Work with channel partners, and know who sent what.
Give each partner their own link and QR code. Every lead they send is tagged with the partner, and their people can sign in to follow what happens to each one, without seeing the rest of your records.
A link and QR code for every partner.
Adding a partner creates its own form page, with a link and a QR code. Leads arrive tagged with the partner, ready for assignment and reporting.
- One link and QR code per partner
- The partner's name as the source on every lead
- Pause or archive a partner at any time and the link stops
Partners see their own leads, and nothing else.
Invite people from the partner company. They sign in with their own email and password and see only the leads their company sent, with a plain status you can trust.
- Received, Contacted, Site visit booked, Visited, Booked or Closed
- They can send a referral from their own screen
- Names are shortened, and phone and email stay hidden unless you allow them
- Your notes, owners, prices and other partners are never shown
One lead, one history.
If a person is already in VelBEE, a repeat referral adds no duplicate: the workspace sees it as a note and a follow-up on the existing lead, and the partner who sent them first keeps the lead while it is open. Partners are only told their referral was received.
- Repeat enquiries merged
- Partners are only told their referral was received, and never see whether someone is already in VelBEE or who owns them
- Every touch on the timeline
To be clear: VelBEE shows the status Booked, but it does not calculate commissions or handle money between you and your partners. You settle with them yourself.
The details that make it work.
- Included in Growth and ScaleUp to 10 partners on Growth and 50 on Scale.
- Reports by partnerThe partner's name is the lead's source, so your source reports show each partner.
- Remove access at oncePausing a partner or removing a person ends their access immediately. The leads stay with you.
Give every enquiry the follow-up it deserves.
Tell us about your team. We will show you how VelBEE fits the way you sell.