Referral program
Make referrals traceable from the first share.
Give customers a referral code, give partners a co-branded booking path, and see which relationships lead to booked work. Semres connects each step to the CRM you already use.
- Two-sided referral codes
- Co-branded closing-gift vouchers
- Referral attribution synced to your CRM
- Every send previewed on the Schedule forecast
How it works
One move becomes the next two
- 1
A code on every completed move
When your CRM marks a job complete, the customer gets a personal referral code worth something to both sides — a discount for the friend, a credit for them.
- 2
The ask lands at the moment goodwill peaks
The request goes out right after a smooth move day, timed by the events SmartMoving or Chariot already send — never by someone remembering.
- 3
Attribution synced to your CRM
When a referred lead books, the referral is credited to the customer or partner who sent it, so you always know which relationships drive revenue.
The engines behind it
Customer and partner referrals in one view
The referral program and the partner lifecycle feed each other: a closing-gift voucher turns a buyer into a customer, and a happy customer into your next referrer.
Partner Growth Engine
Tracks every referral and nurtures realtors, property managers, senior-living coordinators, and attorneys for you.
Sample partner leaderboard: three ranked realtors with their brokerage, referral revenue, and booked moves.
- Estimate, booking & completion touches
- Day 30/60/90 & annual check-ins
- Closing-gift vouchers & QR codes
- Referral attribution & status pages
- Birthday & spotlight touches
- Leaderboards & brokerage scorecards
Referral & Reputation Engine
Turns completed moves into referrals, reviews, and recovered customers automatically.
Sample survey routing: a 9 out of 10 score triggers a review request; a 4 out of 10 is kept private for recovery.
- Customer referral codes
- NPS/CSAT surveys
- Neutral review asks
- Detractor recovery routing
FAQ
Referral program questions
No. Semres connects on top of your existing CRM. Your team keeps working exactly as they do today. We run the sourcing, engagement, referral, and reporting work that happens around it.
We handle everything. We connect your CRM, geocode and lock your territory, import your existing customers and partners, and turn on automations through a Sandbox → Testing → Production ladder: you watch everything in a simulated inbox, then real sends go only to your own test inbox, and nothing reaches a customer until you flip Production. Most companies are live within a few days.
We license one company per roughly 50-mile territory. If a competitor in your market tries to sign up, they are blocked at onboarding. Your referral network, local SEO, and these capabilities stay exclusively yours for as long as you hold the territory.
See how referrals would work for your company.
Book a demo and we'll map the referral program to your CRM, your territory, and your current volume.