Supercharge Your Growth: Automate Your Referral Program with Markate and Clicki

As a Markate user, you already have powerful tools to manage your jobs, customers, and marketing. You know that for your lawn care, pest control, or home cleaning business, word-of-mouth leads are your best source of new customers. But tracking who referred whom, verifying jobs, and manually sending rewards is a time-consuming chore that’s impossible to scale.

That's where the Markate + Clicki Referrals integration comes in. Connect your Markate CRM to Clicki's automation platform to put your entire customer referral program on autopilot. Stop chasing down referrals and start growing your business effortlessly.

How the Markate + Clicki Integration Works

Our direct integration creates a seamless, real-time link between Markate’s job management system and Clicki’s referral automation engine. This allows you to trigger rewards based on actual job statuses in your Markate account, eliminating manual data entry and spreadsheets for good.

Here’s how it works:

A happy customer shares their unique Clicki referral link with a friend.
The friend signs up and becomes a new lead, automatically tracked by Clicki.
You create the new customer and their job inside your Markate account as you normally would.
When you mark the job as 'Completed' or an invoice as 'Paid' in Markate, it automatically sends a signal to Clicki.
Clicki instantly processes the pre-defined reward (e.g., $50 cash) and sends it to your promoter via Venmo, PayPal, or their chosen method.
The entire process is 100% automated, requiring zero additional work from your team.

Key Benefits of Integrating Markate with Clicki

Eliminate All Manual Work: Stop using spreadsheets to track referrals. The integration automates reward triggers, so you never have to manually check if a referred job was completed or paid.
Accelerate Word-of-Mouth Growth: Reward promoters instantly with modern cash payouts. Fast, reliable rewards encourage more sharing and drive a steady stream of high-quality, low-cost leads.
Track Your True ROI: The Clicki dashboard shows you exactly which customers are your top promoters, how many leads they’re generating, and your precise cost per acquisition for your referral channel.
Remove Payout & Tax Headaches: Clicki handles all promoter payouts and automatically issues 1099-NEC tax forms for you, removing a significant compliance and administrative burden from your plate.
Enhance Your Brand Experience: Give your customers a professional, white-labeled portal to track their referral link, clicks, conversions, and earnings, which builds trust and loyalty.

Automating Your Referral Program

The power of this integration is in its flexibility. You can build powerful, hands-off workflows that match your exact business operations in Markate. Create rules to ensure you only reward for profitable, completed work.

Trigger Rewards on Job Completion

Automatically send a $25 reward to a customer the moment their referred friend's first home cleaning service is marked 'Complete' in Markate.

Reward Based on Paid Invoices

Set up your campaign to trigger a $50 payout only after a referred customer's initial pest control invoice is marked as 'Paid', protecting your cash flow and guaranteeing ROI.

Sync Data Seamlessly

Referral data from Clicki can be viewed alongside your customer data in Markate, giving you a complete 360-degree view of your customer acquisition channels.

Getting Started is Easy

You can launch your automated referral program in minutes without needing any custom code or technical help. Transform word-of-mouth from a hassle into your most scalable growth channel.

1. Connect Your Accounts: Securely authorize the integration between your Markate and Clicki accounts with just a few clicks.
2. Design Your Campaign: In Clicki, set your reward amount, choose your Markate trigger event (e.g., 'Job Completed'), and customize your branded promoter portal.
3. Invite & Grow: Invite your best customers to become promoters and watch as Clicki and Markate work together to automatically track, reward, and grow your business.