Scale & Automate your ROI-focused Referral Program

Referral programs are key revenue growth tactic within customer led growth, serving as compelling evidence of your dedication to delight your customers.  

Leverage Base to automate and scale your referral programs and show the impact on revenue and CAC.  

Did you know? Customer who refer tend to expand their business and retain longer, and referred customers retain longer and become advocates. It’s the perfect flywheel.

Scale & Automate your ROI-focused Referral Program

Prove Your Value

From identifying advocates

From identifying advocates, through streamlined sharing and incetivization, to showing ROI, Base does it all…

  • Auto-identify customers who are advocates and can make a referral, apply manual and auto triggered nominations
  • Provide referral forms and/or affiliate campaigns (UTM links) for referral capture and incentivize by outcome and steps
  • Full incentive and reward flexibility. With zero effort redemption automation
  • Track attribution all the way from lead creation all the way to closed/won deal, in your CRM
  • Analytics – track cost per acquisition (CPA) and Referral Conversion Rate


Find the perfect moment to launch your Referral Campaign and set it up to automatically launch the campaign upon its completion, for example:

  • onboarding completion
  • positive feedback
  • contract renewal / extension
  • NPS results
Run multiple campaign types and channels

Run multiple campaign types and channels

  • Set unique referral links for each advocate
  • Share on social, mail, IM
  • Capture lead forms, demo or trial signups, event registration
CRM and marketing automation integrations

CRM and marketing automation integrations:

Set up your leads to sync to Salesforce, Marketo, Hubspot or any number of platforms to easily:

  • Sustain your lead process and qualification
  • Track the impact of your referral activities on the sales cycle and deal size in your own company’s source of truth
  • Show all the data in our ROI reports – so there’s no need for you to do anything else besides set up great referral campaigns
Customize incentives / rewards

Customize incentives / rewards

  • Offer incentives to both the referrer and the referred customer.
  • Support a tiered reward system where customers receive incentives for SQL as well as won customer, and additional rewards for multiple successful referrals.
  • Base supports multiple reward providers so you can choose from a wide variety of discounts, gift cards, exclusive access to new products or services, or loyalty points.
Luis Gonzalez
“From a customer marketing perspective, Base is the first of its kind in helping customer marketing & advocacy practitioners bundle reference management, advocacy management, and marketing as well as customer marketing.”

Luis Gonzalez, Manager,Global Customer Advocacy at Alteryx

Ready to give your company's upsell/ cross-sell/ expansion goals a boost?