Partner Lead Exchange Tracker

What it does

It tracks leads exchanged with referral partners, monitors outcomes, and calculates commissions automatically. Both sides see clear records of who sent what, status, and payouts – reducing friction and building trust.

Why I recommend it

Partner relationships fail when tracking is messy and payments are unclear. A transparent system encourages more referrals, ensures fair compensation, and prevents the “I sent you more than you sent me” disputes.

Expected benefits

More partner referrals from clear tracking
Less admin managing commissions
Stronger partner relationships through transparency
Higher partner satisfaction and retention

How it works

Partner submits referral via form → record created with partner, lead details, and status → CRM creates lead and tags source → status updates tracked → when deal closes, commission calculated → monthly summary sent to partner with payment details.

Quick start

Create a simple spreadsheet with columns for partner name, lead details, status, and commission owed. Update manually. Once you have reliable partners, automate form submission and status updates.

Level-up version

Give partners a dashboard showing their referrals and earnings in real-time. Automate commission payments via Stripe or PayPal. Track partner ROI and double down on top performers. Add tiered commission structures.

Tools you can use

Tracking: Airtable, Google Sheets, partner platforms

CRM: GoHighLevel, HubSpot, Pipedrive

Forms: Typeform, Tally, Google Forms

Payments: Stripe, PayPal, Wise

Automation: Zapier, Make, n8n

Technical implementation solution

No-code: Partner referral form → create row in tracker → create CRM lead with partner tag → manual status updates → monthly export for payments.
API-based: Form webhook → database creates referral record → CRM API creates lead with source tracking → deal closure webhook calculates commission → payment API processes payout → partner portal shows dashboard.