Pricing

Free to get started, with powerful features available as you grow.

Starter

Facilitate and track more referrals more professionally.

Free
Get started
Includes:
Up to 15 referral partners
Custom partner onboarding +  properties
Sharable shortlists
Free Opportunity Sharing
Automated referral tracking and status updates

Pro

Formalize referral partnerships and put the admin on autopilot.

$49/month
Subscribe
Everything in Starter, plus:
Unlimited referral partners
Form financial referral agreements
Earn referral fees on Opportunities
Automated referral fee collection and payment
Onboarding support

What others have to say

"Switchboard has simplified everything from onboarding new partners, to establish referral agreements, and to easily tracking referrals and payments. We’ve been able to grow our referrals and network thanks to Switchboard."

Mark K.
Founder,
GTM Agency

"Switchboard has made it efficient for me to make money as a connector — all I have to do is make the right introductions and Upside makes sure the referral fees magically show up in my bank account."

Dylan S.
Freelance
Brand Strategist

"Switchboard handles all of the logistics of referral partnershipsfor me, so I can focus on building productive and valuable relationships. No brainer for anyone building their partner referral network."

Sean L.
Partner,
RevOps consultancy

FAQs

Answers to common questions.

I make a lot of referrals, but I’m not sure if I’m ready to start asking for referral fees. Is Switchboard for me?

Yes; we have plenty of users who primarily use Switchboard as a workflow tool to increase the speed and quality of the referrals they make – even if they aren’t getting compensated for these referrals.

Will I have to migrate my CRM and other client-facing tools?

No. Customers often use existing tools for CRMs, email marketing, websites, invoicing, and more. Switchboard complements your existing stack, as it’s a toolset made specifically for how you make referrals.

What if I already have this piece together in spreadsheets?

We offer migration services to new users who are currently powering their referral networks on spreadsheets. We make it easy to ramp up with Switchboard and will keep a more up-to-date source of truth for all of your referral activity, giving you even more visibility into what's happening and more powerful workflows to make better referrals

What if I run a more nuanced network of service providers and want a lot of customization?

We have users running high-powered referral networks and we have new features in development enabling more customization. Talk to sales if you think you'll need more advanced customizations.