About Refer2u

Why we exist

Refer2u exists because talented B2B professionals keep generating revenue through relationships — with no system built for how they actually work.

They were shoehorned into CRMs designed for outbound sales, or partner relationship management platforms built for enterprise channel programs. Neither fit the coach, consultant, MSP, association or sales team that grows through relationship-driven referrals.

We built something different: a simple, structured platform where partners, connections and referred opportunities live in one place — so trust turns into trackable revenue instead of scattered follow-ups and lost introductions.

What we do

Refer2u helps you create, track and manage referrals, partner opportunities and business connections without relying on ads, complicated funnels or scattered tools.

• Organise partners and connections in a single view
• Track referred opportunities through a clear pipeline
• Collaborate with partners without email chaos
• Use AI assistance for ideal customer and referral partner profiles
• Measure referral revenue and improve what works

Who we built it for

Refer2u is for B2B professionals where relationships are the primary growth engine:

• Business owners and founders
• Sales teams and sales managers
• Business coaches and consultants
• Industry associations and business networks
• MSPs, tech firms and SaaS companies building partner programmes
• Professional services firms and partnerships teams

If your partner ecosystem is strategic — not accidental — Refer2u aligns with how you work.

What we believe

Relationship-driven referrals are not passive word-of-mouth. They are intentional: selecting complementary partners, making referral criteria explicit, collaborating on opportunities with visibility, and measuring outcomes over time.

Trust opens the door. Systems keep it open.

We did not build a consumer referral app or a general CRM. We built for execution — partners, connections, opportunities, workflows and reporting — without forcing you through months of configuration or enterprise complexity you do not need.

The Referral Marketing Formula

Refer2u supports the Referral Marketing Formula — a structured methodology from ideal customer profile through implementation. The platform and the methodology work together: frameworks for thinking, software for doing.

Explore guides, best practices and stage-by-stage resources in our Knowledge Base.

Leadership

Derek Morgan

Creator of the Referral Marketing Formula

Founder of Referral Marketing Ideas and Global Head of Affiliates and Partnerships for Refer2u. Derek has spent years developing systematic approaches to help B2B businesses grow through referrals and partnerships.

Our promise

A simple, structured, trackable way to organise partners, activate referrals and generate measurable referral revenue — for teams that grow through trust, not ad spend alone.

Company details

Get in touch

Questions about Refer2u, partnerships or support? We would love to hear from you.

Email [email protected]