Cross company Referral tool
Bussines Type
Key Results
The cross-company referral system reduced manual admin by 90%, eliminated lost referrals, accelerated handovers by 70%, and increased successful referral conversions by 22% while providing full visibility, auditability and compensation tracking for both organisations.
Executive Project Summary
Two direct selling companies collaborated with Inovara to replace their manual, inconsistent and untracked referral process with a fully-automated, transparent, cross-company referral system. The new platform enables both organisations to submit, track, update and complete referrals with full visibility, audit trails and compensation reporting. The solution dramatically improved handover speed, reduced manual admin, eliminated lost referrals, and created a scalable blueprint for future inter-company partnerships.
The Problem
- Referrals between the two companies were handled through WhatsApp, email, spreadsheets or informal notes, leading to lost opportunities and inconsistent follow-up.
- Reps had no way to track progress, confirm customer consent, or see compensation owed.
- Both organisations lacked a shared audit trail, making compliance checks and dispute resolution difficult.
- The process relied on manual admin, resulting in delays, duplication, missed referrals and poor customer experience.
- Leadership teams needed a transparent, governed and scalable system to strengthen collaboration and remove operational bottlenecks.
The Solution
Inovara built a dual-company referral platform that provides a secure, unified workflow for sending and receiving referrals:
Key features included:
- Two branded portals, one for each company reps, linked through a shared referral pipeline.
- Fast referral submission via unique identifiers or email lookups, capturing customer details and consent automatically.
- Real-time dashboards showing all sent/received referrals, status updates, notes and timeline activity.
- Automated communication workflows, including onboarding emails, progress updates and completion notifications.
- Full audit trails for every action, ensuring transparency, compliance and traceability.
- Compensation visibility, enabling accurate tracking of deal values, owed commissions and closed cases.
- Mobile-optimised UI allowing reps to submit or update referrals in under 20 seconds.
The system was architected to be scalable, enabling additional companies or vendor partners to join the same cross-company referral ecosystem in future.
The Results
- 90% reduction in manual admin through automated workflows and status updates.
- 0 lost referrals, down from an estimated 30–50% failure rate pre-system.
- 70% faster referral handover, with immediate visibility for both companies.
- Reps can now submit a referral in under 20 seconds, compared to several minutes previously.
- 22% improvement in successful referral conversions, driven by faster follow-up and structured workflows.
- Full auditability for compliance, customer consent and compensation calculations.
- 94% of reps rated the system as “easy” or “very easy” to use during rollout.
- The platform now serves as a repeatable blueprint for future multi-company partnerships and vendor integrations.
"Incredibly gifted and insightful! So glad that we met Dan and his team in 2024. What amazes us most is their depth of knowledge across so many areas. They quickly understood our business, broke down challenges, and helped us find and implement the right solutions."
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