jmsadvisory.in

REFERRAL MANAGEMENT SYSTEM 

Refer Smart. Reward Better.

Automated Referral Tracking for Enhanced Engagement and Growth

SOFTWARE DEVELOPMENT

Streamlining Referral Programs with Intelligent Automation 

The Referral Management System (RMS) is a centralized platform designed to simplify how organizations manage referral workflows. From tracking referrals and calculating commissions to generating monthly reports, RMS automates the entire process, ensuring accuracy, transparency, and timely rewards. Ideal for sales teams, HR, and marketing departments, the system helps boost engagement, incentivize participation, and strengthen organizational growth.

IMPORTANCE

Turning Referrals into Measurable Growth 

Manual referral tracking can be time-consuming, error-prone, and opaque. RMS brings clarity and efficiency by automating workflows, providing real-time updates, and ensuring accurate commission calculations.

  • Track referral submissions and statuses in real-time
  • Automate reward calculations and approvals
  • Generate detailed reports to analyse program effectiveness
FEATURES

Maximizing Referral Impact with Smart Tools

Automated Referral Tracking

Monitor every referral from submission to conversion with complete visibility.

Commission Management

Automatically calculate and track referral rewards, ensuring timely and accurate payouts.

Status Filters & Dashboards

Easily filter referrals by status pending, approved, converted and gain insights at a glance.

Monthly & Custom Reports

Generate detailed reports for management, finance, and HR to evaluate referral program performance.

Notification & Alerts

Keep participants informed with automated alerts on referral progress, approvals, and rewards.

User-Friendly Interface

Simplified navigation for both referrers and administrators to maximize participation and ease of management.

Platform helped me to increase my sales business

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data

Neha Sharma

Slack improve my business to futuristic next level!

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data

Priya Iyer

After consultation my studio branding all over

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data

Aditi Menon

Slack improve my business to futuristic next level!

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data

Rohit Malhotra

After consultation my studio branding all over

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data

Vivek Patel

Contact

Let’s Build Smarter Solutions

Get fast responses, strategic advice, and long-term results from a tech partner you can trust. info@jmsadvisory.in

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  • 12+ Years

    Industry Experience

  • 95%

    Client Satisfaction

  • 2013

    Since

  • 24/7

    Client Support

Contact Info

+91 9898271321
info@jmsadvisory.in

Visit our office

401, Anand Mangal 3, Ambawadi, Ahmedabad, India