monday.com Referral Management – Track, Analyse, and Strengthen Partnerships (Key-Takeaways)

Referrals are the lifeblood of many businesses. Whether you’re a mortgage broker, accountant, financial planner, or working with B2B partners, referrals often bring in your warmest and most valuable leads.

But without the right tools, tracking referrals can be messy. Spreadsheets get out of date, partners get forgotten, and the true value of a referral becomes hard to measure.

That’s why we’ve built a referral management solution inside monday.com – a streamlined way to track every referral, see where it’s at, and understand the impact it has on your business.

See where your referrals are coming from

With a referral overview dashboard, you’ll know at a glance:

• Which partners are sending referrals

• How many they’ve sent

• The total value of those referrals

You can drill into the details to see the stage of each application, the main contacts involved, the loan type, and more.

Track outcomes, not just numbers

Referrals don’t live in a silo. They’re linked across Leads, Deals, and Accounts boards in monday.com. That means you can see exactly which referrals lead to converted deals and revenue – not just the number of names coming through.

This gives you clarity on who your strongest partners are, and where to focus your energy for maximum return.

Build stronger partner relationships

On monday.com’s Enterprise plan, you can take things a step further with granular permissions. This allows you to give partners restricted access to see the progress of their own referrals.

It’s a transparent, time-saving way to keep partners engaged, build trust, and cut down on manual updates.

Why this matters

With this referral management system, you’re not just collecting leads – you’re creating a clear, repeatable process that:

• Strengthens relationships with partners

• Shows you which referrals deliver the most value

• Helps you reward high-quality introducers

• Saves you time and reduces admin

Ready to set up referral management in your business? Book your complimentary discovery call with us today.