You get referrals from your partners automatically and securely.
Step 2
Track & Manage
Real-time insights and strong reporting tools.
Step 3
Reward & Grow
Reward loyal users and fuel growth organically.
About Us
RefX was built on a simple insight: referrals drive growth, but most businesses have no system to manage them. We created RefX to fix that — a clean, powerful platform that helps organizations track, manage, and reward referrals without the mess of spreadsheets or the guesswork of word-of-mouth. Whether you're a solo entrepreneur or large organization, RefX turns everyday customers into your most valuable promoters
We believe great products deserve to be shared — and that referrals should feel exciting, not awkward. That’s why RefX makes it easy for Users to send, track, and follow up on referrals, while giving businesses the tools to reward loyalty with transparency and impact. From customized reward tiers to real-time analytics and gamified incentives, we’re building the future of referral marketing — one connection at a time.
No noise. No guesswork. Just real connections that open real doors.
Why Choose Us
No Spreadsheets or Awkward Asks
Skip the hassle of manual tracking or uncomfortable outreach.
One Platform. Endless Possibilities.
Flexible Enough for Individuals, Powerful Enough for Organizations
Easy-to-Integrate and Lightweight
Works with your existing tools and takes minutes to set up.
Install App
Sending referrals is free. Download the app and start getting rewarded today.
FAQ
Business Personal
How does RefX track referrals?
Referrals are tracked through direct submissions from trusted Users (Partners). Businesses can define their own referral steps and mark them as closed manually or use QR scanning for in-person confirmations.
What counts as a "closed referral"?
You decide what that means for your business. During onboarding, you'll select which referral stage (e.g. "Signed up," "Purchased," "Enrolled") counts as "closed." Once it’s marked closed, rewards are triggered automatically.
What happens if someone sends spam referrals?
RefX encourages quality, not volume. You’ll always be in control of approving/refusing any referral that doesn't meet your standards. RefX even has tools to limit the number of referrals submitted as well as blocking Partners who spam referrals.
Can I set different rewards for different kinds of referrals?
Yes! You can define referral types, assign values to each, and even run limited-time campaigns with custom rewards.
What if I want to forward a referral to someone else on my team?
No problem. In Standard and Pro tiers, you can manually or automatically assign incoming referrals to specific team members based on role, location, or product category.
Can I change my referral workflow after setup?
Yes, your referral stages and workflows are fully customizable and can be updated anytime from your admin dashboard.
What if I'm not a business, but I want to receive referrals?
No problem. Anyone is welcome to sign up for a subscription to receive referrals. Not only are our Free and Basic tiers are geared towards individuals and sole proprietorships, but RefX also makes a great networking tool!
What if I don’t want to launch a reward program yet?
Totally fine. You can use RefX purely as a tracking and routing system. Rewards can be added later at any time.
How do I get credit for a referral I send?
Each referral you send is tied to your personal profile. Once the person you refer completes the necessary step (set by the business), your referral is marked “closed” and you earn points.
How do I know when my referral was closed?
You’ll get a notification as soon as the business marks your referral as closed or when the business scans the referral QR code.
What can I earn?
RefX rewards you with points for closed referrals. Currently you can redeem points for gift cards or charity donations, but more reward options are coming soon.
Can I get paid in cash?
RefX doesn’t offer direct cash payouts. Instead, we focus on meaningful rewards that are memorable like splurge items, holiday gifts, or donating to a cause you care about.
Can I refer to any business on RefX?
Yes and no. Any business on RefX can receive referrals, however, RefX Users must be Partners with the business in order to send them referrals. Businesses can Partner with Users at their discretion.
Can I refer new businesses to join RefX?
Yes! You earn bonus points when you help bring new businesses to the platform.
Can I transfer my rewards to someone else?
Yes, RefX allows reward transfers to other Users, and lets you donate your rewards to verified nonprofits if you'd like.