Tracking solution for offline referrals
I was asked to find a offline referrals tracking solution for a carpet cleaning service provider.
The way it will work:
- affiliates will send customers to us, mainly by phone.
- The customer will give us the referrer code or name.
- We will add his information into our current CRM program.
- After the service is done, the referrer will get his commission.
We want to let the referrer (offline affiliate) an easy way to track his referrals. He should be able to log into his affiliate account and see a complete log: customer name, address, and amount of commission he will get when the job is done.
It's also important that we can change the job status from open to closed, because we only pay the referrer AFTER the job is done (and not when customer is booking the service)
I tried to use IDevAffiliate, but it's too complicated for our use (we don't have online affiliate program) and secondly, it lacks the option for affiliates to track their commission by name of customer, only by order number (which is fine for us, as we have it in our CRM, but the affiliate have nothing to do with it)
Do you guys know of any solution which suits our needs?
I hope i was clear enough in my post, ask if you need clarifications.
Thanks!
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