive referral bonuses. In addition, referral bonuses are tied to individual referrals, and not as a lump sum for a group of referrals.
For example, if you submit eight referrals and all eight agency partners sign on, then you receive eight individual bonuses.
Important: Offer is only applicable if the lead being referred is not an existing Lead Gen & CRM user or pre-existing referral. Referral program and incentives do not apply to clients of an agency. Referral bonuses will be paid out over a 60-day period after the new customer has signed on with Lead Gen & CRM. Leads referred in Central America, Mexico, South America, and the Caribbean are only eligible for $500. Lead Gen & CRM reserves the right to reject any referrals at its discretion.