Campaign-specific tracked links
Set a default attribution rule and create separate links for a launch, an evergreen offer or a partner tier, so each can be measured on its own.
Affiliate & referral
Affiliate program software that runs on the checkout you already use
Give partners and happy customers their own tracked links, credit every sale they bring in and pay them without a spreadsheet. Links, referrals, commissions and payouts sit in the same workspace as your products, checkout and CRM, so every commission traces back to a real order.
- No credit charge today
- No contract
- Unlimited contacts
In short
Affiliate Program in SaaSVisionary: Tracked partner links, commissions and payouts on your checkout. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Affiliate programs are part of the Unlimited plan, which also includes the checkout, recurring products and branded link tools the program uses. Every plan includes unlimited contacts and a 14-day free trial.
0%Platform cut on sales or commissions
3Ledgers: referrals, commissions, payouts
2Payout options: Stripe Connect or manual
14-dayFree trial on every plan
Why it matters
Word of mouth works better when it gets paid
Many businesses already get sales from customers and partners who recommend them, but they can't see who sent whom. Without tracking, referrers go unrewarded and rarely refer twice. Once a program grows past a handful of partners, manual tracking turns into monthly disputes about credit, and a separate affiliate tool adds another checkout, list and bill.
Grow
What you get with Affiliate Program
Referral and commission ledgers
Every referral and commission is recorded against the order it came from, giving you and your partners one shared source of truth.
Multi-level downlines
When partners recruit other partners, the program can credit that activity, and the ledger shows where each commission originated.
Affiliate portal
Partners log in to see their links, referrals, earnings and where they rank on the leaderboard.
Admin payout queue
Review what is owed, approve payouts and settle through Stripe Connect onboarding or mark them paid when you settle another way.
Works with any product you sell
Courses, subscriptions, storefront products and services sold through your workspace checkout can all carry a commission.
Branded short links
Use the link tool for branded domains, custom slugs, per-link analytics and advertising pixels on partner campaigns.
Revenue reporting
See affiliate-driven revenue next to your other sources, with refunds and collected revenue treated separately.
How it works
Up and running in 4 steps
- 01
Set up the program
Choose the commission structure, default attribution and which products are eligible. Decide whether to allow multi-level downlines.
- 02
Invite your partners
Send customers, creators or referral partners an invitation. Each gets a portal with their own links and stats.
- 03
Track sales automatically
When a referred buyer checks out, the sale, referral and commission are recorded and linked to the right partner.
- 04
Pay out on schedule
Work through the payout queue monthly or weekly, paying via Stripe Connect or recording manual payments.
Turn your best customers into partners
Say Kestrel Fitness Coaching sells a 12-week program. Past clients who finish it get a workflow-triggered invite to the affiliate program with their own link. Every referral shows up in their portal, and Kestrel pays commissions through Stripe Connect once a month, with no spreadsheet reconciliation.
- Invite partners automatically from a completion or review workflow
- Leaderboards encourage friendly competition among partners
- Partners and buyers both live in the same CRM
Commissions tied to your own payments
Because referrals are attributed at your workspace checkout, you don't need to sync orders from another platform. Sales are processed in your own Stripe account, refunds are reflected in the numbers, and the payout queue shows what is pending, approved and paid at a glance.
- Order bumps and upsells count toward the referred order
- Stripe data synced in real time with manual backfill
- No commission or payout fee taken by SaaSVisionary
Plans & availability
Affiliate programs are part of the Unlimited plan, which also includes the checkout, recurring products and branded link tools the program uses. Start a 14-day free trial on the Unlimited plan to test it. Card processing and Connect payouts are billed by Stripe.
Compare plansFAQ
Affiliate Program: frequently asked questions
What is affiliate program software?
Affiliate program software gives partners unique links, tracks the sales they refer, calculates commissions and manages payouts. SaaSVisionary includes this inside your CRM and checkout, so referred orders, commission ledgers, partner accounts and payouts all live in one workspace instead of a separate affiliate tool.
Does SaaSVisionary take a cut of affiliate commissions?
No. Buyers are charged on the Stripe account you connected, and you settle with partners either via Stripe Connect or however you already pay people. SaaSVisionary takes nothing from the order or from the commissions you pay. Stripe's standard fees apply to processing and Connect payouts.
Can affiliates recruit other affiliates?
Yes. Turn on multi-tier referrals and a partner earns on the sales of anyone they recruited. Because each ledger entry names its originating order and partner, both sides can check how a tiered commission was worked out.
What do my affiliates see?
Partners log in to a portal with their links, the customers they referred, what they have earned and how they rank against other partners. On your side, the admin view shows every partner's numbers plus a queue where you approve and settle what is owed, weekly, monthly or whenever you like.
Can I run an affiliate program for physical products or services?
Yes. Anything sold through your SaaSVisionary checkout can carry a commission, including physical products from your online store, digital courses, memberships and service packages. Once a buyer arrives through a partner link, the credit sticks to their order regardless of what they buy, and a bump added during checkout is counted too.
Guides & articles
Learn more about Affiliate Program
Agency Referral Partnerships: How to Choose and Run Them Well
The right partner can send you steady referrals and fill gaps in your service menu. The wrong one can cost you a client. Here is how small agencies can find, vet and manage partnerships that work.
Agency Referral Program: A Practical Setup Guide for Small Teams
Most agencies get referrals by accident. A simple program with a clear reward, a well-timed ask and proper tracking turns those happy accidents into a steady source of new clients.
Works great with
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Member spaces, levels and leaderboards on top of your CRM.
Learn moreGet Paid
Invoices, text-to-pay, deposits and payment plans on your Stripe.
Learn moreReview Requests
Ask for reviews automatically the moment a job is done.
Learn more
Put every lead, call and payment in one place
Try the plan you choose free for 14 days. Switch plans or cancel any time from your billing settings.
- 14-day free trial
- No contract
- Unlimited contacts