How to track referals
Apr 27, 2017 11:53 AM
I am looking for a CRM system that will allow me to run an affiliate scheme.
Basically we are a business consultancy and when we get a referral we pay a referral fee to the person who has referred them.
We need a way to track who has referred who.
There are sooo many options in Hubspot I am not sure which would be the correct option to use.
Wehave various members of staff who all use their own log ins to the system and track their own sales but I need an additional add on that will easily allow me to track the referals.
I am more than happy to upgrade to a paid service for this if someone could help me.