Affiliate management
Affiliate marketing software that turns your happiest clients and partners into a referral channel you can measure. Give each one a tracked link, credit every lead and sale to the person who sent it, and see what you owe them, all on the same record as your CRM and funnels.
- Past clients
- Partner firms
- Accountants
- Solicitors
- Introducers
- Freelancers
- Local agents
- Event hosts
- Community members
- Your own staff
Your best new clients come from referrals nobody tracks
Ask any established business where its best clients come from and the answer is usually the same: someone recommended us. Yet referrals are the one channel nobody measures. A name gets mentioned on a call, a thank-you is promised, and three months later nobody can say who sent whom or what was owed.
Affiliate marketing software turns that goodwill into a programme. Each client, partner or introducer gets a link. Every enquiry and sale that comes through it is credited automatically, commission is calculated by your rules, and the people who send you business can see their own results. Referrals stop being luck and become a channel you can grow.
Referrals arrive by word of mouth
Nobody can say which client or partner sent which deal.
Rewards are promised and forgotten
Introducers stop sending work when the thank-you never arrives.
Commission is worked out in a spreadsheet
Someone reconciles sales and payouts by hand every month.
Nobody is asked at the right moment
Happy clients are never invited to refer while the win is fresh.
Every referral tracked.
Every reward on time.
Partners see results.
A referral ask that follows every win
The best moment to ask for a referral is right after a client is pleased. The platform asks for you, with their own tracked link attached.
Review request after a win
- Trigger
Deal won
Or job completed
Win recorded
A deal is closed or a payment clears, and the referral ask is queued.
InstantThank-you sent
A personal thank-you with no request attached.
Same dayWait
3 days
Referral invite sent
A short message with the client's own affiliate link and the reward you offer.
Day 3- Review leftStars and a comment
Referral credited
When someone enquires or buys through the link, it is credited to the affiliate who sent it.
Same dayTeam notified
Shared in the team channel
- Done
- No review yetNo reply
Wait
7 days
Gentle reminder
One reminder if they have not signed up yet. Never more than one.
Day 10- End
- Unhappy replyA problem raised
Owner alerted at once
Call back the same day
- End
- Review leftStars and a comment
- Deal marked won, referral sequence startedwon
- Thank-you sent by email, no ask attachedsent
- Referral invite sent with a personal affiliate linksent
- Link opened twice, visits recorded against the affiliate
- New enquiry from the link, credited to the affiliate
- Affiliate notified, owner given the new leaddone
Illustration. Rewards, timing and channels are set by you.
What running referrals by hand costs
Count the hours spent asking for referrals, working out who sent whom and reconciling commission in a spreadsheet. Put in your own figures.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
weekly hours = people × hours each
annual cost = weekly hours × loaded hourly cost × 52
value returned = annual cost × the share you estimate could be automated
Every input is yours. The automatable share is an estimate, which is why the result is a range.
Worked example. One person spending five hours a week chasing referrals and reconciling commission at a loaded 35 an hour: 5 hours and about 9,100 a year. If 40 to 70 in 100 of those hours can be automated, that is 2 to 3.5 hours a week back, worth roughly 3,640 to 6,370 a year.
Affiliate management software on the same record as your sales
Most affiliate software sits beside your CRM and has to be kept in step with it. Here the affiliate manager reads the same contacts, funnels and payments, so a referral is tracked from first click to paid invoice without an integration in between.
Campaigns with your own commission rules
Run one affiliate programme or several: one for clients, one for partners, one for a single product. Each campaign sets a flat fee or a share of the sale, overrides it per product, counts setup fees or not, and pays on recurring charges too, with renewals and upgrades tracked automatically.
Affiliate link tracking software that credits the right person
Every affiliate gets a link to the page or funnel you choose, or a custom referral ID. You set how long a visit stays credited to them. Visits, leads and sales are attributed to the link, so affiliate link tracking happens on its own and nobody asks a new client who sent them.
Lead and sale commission, and tiers
Reward a sale through your checkout or a lead captured on a form, survey or booking. Lead-based rewards suit businesses where the deal is closed on a call, such as an introducer sending a mortgage client. Multi-tier campaigns also reward the affiliate who recruited the affiliate.
A portal for your affiliates
Affiliates sign in by email link and see their campaigns, links, leads, customers, commission and payouts, plus the logos and copy you upload for them. You can require tax forms, ask for a payout method and mask referred customers' emails.
Payouts you can reconcile
Commission builds up per affiliate as sales are paid. You see what is owed, approve it, pay several affiliates at once through PayPal or export a list for bank transfer, then mark payouts as paid, so the monthly reconciliation stops being a spreadsheet exercise.
Affiliate marketing automation
Because the programme lives on the platform, workflows can invite new affiliates after a win, add them to the right campaign, react when an affiliate signs up or a referred lead arrives, and nudge the ones who have gone quiet. The programme runs between reviews.
- Who clients with a won deal
- Link to your services page or funnel
- Reward a fixed amount per referred sale
- When commission counts once the invoice is paid
- Always credit and record on the contact
From the first campaign to a monthly payout
Choose the source and the reward
Pick where referrals land, a funnel, website, store, form, survey or calendar, which products earn commission and whether you pay per lead, per sale or both.
Invite the first affiliates
Add your best clients and partners by hand or open a signup form. They sign in to the portal by email link and find their own link and your media library.
Wire the asks
Workflows invite clients after a win, add new affiliates to the right campaign and tell an affiliate when their referral becomes a lead.
Approve and pay monthly
Review the commission list, check refunds and chargebacks, approve, pay by PayPal or bank transfer, and mark the payouts paid.
Informal referrals compared with an affiliate programme
Word of mouth
- Nobody knows who sent which client
- Rewards depend on someone remembering
- Commission worked out by hand each month
- Introducers have no idea what they earned
An affiliate programme on the platform
- Every lead and sale credited to a link
- Commission calculated by your rules
- Payouts listed, marked and exported
- Affiliates see their own results in a portal
The goodwill is the same. The difference is that it is recorded, rewarded on time and visible to the people who send you work.
A referral nobody tracks is a thank-you nobody sends.
The affiliate manager works with the rest of the platform
Referrals land on your pages, move through your pipeline and are followed up by your workflows.
Built for four kinds of business, equally
The same affiliate programme, set up around the people who already send each business its work.
Agencies
Agencies reward clients and freelancers who introduce new retainers, and see which partner brings the best accounts.
Consultants
Consultants give past clients and peers a tracked link and credit every introduction that becomes an engagement.
Mortgage brokers
Brokers track introducers, accountants and past clients, and credit each case to the person who sent it.
Real estate
Agents reward past sellers, landlords and local partners for every valuation or viewing their link brings in.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Affiliate link tracker: how it works and how to set it up
An affiliate link tracker lets you pay partner commission on evidence: a unique link per partner, every lead and sale credited, and fixes for lost links.
Affiliate marketing dashboard: how it works and how to set it up
Turn your affiliate marketing dashboard into a short weekly review of which partners send business, which have gone quiet and what commission you owe.
Automated affiliate marketing: how it works and how to set it up
The partner automations worth building first in automated affiliate marketing, and how to keep referral alerts, nudges and commission notices sounding human.
What is tracked, and what you still decide
Affiliate tracking is only useful if everyone trusts the numbers. These are the limits to plan around.
Payouts are approved, not automatic
The platform calculates what is owed. A person with payout permission approves it and pays, so refunds and chargebacks are checked first, because they do not reverse commission on their own.
Lead tracking needs a platform page
Pay-per-lead credits forms, surveys and calendars placed on your funnel or website pages. A form pasted in as embed code elsewhere is not credited.
Your own website
An external site campaign uses a tracking script on your site. Sales there are credited when they are processed through Stripe.
Changing a live campaign
Change a published campaign's source and affiliates get a new link. History is kept, but the old link stops crediting new referrals.
Moving an existing programme
An existing programme can be imported with its campaigns, affiliates and pending commission, so nobody loses what they have earned.
Questions buyers ask
What is affiliate marketing software?
It is software that gives each person who promotes your business a tracked link, credits the leads and sales that come through it, and calculates what you owe them. Affiliate marketing software replaces the spreadsheet and the memory that informal referral schemes run on.
Is this the levelpartner.ai affiliate programme?
No. This page is about the feature you use to run your own programme for your clients and partners. If you want to refer the levelpartner.ai platform and earn commission yourself, see the affiliate programme.
Can I pay commission on leads, not just sales?
Yes. A campaign can credit a lead captured on a form as well as a sale through your checkout. That suits businesses where the deal closes on a call, which is most service businesses.
How do affiliates see their results?
They sign up through your page and get a portal with their links, clicks, leads, sales and earned commission. You decide what each campaign offers and approve who joins.
Are affiliates paid automatically?
No, and that is deliberate. The platform calculates commission by your rules and lists what is owed. You approve it, pay through PayPal or by bank transfer and mark it paid, which gives you a point to check refunds before money leaves the business.
Can it track sales on our existing website?
Yes. An external website campaign adds a tracking script to your site and credits sales processed through Stripe. Sales and leads on pages built on the platform are tracked without a script.
Who is this not for?
If you sell physical products through a large marketplace network of publishers, a dedicated affiliate network will suit you better. This is built for service businesses rewarding the clients and partners who already know them.
Do I need separate affiliate tracking software?
No. Tracking, commission and payouts run on the same record as your CRM, funnels and payments, so there is no second tool to connect or pay for. The affiliate manager is part of the platform licence.
See what a referral programme would look like for you
Tell us who sends you work today. On the call we will sketch the campaign, the reward and the ask, and tell you honestly whether it is worth running.
Book a strategy call
Thank you. Your request is in.
Someone will reply by email within one working day with a time for the call.
Turn goodwill into a channel you can measure
The clients and partners who already recommend you are your cheapest source of new business. Give them a link, a reason and a record.