AdvocatePilot

Referral program software

Turn happy customers into your best growth channel.

AdvocatePilot gives every customer a personal referral link, tracks who they bring in, and pays the reward when the referral turns into revenue. Set up a campaign in about ten minutes.

No credit card to start.

Spring referral campaignSample data

Advocates

47

Referrals

128

Referred revenue

$8,420

Referred revenue · last 8 weeks

ReferralAdvocateStatusRevenue
#131Advocate #12Converted$480
#130Advocate #4Qualified
#129Advocate #21Flagged
#128Advocate #4New

Reward to approve

$50 account credit · Advocate #12

Referral #131 converted for $480.

ApproveHold

Why referral #129 was flagged

  • Same IP address as the advocate
  • Throwaway email domain

Flagged referrals wait for your decision. Nothing is silently rejected.

Reward liability

$1,250

Approved, not yet paid

How it works

Three steps, in the order you'd expect.

  1. 1

    Create a campaign

    Pick the reward: cash, a gift card, account credit, or a discount. One side or both sides. You can change it later.

  2. 2

    Invite your customers

    Each advocate gets a personal link and a portal page where they can watch their referrals and rewards.

  3. 3

    Track and pay

    Referrals land in a pipeline. Qualify them, mark the ones that turn into revenue, approve the rewards. Export a payout file when you're ready.

What you get

The whole referral loop, in one place.

Campaigns

Build and edit campaigns without a developer. Draft, live, paused, done: the status means what it says.

Advocate portal

One link per advocate, no login to forget. They see their referrals, their rewards, and what's still pending.

Fraud checks you can read

When a referral looks wrong, we show you why: self-referrals, duplicate emails or IPs, throwaway email domains, suspicious bursts. You decide with the evidence in front of you.

Rewards without the spreadsheet

An approval queue with liability totals, a paid, held, and clawed-back history, and CSV export for your bookkeeper.

Reporting with filters

Funnel from link visit to paid referral, by campaign and date range. Not a single vanity number.

Works with your stack

Stripe for billing. SendGrid and Twilio for email and SMS. A REST API and webhooks for the rest.

Works with your stack

Stripe, SendGrid, and Twilio are built in.

Billing runs on Stripe. Email and SMS go out through SendGrid and Twilio once you connect them. For everything else, there's a REST API and webhooks.

See integrations
  • Stripe
  • SendGrid
  • Twilio
  • REST API
  • Webhooks

Pricing

Flat monthly pricing. Every feature on every plan.

No percentage of your referral sales, no per-integration fees. Plans differ by volume, not by held-back features.

See pricing

Starter

$99/mo

Growth

$299/mo

Scale

$999/mo

Questions

Frequently asked questions

Do my customers need an account?+

No. Advocates get a personal portal link. People they refer just fill out a short form.

What rewards can I offer?+

Cash, gift cards, credits, discounts, or anything custom. One-sided or two-sided.

Do you charge a percentage of referral revenue?+

No. Flat monthly price.

Can I import an existing program?+

Yes. Bring your advocate list as a CSV.

What happens to fraud?+

Every flagged referral shows the exact signals that tripped it. Nothing is silently rejected.

Start your referral program today.

Set up a campaign in about ten minutes. Invite your first advocates the same day.