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B2B referral management means tracking every lead with the same context for the referrer and the receiving company. Nexo centralizes the referral channel in the partner portal, with a funnel and statuses that do not depend on chasing someone in chat.
It is the set of processes that records the lead, shows which stage it is in, who owns it, and what the outcome was. In referral-led sales, management must be shared: referrers keep sending only when they can see progress and trust the process.
The referrer registers the lead, the receiving company works the funnel, and both see the status. The channel can include company partners, independent referrers, and public intake when enabled. The goal is one flow from signup to close - without parallel spreadsheets.
An updated status, history, and what is owed when there is a conversion. Without that visibility, the referrer goes back to WhatsApp or stops referring. The partner portal keeps those facts in one place.
By centralizing received referrals with filters, funnel, and list views, plus the link to the originating partner. Sales then knows where the lead came from, what was already agreed, and when to update status - including so the referrer can follow along.
Yes. Nexo's dual-role model lets the same account refer to partners and receive referrals for your company. You switch context without creating another login - useful for agencies and businesses that both refer and receive.
It is the referrer's surface: send leads, see statuses, track commissions, and join network actions. For the company, the portal standardizes the partner experience and reduces manual support. Referrals stop living in personal chat threads.