B2B referral tracking, finally done right.
When one business sends a lead to another, Partner Connect Hub tracks the handoff, the outcome, and the payout — automatically. One shared system for both sides of every referral relationship.
No credit card required · Setup in under 5 minutes
Leads this month
147
+12%
Won
58
+8%
Owed to partners
$2,340
No more spreadsheets. No more sticky notes. No more text messages to add up.
Track every referral from every partner in one clean dashboard.
The old way
The new way
Everything your referral relationships need
No more lost leads. No more "did you pay me for that one?"
Lead intake from partners
Partner companies submit referrals through a dead-simple form. Mobile-first, file uploads included.
Status & won rules
Define what counts as won. Auto-flag duplicates, missing info, and out-of-area leads.
Flexible compensation agreements
Per lead, per won, per sold, or a % of sale value — set the model that matches your deal when you invite a partner. Payouts calculate automatically.
Reports & scorecards
Conversion rates, partner leaderboards, monthly summaries. Export anytime.
Real-time notifications
Status changes, new leads, monthly summaries. Email + in-app.
Audit log on every lead
Who changed what, when. Permanent history kills disputes before they start.
Pay partners the way you actually agreed to
Every referral relationship is different. When you invite a partner, choose the model that fits your deal — Partner Connect Hub handles the math from there.
Per lead submitted
Pay a flat rate for every lead sent your way — regardless of whether it closes. Best for high-volume, low-friction partnerships.
Per won lead
Only pay when a lead meets your criteria for success. Keeps partners focused on quality, not just quantity.
Per sold lead
Compensation is tied entirely to results. Pay only when a deal closes — aligns incentives perfectly.
Percentage of sale value
Pay a percentage of the estimated or actual deal value. Great for high-ticket industries where deal sizes vary widely.
Terms are set per partner — different agreements for different relationships, all in one place.
From partner invite to payout, in four steps
One workflow shared between the company sending the lead and the company receiving it. Everyone sees the same status, in real time.
Invite a partner
Send a partner business an invite and set the compensation model (per lead, per won, per sold, or % of sale).
Partner sends a lead
Your partner submits referrals through a simple, mobile-first intake form. You're notified instantly.
You qualify & close
Update lead status as you work it — contacted, qualified, won, sold. Every change is logged.
Payout auto-calculated
Owed amounts roll up by partner based on the agreement. No spreadsheets, no disputes.
Invite a partner
Send a partner business an invite and set the compensation model (per lead, per won, per sold, or % of sale).
Partner sends a lead
Your partner submits referrals through a simple, mobile-first intake form. You're notified instantly.
You qualify & close
Update lead status as you work it — contacted, qualified, won, sold. Every change is logged.
Payout auto-calculated
Owed amounts roll up by partner based on the agreement. No spreadsheets, no disputes.
Invite a partner
Send a partner business an invite and set the compensation model (per lead, per won, per sold, or % of sale).
Partner sends a lead
Your partner submits referrals through a simple, mobile-first intake form. You're notified instantly.
You qualify & close
Update lead status as you work it — contacted, qualified, won, sold. Every change is logged.
Payout auto-calculated
Owed amounts roll up by partner based on the agreement. No spreadsheets, no disputes.
A quick visual tour of how a B2B referral flows through Partner Connect Hub.
Ready to bring order to your referral network?
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