Customer referral software

Get more leads with automated referral campaigns

Send automated and measurable referral campaigns at scale in just a few clicks.

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Effortlessly drive referrals campaigns - from request to lead


Increase response rates, track campaigns, and optimise your strategy from an intuitive dashboard.


Save time and energy with automated referral campaigns and trigger-based requests.


Keep new customers coming back with an all-in-one platform built to enhance customer experience.

Referral Campaigns

Create automated referral campaigns

Set up rules and behavioral triggers to auto-send referral requests after a new review or payment. Or take control with 1:1 or bulk requests with our easy-to-use campaign manager. 

Convert leads with Messaging
Referral Templates

Save time with templates

Easily customise your referral templates — from messaging and design, to forms and rewards — for high-converting requests that reflect your brand.

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Referral Rewards

Add referral incentives for higher response rates

Boost response rates. Collect more leads. Use reward strategies like cash discounts, gifts, and coupons to maximise referral conversion. 

Convert leads with Messaging
Referral Sources

Collect referrals on any channel

Make the referral experience easy on your customers. With requests capabilities across email, text, and social, how they share is up to them. 

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Engage and convert referral leads

Live notifications give you the ability to connect with new leads quickly — answering questions, scheduling appointments, and converting them into customers. 

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Referral Reports

Measure referral success

Easily track the number of referral requests sent, shared, and new leads received from a single dashboard.

Referral. Reports.

Use the apps you love

Pair Referrals with over 3,000 CRMs and PMSs like Salesforce, Hubspot, QuickBooks, Dentrix, and more to nurture leads and track conversions and revenue.

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Birdeye outranks the competition

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Birdeye customers get results

Supreior Storage
Brandon wipperfurth

In our business, self-storage, referrals are really important. Not every self-storage facility is run well. So when someone is looking for a facility to store their belongings, it can be really helpful to the customer if someone they know had a good experience with us.

Brandon WipperfurthDirector of Marketing Superior Storage
Exclusive Furniture
Jeremy Belland

We’re getting so many leads that our teams need to be focusing on following up. Birdeye makes it easy for them.

Jeremy BellandWebsite Developer Exclusive Furniture
Tmx Finance
Brittany Douglas

Birdeye equipped us with a scalable solution to enhance our customer experience by incentivising their loyalty to our brands.

Brittany Douglas Senior Marketing Operations Manager at TMX, Finance Family of Companies

Frequently Asked Questions

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What is referral marketing?Click to open

Referrals are leads that a business gets from its existing customers. Referral marketing is the process that streamlines the process of soliciting, converting, and measuring the success of a business’s word of mouth campaigns.

Why is it important for a business to have a referral program?Click to open

Referral leads are extremely valuable for a business. Referred leads convert more than other leads and spend more than normal walk-in leads. However, it is difficult for businesses to track and maximise their referral programs as they usually rely on word of mouth. A referral program helps businesses gain visibility into their word-of-mouth programs and maximise revenue from referrals.

Why do I need referral software?Click to open

Physical referrals aren't scalable or trackable-just think about all the unredeemed referral coupons stuck under car seats or washed with the laundry. Referral software lets you send personalised referral requests to happy customers and experiment with incentives. You can track and maximise SUCCESS with end-to-end campaign reporting.

What does Birdeye Referrals do?Click to open

Birdeye Referrals turns your happy customers into your most powerful marketing tool. This automated referral software makes it easy to create, send, scale and track effective referral marketing campaigns via text and email.

What's the difference between a loyalty program and a referral program?Click to open

Referral programs reward customers for referring their friends and family to a business. They work well in almost all business cases, but are especially effective for infrequent or one-time purchases like healthcare or real estate. Meanwhile, loyalty programs incentivise customers to make repeat purchases and work best for retail stores and restaurants.

When should you ask a customer for a referral?Click to open

Identifying the magic moment is tricky, but here are some scenarios that we've seen work:

  • A patient loaves positive review after a dental procedure
  • A customer has just bought a car and is feeling great
  • 2-4 weeks after your client has moved into their new house

How do I measure the effectiveness of my referral program?Click to open

You should measure the effectiveness of your referral campaign across its life cycle in order to minimise leakages at every stage:

  • Revenue generated from the referral program
  • Number of referral leads received
  • Number of referral messages shared by your customers
  • Number of referral requests sent to customers

How can I ensure that only my happy customers get referral requests?Click to open

You can easily pair Birdeye Referrals with Birdeye Reviews, your CRM or NPS software to send automated referral requests to only your happiest customers. Birdeye offers out-of-the-box integrations to 3,000+ apps such as Salesforce, Hubspot, and more.

How do I choose the right referral incentives? Click to open

While it depends on your unique business goals, here are some best practices:

  • Reward both referrers and their friends
  • Cash rewards are easy, scalable, and universally loved
  • Tie it back to your business. For example:
    • A dental practice can offer teeth whitening services
    • A real estate firm can offer a finder's fee

What are the main capabilities within Birdeye Referrals?Click to open

Birdeye Referrals lets you:

  • Automate referral marketing by integrating with your CRM
  • Get referrals via text, email, social website, or on your mobile app
  • Test and optimise campaign messaging and incentives
  • Track and maximise results at every stage of your referral campaign


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