Inbound and outbound in one view
Two scorecards and one table: what partners send you, what you send them, and where every deal stands.
- Pipeline and won value per direction
- Search and filter by partner and stage
- CSV export of every referral
Referral tracking
Track partner referrals in both directions
Every lead a partner sends you and every lead you send them, in one ledger. Partners submit through a link with no login, and every stage change is recorded with who and when.
The problem
Half of co-selling is invisible
Most teams track what partners send them and lose what they send back. Without both directions, nobody can say which partnerships give as much as they get.
How it works
- 01
Share a referral link
Each link carries a note, an expiry date and a limit on submissions. Partners use it without an account.
- 02
Work the referral
New, accepted, in progress, won or lost: each stage change is written to the referral's history automatically.
- 03
See the balance
Inbound and outbound side by side, with pipeline and win rate for each direction.
Links partners actually use
No portal to log in to and no password to forget. A partner opens the link, fills in a short form, and the referral lands with your team.
- A note, an expiry and a submission limit per link
- Built-in abuse limits on the public form
- The referral is credited to the right partner
Governed like the rest of your revenue stack
Every organization's data is kept apart in the database, every role is checked on every request, and the changes people make land in an audit log your admins can export.
- Viewer, member, admin and owner roles
- An audit log admins can export
- Row-level isolation between organizations
FAQ
Do partners need a Coselly account?
No. Partners submit referrals through a link you share. Your team works the referral inside Coselly.
Can we limit who submits through a link?
Each link has an expiry date and a limit on submissions, and the public form has abuse limits built in.
Is every stage change recorded?
Yes. The database writes each change to the referral's history with who made it and when.
Can we track referrals we send to partners?
Yes. Outbound referrals sit beside inbound ones, so you see both directions of every partnership.
Keep exploring
- Partner scoringRank every partner on inputs you can see and adjust. Coselly partner scoring shows why a partner scores high, so teams agree on where to invest.
- Measurement & attributionMeasure partner-sourced pipeline from referral to closed deal. Coselly ties each opportunity to the partner and referral behind it.
- Sales & RevOpsGive sales a clean path to send and receive partner referrals, and give RevOps attribution they can audit. Every handoff logged, every deal credited.
See it run on your own partners.
A 30-minute walkthrough on your program, then your workspace set up with you.