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Referral Logging & Recurring-Revenue Attribution

MSP referrals are human introductions — a client, a vCIO, or a peer MSP vouching for you. Log every referral your partners send and receive, then follow each one through to a signed recurring contract so you know exactly what your referral channel is worth. No tracking pixels, no manual spreadsheets.

Log Every Referral, Given and Received

Capture each introduction the moment it happens — who referred whom, the client they sent your way, and what you sent back. A simple, shared record replaces the spreadsheets and inboxes where referrals go stale, so nothing falls through the cracks with clients, vCIOs, complementary MSPs, or centers of influence.

Referral Log
23 referrals logged
+ Log Referral
Dr. Anand MehtaClient
6 sent4 won
Northside Dental Group
REF-1042
Sandler vCIOvCIO
5 sent3 won
Harbor Logistics
REF-1043
BluePeak NetworksPeer MSP
9 sent6 won
Cedar Law LLP
REF-1044
Datawatch ISVVendor
3 sent2 won
Summit Manufacturing
REF-1045
Live Referral Feed
Live
Recurring revenue attributed as referrals close
2s agoSignedNorthside DentalClient$1,800/mo
18s agoMeetingHarbor LogisticsvCIO
45s agoNew referralCedar Law LLPPeer MSPpending
1m agoSignedSummit MfgVendor$4,200/mo
2m agoProposalBishop RealtyClient
3m agoSignedCedar Law LLPPeer MSP$950/mo
Referrals Won (MTD)9
New MRR Won$11,400/mo
View All

Recurring-Revenue Attribution

Tie every referred client to the recurring contract it becomes and watch the MRR add up by partner. Instead of guessing, you see exactly which referral partners drive recurring revenue — the way MSPs actually get paid — and credit them accordingly.

From Introduction to Recurring Contract

Follow each referral through every step a real MSP deal takes — introduction, discovery call, proposal, signed agreement — so partners always know where their referral stands. No clicks or cookies to interpret, just the human handoffs that close managed-services contracts.

Referral Journey
Client: Northside DentalSigned — $1,800/mo MRR
Introduced Northside DentalClient
Warm introvia Dr. Anand Mehta
Mar 12, 9:14 AM
Scoped managed IT needsCall
Discovery call
Mar 13, 2:30 PM
MSA + recurring quoteQuote
Proposal sent
Mar 15, 11:02 AM
Signed $1,800/mo contractWon
Signed
Mar 18, 4:45 PM

Referral Credit

Referred by

Dr. Anand Mehta (Client)

Closed by

Your team

Commission

$180/mo