The useful answers before you get started.

Yes. The name, logo, colours and journeys reflect your company’s identity in a native Android and iOS app. You can generate your customised Android APK from your workspace. App store publication follows account configuration, real-world testing and approval.

Choose the audiences relevant to your business: customers, former customers, partners, referral partners or members of your network. Each group can have different messaging, journeys and rules. The aim is not to ask everyone, but to offer the right action to people who truly know your work.

You define the fields needed before launch: contact details, type of need, relationship with the referral partner, location, timeframe or a free-text comment. The resulting record also preserves the source of the introduction. Your salesperson starts with enough context to prepare the first conversation.

The journey can request explicit approval before sharing contact details with your team. Apportly records the date, information concerned and action taken so you can retrieve the context of the sharing. The wording shown and data requested are configured for your use case and obligations.

Each introduction receives an identifiable source when it is created. That source stays with the contact throughout the process, even when another team member takes over. You can therefore find who made the referral, when it was shared and which outcome was ultimately linked to it.

Existing information helps your team spot duplicates and check the history before acting. Your organisation then determines how to handle them: first introduction received, an already open opportunity or an internal decision. Apportly keeps the different records so decisions are made with context.

You define the event that makes a reward eligible: an accepted appointment, signed quote, completed sale or another verifiable milestone. You also choose the amount, beneficiary and any conditions. When an authorised member confirms the milestone, Apportly links the decision to the deal and makes it available in the history.

Yes, depending on your plan and the tools involved. Contact details, source, status and certain milestones can be sent to your sales environment to avoid duplicate entry. During scoping, we identify what should stay in Apportly, what should go to your CRM and which team takes responsibility for the next action.

We start with a specific use case: who refers, when, what information is needed and how your team follows up. We then define the visual identity, tracking statuses, messages and any reward rules. A verification phase lets you try the journey from both the referral partner’s and team’s perspectives before sharing it widely.