Individual Partners to Growth Networks
Turn customers, influencers, creators and affiliates into an organized growth channel.
PARTNER & CUSTOMER MANAGEMENT
Run the roster without the busywork.
Every partner and customer gets a full profile, a set of tags, and a set of rules — so the routine parts of managing a growing program happen while you're doing something else.
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Active partners
$0M
$0M
Revenue managed
0%
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Retention rate
WHY IT PAYS OFF
Staying organized pays off.
ONE PROFILE, EVERY DETAILS
Manage every partner, your way.
A single source of truth for names, rates, links, activity, and everything they've earned.
JD
John Doe
demo@refferly
Active
Partner profile
Names, emails, partner IDs, and passwords — managed with marketing consent and payout preferences in one place.
Member since
Jan 22, 2022
Commission rate
18% — custom
Marketing consent
On file
Payout method
PayPal
0
0
Referrals
$0K
$0K
Revenue
$0
$0
Earned
0
0
Sub-accounts
Approval workflows
Auto-approve requests instantly, or review each one before it goes out.
Thresholds & requirements
Set minimum amounts and require verified referrals before payout.
Multiple payment methods
Enable PayPal, wire, Venmo, or crypto — partners choose what they prefer.
Invoice management
Require or auto-generate invoices before payouts when needed.
Automated compliance
Collect W-9, W-8BEN, and W-8BEN-E forms through the partner portal.
Payout analytics
Track payout trends, request volume, and reward performance over time.
SEGMENTATION
One system, two audiences.
Partners and customers get the same tagging and control, tuned to what each one actually needs.
SET IT AND FORGET IT
Automate the routine work.
Rules run continuously in the background, so nothing depends on someone remembering to check.
Automatically tag partners as they progress
As partners move through your program, automations update their tags automatically — your segments stay accurate without anyone lifting a finger.
Joined < 30 days
Approval workflows
Auto-approve requests instantly, or review each one before it goes out.
Thresholds & requirements
Set minimum amounts and require verified referrals before payout.
Multiple payment methods
Enable PayPal, wire, Venmo, or crypto — partners choose what they prefer.
Invoice management
Require or auto-generate invoices before payouts when needed.
SETUP
Tracking up and running before lunch.
No major code changes. Connect your platforms, tell Trace what to watch, and the data starts moving.
1
Connect your platforms
Stripe, Shopify, WooCommerce, or a custom API — link the systems that already know when a sale happens.
2
Turn on promo codes
Generate per-partner codes and decide how they should be credited at checkout.
3
Choose what to track
Pick the events that count — sign-ups, upgrades, purchases — and set the attribution window.
4
Watch it populate
Dashboards fill in automatically as clicks turn into codes, events, and paid-out revenue.
FAQ
Frequently asked questions
Helpful answers for a smoother experience