[ Pivotal... Reviews ](https://www.g2.com/products/pivotal-referral/reviews) [ Pivotal... Reviews ](https://www.g2.com/products/pivotal-referral/reviews) # Pivotal Referral Pricing Overview [Editedit](https://my.g2.com/pivotal-referral/pricings) Free Trial ## Pivotal Referral Pricing Key Insights Last updated on Apr 09, 2026 * * * Pivotal Referral offers **4 pricing editions** , starting from **$15** to **$990**. Pivotal Referral pricing tiers are designed to support different usage levels and team sizes. Pivotal Referral also offers a **free trial**. Compare the Pivotal Referral pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Pivotal Referral** for **custom pricing**. * * * Additional Agent/Monthly — $15 / 1 Additional Agent Per Month Base Monthly — $99 / 5 Agents Per Month Additional Agent/Yearly — $150 / 1 Agent Per Year Base Annual — $990 / 5 Agents Per Year Rated 5.0 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Base Monthly $99.00 5 Agents Per Month 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. Show More Additional Agent/Monthly $15.00 1 Additional Agent Per Month 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 Base Annual $990.00 5 Agents Per Year 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 Additional Agent/Yearly $150.00 1 Agent Per Year 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 Base package gives you 5 agent accounts. Add additional agents when needed. 30-Day Free Trial Pricing information for Pivotal Referral is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Pivotal Referral must be conducted with the seller. Pricing information was last updated on May 18, 2026 Show More [ ![Modio Health](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6f71cb2cb6f56409120c773282c1e36c/modio-health.jpg "Modio Health") Sponsored Modio Health Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![EHRYourWay](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9ea97490ddd1756db33624254b06187d/ehryourway.png "EHRYourWay") EHRYourWay 4.7/5(332) ](https://www.g2.com/products/ehryourway/reviews) [ ![Artera](https://images.g2crowd.com/uploads/product/hd_favicon/c619a60f8a657ea0d68d754fc42864d3/artera.svg "Artera") Artera 4.8/5(88) ](https://www.g2.com/products/artera/reviews) [ ![Snoball](https://images.g2crowd.com/uploads/product/hd_favicon/a72008c0c8174bdd17f58efc24ce0c07/best-company-snoball.svg "Snoball") Snoball 4.7/5(70) ](https://www.g2.com/products/best-company-snoball/reviews) [ View All Alternatives ](https://www.g2.com/products/pivotal-referral/competitors/alternatives) ## Pivotal Referral Alternatives Pricing The following is a quick overview of editions offered by other [Referral Management Software](https://www.g2.com/categories/referral-management) | ![EHRYourWay](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9ea97490ddd1756db33624254b06187d/ehryourway.png) [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) ##### Standard | Contact Us10 Users Per Month | Per-user pricing with an $800 monthly minimum. - EHRYourWay manages your entire behavioral health operation in one platform — from patient intake, admissions, and scheduling through clinical documentation, treatment planning, and care delivery, to billing, revenue cycle management, and compliance reporting. Highly configurable to match your workflows, with a growing suite of AI tools built in throughout. | | ![Snoball](https://images.g2crowd.com/uploads/product/image/small_square/small_square_31f7f25f9fb8c404d96518173f03550a/best-company-snoball.png) [Snoball](https://www.g2.com/products/best-company-snoball/reviews) ##### Free Plan | Free1 Business Profile Per Month | Great for businesses looking to manage their online reputation. - Company Profile on BestCompany.com - Branded Review Intake Form - Respond to Reviews - Quick Review Request Tool - Unlimited Email Solicitations - Review Sharing - Awards and Badges - Social Media Asset Builder - Template Management [Show More](javascript:void(0);) | | ![Intiveo](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a1b40b40275cfc8eddaf740f64f6a743/intiveo.png) [Intiveo](https://www.g2.com/products/intiveo/reviews) ##### Intiveo Starter | Contact UsPer Year | Igniting Dental Start-Ups with Exceptional Patient Engagement - Manage up to 200 appointments/month with one year of service to jumpstart your practice - Automate appointment reminders and pre-appointment screening surveys for a seamless patient experience - Two-way communication enables offices to engage with patients and families - Streamline post-appointment follow-ups to ensure patient satisfaction and retention - Generate recalls to bring patients back for regular check-ups and preventive care - ...and more [Show More](javascript:void(0);) | Various alternatives pricing & plans Free Trial Pricing information for the above various Pivotal Referral alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ## Pivotal Referral Pricing Reviews (1) JG Jonathan G. Insurance Agency Owner Small-Business (50 or fewer emp.) 5/18/2026 More Options - "Stronger Referral Partner Trust and Faster Follow-Up with Pivotal Referral" 5/5 What do you like best about Pivotal Referral? Pivotal Referral helps me build stronger relationships with the customers who refer business to me. It includes a portal that my referring partners can use to track the business they send my way, which makes everything more transparent. I have increased the speed to contact on referrals, and it helps with handling heavier workloads. Overall, it has created tremendous value and strengthened trust with my referral partners. Review collected by and hosted on G2.com. What do you dislike about Pivotal Referral? Nothing. I have already seen a positive ROI on the few partners I've brought in. This is offering a huge support for my business. Review collected by and hosted on G2.com. What problems is Pivotal Referral solving and how is that benefiting you? I never fully developed a referral program at my insurance agency, and this solves that problem for me while motivating me to collect more referrals. The product is very easy to navigate, and I honestly don’t have any complaints. Review collected by and hosted on G2.com. 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