What is referral program software?

Referral program software issues trackable referral links to customers, employees, or partners, delivers the referral ask, attributes referred business back to the promoter, and pays the reward. Clicki does all four automatically for service businesses, triggered from CRM job events.

How is Clicki different from a referral form on my website?

A form captures a name. Clicki gives each promoter a unique link and QR code, fires the ask by SMS and email off completed jobs, attributes the referred job end to end, applies fraud rules, and pays the reward instantly with 1099 handling included.

Can I reward employees as well as customers?

Yes. Customer, employee, and partner programs run as separate campaigns with their own reward rules, and each person gets a personal referral link and QR badge with instant payout on conversion.

Do I need a CRM to use Clicki?

No. Clicki triggers off CRM job events when a CRM is connected, and runs standalone with imports, forms, and scheduled campaigns when one isn't.

How are referral rewards paid out?

Rewards pay instantly via Venmo, PayPal, ACH, or Visa once your reward rule is met. Automatic 1099 handling covers promoter tax documentation.

How much does referral program software cost?

Clicki plans start at $549/month with no per-referral fees. Current tiers and what's included are listed on the pricing page.

Referral marketing software

Referral Program Software for Service Businesses

Referral program software automates the three things a manual referral program always drops: asking at the right moment, tracking who sent whom, and paying the reward. Clicki gives every customer and employee a personalized referral link and QR code, fires the referral ask by SMS and email off a CRM job event, attributes the referred job back to the original promoter, and pays out instantly via Venmo, PayPal, ACH, or Visa — with 1099s handled automatically. Plans start at $549/month.

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What referral program software is

Referral program software is the system of record for word-of-mouth. It issues a unique, trackable link to each promoter, delivers the ask on a schedule or trigger, captures the referred lead, ties the resulting job or subscription back to the promoter, and settles the reward. Without it, referral programs live in text threads, whiteboards, and technicians' memories — which is why most service businesses can name their best referrers but can't tell you what referral revenue was worth last quarter.

Why an automated referral program beats a manual one

A manual program depends on a person remembering to ask, another person remembering who referred whom, and a third person cutting a check weeks later. Each handoff loses volume. An automated referral program asks every eligible customer, every time, at the moment satisfaction peaks — and pays fast enough that promoters refer again. Clicki removes the ask, the tracking, and the payout from anyone's to-do list.

Customer referrals and employee referrals in one program

Clicki runs customer, employee, and partner referral programs side by side under separate campaigns and reward rules. A technician's QR badge, a homeowner's post-service text, and a partner's co-marketing link all report into the same attribution ledger, so you can compare which channel actually produces booked revenue.

Who it's for

Home service operators

Pest control, lawn care, HVAC, roofing, plumbing, electrical, cleaning, and junk removal companies running recurring or seasonal work.

Multi-location and franchise brands

Separate campaigns, reward rules, and reporting per location while keeping one payout and compliance system.

Personal service businesses

Salons, barbershops, med spas, and aesthetics practices where the post-appointment moment is the best time to ask.

Teams with a CRM already in place

If your CRM marks jobs complete, Clicki can trigger off it. If it doesn't, Clicki runs standalone.

How it works, end to end

1. Connect the CRM

Clicki connects to your field service CRM, or runs standalone with imports and forms. Job, customer, and completion events flow in.
2. Issue promoter links

Every customer and employee gets a personalized referral link plus a QR code for badges, invoices, door hangers, and job-site signage.
3. Trigger the ask

A completed job, closed invoice, or scheduled campaign date fires the referral ask by SMS and email using your templates and cadence.
4. Capture and attribute the referral

The referred prospect lands on your branded referral page. Their form fill, booking, or conversion is attributed to the promoter who sent them.
5. Approve and pay

Rewards release on the rule you set — on booking, on completed job, or after manual approval — and pay instantly via Venmo, PayPal, ACH, or Visa.
6. Report on it

Dashboards show referrals sent, clicked, converted, revenue attributed, top promoters, and reward spend by campaign.

Key features

Personalized links and QR codes

Unique, trackable links for every customer, employee, and partner, with printable QR codes for offline placement.

CRM-triggered SMS and email

Referral asks fire off job events instead of manual batch sends, with per-campaign templates and cadence.

End-to-end attribution

Click, lead, booking, and completed job are tied to the promoter, so referral revenue is measurable, not anecdotal.

Instant payouts

Pay rewards via Venmo, PayPal, ACH, or Visa as soon as the reward rule is met.

Fraud controls

Reward rules, approval gates, and duplicate and self-referral checks keep payouts clean.

Automatic 1099 handling

Promoter tax documentation is collected and issued automatically as payout thresholds are met.

RewardsPass wallet passes

Apple Wallet and Google Wallet passes keep the referral link and reward balance in the customer's pocket.

API, Zapier, and webhooks

Push referral events into your stack or trigger Clicki from anything your CRM can call.

Manual referral program vs. Clicki

Manual referral program vs. Clicki
Manual program	Clicki
Ask happens when someone remembers	Ask fires on the CRM job event, every time
Referral source captured in a note field	Referral tied to a unique promoter link or QR code
Reward paid by check or account credit, eventually	Instant payout via Venmo, PayPal, ACH, or Visa
1099s reconciled by hand at year end	1099 handling automated as thresholds are met
Referral revenue estimated	Referral revenue attributed in dashboards

Integrations

Clicki integrates with the field service platforms service businesses already run — including ServiceTitan, Housecall Pro, Jobber, FieldRoutes, PestPac, RealGreen, ServiceMinder, Pocomos, Markate, GorillaDesk, and Fieldwork — plus API, Zapier, and webhook connections for everything 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

Scoping call

We map your job events, reward rules, and messaging to the campaigns you want to run.
Connection and import

CRM connection, customer and employee import, and promoter link generation.
Campaign build

Templates, triggers, reward rules, approval gates, and branded referral pages configured with you.
Launch

White-glove setup is included on Essentials and Bravo plans; most operators go live in about a week.

Pricing

Clicki is flat monthly pricing with no per-referral fee, starting at $549/month. Reward payouts are funded by you and settled through the platform. See the pricing page for current tiers, SMS allowances, and annual billing.

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Referral program software: FAQ

Keep reading

Customer referral softwareRun the customer side of the program. Referral tracking softwareHow attribution and reporting work. IntegrationsCRM and field software connections. RewardsPassApple and Google Wallet passes. 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.