This blog continues our series of articles on the best tools for insurance and solar affiliate marketers. Check out this complete guide for more software solutions.
Whether an advertiser or affiliate, you want to grow your income by generating and converting more customers. For this, you can use referral marketing on top of your affiliate program.
Referral marketing isn’t much different from affiliate marketing: you create a referral program and, with the right referral software, grow your network while rewarding referrers for the brought referrals.
With referral marketing software, you can:
- Reach new customers who would otherwise not know about your brand
- Promote specific high-ticket products that you want to sell in the first place
- Grow your referral network to hundreds of referrers
Long story short, referral software is a must if you are running a referral program.
Read on for more information on referral software and the 5 best referral marketing solutions in 2025.
What To Look for in Referral Marketing Software
| Functions | First of all, referral program software must include all the functionality you need to create a referral program that would be advantageous to referrers and referrals:
Likewise, referral software must allow you to scale when your referral network grows. |
| Ease of use | Referral software should be easy to use for you and your referrals. A steep learning curve might require additional guidance and instructions – be ready to provide those if necessary. |
| Integration | If you’re running a CRM system, lead management software, or any other software, ensure it integrates with the referral software. Frictionless data exchange is necessary for omnichannel marketing. |
| Customer support | From setting up the referral software to resolving issues on the fly, make sure the customer support service is immediate and accurate so you can fix issues once they arise and before they damage your marketing. |
| Price | Last but not least, select the software that fits your budget. You want a robust product that includes everything you need, but there’s no need to overpay for the excessive features you won’t use. |
Without any further ado, let’s move to the best referral marketing software platforms.
ReferralCandy
ReferralCandy is a referral management software that offers a wide range of features for referral tracking, customer rewards, and fraud prevention.
Pros:
- Integrations with CRM systems and platforms like Shopify, Klaviyo, Recharge, Mailchimp, Bold, etc.
- Design and management of multiple referral programs
- White-label referral materials to match your brand
Cons:
- No landing page builder, so you’ll need a third-party tool if needed
- No built-in email marketing campaigns
Key Features
- Post-purchase automatic email invitations to the referral program
- Pop-ups, landing pages, and referral widgets
- Support for Shopify subscriptions to offer coupon codes as referral rewards
- Cash rewards, discounts, and individual gifts for referrals
- Audience segmentation for targeted referral campaigns
- Referral fraud detection and prevention
Free Trial
ReferralCandy offers two ways to familiarize yourself with their referral tracking software: a free trial period and a demo webinar.
G2 Rating
4.4 / 5.
Referral Rock
Referral Rock is a referral marketing software solution that helps businesses of all sizes automate their referral workflows. With Referral Rock, you have all the data and analytics to track and continuously improve your referral programs.
Pros:
- Suitable for any business, including B2B
- Onboarding specialists, live chat support, resource guides, and webinars
- Automation for referral emails
Cons:
- Limited template customization
- Lack of instructions
- Difficult setup process
Key Features
- Customizable partner portal
- Advanced reward management: gift cards, discounts, and exclusive offers
- Integration with HubSpot, Salesforce, ActiveCampaign, MailChimp, etc.
- Referral tracking and analytics
A comprehensive onboarding program will help you to get started with this referral partner software. You will be assigned an account representative to help you set up the referral system.
Free Trial
Referral Rock offers a free trial, but it does not offer a free or freemium plan.
G2 Rating
4.0 / 5.
Affise
Affise is a leading affiliate marketing platform that provides everything you need to grow and scale your referral program. Affise allows you to expand your reach, automate routine tasks, and make data-driven decisions within your referral campaigns.
Pros:
- Tracking conversions on mobile
- 99.99% uptime
- Extensive global partnership network
- Seamless partner engagement with automated training campaigns
Cons:
- Slow loading of the platform, especially during updates
- Limited data visualization capabilities
Key Features
- Powerful analytics and optimization tools
- Comprehensive fraud prevention: spam clicks, fake traffic, VPNs, etc.
- Full automation, including invoice generation, adjusting the header and body of the offer, conversion factors, etc.
- Over 250 customizable API integrations
Free Trial
Although Affise is not a free referral program software, it does offer a free trial version that allows you to explore all the features and see how it can help you grow your affiliate program.
There is also a free introductory package attached to your free trial, and it includes the following:
- Setting up your affiliate program
- Access to the knowledge base and resources
- Support from a team of experts
G2 Rating
4.6 / 5.
Scaleo
Scaleo is a referral software for SaaS that offers a wide range of features to help businesses build, manage, and optimize their referral programs.
Pros:
- Easy-to-use interface
- Partner performance reports
- Proactive fraud prevention
Cons:
- Limited link setup options
- Lack of advanced reporting
Key Features
- Data visualization
- AI-powered campaign tracking, analytics, and optimization
- Integrations with WordPress, IBM Watson Discovery, Ahrefs, etc.
- Content and report customization
Free Trial
Scaleo offers a free trial period, which allows you to test the platform without obligation. This is a great way to see if this referral system software is right for you.
G2 Rating
4.8 / 5.
Take Your Affiliate Marketing to the Next Level with Profitise
Profitise is a high-ticket insurance and solar affiliate network that pays one of the highest prices for web and call leads and provides customizable JavaScript forms that qualify leads on the fly.
Here’s what you get with Profitise:
- Easy-to-embed JavaScript forms to generate quality traffic
- One of the highest per-lead rates in the insurance and solar industries
- The ability to sell your leads instantly
- Support from an affiliate manager
Sell insurance and leads with Profitise as an affiliate.
Frequently Asked Questions
How do I get started with referral automation software?
First, research different referral software and choose the one that suits your needs and budget. Then, sign up for a trial version, and if the platform’s functionality suits you, order a paid plan. After that, create your referral program using marketing materials, rewards, and other platform features.
What is the best referral program software for small business?
Referral Rock and ReferralCandy are some of the best referral software for small businesses because they are easy to use, affordable, and have all the necessary features. For larger businesses, Scaleo or Affise are better options, as they offer powerful analytics, partner management, and access to a large network of potential referrals.
How much does the best referral tracking software cost?
The cost of the best employee referral software varies depending on the platform and its features, from a few dozen to a few hundred dollars a month.
Is it possible to track the status of referrals?
You can track the status of your referrals on the referral dashboard of your software. The statuses typically include “pending” (referral received but not yet purchased), “completed” (purchase made), and “rejected.”
