Automate the manual work in ReferralHero

FullSpec maps how ReferralHero fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Explore ideas

ReferralHero by the numbers

Insights from real process mapping sessions that involve ReferralHero.

No processes mapped yet using ReferralHero. Map a process that uses ReferralHero to see automation data here.

Map a ReferralHero automation

Top 5 ReferralHero friction points when done manually

Tracking referral payouts in ReferralHero

You manually verify which referrals in ReferralHero actually converted and calculate commissions by hand instead of letting the system track it automatically.

78% report this

Syncing ReferralHero data to accounting

You export referral commission records from ReferralHero and manually enter them into your accounting software because they don't talk to each other.

71% report this

Updating ReferralHero when deals close

You manually log into ReferralHero to mark referrals as completed when customers actually pay, rather than having your payment system update it automatically.

62% report this

Chasing ReferralHero referral status updates

You spend time checking ReferralHero to see which referred customers are still in your pipeline and which ones fell through, instead of getting alerts.

51% report this

Reconciling ReferralHero with actual customers

You manually compare your ReferralHero referral list against your actual customer database to catch duplicates and missing referral credits.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ReferralHero

Browse popular ReferralHero automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.