Deltaris
Get new clients from the partners who already trust you
Invite accountants, brokers, suppliers or any business partner to refer clients to you. Track every referral and decide when each one earns a reward.
How it works
Every referral involves three people: you, the partner who refers (the referrer), and the client they introduce (the referee).
- You invite the partners you want. No one else can refer.
- A partner submits a client, with that client’s consent.
- You review the referral, mark it valid or not, and follow it to a sale.
- The partner earns the reward you set, at the step you choose.
The Deltaris Advantage
You choose who can refer
Referrals only come from partners you invite, so you always know who sent each client.
Referrals come with context
Partners add a note on what the client needs, so your first call starts informed.
Client consent built in
Every referral records the client’s consent by email or SMS, the kind of record you’ll want under Law 25.
Reward partners your way.
Pay a fixed fee, tiered amounts, service credits or a custom arrangement, when a referral is validated or when a sale closes.
Service Providers
Simple monthly pricing
Pay month to month, with no long-term contract.
Essential
Includes 1 user • $10/month per extra delegate- Invite Unlimited Referrers
- No Limits on Referrals
- Flexible Referral Flow Availability
- Trigger Rewards at Any Step of the Referral Flow
- Verified Consent Collection (Email & SMS)
Plus
Includes 1 user • $12/month per extra delegate- Everything in Essential, plus:
- Built‑In Integrations With Popular Reward Tools
Advanced
Includes 1 user • $14/month per extra delegate- Everything in Plus, with:
- Basic Zoho CRM Integration Included
- Custom CRM Integrations Available Upon Request ($)
(*) Please note that subscription payments are non‑refundable.
Contact us
Whether you have questions about Deltaris, need guidance on choosing the right plan, or want to explore how our referral platform can support your business, we’re here to help. Send us a message and a member of our team will reach out with clear, personalized support.