For sales and RevOps
Clean partner handoffs and attribution RevOps can audit
Referrals in both directions with every stage change recorded, one definition of win rate, and an audit log of the changes people make.
What you get
Three jobs Coselly does for you.
Send and receive referrals
One ledger for both directions, with links partners use without a login.
About referral trackingCredit the right partner
Pipeline tied to the referral and partner behind it.
About measurement & attributionAn audit log
Who changed what and when, exportable by admins.
About security controls
Your week in Coselly
From partner list to reported pipeline.
- 01Receive a referral through a link
- 02Qualify and progress it
- 03Credit the partner automatically
- 04Export the trail for reporting
FAQ
Is every stage change recorded?
Yes, with who and when, written by the database rather than by hand.
Is win rate defined once?
Yes. The same definition is used on every screen and in every export.
Can we export the audit log?
Yes. Admins can export it as CSV.
See it run on your own partners.
A 30-minute walkthrough on your program, then your workspace set up with you.