The "Third Party Referral" module for Dolibarr is a powerful tool that allows companies to efficiently manage referral relationships between different third parties (customers, suppliers, partners, etc.). This module helps track and organize information related to referrals, making it easier to identify active referrals, referral levels, and relationships between referrers and referrals.

Main features of the "Third Party Referral" module:

Referrer and Referral Management:

The module allows you to create and manage referral relationships, indicating for each third party its referrer and referrals.

It is possible to configure multiple referral levels, which allows for hierarchical management of referrals.

Referral Relationship Tracking:

A dashboard allows you to view referral relationships, with details on associated transactions (e.g., invoiced amounts, linked projects, etc.).

Users can see the revenue generated by each referral for a given sponsor, as well as the status of the referrals (invoiced, ordered, validated, etc.).

Referrer and Vendor Ranking:

The module offers ranking features, allowing to sort referrers and vendors according to the revenue generated by their referrals.

This ranking helps to identify the best performing referrers, which can be useful for reward or recognition campaigns.

Relationship Levels and Types Configuration:

The administrator can configure the referral levels (up to 4 referral levels), as well as the types of relationships between third parties (colleague, family, neighbor, etc.).

This flexibility allows to adapt the module to the specific needs of the organization.

Data Export:

The module offers the possibility to export referral data in the form of PDF or Excel reports, thus facilitating the analysis and presentation of information.

Tracking Associated Transactions:

Invoices and transactions related to each referral are easily viewable, allowing for more transparent and organized financial management.

This module is particularly useful for companies that want to maximize their referral strategies, improve customer loyalty, and increase turnover through well-structured and monitored relationships. The "Third-party Referral" module integrates seamlessly with Dolibarr's other features, making business relationship management even more efficient and centralized.

Third Party Sponsorship Module Demo

demo/demo