Pivotal Referral Pricing Overview

You get 5 agent accounts that can actively work referrals sent to the organization or directly to the agent.

One link, instant connection - Send a personal invite link to your referral partners. They sign up in seconds and are linked directly to you
Track every Referral, live - Partners submit referrals through the portal. You see every update in real time — no more chasing emails.
Time Limit alerts built in - Get notified before Time Limits breach. Configurable per org, per agent, so your team never misses a deadline.
Reporting that makes sense - See conversion rates, source breakdown, and agent performance in one place. Know what's working.
Unlimited referral partners - Invite as many referral partners as your business needs — no caps, no per-seat fees for partners. Grow your network without limits.
Role-specific dashboards - Agents, partners, and managers each get a tailored view. Everyone sees exactly what they need — nothing more, nothing less.
Purpose-built for your industry - Choose from 30+ industry-specific intake forms. Every field, every option designed around how your business actually works.
QR code & public referral link - Every agent gets a shareable public link and QR code. Hand it out at events, add it to a card — anyone can submit a referral in seconds.
Track what you paid for referrals - Record the payment made to each referral partner directly on the referral. See totals by partner in your reports — no more spreadsheets.
Track the value of every referral - Log the dollar value of each referral alongside your partner costs. Know your ROI on every relationship at a glance.
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You get 1 additional agent account that can actively work referrals sent to the organization or directly to the agent. (Save $30/Year vs Monthly)

One link, instant connection - Send a personal invite link to your referral partners. They sign up in seconds and are linked directly to you
Track every referral, live - Partners submit referrals through the portal. You see every update in real time — no more chasing emails.
Time Limit alerts built in - Get notified before Time Limits breach. Configurable per org, per agent, so your team never misses a deadline.
Reporting that makes sense - See conversion rates, source breakdown, and agent performance in one place. Know what's working.
Unlimited referral partners - Invite as many referral partners as your business needs — no caps, no per-seat fees for partners. Grow your network without limits.
Role-specific dashboards - Agents, partners, and managers each get a tailored view. Everyone sees exactly what they need — nothing more, nothing less.
Purpose-built for your industry - Choose from 30+ industry-specific intake forms. Every field, every option designed around how your business actually works.
QR code & public referral link - Every agent gets a shareable public link and QR code. Hand it out at events, add it to a card — anyone can submit a referral in seconds.
Track what you paid for referrals - Record the payment made to each referral partner directly on the referral. See totals by partner in your reports — no more spreadsheets.
Track the value of every referral - Log the dollar value of each referral alongside your partner costs. Know your ROI on every relationship at a glance.
Show More

You get 5 agent accounts that can actively work referrals sent to the organization or directly to the agent. (Save $198/Year vs Monthly)

One link, instant connection - Send a personal invite link to your referral partners. They sign up in seconds and are linked directly to you
Track every referral, live - Partners submit referrals through the portal. You see every update in real time — no more chasing emails.
Time Limit alerts built in - Get notified before Time Limits breach. Configurable per org, per agent, so your team never misses a deadline.
Reporting that makes sense - See conversion rates, source breakdown, and agent performance in one place. Know what's working.
Unlimited referral partners - Invite as many referral partners as your business needs — no caps, no per-seat fees for partners. Grow your network without limits.
Role-specific dashboards - Agents, partners, and managers each get a tailored view. Everyone sees exactly what they need — nothing more, nothing less.
Purpose-built for your industry - Choose from 30+ industry-specific intake forms. Every field, every option designed around how your business actually works.
QR code & public referral link - Every agent gets a shareable public link and QR code. Hand it out at events, add it to a card — anyone can submit a referral in seconds.
Track what you paid for referrals - Record the payment made to each referral partner directly on the referral. See totals by partner in your reports — no more spreadsheets.
Track the value of every referral - Log the dollar value of each referral alongside your partner costs. Know your ROI on every relationship at a glance.
Show More

You get 1 additional agent account that can actively work referrals sent to the organization or directly to the agent.

One link, instant connection - Send a personal invite link to your referral partners. They sign up in seconds and are linked directly to you
Track every referral, live - Partners submit referrals through the portal. You see every update in real time — no more chasing emails.
Time Limit alerts built in - Get notified before Time Limits breach. Configurable per org, per agent, so your team never misses a deadline.
Reporting that makes sense - See conversion rates, source breakdown, and agent performance in one place. Know what's working.
Unlimited referral partners - Invite as many referral partners as your business needs — no caps, no per-seat fees for partners. Grow your network without limits.
Role-specific dashboards - Agents, partners, and managers each get a tailored view. Everyone sees exactly what they need — nothing more, nothing less.
Purpose-built for your industry - Choose from 30+ industry-specific intake forms. Every field, every option designed around how your business actually works.
QR code & public referral link - Every agent gets a shareable public link and QR code. Hand it out at events, add it to a card — anyone can submit a referral in seconds.
Track what you paid for referrals - Record the payment made to each referral partner directly on the referral. See totals by partner in your reports — no more spreadsheets.
Track the value of every referral - Log the dollar value of each referral alongside your partner costs. Know your ROI on every relationship at a glance.
Show More