What is referral tracking software?

Referral tracking software records which promoter sent each referral and what that referral produced. Clicki tracks link clicks and QR scans, captures the referred lead, matches it to the booked or completed job, and reports attributed revenue by promoter and campaign.

How does Clicki attribute a referral to the right person?

Every promoter has a permanent unique link and QR code. Clicks, scans, and the referred lead's submission are written against that identifier, then matched to the resulting booking or job so attribution reflects revenue rather than clicks alone.

What if a referred customer calls instead of using the link?

Referrals that arrive off-link can be reconciled against CRM records and attached to the promoter, so late or offline conversions still attribute and still trigger the reward rule.

Can we export referral data?

Yes. Referral events are available through the API, Zapier, and webhooks so you can push them into your CRM, warehouse, or BI tool.

Does tracking include the payout?

Yes. The tracked referral record drives the reward rule, fraud checks, approval, and instant payout via Venmo, PayPal, ACH, or Visa, with automatic 1099 handling.

How much does referral tracking software cost?

Clicki starts at $549/month with no per-referral fees. See the pricing page for current tiers and what each includes.

Referral management and attribution

Referral Tracking Software with End-to-End Attribution

Referral tracking software records who referred whom and what it was worth. Clicki assigns a unique link and QR code to every promoter, logs the click, captures the referred lead, matches it to the resulting booking or job in your CRM, and reports attributed revenue by promoter, campaign, and channel. Reward rules, fraud checks, approvals, and instant payouts via Venmo, PayPal, ACH, or Visa run off the same ledger, so tracking and paying never disagree. Plans start at $549/month.

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What gets tracked

Every referral has a chain: promoter → link or QR scan → referred visitor → captured lead → booked job → revenue → reward. Clicki records each step against the promoter's unique identifier. That makes referral revenue reportable the same way paid channels are, instead of being buried in a 'how did you hear about us' dropdown.

Referral attribution that survives real life

Referrals rarely happen in one clean session. A neighbor scans a QR code on a yard sign, calls two weeks later, and books under a different name. Clicki keeps the promoter link permanent, captures referrals at the landing page and form, and lets you reconcile referred jobs against CRM records so late-converting referrals still attribute and still pay.

Referral management, not just measurement

Tracking is only useful if it drives the payout. In Clicki, the same record that proves the referral triggers the reward rule, the approval gate, and the payout — with 1099 handling automated. There is no separate spreadsheet reconciling what was tracked against what was paid.

Who it's for

Operators who can't measure word-of-mouth

You know referrals drive growth but can't quantify it by promoter, campaign, or month.

Teams paying rewards manually

If rewards are reconciled in a spreadsheet at month end, tracking and payout have already drifted apart.

Multi-location businesses

Attribution by location, campaign, and employee so each branch's referral performance is visible.

Analytics-minded marketers

Push referral events into your own stack through the API, Zapier, or webhooks.

How it works, end to end

1. Assign identity

Each customer, employee, or partner gets a unique referral link and QR code that never changes.
2. Log the touch

Clicks and QR scans are recorded against the promoter, along with campaign and source context.
3. Capture the lead

The referred visitor's form fill or booking on your branded referral page is written to the referral record.
4. Match to the job

The referred lead is matched to the booking or completed job so attribution reflects real revenue, not just clicks.
5. Apply rules and checks

Reward rules, fraud checks, and approval gates decide what qualifies and when it releases.
6. Pay and report

Instant payout via Venmo, PayPal, ACH, or Visa, and dashboards for referrals, conversion rate, attributed revenue, and reward spend.

Key features

Unique promoter links and QR codes

Permanent identifiers for every customer, employee, and partner.

Click and scan tracking

Touches logged with campaign and source context for every promoter.

Lead-to-job attribution

Referred leads matched through to bookings and completed jobs.

Campaign-level reporting

Compare customer, employee, and partner campaigns on referrals, conversions, and revenue.

Promoter leaderboards

See who actually drives booked business and reward accordingly.

Fraud controls

Duplicate and self-referral detection with approval gates before payout.

Automatic 1099 handling

Payout records feed tax documentation without manual reconciliation.

API, Zapier, and webhooks

Stream referral events into your warehouse, CRM, or BI tool.

What Clicki records at each stage

What Clicki records at each stage
Stage	Recorded
Promoter created	Unique link, QR code, campaign, and reward rule
Share	Click or QR scan with source context
Referred lead	Form or booking on your branded referral page
Conversion	Match to the booking or completed job
Reward	Rule applied, fraud checks, approval, payout method
Reporting	Attributed revenue by promoter, campaign, and period

Integrations

Job and booking data flows from platforms including ServiceTitan, Housecall Pro, Jobber, FieldRoutes, PestPac, RealGreen, ServiceMinder, Pocomos, Markate, GorillaDesk, and Fieldwork. API, Zapier, and webhook access covers custom stacks and downstream reporting.

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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.

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What implementation looks like

Decide what counts

Define the conversion event that qualifies a referral — booked, completed, or approved.
Connect the data

CRM connection or API/webhook wiring so bookings and job outcomes reach the referral record.
Set rules and gates

Reward values, fraud checks, and approval steps configured per campaign.
Validate and launch

Run a short validation pass on live referrals, then launch. White-glove setup is included on Essentials and Bravo plans.

Pricing

Tracking, attribution, dashboards, and payouts are part of the platform, not an add-on. Clicki starts at $549/month flat with no per-referral fees — see pricing for current tiers.

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Referral tracking software: FAQ

Keep reading

Referral program softwareThe complete referral program. Customer referral softwareThe customer-facing side. IntegrationsWhere the job data comes from. Book a demoSee the attribution reporting live. 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.