Referral Partners
Make referrals easy to submit, track, and reward for both sides of the partnership.
Trusted by teams growing with partners
How this partnership works
Referral partners identify potential customers and introduce them to the receiving company, which owns the sales process after the introduction.
Both sides share one process
Lead
- Submission context
- CRM status
- Triggered reward
How it works in Keen
Partners submit leads, view their referrals, follow progress, and see relevant rewards without accessing the company’s CRM.
- 1Partner submits a qualified introduction
- 2Keen attributes and routes the opportunity
- 3The receiving team follows up in its CRM
- 4Relevant status returns to the partner
- 5The result triggers reporting and reward
Where the process breaks down
Referrals arrive through emails and messages, ownership becomes unclear, partners repeatedly request updates, and rewards are calculated manually.
Partner experience
- A focused submission flow
- Visibility into their own referrals
- Timely progress and reward updates
Company control
- Required lead context
- CRM ownership and duplicate handling
- Status permissions and reward rules
Give referral partners a clear path from lead to reward
Make every referral easy to submit, connected to the receiving team, transparent to the partner, and correctly attributed.
What changes for both sides
Fewer referrals are missed, partners receive better feedback, and the company can see which relationships generate value.
Fewer referrals disappear after submission
Partners stay motivated to introduce again
Sourced outcomes remain measurable
Customer story
From partner submission to HubSpot and back
Read the customer story“Having one place where we can see existing deals alongside new partner opportunities has been a huge unlock. It saves the team so much time.”
Frequently asked questions
How can partners submit referrals?
Partners use a tailored Keen form or workflow that collects the information your team needs.
Do partners need a paid account?
No. Partners can participate in your program without buying a Keen subscription.
What information can partners see?
Partners see their referrals and only the fields and statuses you choose to share.
Can rewards differ between partners?
Yes. Reward rules can vary by partner, segment, program, and outcome.
Can Keen connect with our CRM?
Yes. Keen can send referrals to your CRM and bring relevant status updates back.
See the referral partners workflow in Keen.
Book a focused walkthrough built around your partner motion, systems, and goals.