What is customer referral software?

Customer referral software gives each customer a trackable referral link, delivers the referral ask, attributes referred bookings back to the customer, and pays their reward. Clicki automates all of it off CRM job events for service businesses.

When is the best time to ask a customer for a referral?

Immediately after a completed job, while satisfaction is highest. Clicki fires the SMS and email ask off the job completion event in your CRM so the timing is automatic rather than dependent on someone remembering.

How do customers share their referral link?

By text, social share, or QR code. With RewardsPass, the link and reward balance also live in Apple Wallet or Google Wallet, so it resurfaces long after the original message.

How do you stop people from referring themselves?

Fraud controls include self-referral and duplicate detection, plus approval gates so a reward can be reviewed before payout releases.

What rewards can we offer?

Cash rewards paid via Venmo, PayPal, ACH, or Visa, with reward rules configurable per campaign — flat amounts, different values per service line, or approval-gated rewards.

How much does customer referral software cost?

Clicki starts at $549/month flat, with no per-referral fees. Current plans are on the pricing page.

Customer advocacy software

Customer Referral Software That Asks, Tracks, and Pays

Customer referral software turns satisfied customers into a repeatable acquisition channel. Clicki gives every customer a personalized referral link and QR code, sends the referral ask by SMS and email right after a completed job, tracks the referred booking back to that customer, and pays their reward instantly via Venmo, PayPal, ACH, or Visa. Customers can keep their link and reward balance in Apple Wallet or Google Wallet with RewardsPass. Plans start at $549/month.

Book a demo See pricing

What customer referral software does

Customer referral software manages the full loop between a happy customer and the next booked job: the ask, the share, the referred lead, the attribution, and the reward. For service businesses the loop is unusually short — a customer who just had a great service call will refer a neighbor that same day if asked. Miss the window and the referral usually never happens.

Timing is the whole product

Clicki ties the ask to the job event rather than to a marketing calendar. When your CRM marks the job complete, the customer gets a text and email with their own link. That link is theirs permanently, so the referral you earn six months later still attributes and still pays.

Customer advocacy beyond a single ask

Repeat advocates deserve more than a one-time coupon. Clicki supports recurring rewards, tiered reward rules per campaign, wallet passes that resurface the link, and dashboards that show which customers actually drive revenue — so your advocacy program is aimed at the people already doing the work.

Who it's for

Recurring service businesses

Pest control, lawn care, and cleaning companies where every visit is another ask moment and neighbors tighten routes.

High-ticket project businesses

HVAC, roofing, and remodeling teams where one referred install can be worth thousands.

Appointment-based businesses

Salons, med spas, and studios where the post-appointment moment converts best.

Marketing leads who need attribution

Anyone who has to defend spend and wants referral revenue reported like any other channel.

How it works, end to end

1. Customers sync in

Customers flow in from your CRM, an import, or a signup form. Each one is issued a personalized referral link and QR code.
2. The job completes

Your CRM marks the job complete and passes the event to Clicki.
3. The ask goes out

An SMS and email referral ask lands with the customer's own link, using your branding, offer, and cadence.
4. The customer shares

They text the link, share it, or hand off a QR code. RewardsPass keeps the link in Apple or Google Wallet for later.
5. The referral converts

The referred neighbor books. Clicki attributes the booking to the referring customer and applies your reward and fraud rules.
6. The reward pays

Instant payout via Venmo, PayPal, ACH, or Visa, with 1099 handling automated.

Key features

Personalized customer links

One permanent, trackable link per customer — plus a QR code for print and in-person sharing.

Post-service SMS and email asks

Triggered by job completion in your CRM rather than sent in manual batches.

Branded referral landing pages

The referred prospect sees your brand, your offer, and a short form that books.

Reward rules per campaign

Different rewards for different service lines, seasons, or customer segments.

Fraud controls

Self-referral and duplicate detection plus approval gates before any payout releases.

Instant payouts

Venmo, PayPal, ACH, or Visa, with automatic 1099 handling.

RewardsPass wallet passes

Apple Wallet and Google Wallet passes that resurface the customer's referral link and balance.

Customer dashboards

Customers see their referrals and rewards; you see the promoter leaderboard and attributed revenue.

Integrations

Customer records and job events sync from platforms including ServiceTitan, Housecall Pro, Jobber, FieldRoutes, PestPac, RealGreen, ServiceMinder, Pocomos, Markate, GorillaDesk, and Fieldwork, with API, Zapier, and webhook options for anything else.

Browse all Clicki integrations

500+ businesses trust Clicki with their referral programs.

From lawn care to medical spas, service businesses across industries rely on Clicki to automate their referral programs and grow their customer base.

Hear from our customers

What implementation looks like

Define the ask

Pick the trigger event, the reward, and the message. We bring templates that work for service businesses.
Connect and import

CRM connection plus a customer import so existing customers get links on day one.
Brand the experience

Referral pages, messaging, and wallet passes carry your brand, not ours.
Launch and tune

Go live — usually inside a week with white-glove setup on Essentials and Bravo plans — then adjust reward rules against real conversion data.

Pricing

Flat monthly pricing starting at $549/month, no per-referral fee. You fund the customer rewards you choose to pay. See pricing for tiers, SMS allowances, and annual options.

See pricing Book a demo

Customer referral software: FAQ

Keep reading

Referral program softwareThe full program, including employees and partners. Referral tracking softwareAttribution and reporting detail. RewardsPassApple and Google Wallet passes. IntegrationsConnect your CRM. PricingPlans and what's included.

See Clicki on your own CRM data

Book a 15-minute demo. White-glove setup is included on Essentials and Bravo plans.