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Referral Factory

Referral Factory


What is Referral Factory?

Referral Factory is a referral marketing solution, aimed at small businesses to help them gain more referred customers. The product provides an easy way for users to get up and running with their own referral program without needing any developer assistance - in under five minutes! Referral Factory...

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Recent Reviews

TrustRadius Insights

Referral Factory has proven to be an invaluable tool for businesses across various industries. Marketing departments have been able to …
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Word of mouth made easier

9 out of 10
June 19, 2023
We are an SME in the interior design and home furnishing industry. Our experience was that most of our leads came through word-of-mouth …
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Reviewer Pros & Cons

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per month



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per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $95
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Product Demos

How Referral Factory Works | Referral Program Software Demo

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Product Details

What is Referral Factory?

Referral Factory is a referral marketing solution, aimed at small businesses to help them gain more referred customers. The product provides an easy way for users to get up and running with their own referral program without needing any developer assistance - in under five minutes! Referral Factory offers over 1000 pre-built templates, but businesses can also build their own programs from scratch.

One of the best features of Referral Factory is that there's no need for tracking scripts on the website to launch a referral program. Businesses can create capture pages that are personalized to their brand using the built-in page builder feature. There are two ways to onboard referrers: by uploading a database or promoting it through direct marketing.

Users' client dashboards offer access to all data generated through Referral Factory, including real-time collection via secure webhook or syncing it with Google Sheets. Flexible reward structures let companies award anything as incentives when someone refers leads to business websites, giving total control over how and when those rewards happen. Overall, Referral Factory offers an effective means of increasing customer referrals quickly and easily without requiring extensive setup time and technical knowledge.

Referral Factory Screenshots

Screenshot of customization options without any codeScreenshot of an automated request for a referralScreenshot of templates Of pre-built referral programsScreenshot of rewards and incentivesScreenshot of integrations to automate the referral program

Referral Factory Video

Referral Factory Explainer - Referral Marketing Software (No Code)

Referral Factory Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Referral Factory starts at $95.

ReferralCandy, InviteReferrals, and Referral Rock are common alternatives for Referral Factory.

The most common users of Referral Factory are from Small Businesses (1-50 employees).

Referral Factory Customer Size Distribution

Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)0%
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Reviews and Ratings


Attribute Ratings


(1-14 of 14)
Companies can't remove reviews or game the system. Here's why
Faiza Shah | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
As a owner of a digital marketing firm, Socialistco. We use Referral Factory as a key component for our client acquisition strategy and as a leverage in marketing efforts, here are some use cases;

Leveraging for our clients; We have a portfolio of clients from various industries, including fitness, fashion and banking sectors; we implemented referral programs in different industries and get a significant increase in customer acquisitions, the ability to implement the referral programs in different industries really facilitate in the acquisition strategy.

Improving Business Awareness: With the referral campaigns of the Referral Factory the business awareness has drastically increased and so does the number of potential customers.

Customer Loyalty: Referral Factory helps in harnessing the relationship with exciting customer, as they have more interest aligned with the business and we observe repeat purchases along with the new customer base.

Word of mouth: The businesses leverage from the positive word of mouth by the referral program and that helps in building the credibility.

Hence, there are some critical business problems solved by Referral Factory; including new customer acquisition, brand awareness, positive word of mouth.

The scope of these cases were wide spread across different industries and it caters.
  • Integration capabilities with different CRM
  • Comprehensive dashboards and analytics
  • Easy to setup campaigns and customization
  • A/B Testing Capabilities
  • Advanced Analytics and Customizable Dashboard
  • Mobile Application
As a digital marketing manager of multiple clients, one of the biggest challenge is to build brand awareness and acquire new customers with good lifetime value; Referral Factory is a perfect tool to leverage current client base to generate new clients and adds loyalty to the current clientele.

However when the services are personalized to each client and each client have different requirements than Referral system is least appropriate.
Timo Daemen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I would use Referral Factory in my organization for my referral email structures. It is easy to use, user-friendly and the guide that comes with it is straight forward. What I liked aswell is the fact that you can customize the program to your own brand style, even with fonts, colors, photos and logos. Referral Factory makes referral programs way easier.
  • It is user-friendly
  • Customizable
  • Advanced AI assistance
  • It is user friendly, but I would make the brush for customization a bit more noticeable for users. Sometimes I was trying to find where I could customize my fonts or background etc.
  • Some more Personalisation Variables that you can use. I could only use {First name} and {of the person referring}
  • I would like to have some more pre-made templates.
I would recommend it to niche customers we serve where they are reliable on word-of-mouth marketing. This software will make their life way easier to use. It is simple, userfriendly and can work with a lot of CRM systems that most of our clients use. I would recommend this to every niche client we serve!
Georgiana Buzneanu | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Within our international recruitment business, we have a referral program for franchise sales that we used to promote only via email. Unfortunately, we converted very few leads from the email campaigns this year and decided to look into new ways of promoting the referral program.

Referral Factory is the best tool to diversify the promotion of your referral. Users can promote their referral programs via email but also add pop-up banners on the relevant page, landing pages, and a chatbot button floating at the bottom of the page.

The platform provides ready-made templates for various industries such as finance, e-commerce, crypto, real estate, health insurance, law, and many more.

Overall, the platform is user-friendly and very instinctive to use with guidance throughout all pages. I believe this is a good platform to use to promote referrals, significantly impacting the revenue stream of many organizations.
  • The platform is user-friendly with various types of guidance such as chatbot, videos, and articles, to assist the users.
  • Referral Factory provides diverse methods of advertising referral programs, offering templates for a wide variety of industries that users can tailor to fit their brand guidelines.
  • Referral Factory provides a detailed dashboard with key performance indicators to help marketers adjust referral campaigns to maximize conversion rates.
  • I think the platform has most of the features a marketer would need for a referral campaign. In the future, they could add a section for marketing workflows to send sequence emails automatically depending on how the recipients engage with the campaign.
All companies that do referral marketing should use Referral Factory. It will work very well for e-commerce businesses, finance especially fintech companies, and new businesses that want to push the promotion of their products. This is also a good product if you want to promote a new product or encourage your existing customers to bring in new customers in industries such as health, hospitality, finance, and many more. The platform also integrates with platforms like Shopify, which could help you boost sales. On the other hand, if a company is struggling with low customer engagement or negative customer feedback, introducing a referral campaign may not be very effective, as customers are less likely to recommend a product they are not satisfied with or have had a bad experience with.
Score 10 out of 10
Vetted Review
Verified User
Referral Factory allows us to set up and manage our referral program easily. This includes defining referral rewards, tracking referrals, and managing the overall program. It also connects with HubSpot so we can track activity inside our CRM. We wanted to leverage our large client base and utilise their networks to grow our business.
  • Efficient data syncing with HubSpot
  • Automated tracking and analytics
  • Simple incentive management
Referral Factory is well-suited for various scenarios where we want to leverage referral marketing to acquire new customers, generate leads, and expand our client base.

The HubSpot integration is brilliant and allows us to enhance our overall customer engagement strategy.
February 15, 2024

Referral Factory Review

Score 10 out of 10
Vetted Review
Verified User
I am using Referral Factory to help build up our customer base and clientele. This product helps spread the word about our company and also provides an easy way to both send and receive referrals.
  • The interface to build a campaign is really user-friendly.
  • I like how they provide multiple ways to share the refer link.
  • The personalization and dynamic fields for email notifications.
  • I had one of the email notifications go into my junk folder (Outlook).
Referral Factory is a simple, easy to build and use tool that anyone could learn. Not only is it easy to build a campaign, but it is also extremely easy to share and refer others. I would highly recommend this tool to any company who is looking to grow their business with referrals.
Sophia Lendon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Referral Factory makes it easy to track customer referrals and grow our business. I work in the B2B SaaS space and referrals are extremely important as the business leaders I am marketing to often know and trust each other. Referral Factory allows us to quickly generate a campaign using the AI option, all we have to do is drop a link to our website. If edits are needed, these are extremely easy to make. Referral Factory saves hours that would previously be spent on building out a landing page, automating the form on it, and designing it to our needs. Now, this is all done automatically. Would highly recommend this software for any B2B or B2C marketer.
  • AI campaign builder makes it easy to create a new referral program in seconds
  • Syncs directly with CRMs
  • Easy to edit campaign as needed
  • Over 100 template campaigns to pick from
  • One small thing, I wish in the campaign tab there were arrows to navigate between the cards "Join link", "Sync your contacts", etc. There are 3 dots below these cards you can click on to see more options, but I missed these at first since I was expecting arrows to navigate. Again, very small critique
Referral Factory would be great for anyone looking to source leads from current customers. Whether an e-commerce business, a local salon, a B2B SaaS company, or anything in between, word of mouth is still the most powerful form of marketing Referral Factory makes it easy to harness this untapped resource.
Score 10 out of 10
Vetted Review
Verified User
Used Referral Factory multiple times for our campaigns and we are very happy with the results! The software is very easy to use and very user-friendly even for beginners. Very easy to navigate and use the website. We will defo keep using it we already recommended a couple of Startups like us.
  • Easy website to use
  • easy to navigate trough website
  • It easy to set up a campaign
  • easy to link multiple CRM
  • none- very happy with the results!
For use 10 out of 10 products. Everything was very easy to use and navigate through the website. We had already our CRM in place but using AI was very nice and easy. We are very happy with some results already as a Startup company with a small team.... Weĺl use again
Score 9 out of 10
Vetted Review
Verified User
We are an SME in the interior design and home furnishing industry. Our experience was that most of our leads came through word-of-mouth anyway, but we wanted a way to manage those referrals and also thank our loyal customers for recommending our business.
  • We connected Referral Factory to our CRM, called HubSpot, and it helps us to keep all our client information together.
  • We have found that our clients really like how easy it is to recommend us to their friends and family using a referral link
  • We aren't very tech-savvy, so we really appreciated the customer support and onboarding
  • It was quite difficult for us to understand how to implement the software in the beginning but that might be us!
Referral Factory is really useful for businesses that already have word-of-mouth going for them.
Score 10 out of 10
Vetted Review
Verified User
We use Referral Factory in the marketing department. This is one of our core tools to get in new, quality customers and lower our cost to acquire a customer. By rewarding our existing athletes for referring their fellow sports people, we are able to get more customers for less.
  • The software was so easy to use.
  • We could have referral programs in different languages, as we are an international platform with athletes all over the world.
  • We also didn't need to bother our developers to help us set this up.
  • At the moment, we can't have multiple logins to the platform, so all members of the team are sharing login details.
Referral Factory is excellent for marketers who want to convert more leads. It allows you to build a referral program really easily and launch it without asking the dev team to get involved or needing to know any code.
Shaun McAdam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Having just moved to a new country and getting my business off the ground was hard. I wanted to find a tool to help me ask my customers for referrals and see which ones referred me so I could reward them. After signing up for a free trial I had a demo with an expert who helped me build a campaign during the demo - after that, it took me 5 minutes to launch my program to my customers. I’m so impressed with how easy it was to connect my referral program to my HubSpot account.
  • I was able to set up a referral program in minutes.
  • I was even able to add a video show casing my work so new leads could view my portfolio.
  • Referral Factory gave me the ability to make a double sided rewards program and the flexibility to test which reward and incentive worked best for my clients.
  • I currently have to issue the rewards myself.
Referral Factory is great for giving users flexibility to design their own program and make changes when ever you want to. Because you don't need a developer or a marketing team to manage it, you can run things your way.
Craig Blignaut | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I was referred to Referral Factory by a fellow business owner and set up a demo with a referral marketing expert. They showed me how to use the platform and gave me advice on how to market my referral program to my customers. I built and launched my program to my customers the same day and have never looked back. It also looks really professional to my customers that I have such a beautiful referral program.
  • I didn’t need help from anyone else, I could create a referral program by myself in a few minutes.
  • Very user friendly and uncomplicated.
  • Very affordable for a small business owner like myself.
As a small business owner, I don’t have a lot of staff and resources to build my own referral program. Referral Factory is an out-of-the-box solution that gives me total flexibility to create and manage customer referrals. I can make changes whenever I need to and easily identify which customers have referred my services to their friends so I can reward them.
Michelle Kavarnos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have started running online makeup classes and needed a tool that could connect with my CRM so I know who has booked classes and who I need to give a makeup trial discount. Referral Factory sends my referrals straight to my CRM so I don’t have to do any extra work to manage my program. Plus, their system also tells me who I need to reward and when.
  • it's really easy to use.
  • They provide templates for all business types.
  • I don't need a developer or coding knowledge to use it.
  • I wasn’t able to show my referrers who they have referred.
  • I'd like to be able to left align the text.
It connects with my CRM so I know who has booked classes and who I need to give a make-up trial discount to.
Score 9 out of 10
Vetted Review
Verified User
I found Referral Factory to advertise a series of webinars for students and now we use it regularly to incentivise students to attend and refer their peers to several writing/research support services in the organisation. We had low take-up in the early roll-out and there were few ways to "market" our kind of service. It's been really useful to get buy-in among a young audience.
  • It's very easy to use even though my colleagues and I aren't that tech-savvy.
  • The customer support is really friendly and proactive.
  • I found a pre-built template for webinars, which I didn't expect!
  • It takes a little while to get the ball rolling with the campaign but I am happy to see how it is growing now.
  • I thought $75 was a little expensive to start.
  • My QR code didn't work at first.
I don't know where it's less appropriate because I've used it and it has worked well so far. It seems very well suited to use with younger generations.
Score 10 out of 10
Vetted Review
Verified User
I run an eCommerce store selling yoga apparel. I was looking for software to help me formalize a way to reward my customers for referring their friends to purchase from my store. With limited resources to build a referral program myself, Referral Factory made it possible to build and launch a referral program with minimal effort and no need to outsource a developer which can be expensive. The best value for money referral software out there!
  • Easy to use.
  • I can now identify which of my customers are referring friends and when they need a reward.
  • Referral Factory allows me to easily run a referral program for my eCommerce store without additional resources.
  • Affordable solution.
  • I had to reset my password which took a while as I didn’t get the email link.
  • Dedicated support is only available on the top plans.
Referral Factory lets me issue a generic code to my new customers for purchases, however, I have to manually issue the reward to existing customers. It is also really useful as there are a wide variety of social media channels available for my customers to share their referral links on.
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