Refer · Earn · Succeed

Turn your happiest customers into your best growth channel.

ReferralMax gives small businesses an effortless way to launch a referral and affiliate program — with instant digital credit-card rewards for every advocate and an automatic discount for every new customer they send your way.

No credit card required Same-day setup Cancel anytime

Referral Dashboard

Live
184
Referrals
62
Conversions
$3,420
Paid Out
+$50
ReferralMax
•••• •••• •••• 4821
Reward Earned
SARAH M.
VISA
Built for businesses like yours
HVAC & PLUMBING MED-SPAS HOME SERVICES RETAIL FITNESS PROFESSIONAL
How It Works

Launch a real referral program in three simple steps.

No developers. No spreadsheets. No checks in the mail. Just word-of-mouth growth, automated end-to-end.

1

Set up your program in minutes

Pick your reward amount, your customer discount, and your branding. We generate unique codes and shareable links for every customer, employee, and affiliate partner.

2

Your advocates share. We track everything.

Customers share by text, email, social, or QR code. ReferralMax attributes every click, sign-up, and sale to the right person — in real time.

3

New customers save. Advocates get paid instantly.

Referred customers get an automatic discount at checkout. Their advocate gets a digital credit card loaded with the reward — ready to spend in seconds.

Features

Everything you need to turn goodwill into growth.

Built for Main-Street businesses, but powerful enough for multi-location and e-commerce operators.

Instant Digital Credit Cards

Funds hit the advocate's virtual Visa-compatible card seconds after a conversion. Usable everywhere, instantly.

Unique Codes & Smart Links

Every advocate gets a personal code and short link. Works on any checkout, any POS, any website.

Dual-Incentive Engine

Reward the advocate and the new customer in one click. Flat dollar, percentage, tiered, or milestone.

Real-Time Attribution

See exactly who drove each sale — customer, employee, or affiliate — with filters by channel and date.

Affiliate Partner Portal

A branded dashboard where partners log in, grab creative assets, and track earnings in real time.

AI-Powered Outreach

Built-in AI rewrites your referral messages by tone — friendly, professional, casual, or urgent — so every text and email converts.

Employee Referral System

Give technicians and staff their own referral codes with QR badges. Track employee referrals separately with custom reward structures.

Branded for You

Custom colors, logo, and branded email templates on your own referral portal at yourcompany.referralmax.ai.

Live Preview

See exactly what you get.

Two dashboards, one platform. Admins run the program. Affiliates share and earn.

Admin Dashboard
Affiliate Portal
Your Company Name
Admin Panel
Dashboard
Affiliates
Employees
Customers
Services
Campaigns
Payments
Reports
Settings

Dashboard Overview

24
Active Affiliates
187
Total Referrals
$4,250
Rewards Paid
34%
Conversion Rate
AffiliateReferralsEarnedStatus
Sarah M.28$1,400Active
James K.19$950Active
Maria L.12$600Active
Tom B.3Pending
Your Company Name
Affiliate Portal
Dashboard
My Code
Services
Contacts
Referrals
Payments

My Referral Code

$1,400
Total Earned
28
Referrals Sent
18
Converted
Your Referral Code
SARH7X4Q
Share via SMS, Email, or QR Code
Send Text Send Email QR Code
CustomerServiceStatusEarned
John D.AC InstallPaid$50
Lisa W.Furnace RepairScheduled

We pay people in real money. Because points don't pay the rent.

Most referral platforms trap your advocates behind redemption minimums, points tables, and mailed checks. ReferralMax drops a virtual Visa-compatible card into their wallet the moment their referral converts.

Funds available in seconds — spend online, in-store, or in Apple/Google Wallet

No minimums. No redemption gates. No expired gift cards.

3.2× higher advocate participation vs. points-based programs

ReferralMax
$75.00
Instant Reward
4821 •••• •••• 2907
CARDHOLDER
SARAH M.
VISA
Who It's For

Made for Main Street. Priced for the back office.

From a three-truck HVAC shop to a growing DTC brand — ReferralMax is built for the owner-operator.

Local Services

HVAC, plumbers, electricians, cleaners, movers. Pay a $50 card for every neighbor-referred job.

Retail & E-commerce

Boutiques, DTC brands, Shopify stores. 15% off for new customers, $25 back for advocates.

Health, Wellness & Beauty

Med-spas, gyms, salons, dentists, chiropractors. Fill the calendar with referred appointments.

Professional Services

Insurance agents, accountants, attorneys, realtors. Turn best clients into your best BD team.

15 min
Average Setup Time
Lower CAC vs. Paid Social
3.2×
Higher Advocate Engagement
24/7
Automated Payouts
Pricing

Flat monthly pricing. No per-referral surcharge.

Start free for 14 days. Upgrade when you're ready. All plans include instant digital card rewards.

$0 Commission fees
$0 Per-referral fees
$0 Hidden transaction costs

Unlike platforms that charge 1.5–3.5% on every referral, ReferralMax is a flat monthly fee — no surprises, no matter how many referrals you close.

Starter

For solo owners and early programs

$89/mo
  • 1 configurable service
  • Unlimited referral tracking
  • Affiliate & employee portals
  • Digital credit card rewards
  • Employee QR badges
  • AI-powered message rewriting
  • 500 SMS & 2,000 emails/month
  • Email support
Start Free Trial

Pro

For multi-location & franchise operators

$349/mo
  • Everything in Growth, plus:
  • Unlimited configurable services
  • 10,000 SMS & 50,000 emails/month
  • Multi-location support
  • Dedicated success manager
  • Unlimited campaigns
  • Custom integrations & API access
  • White-label domain
Contact Sales
Stories

Real owners. Real revenue. Real rewards.

"We added $38,000 in new revenue in our first 90 days. Our customers love getting paid, and we love not having to mail anything."

DR
Danielle R.Owner, Bluebird Med-Spa

"I run a three-truck HVAC company. I'm not a marketer. ReferralMax is the first 'growth tool' that actually worked for me on day one."

MT
Mike T.Owner, Hometown Heating & Air

"Our affiliate partners used to ghost us after the first check. Now they log in twice a day."

PS
Priya S.DTC Brand Operator

Your next best customer is one referral away.

Tell us about your business and we'll reach out to get your 14-day free trial set up.