Automate Your Referral Program Like Never Before
For most home service businesses, referrals are the lifeblood of growth. A happy customer in lawn care, pest control, or home cleaning telling their neighbor about your great work is more powerful than any ad.
But managing this process—tracking who referred whom, sending rewards, and measuring results—often becomes a manual, time-consuming chore.
What if you could put your entire referral program on autopilot? What if you could connect it directly to your CRM, trigger rewards automatically, and even build complex follow-up sequences without writing a single line of code?
Today, that changes. We’re kicking off Launch Week at Clicki Referrals by announcing our new Automation and AI Workflow platform. This is a foundational upgrade that transforms how service businesses scale word-of-mouth growth.
Referrals are the lifeblood of growth for home service businesses. Automating this process can unlock scalable, profitable growth.
Introducing Clicki Automations: Your New Growth Engine
The Clicki Automations platform is a native workflow builder that lets you automate actions inside your referral program based on real-world events.
Instead of stitching together multiple apps or manually exporting spreadsheets, you can now build powerful, hands-off referral systems directly within Clicki.
The system is built on a simple yet powerful concept: Triggers and Actions.
A Trigger happens (e.g., a new referral is submitted).
An Action follows (e.g., the promoter receives an SMS notification).
More actions can happen later based on timing and logic (e.g., sync the lead to your CRM, and 30 days later, send a follow-up email).
This approach gives you nearly unlimited control while keeping the process visual and intuitive.
What’s New: Day 1 Launch Features
We built this platform because every business runs its referral program differently. Some want holiday promotions, others want bonuses for top performers, and everyone wants less manual work.
Here’s what’s included in today’s launch to make that possible.
1. A Visual Workflow Builder for Total Control
Inside your Clicki dashboard, you’ll find a new Automations tab. This is your canvas for building referral workflows visually.
You can drag and drop different nodes to create a sequence of events, giving you full control over how your program runs. Nodes include:
Communication: Send custom emails and SMS messages.
Logic: Add time delays, conditional splits, and other rules.
Rewards: Trigger standard rewards or special bonuses.
Integrations: Send and receive data from your other tools.
2. Native CRM & Service Software Integrations
Say goodbye to manual data entry. The new automation platform includes native nodes for the tools you already use to run your business.
When a referral comes in, you can automatically create a new lead or customer record in your CRM.
Key integrations include:
Jobber
FieldRoutes
PestPac
Service Autopilot
GorillaDesk
HubSpot & GoHighLevel
And many more...
This direct connection ensures your data is always in sync, saving your team hours of administrative work.
3. Scheduled Workflows and Holiday Campaigns
Timing is everything in marketing. With Clicki Automations, you can now schedule workflows to run at the perfect moment.
This is ideal for:
Nurturing Promoters: Automatically send a check-in email 30 days after someone joins your program.
Holiday Blasts: Schedule a July 4th or Labor Day promotional text to all your promoters.
Re-engagement: Follow up with inactive promoters who haven't sent a referral in 90 days.
Set it up once, and let it run in the background to keep your referral program top-of-mind.
The Future is Now: Build Automations with AI
The most groundbreaking part of this release is Generate with AI. You no longer need to be a tech expert to build sophisticated automations.
Simply describe what you want to happen in plain English, and Clicki’s AI will build the workflow for you.
For example, you could type:
“When a referral is submitted, send me an email notification.”
“Send a reminder text to all promoters on July 3rd at 10am.”
“After a promoter gets 5 converted referrals, send them a $50 bonus.”
The AI selects the right triggers, actions, and logic, presenting you with a complete workflow in seconds. You can then fine-tune the details and activate it. This makes advanced automation accessible to everyone.
With Clicki's AI, you can describe what you want in plain English, and it will build the workflow for you, making advanced automation accessible to everyone.
Frequently Asked Questions
Is the automation platform included with my Clicki subscription?
Yes. The new automation builder, including AI generation and recipes, is now live for all Clicki customers at no extra cost.
Do I still need tools like Zapier?
For many common use cases, no. Workflows like syncing leads to your CRM or sending internal notifications can now be handled natively inside Clicki, simplifying your tech stack and reducing costs.
Can I customize the emails and text messages?
Absolutely. Every communication node allows for full customization, so you can ensure all messaging matches your brand’s voice and tone.
This is Just the Beginning
This new automation engine is the foundation for a new era of referral marketing. It’s built for busy owners of pest control, lawn care, and home cleaning companies who need technology to work for them, not create more work.
If you’re a current Clicki customer, log in to your dashboard and explore the new Automations tab. If you're new to Clicki, there has never been a better time to see how automating your referrals can unlock scalable, profitable growth.
Stay tuned for more updates this week as we dive deeper into what’s possible with the new platform. Welcome to Day 1 of Launch Week.
