SMB Referral Program

Turn happy customers into new customers — trackably.

Tap or QR referral flow that attributes who referred who, captures leads, and proves ROI. No app required — for you or your customers.

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Works with: Salons · Trainers · Restaurants · Realtors · Contractors · Medspas · and more
100% Referrals attributed
0 Apps required
<10 min Setup time
Auto Reward triggers

How it works

Four steps from tap to tracked referral.

1
Customer taps or scans
NFC tap card or QR code opens a branded referral page in their browser — no app needed.
2
Referral shared
They share a personal referral link with friends or submit a referral directly on the page.
3
New lead converts
The referred contact books, buys, or fills out a form — the conversion is captured automatically.
4
Dashboard shows attribution
You see referrer → referred mapping, source, conversion events, and optional reward triggers fire.

Ready to turn word-of-mouth into a system?

Set up your first referral flow in under 10 minutes.

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What you track — the proof

Every referral is logged with the context you need to prove ROI and reward the right people.

🔗
Referrer → Referred mapping
See exactly which customer brought in which new lead, every time.
📡
Source tracking
Know whether the referral came via NFC tap, QR scan, or shared link — by location or by rep.
✅
Conversion events
Lead form submission, booking, purchase — you define what counts. We capture it.
🎁
Reward triggers
Automatically trigger a discount code, credit, or gift card when a referral converts.
📊
Attribution dashboard
Real-time view of referral volume, conversion rate, top referrers, and campaign ROI.
🔌
CRM & booking sync
Leads flow into HubSpot (Salesforce next). Works alongside Calendly, Square, Toast, and more.

Built for local businesses

Any business that relies on word-of-mouth can run trackable referrals with CardLinks.

💇 Salon & beauty 🏋️ Personal trainer 🏥 Medspa & wellness 🍽️ Restaurant 🏡 Realtor 🔨 Contractor 🐾 Pet services 🧘 Yoga & fitness studio 🦷 Dental & medical 🎓 Tutoring & coaching 🚗 Auto services 🏪 Retail

Plans built for SMBs

Start free. Upgrade when you're ready to scale referrals.

Starter

Try the full referral flow — one location, one team member, basic attribution. No credit card required.

See Starter

Pro Most popular

Unlimited referral links, full attribution dashboard, reward automation, and CRM sync. For growing local businesses.

See Pro

Team

Multi-location, multi-rep attribution, team dashboards, priority support, and volume integrations.

Talk to us

Referral FAQ

Do customers need an app?

No. Tapping or scanning opens a page in their mobile browser. They share a referral link or fill in a form — zero installs required.

How are rewards handled?

You define the reward (discount code, credit, gift card). CardLinks triggers it automatically when a referral converts. You can also manage rewards manually if you prefer.

What counts as a conversion?

You define it. Lead form submission, booking confirmed, purchase completed — CardLinks tracks whichever conversion event matters to your business.

Can it integrate with my booking or CRM?

Yes. HubSpot today; Salesforce next. We also play nicely with Calendly, Square, Toast, and others via webhooks and Zapier.

Can I run this across multiple locations?

Yes. Each location gets its own attribution tags, so you can see referral performance by location, by rep, or across the whole business.

Is it privacy-compliant?

Yes. Referral links are opt-in, data is encrypted in transit and at rest, and you control all integrations. GDPR and CCPA-friendly by design.

Replace word-of-mouth guessing with trackable referrals.

Book a 20-minute demo and see a live referral flow built for your business type.

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