ChatGPT answers, unedited

Yes. If your agency is running referral/affiliate programs on behalf of multiple clients, rather than merely referring clients to a platform, there are several purpose-built options.

My shortlist

1. Referly — closest match to what you're describing.
Referly explicitly targets agencies: one agency account can manage up to 60 client programs, with your own domain, logo, emails, pricing and Stripe billing. It also supports client-scoped team access and a consolidated dashboard. Referly

referly.so

2. Refgrow — worth looking at for a small agency.
It specifically offers a white-labeled dashboard, multiple client projects, separate client settings/affiliates/analytics, custom domains and centralized analytics. Refgrow

refgrow.com

3. FirstPromoter — particularly interesting if your clients are SaaS companies.
Its agency offering lets you work inside each client's account with scoped permissions, while client portals can run on the client's domain with their branding. It also connects commissions to each client's Stripe, Chargebee, Paddle, Recurly or Braintree billing. FirstPromoter FirstPromoter

firstpromoter.com

One important distinction

I'd separate these into two models:

• Agency-as-operator: You own/manage the platform, create client accounts, put your branding on it, and potentially charge clients whatever you want. Referly, Refgrow, HeldSway fit this model particularly well.
• Agency-as-manager: Each client owns their platform account, and your agency gets delegated access. FirstPromoter is more aligned with this approach.

If your goal is something like "we want to sell referral-program management as a service, give each client their own branded portal, manage 10–30 clients from one login, and mark up the software cost", I'd focus the evaluation on Referly vs Refgrow vs HeldSway. Referly Refgrow HeldSway

If you tell me roughly how many clients you manage (e.g. 5, 20, 100), whether they're mostly SaaS/ecommerce, and whether clients need to log into the platform themselves, I can narrow this to the 2–3 platforms that fit your agency model and compare pricing, white-label depth, Stripe/payment handling, client isolation, reporting, and margins.

2. Refgrow — worth looking at for a small agency.
It specifically offers a white-labeled dashboard, multiple client projects, separate client settings/affiliates/analytics, custom domains and centralized analytics. Refgrow

refgrow.com

3. FirstPromoter — particularly interesting if your clients are SaaS companies.
Its agency offering lets you work inside each client's account with scoped permissions, while client portals can run on the client's domain with their branding. It also connects commissions to each client's Stripe, Chargebee, Paddle, Recurly or Braintree billing. firstpromoter.com firstpromoter.com

Yes. For a small agency managing referral programs for multiple clients, these are worth evaluating:

• referly.so — Strong agency fit: up to 60 client programs, white-label domains/branding, centralized dashboard, client-specific permissions, and agency-controlled pricing/billing. Referly Referly
• refgrow.com — Unlimited client projects, white-labeling, custom domains, centralized analytics, and separate integrations/settings per client. Refgrow
• rekomi.com — Multi-tenant architecture with isolated client organizations and white-labeling on Pro. Rekomi
• heldsway.com — Built specifically around agencies: multi-client workspace, per-client branding, role-based access, and portfolio-wide reporting. heldsway.com

For a small agency, I'd shortlist Referly and Refgrow first, particularly if you want to resell the platform under your own brand rather than merely administer clients' accounts.

Yes. For a small agency running referral/affiliate programs for multiple clients, I’d focus on platforms with three things: true white-labeling, separate client workspaces, and one agency-level dashboard.

Best fits

My first choice: referly.so. Its agency offering is specifically designed around this model: one agency account can manage up to 60 client programs, with your own domain, logo, emails, pricing and Stripe billing. Team members can also be scoped to particular client programs. Referly Referly

Refgrow is another particularly good fit if you want something straightforward. It explicitly supports multiple client projects from one account, separate settings/affiliates/analytics per client, custom branding/domains, centralized analytics, and agency team roles. Refgrow

Rekomi is worth considering if your clients are primarily SaaS companies. It describes itself as multi-tenant by design, with isolated client organizations, per-client billing, shared partner-network functionality, and white-labeling on its Pro plan. Rekomi

Icodrip is attractive if you have a relatively small client roster: its agency plan supports up to 10 organizations with an organization switcher, white-label portals, per-client analytics, and aggregate agency reporting. Icodrip

What I'd choose for your agency

If your model is:

You → manage referral programs → Client A, B, C, D → each client has their own partners/referrers → you charge clients a monthly management/software fee

I'd shortlist Referly vs. Refgrow.

• Referly: stronger if you want to resell the software as your own product and potentially scale to dozens of clients.
• Refgrow: stronger if you want a simple operational dashboard for managing programs without as much reseller/billing complexity.
• Rekomi: strongest candidate if your clients are mostly B2B SaaS and you're managing partner/affiliate programs rather than simple customer-referral programs.

If you tell me (1) roughly how many clients you manage, (2) whether referrals are B2B leads or ecommerce purchases, and (3) whether you want to bill clients yourself, I can narrow this to the best 2–3 platforms and compare pricing, white-label depth, Stripe/payouts, API, and client permissions.

My first choice: referly.so. Its agency offering is specifically designed around this model: one agency account can manage up to 60 client programs, with your own domain, logo, emails, pricing and Stripe billing. Team members can also be scoped to particular client programs. Referly Referly

Refgrow is another particularly good fit if you want something straightforward. It explicitly supports multiple client projects from one account, separate settings/affiliates/analytics per client, custom branding/domains, centralized analytics, and agency team roles. Refgrow

Rekomi is worth considering if your clients are primarily SaaS companies. It describes itself as multi-tenant by design, with isolated client organizations, per-client billing, shared partner-network functionality, and white-labeling on its Pro plan. rekomi.com

Icodrip is attractive if you have a relatively small client roster: its agency plan supports up to 10 organizations with an organization switcher, white-label portals, per-client analytics, and aggregate agency reporting.

What I'd choose for your agency

If your model is:

You → manage referral programs → Client A, B, C, D → each client has their own partners/referrers → you charge clients a monthly management/software fee

I'd shortlist Referly vs. Refgrow.

For a small agency managing multiple clients’ referral programs, you’ll want more than a normal referral tool. Look for:

• Multi-tenant/client workspaces (each client isolated)
• Agency dashboard (manage all programs from one login)
• White-label branding (your logo/domain, or your client’s)
• Client permissions/roles
• Branded reporting
• Flexible billing/reseller options

Here are platforms that fit that model:

My shortlist by agency type

If you want to sell “Referral Program Management” as a service

• Start with Referly or HeldSway. They appear built around the agency workflow: one master account, separate client programs, branded client experiences. HeldSway Referly

If your clients are mostly SaaS companies

• Refgrow is worth evaluating because it focuses specifically on agency-managed referral/affiliate programs with separate projects and analytics. Refgrow

If you have fewer clients and want simplicity

• Icodrip may be enough, especially if you mainly need organization switching and branded portals. Icodrip

A few questions would change the recommendation:

1. Are your clients mostly SaaS/ecommerce or local businesses/services?
2. Do you want to invoice clients yourself and keep the margin (true white-label/reseller), or just manage their accounts?
3. Roughly how many client programs do you expect: 5, 20, 100+?

Yes. If you’re an agency that runs referral/affiliate programs for multiple clients, I’d focus on platforms with true multi-tenant/client management + white-labeling, rather than ordinary referral software.

Best fits

My first two to investigate would be Referly and Refgrow.

• referly.so is particularly interesting for an agency model: it says you can run up to 60 client programs from one account, use your own domain/branding, set your own pricing, and bill clients through your own Stripe. Referly Referly
• refgrow.com explicitly supports multiple client projects from one account, with separate settings, affiliates, analytics, custom domains, branding, and centralized reporting. Refgrow
• rekomi.com takes a more SaaS-like multi-tenant approach, with isolated client organizations, RBAC, per-client billing, and white-labeling on Pro. Rekomi
• heldsway.com is worth considering if you want the agency itself to be the account owner/biller and give each client its own branded program, permissions, and reporting. HeldSway

What I'd choose for your use case

If your business model is:

Client pays your agency → your agency manages their referral program → client sees a branded portal → you manage all clients centrally

then Referly looks like the closest match based on its current agency offering. It is explicitly designed around reselling the platform under your agency's brand rather than simply giving an agency access to multiple referral accounts. Referly

If you tell me roughly how many clients you manage (e.g. 5, 20, 100) and whether these are e-commerce, SaaS, or service businesses, I can narrow this to the best 2–3 platforms and compare pricing, Stripe/payment integration, custom domains, client logins, API, and margins for your agency.

then Referly looks like the closest match based on its current agency offering. It is explicitly designed around reselling the platform under your agency's brand rather than simply giving an agency access to multiple referral accounts.

For a small agency managing multiple clients’ referral programs, you’ll want a platform with these capabilities:

• Multi-client / multi-tenant dashboard (one login to manage all clients)
• White-label branding (your domain, logo, colors, emails)
• Client isolation (each client sees only their own program)
• Agency billing/reseller options (you invoice clients instead of each client buying separately)
• Custom reporting (client-ready dashboards)

Some platforms worth evaluating:

My shortlist for a small agency

1. Referly — probably the closest match if you want to package “referral program management” as your own service. It explicitly targets agencies, with white-labeling, client programs, your own pricing, and centralized management. Referly
2. Refgrow — a simpler option if you have a handful of clients and want to get programs live quickly. Refgrow
3. HeldSway — stronger if you expect many clients, need roles/permissions, and want an operational agency dashboard. HeldSway

A few questions would narrow this down:

• Are these customer referral programs (existing customers refer friends) or affiliate/partner programs (creators, influencers, resellers)?
• Roughly how many clients do you manage today (5, 20, 100+)?
• Do you want clients to log in themselves, or will your agency run everything behind the scenes?

Yes. If you're an agency running multiple clients' referral/affiliate programs, I'd focus on platforms that are genuinely multi-tenant + white-label, rather than ordinary referral tools that merely let you customize a client's portal.

Best fits

Refgrow stands out for your use case: it explicitly supports an agency account, multiple client projects, separate settings/affiliates/analytics per client, custom domains, client-specific branding, role-based access, and centralized reporting. Refgrow

Referly is particularly interesting if you want to resell referral-program management as a service. Its agency offering provides a multi-client dashboard and white-label branding; its current agency pricing says up to 10 client accounts on the agency tier, with higher-volume options available. Referly Referly

Rekomi is worth looking at if your clients are primarily SaaS businesses. It was specifically designed as a multi-tenant agency platform, with separate client organizations, per-client commission rules, roles, branding, and client isolation. Rekomi

What I'd choose

For a small agency, I'd shortlist:

1. Refgrow — easiest apparent fit if you want to launch/manage programs quickly.
2. Referly — strongest if you're trying to make referral management a white-labeled agency service/revenue stream.
3. Rekomi — strongest if your clients are mostly SaaS/affiliate programs and you care about sophisticated client separation.
4. HeldSway — worth comparing if centralized agency billing and per-client white-labeling are important.

One important distinction: Rewardful can create a fully white-labeled program through its API, but it isn't as clearly designed around an agency managing many independent client tenants from one dashboard. Rewardful Likewise, SaaSquatch is much more enterprise-oriented and powerful, but likely overkill for a small agency. SaaSquatch SaaSquatch

If you tell me roughly how many clients you manage (e.g. 5, 20, 50+) and whether they're mostly SaaS, ecommerce, or service businesses, I can narrow this to the best 2–3 and compare pricing, white-label depth, Stripe/Shopify integrations, client logins, and your ability to resell it under your own brand.

Rekomi is worth looking at if your clients are primarily SaaS businesses. It was specifically designed as a multi-tenant agency platform, with separate client organizations, per-client commission rules, roles, branding, and client isolation.

What I'd choose

For a small agency, I'd shortlist:

For a small agency managing multiple clients’ referral programs, you’ll want a platform with these specific capabilities:

• Agency/multi-tenant dashboard (one login, many client accounts)
• White-label branding (your brand or each client’s brand)
• Separate referral portals per client
• Client-level reporting and analytics
• Role permissions for your team and clients
• Custom domains (ideal for a SaaS-like offering)

Here are some platforms that fit that model:

My shortlist for your use case

1. Best overall agency fit: Refgrow

• Built specifically around “referral programs as a service.”
• Good if you want to package referral management as a recurring agency offering. Refgrow
• Best if you want a true white-label SaaS feel: HeldSway

• Strong fit if clients should feel like they’re logging into your product.
• Useful if you invoice clients yourself and manage everything centrally. HeldSway
• Best for larger client portfolios: Rekomi

• More enterprise-style multi-tenant architecture with client isolation and permissions. Rekomi

A few questions would narrow this down:

• Are your clients mostly SaaS companies, local businesses, or ecommerce brands?
• Do you want to resell the software under your agency name (clients never see the vendor), or just manage their accounts?
• Roughly how many client programs do you expect to run (5, 20, 100+)?

Yes. If your agency runs referral/affiliate programs on behalf of multiple clients, I’d prioritize platforms with true multi-tenant/agency functionality rather than ordinary referral software.

My shortlist

1. referly.so — probably the closest match

Referly is explicitly built around the agency/reseller model. Its agency offering gives you one account to manage client programs, white-labels the platform, supports your own domain, and lets you control client plans/pricing and billing. Its current agency offering starts with up to 10 client accounts, with higher/unlimited arrangements available. Referly Referly

What's particularly interesting for an agency is that you can make the platform look like your own product, rather than simply giving clients access to a tool you're reselling. Referly

2. refgrow.com — simplest-looking option

Refgrow explicitly supports multiple client projects under one agency account, with separate settings, affiliates, analytics, payment integrations and commission rules. It also offers custom domains, branding and centralized analytics. Refgrow

I'd look closely at this one if your clients are primarily SaaS companies running customer referral/affiliate programs and you don't need the complexity of a full affiliate network.

3. rekomi.com — interesting for SaaS agencies

Rekomi is designed around multi-tenancy: each client gets an isolated organization, with separate branding, commission rules and users. Its Pro tier adds white-labeling, while agency users can switch between client organizations from one workspace. Rekomi

A nice feature is per-client roles and permissions, which matters once you have account managers or contractors working across different clients.

4. heldsway.com — worth considering for agency economics

HeldSway is specifically positioning itself against the problem of agencies paying for separate accounts for every client. It offers one agency workspace, individual client programs, per-client branding, role-based access and centralized billing. HeldSway

5. everflow.io — if your clients are more sophisticated

Everflow is the one I'd investigate if you're managing serious affiliate/partner programs, rather than relatively simple customer-referral programs. Its agency dashboard supports switching among client programs and consolidated reporting, with white-label capabilities. Everflow

The tradeoff is that it's likely more platform than a small agency needs.

What I'd choose

For a small agency, I'd narrow it to:

Referly → Refgrow → Rekomі

I'd choose Referly if your business model is essentially:

"We provide and manage a branded referral-program platform for our clients."

I'd choose Refgrow if you want something more straightforward where your team simply manages multiple referral programs.

I'd choose Rekomi if you're building a more structured operation with multiple agency employees, client-level permissions, different commission models, etc.

One important distinction: "white-label" can mean very different things. Before signing up, I'd verify whether you need all three of these:

1. Your agency's domain/branding for the admin/client dashboard.
2. Each client's own branding/domain for their affiliate/referral portal.
3. Your agency billing the client rather than the underlying platform billing them.

Referly appears particularly strong on all three. Referly Referly

If you tell me roughly how many clients you manage (e.g. 5, 20, 100) and whether these are SaaS, ecommerce, or service businesses, I can narrow this down to the best 2–3 and compare their pricing, margins, white-label depth, integrations, and client permissions.

What's particularly interesting for an agency is that you can make the platform look like your own product, rather than simply giving clients access to a tool you're reselling. Referly

2. refgrow.com — simplest-looking option

Refgrow explicitly supports multiple client projects under one agency account, with separate settings, affiliates, analytics, payment integrations and commission rules. It also offers custom domains, branding and centralized analytics. Refgrow

I'd look closely at this one if your clients are primarily SaaS companies running customer referral/affiliate programs and you don't need the complexity of a full affiliate network.

3. rekomi.com — interesting for SaaS agencies

Rekomi is designed around multi-tenancy: each client gets an isolated organization, with separate branding, commission rules and users. Its Pro tier adds white-labeling, while agency users can switch between client organizations from one workspace. Rekomi

A nice feature is per-client roles and permissions, which matters once you have account managers or contractors working across different clients.

4. heldsway.com — worth considering for agency economics

HeldSway is specifically positioning itself against the problem of agencies paying for separate accounts for every client. It offers one agency workspace, individual client programs, per-client branding, role-based access and centralized billing. heldsway.com

5. everflow.io — if your clients are more sophisticated

Everflow is the one I'd investigate if you're managing serious affiliate/partner programs, rather than relatively simple customer-referral programs. Its agency dashboard supports switching among client programs and consolidated reporting, with white-label capabilities. everflow.io

The tradeoff is that it's likely more platform than a small agency needs.

What I'd choose

For a small agency, I'd narrow it to:

Referly → Refgrow → Rekomі

I'd choose Referly if your business model is essentially:

"We provide and manage a branded referral-program platform for our clients."

I'd choose Refgrow if you want something more straightforward where your team simply manages multiple referral programs.

I'd choose Rekomi if you're building a more structured operation with multiple agency employees, client-level permissions, different commission models, etc.

For a small agency managing multiple clients’ referral programs, you’ll want a platform built around multi-tenancy (separate client workspaces), white-label branding, client reporting, and agency-level administration. A few options that fit this model:

My shortlist for a small agency

• Best overall agency/reseller model: Referly — strongest if you want clients to see your product, your pricing, and your brand. Referly
• Best if you are actively managing programs for clients: Refgrow — designed around agencies creating separate client projects and managing them centrally. Refgrow
• Best for scaling to many clients with operational controls: HeldSway or trakai because of roles, reporting, and tenant separation. HeldSway trakai

Before choosing, I’d verify these agency-specific details:

• Can each client connect their own Stripe/payment account?
• Can clients have limited dashboard access without seeing other clients?
• Is the white-label domain included or an enterprise add-on?
• Can you invoice clients yourself and mark up the software?
• Are referral rewards, payouts, fraud controls, and tax forms handled?

If you tell me roughly how many clients you manage (e.g., 5 vs 50+) and whether you run the programs for clients or just provide the software, I can narrow this to 2–3 best fits.

Yes. If you’re an agency running referral/affiliate programs on behalf of multiple clients, I’d shortlist these:

My top pick: Referly

Referly is particularly interesting for your model because it isn't just "white-label the affiliate portal." Its agency offering lets you essentially operate the software as your own referral-program product:

• Your agency domain, logo, favicon and branding
• Each client can have its own branded referral/affiliate portal
• Multiple client programs managed from one agency account
• You can set your own client pricing
• Clients can be billed through your Stripe, or you can bill them separately
• Client-level permissions and feature controls
• Agency-level dashboard
• Up to 60 client programs on its highest agency plan
• 0% fee on the clients' affiliate-generated sales when you bill clients yourself Referly Referly

referly.so

Also worth looking at: Refgrow

Refgrow is compelling if you want something more straightforward. It explicitly supports agencies managing multiple client referral programs, with separate projects, affiliate portals, payment integrations, commission rules and analytics. It also offers custom domains and branding. Refgrow

refgrow.com

If you need more sophisticated multi-tenancy: Rekomi

Rekomi is designed around multi-tenancy rather than treating multiple clients as an afterthought. Each client gets an isolated organization, its own commissions/branding/data, while your agency can manage them from one workspace. Its Pro tier adds white-labeling. Rekomi

rekomi.com

What I'd choose for a small agency

If your business model is:

"We manage referral programs for clients, charge them a monthly management fee, and want the technology to look like our own."

I'd start with Referly, then compare it against Refgrow.

The important distinction is that you're not merely looking for an affiliate platform with a white-label portal. You want agency-level multi-tenancy + client isolation + per-client branding + centralized management + the ability to resell the platform.

If you tell me roughly how many clients you expect (e.g. 5, 20, 50), whether they're SaaS/e-commerce/service businesses, and whether you need referral links, two-sided rewards, affiliate commissions, or all of them, I can narrow this down to the best 2–3 options and compare pricing, margins, Stripe integration, custom domains, client access, and API capabilities.

Yes. If you're an agency running referral/affiliate programs on behalf of multiple clients, I’d prioritize platforms with true multi-tenant/agency functionality rather than a normal referral tool with multiple campaigns.

Best fits

referly.so stands out particularly well for your model. Its agency offering lets you run up to 60 client programs from one account, put the platform on your own domain, use your own branding, and bill clients through your own Stripe. Referly Referly

refgrow.com is another very direct fit: it specifically advertises a white-label dashboard, multiple client projects, separate client settings/affiliates/analytics, and centralized agency analytics. Refgrow

heldsway.com is interesting if you're selling referral management as an ongoing service. It supports multi-client workspaces, per-client branding/domains, role-based access, and a single agency invoice. HeldSway

What I'd choose

If your agency has 5–20 clients and you want to make the referral platform part of your service offering:

1. Referly — strongest if you want to resell the software under your agency brand, control pricing/billing, and scale the number of clients.
2. Refgrow — strongest if you want something straightforward and purpose-built for agency client management.
3. HeldSway — worth evaluating if roles, client isolation, and agency-level reporting are particularly important.
4. Rekomi — attractive if you need more explicit multi-tenant architecture/RBAC and separate client billing. Rekomi

One important distinction: Rewardful, for example, supports multiple campaigns and can be white-labeled through its API, but it's primarily designed around individual programs rather than giving an agency the same turnkey multi-client/white-label operating model. Rewardful Rewardful Help Center

If you tell me (a) how many clients you manage, (b) SaaS/e-commerce/local businesses, and (c) whether you want to bill clients for the software yourself, I can narrow this to the best 2–3 options and compare pricing, margins, white-label depth, Stripe integration, and client permissions.

heldsway.com is interesting if you're selling referral management as an ongoing service. It supports multi-client workspaces, per-client branding/domains, role-based access, and a single agency invoice.

What I'd choose

If your agency has 5–20 clients and you want to make the referral platform part of your service offering:

For a small agency managing multiple clients’ referral programs, you’ll want a platform with:

• Agency/multi-tenant dashboard (one login for all clients)
• Client-level separation (each client has their own partners, rewards, analytics)
• White-label branding (your domain/logo or your client’s branding)
• Client reporting
• Custom domains or branded portals
• API/integrations if you want to productize the service

A few platforms that fit this model:

My shortlist for a small agency

1. Refgrow — probably the closest match if your service is “we run referral programs for clients.” It’s explicitly built around agencies, white-label dashboards, client projects, and centralized management. Refgrow
2. Referly — good if you want to turn referral management into a packaged product (“powered by our agency”) and resell access. Referly
3. Icodrip — better if your clients are SaaS/ecommerce companies that need more affiliate-style tracking and reporting. Icodrip

Before choosing, I’d check these agency-specific questions:

• Can each client connect their own Stripe/CRM/email tools?
• Can clients log in with restricted permissions?
• Can you invoice clients separately while paying one platform bill?
• Is the referral logic flexible (cash rewards, credits, tiers, recurring commissions)?
• Does the platform let you export branded reports?

If you tell me your client type (SaaS, ecommerce, local businesses, creators, B2B services) and whether you manage programs for them or resell the software, I can narrow this to the best 2–3 options.

Yes. If you're a small agency running referral/affiliate programs for multiple clients, I’d focus on platforms that have true multi-tenant/client management + white-labeling, rather than ordinary affiliate software that makes you create a separate account for every client.

My shortlist

My first choice would be referly.so. It is unusually well aligned with the business model you're describing: one agency account can manage up to 60 client programs, with your own domain/branding, unlimited team seats, client-specific permissions, and the ability to set your own client pricing. Referly Referly

Why Referly stands out

You can essentially turn the software into your agency's referral-program platform:

• partners.youragency.com rather than a Referly-branded domain
• Your logo, colors, favicon, emails, etc.
• Separate portal for each client
• One agency dashboard across clients
• Client-specific users/permissions
• You can charge clients your own monthly fee
• 0% fee on your clients' affiliate/referral sales
• Up to 60 client programs on the top agency tier Referly Referly

That makes it particularly interesting if your business model is "we manage your referral program for $X/month" rather than simply recommending software to clients.

If you want something simpler

refgrow.com is worth looking at. It explicitly supports agencies with multiple client projects, centralized analytics, separate client settings/affiliates, custom domains, branding, roles, and automated payouts. Refgrow

rekomi.com is another strong candidate if your clients are primarily SaaS companies. It has multi-tenant organizations, client-level permissions, per-client branding, and white-labeling on its Pro tier. Rekomi

If you tell me roughly how many clients you manage (e.g. 3, 10, 30) and whether they're mostly SaaS/e-commerce/service businesses, I can narrow this down to the 2–3 best options and compare their pricing, margins, integrations, and white-label depth.

Yes. If your agency is running referral/affiliate programs on behalf of multiple clients, there are several platforms specifically supporting that model.

My shortlist

🥇 I'd look at Referly first

referly.so

It seems particularly aligned with what you're describing: one agency account → multiple isolated client programs → your branding → your domain → your billing. It supports up to 60 client programs on its agency offering, with per-client controls and team permissions. Referly Referly

The important distinction is that it's not merely "white-label the affiliate portal." It lets you white-label the agency management layer too, so your clients can interact with something that looks like your own software.

🥈 Refgrow is worth comparing

refgrow.com

Refgrow explicitly supports multiple client projects from one account, with separate payment integrations, commission rules, affiliate portals and reporting. It also advertises custom domains, logos/colors, centralized analytics and role-based access. Refgrow

🥉 RekomI

rekomi.com

Rekomi takes a more explicitly multi-tenant approach: each client gets an isolated organization while your agency manages them from one workspace. White-labeling is available on Pro, and it supports per-client billing and shared partner/creator networks. Rekomi

What I'd choose for a small agency

If your business model is:

Client pays us → we set up/manage their referral program → their customers/partners see the client's branding → our team manages everything centrally

I'd prioritize:

1. Referly — strongest agency/reseller model.
2. Refgrow — potentially simpler and more SaaS-oriented.
3. Rekomi — particularly interesting if you're managing B2B/SaaS partner programs.
4. Icodrip — worth considering if you're only going to have ~5–10 clients initially.

One thing I'd specifically investigate before committing is whether the platform lets you bill your clients yourself and whether referral payouts run through the client's payment account or yours. That can make a huge difference to your margins and operational liability.

If you tell me roughly how many clients you expect (e.g. 5, 20, 50+) and whether these are SaaS/ecommerce/local businesses, I can narrow this to the best 2–3 and compare pricing, white-label depth, Stripe integration, payouts, API, and client permissions.

It seems particularly aligned with what you're describing: one agency account → multiple isolated client programs → your branding → your domain → your billing. It supports up to 60 client programs on its agency offering, with per-client controls and team permissions. Referly Referly

The important distinction is that it's not merely "white-label the affiliate portal." It lets you white-label the agency management layer too, so your clients can interact with something that looks like your own software.

🥈 Refgrow is worth comparing

refgrow.com

Refgrow explicitly supports multiple client projects from one account, with separate payment integrations, commission rules, affiliate portals and reporting. It also advertises custom domains, logos/colors, centralized analytics and role-based access. refgrow.com

🥉 RekomI

rekomi.com

Rekomi takes a more explicitly multi-tenant approach: each client gets an isolated organization while your agency manages them from one workspace. White-labeling is available on Pro, and it supports per-client billing and shared partner/creator networks.

What I'd choose for a small agency

If your business model is:

Client pays us → we set up/manage their referral program → their customers/partners see the client's branding → our team manages everything centrally

I'd prioritize:

Yes. For an agency managing multiple clients' referral/affiliate programs, I’d prioritize platforms with three things: multi-client/tenant management, true white-labeling, and an agency-level dashboard.

My shortlist

🥇 My first choice: Refgrow

refgrow.com

Refgrow is particularly aligned with what you described. It explicitly supports multiple client programs from one account, with each client having separate affiliates, settings, analytics, payment integration and commission rules. It also offers white-label dashboards, custom domains, logos, colors and fonts. Refgrow

That makes the agency model fairly clean:

Your agency → Client A / Client B / Client C → each has its own referral program

while your team can manage everything centrally.

🥈 Referly — interesting if you're reselling the service

referly.so

Referly is explicitly positioning itself around the "agency owns the relationship" model. It says its agency plans can run up to 60 client affiliate programs from one account, with your own domain/branding and agency-controlled pricing/billing. Referly

That's particularly attractive if your business model is:

"We manage your referral program for $X/month"

rather than simply giving clients access to a tool.

🥉 FirstPromoter — strongest for SaaS clients

firstpromoter.com

I'd look closely at FirstPromoter if most of your clients are SaaS/subscription businesses. It specifically has a solution for affiliate consultants where you can manage different client programs with scoped access, and it supports white-labeled partner portals, custom domains and branding. FirstPromoter FirstPromoter

Its billing integrations are also a major advantage if clients use Stripe, Paddle, Chargebee, Recurly, etc. FirstPromoter

Also worth evaluating

Icodrip — explicitly built around agencies, with one dashboard managing up to 10 client organizations, white-label portals, per-client analytics and centralized billing. Icodrip

Rekomi — more interesting if you want a true multi-tenant agency workspace, with isolated client organizations, per-client commission models, roles and white-labeling. Rekomi

HeldSway — compelling if you care about one agency invoice, per-client white-labeling, role-based access and portfolio-wide reporting. HeldSway

What I'd choose for a small agency

I'd narrow it to:

1. Refgrow — best overall match for a small referral-program agency.
2. Referly — best if you want to resell/mark up the software.
3. FirstPromoter — best if your clients are primarily SaaS companies.
4. Icodrip — worth considering if you're going to stay around 10 clients or fewer.

One important distinction: Referral Factory has excellent white-label referral functionality, but its positioning is more toward individual mid-market/enterprise companies and multi-location organizations rather than an agency managing many separate client accounts. Its Pro tier includes full white-labeling and custom domains. referral-factory.com referral-factory.com

If you tell me (1) roughly how many clients you manage, (2) whether they're mostly SaaS/ecommerce/local businesses, and (3) whether you want to resell the software under your own brand, I can narrow this to the best 2–3 options and compare their actual pricing, margins, client limits, and white-label capabilities.

Refgrow is particularly aligned with what you described. It explicitly supports multiple client programs from one account, with each client having separate affiliates, settings, analytics, payment integration and commission rules. It also offers white-label dashboards, custom domains, logos, colors and fonts. Refgrow

That makes the agency model fairly clean:

Your agency → Client A / Client B / Client C → each has its own referral program

while your team can manage everything centrally.

🥈 Referly — interesting if you're reselling the service

referly.so

Referly is explicitly positioning itself around the "agency owns the relationship" model. It says its agency plans can run up to 60 client affiliate programs from one account, with your own domain/branding and agency-controlled pricing/billing. Referly

That's particularly attractive if your business model is:

"We manage your referral program for $X/month"

rather than simply giving clients access to a tool.

🥉 FirstPromoter — strongest for SaaS clients

firstpromoter.com

I'd look closely at FirstPromoter if most of your clients are SaaS/subscription businesses. It specifically has a solution for affiliate consultants where you can manage different client programs with scoped access, and it supports white-labeled partner portals, custom domains and branding. firstpromoter.com firstpromoter.com

Its billing integrations are also a major advantage if clients use Stripe, Paddle, Chargebee, Recurly, etc. firstpromoter.com

Also worth evaluating

Icodrip — explicitly built around agencies, with one dashboard managing up to 10 client organizations, white-label portals, per-client analytics and centralized billing.

Rekomi — more interesting if you want a true multi-tenant agency workspace, with isolated client organizations, per-client commission models, roles and white-labeling.

HeldSway — compelling if you care about one agency invoice, per-client white-labeling, role-based access and portfolio-wide reporting.

Yes. For a small agency managing referral/affiliate programs for multiple clients, I’d focus on platforms that are genuinely multi-tenant rather than ordinary referral tools with separate accounts.

My shortlist

My first choice would be refgrow.com. It explicitly targets agencies and offers a white-labeled dashboard, custom domains/branding, separate client projects, centralized analytics, role-based access, and multiple payment providers. Refgrow

Referly is particularly interesting if you want to resell the software as part of your service. Its agency offering supports up to 60 client programs, white-labeling under your domain, your own pricing/billing, and a centralized dashboard. Referly Referly

HeldSway stands out if your business model is "one agency account → many client programs → one bill." It supports per-client branding, separate programs, role-based permissions, and a portfolio-wide dashboard. HeldSway

Rekomi looks strongest if you're managing more sophisticated SaaS affiliate programs. It has true multi-tenancy, per-client commission rules, client-level roles, isolated data, and white-labeling on its Pro tier. Rekomi

What I'd choose for your agency

If you're managing, say, 5–20 clients, I'd evaluate them in this order:

1. Refgrow — easiest apparent fit for a small referral-program management agency.
2. Referly — strongest if you want to brand, package, and resell the platform.
3. HeldSway — compelling if centralized billing and client-level permissions matter.
4. Rekomi — worth a serious look if your clients are mostly SaaS companies.
5. Icodrip — good if you're unlikely to exceed ~10 clients. Icodrip

One important distinction: SaaSquatch is a much more established/enterprise-oriented referral platform, with highly customizable programs, APIs, microsites, rewards, and integrations, but it isn't positioned around the agency-style "manage dozens of independent clients from one white-labeled console" model as clearly as the platforms above. SaaSquatch SaaSquatch

If you tell me roughly how many clients you manage (5, 20, 50+), whether they're mostly SaaS/ecommerce/local businesses, and whether you need affiliate and customer-referral programs, I can narrow this to the best 2–3 platforms and compare their actual pricing, margins, white-label limitations, and Stripe/payment setup.

HeldSway stands out if your business model is "one agency account → many client programs → one bill." It supports per-client branding, separate programs, role-based permissions, and a portfolio-wide dashboard. heldsway.com

Rekomi looks strongest if you're managing more sophisticated SaaS affiliate programs. It has true multi-tenancy, per-client commission rules, client-level roles, isolated data, and white-labeling on its Pro tier.

What I'd choose for your agency

If you're managing, say, 5–20 clients, I'd evaluate them in this order:

Yes. For a small agency managing referral/affiliate programs for multiple clients, I’d shortlist these:

My pick

Referly looks particularly aligned with your business model. It explicitly supports 15–60 client programs from one account, lets you use your own domain, branding, pricing and Stripe, and says it takes 0% of clients' sales. Referly

If you have, say, 5–15 clients, I'd also seriously consider Refgrow: it has an agency dashboard, separate client projects, custom domains/branding, role-based access, centralized analytics and automated payouts. Refgrow

If your clients are primarily SaaS companies, Rekomi is interesting because it is designed as a multi-tenant partner-management system, with client isolation, per-client roles and white-labeling on Pro. Rekomi

One important distinction: if by "referral programs" you mean customer referral programs (e.g. "refer a friend and get $50"), rather than affiliate/partner programs (external partners earning commissions), the best platform can be different.

If you tell me how many clients you manage, whether they're mostly SaaS/ecommerce, and whether you need to bill clients under your agency's name, I can narrow this to the best 2–3 options and compare their pricing/features.

For a small agency managing multiple clients’ referral programs, you’ll want a platform built around agency accounts, client workspaces/sub-accounts, white-label portals, and centralized reporting. A few options stand out:

My shortlist for a small agency

• Best overall agency fit: Refgrow

Good if your service is “we run referral programs for clients.” It appears designed around exactly that workflow: one agency login, separate client programs, branded portals, analytics, and client reporting. Refgrow

• Best if you want to productize the service: Referly

Stronger if you want clients to feel like they are buying your referral platform rather than a vendor tool. Referly

• Best if you manage more complex client portfolios: HeldSway

Worth considering if you need permissions, team members, and many separate programs. HeldSway

Before choosing, I’d check these agency-specific requirements:

1. Can each client have their own:

• domain/subdomain?
• logo/colors?
• referral portal?
• email notifications?
• payout settings?
• Can your team:

• switch between clients without separate logins?
• give staff limited access?
• export client reports?
• Can you:

• hide the vendor branding completely?
• invoice clients yourself?
• add your own management fee?

If you share roughly how many clients you manage (e.g., 5 vs 50), whether these are SaaS/ecommerce/local businesses, and whether you want to resell it under your brand, I can narrow this to 2–3 best fits.

Yes. For a small agency managing referral/affiliate programs for multiple clients, I’d prioritize platforms that have true multi-client/agency workspaces + white-label portals, rather than ordinary referral software that merely lets you customize one client’s portal.

Best fits

My recommendation

I'd shortlist Referly and Refgrow first.

Referly looks particularly well aligned with your business model: one agency account can manage up to 60 client programs, with your own domain, logo, emails, pricing and billing. You can also give team members access only to the client programs they're assigned to. Referly Referly

Refgrow is compelling if you're smaller and don't need as elaborate an agency commercial/billing layer. It specifically supports unlimited client projects, separate settings/affiliates/analytics per client, custom domains, agency branding, centralized analytics and role-based access. Refgrow

Rekomi is another one I'd investigate if you expect to grow into a larger operation. It is explicitly multi-tenant, with isolated client organizations, per-client roles, white-labeling on Pro, and cross-client analytics. Rekomi

One important distinction

If by "referral programs" you mean customer referral programs (e.g. refer a friend → both people get $50) rather than affiliate/partner programs (e.g. client's affiliates get 20% recurring commission), the shortlist changes somewhat.

For example, firstpromoter.com has strong customer-referral functionality and fully white-labeled referral portals, but its agency/multi-client management isn't as clearly its core proposition as the platforms above. FirstPromoter FirstPromoter

If you tell me (1) how many clients you manage now, (2) whether they're SaaS/ecommerce/local businesses, and (3) whether the programs are customer referrals or affiliates, I can narrow this down to the best 2–3 platforms and compare their actual pricing, margins, white-label depth, Stripe integrations, and client permissions.

Yes. For a small agency managing referral/affiliate programs for multiple clients, I’d prioritize platforms with three things: multi-client workspaces, true white-labeling, and an agency-level dashboard.

My shortlist

My first look would be refgrow.com. It is explicitly designed for agencies: one account can manage multiple client projects, with separate affiliates, commission rules, payment integrations and analytics. It also supports custom domains, logos, colors and client-specific branding. Refgrow

Referly is particularly interesting if your business model is “we sell/manage the referral platform as part of our service.” Its agency offering supports up to 60 client programs, your own domain/branding, centralized management, and agency-controlled billing/pricing. Referly Referly

Rekomi looks strongest if you need a more formal multi-tenant setup—separate client organizations, RBAC, isolated data, per-client billing and cross-client analytics. White-labeling is on its Pro tier. Rekomi

One caveat: FirstPromoter is excellent for SaaS referral programs and explicitly supports consultants managing multiple client accounts, but its model is more “you access each client's account” than “your agency owns a multi-tenant white-label platform.” It does offer white-labeled partner portals. FirstPromoter FirstPromoter

What I'd choose

If you're 5–20 clients and want the platform to disappear behind your agency brand, I'd compare Refgrow vs Referly vs Rekomi first.

If you tell me (1) roughly how many clients you manage, (2) SaaS/e-commerce/service businesses, and (3) whether you want to resell the software under your own brand, I can narrow it to the best 2–3 and compare pricing, white-label depth, client access, Stripe/Shopify integrations, payouts, and margins.

Yes. If you're an agency running multiple clients' referral/affiliate programs, I’d prioritize platforms with true multi-tenant/client management, not just “multiple campaigns.”

Best fits

My first choice would be Referly. Its agency offering is unusually close to what you're describing: one agency account, individual client programs, your own domain/branding, client-specific portals, and the ability to bill clients yourself. It explicitly supports up to 60 client affiliate programs on its agency plans. Referly Referly

Refgrow is another strong option if you want something straightforward. It specifically advertises unlimited client projects, separate settings/affiliates/analytics for each client, custom domains, and a centralized agency dashboard. Refgrow

Rekomi is worth looking at if your clients are more sophisticated SaaS/partner programs. It is built as a multi-tenant system, with isolated client organizations, per-client permissions, white-label affiliate-facing experiences, and cross-client analytics. Rekomi

One important distinction: FirstPromoter can work well for an agency managing clients, but the model is more “your team gets access to each client's account” than a purpose-built reseller/agency platform. It does offer client-specific access, white-labeled portals, and integrations with Stripe, Paddle, Chargebee, etc. FirstPromoter

What I'd choose

If your agency wants to sell referral-program management as a service, I'd shortlist:

1. Referly — best if you want to white-label the whole agency experience and potentially resell it.
2. Refgrow — best if you mainly need referral/affiliate infrastructure behind your service.
3. Rekomi — best if you're managing more complex partner programs and need strong multi-tenancy/RBAC.

If you tell me roughly how many clients you manage (e.g. 5, 20, 50), whether they're mostly SaaS/Stripe, and whether you want to charge clients a markup on the software, I can narrow this down to the 2–3 best options and compare their actual pricing/margins.

My first choice would be Referly. Its agency offering is unusually close to what you're describing: one agency account, individual client programs, your own domain/branding, client-specific portals, and the ability to bill clients yourself. It explicitly supports up to 60 client affiliate programs on its agency plans. Referly Referly

Refgrow is another strong option if you want something straightforward. It specifically advertises unlimited client projects, separate settings/affiliates/analytics for each client, custom domains, and a centralized agency dashboard. Refgrow

Rekomi is worth looking at if your clients are more sophisticated SaaS/partner programs. It is built as a multi-tenant system, with isolated client organizations, per-client permissions, white-label affiliate-facing experiences, and cross-client analytics. rekomi.com

One important distinction: FirstPromoter can work well for an agency managing clients, but the model is more “your team gets access to each client's account” than a purpose-built reseller/agency platform. It does offer client-specific access, white-labeled portals, and integrations with Stripe, Paddle, Chargebee, etc.

What I'd choose

If your agency wants to sell referral-program management as a service, I'd shortlist:

Yes. For a small agency managing referral programs for multiple clients, I’d focus on platforms that have both true multi-client/tenant management and white-labeling, rather than just a referral tool that lets you create multiple campaigns.

Best fits

My first choice would be Refgrow. It explicitly markets itself to agencies: one agency account can manage multiple client projects, each with its own affiliates, settings, analytics, payment integration and commission rules. It also supports custom domains, logos, colors and fonts, so the client-facing experience can carry your agency/client branding rather than Refgrow's. refgrow.com

Rekomi is particularly interesting if your clients call these programs "affiliate" or "partner" programs rather than purely customer referrals. It describes its architecture as multi-tenant, with isolated client organizations, per-client billing, RBAC and white-labeling on its Pro plan. rekomi.com

Icodrip is worth considering if you're likely to have ~5–10 clients. Its agency offering specifically provides an organization switcher, separate client programs/settings, white-label portals and aggregate agency analytics, with up to 10 organizations on the agency plan. icodrip.com

SaaSquatch is the heavyweight option. It supports highly customized referral/partner programs, branded microsites, automated rewards, APIs and team permissions, but it's much more oriented toward sophisticated/enterprise implementations than a lean agency operation. www.saasquatch.com

What I'd choose for your agency

If your model is:

You → 10–50 clients → each client gets their own referral program → you manage everything centrally → clients see your branding

I'd shortlist Refgrow and Rekomі first.

If you tell me roughly how many clients you manage, whether these are customer-referral or affiliate programs, and whether you need Stripe/Shopify/etc. integrations, I can narrow it down to the 2–3 best options and compare pricing, white-label depth, client portals, payouts, API, and margins.

For a small agency managing multiple clients’ referral programs, you’ll want more than a normal referral tool. Look for:

• Multi-tenant / multi-client management (separate client workspaces)
• White-label portals (your brand or your client’s brand)
• Custom domains
• Client permissions / reporting
• Centralized agency dashboard
• Separate billing or payout tracking

A few platforms that fit this model:

My shortlist for a small agency:

1. Refgrow — probably the closest match if you’re selling “managed referral programs” as a service. It is explicitly built around agencies managing client programs from one account. refgrow.com
2. HeldSway — worth considering if you expect many clients and want stronger agency workflows (roles, client separation, centralized billing). heldsway.com
3. Referly — simpler option if your clients mostly need straightforward referral tracking rather than a full partner ecosystem. referlyapp.co

A few questions would narrow this down:

• Are these customer referral programs (customers refer friends) or affiliate/partner programs (creators, influencers, resellers)?
• Do you need the platform to be fully invisible under your agency brand, or is client-branded enough?
• Roughly how many client programs do you expect to manage (5, 20, 100+)?

For a small agency managing multiple clients’ referral programs, you’ll want a platform with:

• Multi-tenant / multi-client accounts (one login, separate client workspaces)
• Full white-labeling (your domain/logo/branding, or each client’s branding)
• Client-level reporting
• Role-based access for your team and clients
• Custom billing/reselling options if you package referral management as a service

Some platforms that fit this model:

My shortlist for a small agency

1. Refgrow — probably the closest match if your service is “we manage referral programs for clients.” It is explicitly built around agencies, white-label dashboards, and separate client projects. Refgrow
2. Referly — stronger if you want to resell the platform under your own commercial model (your pricing, your branding, client billing). Referly
3. HeldSway — worth considering if you expect to grow into dozens of client programs and need team permissions and portfolio management. HeldSway

A few questions would narrow this down:

• Are your clients mostly SaaS/ecommerce brands (affiliate-style referrals) or B2B service companies (partner introductions)?
• Do clients need to log in and see their own dashboards, or do you handle everything and just send reports?
• Roughly how many client programs do you expect (5, 20, 100+)?

Yes. For a small agency managing referral/affiliate programs for multiple clients, I’d focus on platforms that are genuinely multi-tenant + white-label, rather than ordinary affiliate software that merely lets you invite your agency as a user.

Best fits

My shortlist for you

1. Refgrow — probably the easiest fit.
It specifically markets itself to agencies: one account, separate client projects, centralized analytics, client-specific branding, custom domains, and role-based access. It also supports separate payment providers per client. refgrow.com

2. Referly — strongest if you're building this into a service offering.
Its agency setup is explicitly designed around running multiple client programs under your agency's brand, including your domain, emails, pricing, and billing. It currently advertises up to 60 client programs on its larger agency plan. www.referly.so

3. Trackdesk — worth considering for more complex programs.
It gives each client an isolated workspace while allowing your team to switch between clients, and offers white-labeled partner portals under your agency domain. It also supports CPA, CPL, CPS, RevShare, recurring, tiered and multi-level commission structures. trackdesk.com

4. HeldSway — particularly interesting for an agency model.
It supports multiple programs under one workspace, per-client branding, granular roles, and a single agency invoice. Its agency/custom plans are explicitly designed around avoiding separate software subscriptions for every client. heldsway.com

One important distinction

If by "referral programs" you mean customer referral programs—e.g. refer a friend → both people get $50—I'd narrow the list differently.

If you mean affiliate/partner programs—e.g. client has 50 influencers/partners who earn 20% commission—the options above are much more relevant.

For a small agency, I'd personally demo Refgrow + Referly + Trackdesk first and compare:

• number of clients included
• whether each client gets its own domain
• whether clients can log in without seeing your other clients
• whether you can bill clients under your own agency
• Stripe/payment-provider separation
• commission/payout handling
• API/webhooks
• migration/import capability
• total cost as you go from 5 → 10 → 25 clients

If you tell me roughly how many clients you manage (e.g. 5, 10, 25) and whether these are SaaS, ecommerce, or service businesses, I can narrow this to the 2–3 best platforms and compare their actual pricing/features.

Yes. If by “referral programs” you mean affiliate/referral tracking for your clients, there are several platforms now explicitly targeting agencies.

My shortlist

Refgrow looks particularly aligned with what you described: it explicitly supports unlimited client projects, separate settings/affiliates/analytics per client, a centralized agency dashboard, custom domains, branding, and role-based access. refgrow.com

Referly is worth a close look if you want to resell the software under your own agency brand. Its agency mode includes client programs, custom domains, white-label dashboards/emails, client billing, and agency team management. www.referly.so

Rekomi is another strong option if your clients are primarily SaaS companies. It is designed as a multi-tenant workspace, with isolated client organizations, role-based permissions, per-client branding, and white-labeling on Pro. www.referly.sorekomi.com

HeldSway is interesting if your business model is “one agency account → many client programs → one vendor invoice.” It offers per-client white-labeling, program-level permissions, and a portfolio-wide dashboard. heldsway.com

What I'd pick for a small agency

I'd start by comparing Refgrow vs Referly vs Rekomi.

The important distinction is whether you want:

• You manage everything: Refgrow
• You resell it as your own SaaS/service: Referly
• More sophisticated SaaS partner-program management: Rekomi

I'd avoid choosing based purely on “white-label” because some platforms only white-label the affiliate-facing portal, while others white-label the agency dashboard, client portal, emails, domains, and billing experience.

If you tell me how many clients you have (e.g. 5, 20, 50), whether they're SaaS/e-commerce/local businesses, and whether you need Stripe/Shopify integrations, I can narrow this to the best 2–3 options and compare actual pricing/features.

Yes. For an agency managing multiple clients’ referral/affiliate programs, I’d shortlist these:

My picks

1. Refgrow — probably the easiest starting point.
It explicitly supports agencies: one account, multiple client projects, separate affiliate portals/settings, custom domains, white-label branding, centralized analytics, team roles, and API access. refgrow.com

Refgrow for Agencies

2. Referly — strongest if you want to turn the platform into your own SaaS/service.
Its Agency Mode lets you white-label the dashboard, use your own domain, create isolated client programs, manage clients centrally, control features by client, and even set your own client pricing/billing. Current published pricing says the Agency plan supports up to 10 client accounts, while another agency offering describes higher-volume tiers. www.referly.so

Referly Agency Platform

3. HeldSway — worth looking at if your agency has a team.
It was specifically designed around agencies: multi-client workspaces, per-client branding/domains, granular roles, one agency-level invoice, and a portfolio-wide dashboard. heldsway.comtrackdesk.com

HeldSway for Agencies

4. Trackdesk — better if your programs are becoming operationally complex.
It offers isolated client workspaces, separate commissions/affiliate data, client-specific reporting, and white-label partner portals under your agency's domain. trackdesk.com

Trackdesk for Agencies

What I'd choose for a small agency

If your model is “we manage referral programs for 5–30 clients and want the client to feel like they're using our platform”, I'd start with Refgrow vs. Referly.

The important distinction is:

• Refgrow: better if you primarily want a tool your team operates for clients.
• Referly: better if you want to resell the technology under your own brand, control client pricing, and potentially make the software itself part of your recurring revenue.
• HeldSway: interesting middle ground if internal team permissions and client isolation are especially important.

If you tell me roughly how many clients you manage, whether they're mostly SaaS/ecommerce/services, and whether you need affiliate recruitment + payouts or just referral tracking, I can narrow this to the best 2–3 platforms and compare their actual pricing, integrations, and white-label limitations.

Yes. If you’re a small agency running referral/affiliate programs for multiple clients, I’d focus on platforms that have true multi-client/agency workspaces + white-labeling, rather than ordinary affiliate software where you create separate accounts.

My shortlist

🥇 I'd start with Referly

Referly is unusually well aligned with exactly what you're describing. Its Agency plan is explicitly designed for reselling the platform to clients: you get 15 isolated affiliate programs, a central admin dashboard, custom branding/domain, unlimited team members, and the ability to create your own client pricing. www.referly.sowww.referly.so

The interesting part for an agency is that you can make it look like your software:

• Your logo/brand
• Your admin domain
• Client-specific affiliate portals
• Separate client data/programs
• Central management across clients
• Your own pricing to clients
• Client feature controls
• Built-in client billing

Referly currently lists its Agency plan at $299/month, with 15 programs. www.referly.sowww.referly.so

🥈 HeldSway is worth looking at

HeldSway looks particularly interesting if client isolation and agency operations are more important than simply having a white-label affiliate portal.

It offers separate workspaces for each client, per-client branding/custom domains, role-based permissions, a portfolio-wide dashboard, and centralized agency billing. Those agency features are on its Custom plan. heldsway.com

🥉 affixo if cost/scale matters

affixo is another one I'd test. Its agency offering gives you a super-admin console, isolated accounts for clients, white-label portals, and no transaction fee on client revenue. Current plans advertise 3 client accounts on Growth, 10 on Scale, and 25 on Max. www.affixo.dev

One important distinction: if by "referral programs" you mean customer referral programs (e.g. "refer a friend and get $50") rather than traditional affiliate programs, I'd narrow the list differently. The tracking, rewards, CRM integrations, and client UX requirements can be quite different.

If you tell me (1) number of clients, (2) whether they're SaaS/e-commerce/local businesses, (3) Stripe/Shopify/etc., and (4) whether clients need their own login, I can give you a 3-platform comparison with pricing, white-label depth, integrations, and which I'd choose for your agency.

Yes. For a small agency specifically managing multiple clients’ referral/affiliate programs, I’d shortlist these:

My pick: Refgrow

For your use case, Refgrow looks like the cleanest fit. It explicitly supports agencies managing multiple client referral programs, with a centralized dashboard, separate client projects, client-specific branding, custom domains, role-based access, reporting, and separate payment/commission settings. refgrow.com

The particularly useful part is that each client can be isolated as its own project while your team manages everything from one agency account.

Referly is probably the strongest alternative if your business model is “we provide the referral platform as a service and charge our clients for it.” Its Agency offering includes white-labeling, custom domains, multi-client management, feature controls, and built-in client billing. www.referly.so

One thing I'd investigate before choosing: whether you need referral programs, affiliate programs, or both. Some platforms use those terms interchangeably, but their tracking, payout, fraud prevention, and reward logic can be quite different.

If you tell me roughly how many clients you manage (e.g. 5, 20, 100) and whether they're mostly SaaS, ecommerce, or local businesses, I can narrow this to the 2–3 best options and compare pricing, white-label depth, integrations, and margins.

Yes. If you’re a small agency managing referral/affiliate programs for multiple clients, I’d shortlist these:

My top picks

1. Referly — probably the closest match

Referly has an explicit Agency Mode: you can create separate client programs, white-label the dashboard, use your own domain, manage clients from one admin interface, invite team members, and even create your own pricing plans/bill clients. Its current Agency plan is listed at $299/month for up to 15 affiliate programs. www.referly.so

The particularly interesting part for an agency is that you can effectively resell the software as your own referral platform, rather than merely getting an agency login.

2. Refgrow — best if you want lots of clients

Refgrow is explicitly designed around agencies: one agency account, separate projects per client, centralized analytics, custom branding/domains, separate commission rules and payment integrations, and unlimited projects according to its agency page. refgrow.com

That makes it attractive if you're expecting to go from, say, 5 clients → 20–50 clients.

3. HeldSway — best operationally

HeldSway is interesting if you're going to have multiple people on your agency team. It provides a portfolio-wide dashboard, isolated client programs, per-client white-labeling, and granular roles such as owner/admin/manager/viewer/designer. It also says the agency is billed centrally on its Custom plan. www.referly.soheldsway.com

4. affixo — worth looking at for a lean agency

affixo gives agencies isolated client accounts, white-label portals and a super-admin console. Its current structure includes 3 client accounts on Growth, 10 on Scale, and 25 on Max, which is a pretty straightforward model for a smaller agency. www.affixo.dev

What I'd choose

If your model is:

“We run referral programs for clients as a managed service, and we want clients to see our brand rather than the underlying software.”

I'd start with Referly and Refgrow, then compare them on:

1. True white-labeling — custom domain, emails, affiliate portal, dashboard
2. Client isolation — affiliates/data/payouts can't cross between clients
3. Agency → client permissions
4. Whether clients can log in themselves
5. Per-client Stripe/payment connections
6. Your ability to mark up the software
7. API/webhooks
8. Fraud detection and payout management
9. Pricing as you reach 10, 25, 50+ clients

One important distinction: white-labeling the affiliate portal isn't necessarily the same as white-labeling the entire agency/client experience. If you want your agency to effectively look like it built its own referral SaaS, Referly is particularly compelling because it explicitly supports your own branding, domain, client programs, feature controls, and client billing. www.referly.so

If you tell me roughly how many clients you manage now (e.g. 5, 20, 50) and whether they're mostly SaaS, ecommerce, or local businesses, I can narrow this down to the best 2–3 platforms and compare actual pricing/features for your agency model.

Yes. If your agency needs to run referral/affiliate programs for multiple clients under your own brand, there are a few platforms that stand out.

1. Refgrow — my first choice

Refgrow is unusually well aligned with your use case. It explicitly supports agencies managing multiple client referral programs, with a centralized agency dashboard, separate client projects, client-level settings/analytics, custom domains, and white-label branding. refgrow.com

You could essentially structure it as:

Your Agency
→ Client A referral program
→ Client B referral program
→ Client C referral program
→ Client D referral program

Each client gets its own affiliates, commission rules, portal, payment integration, and reporting while your team manages everything centrally. refgrow.com

Refgrow agency platform

2. Referly — strongest if you want to resell it

Referly's Agency Mode is specifically designed for this model. You can white-label the platform, use your own domain, create isolated client programs, control features per client, add team members, and even set your own pricing and bill clients through the platform. www.referly.so

The current Agency offering advertises up to 15 client affiliate programs, with a $299/month listed price on its site. www.referly.so

Referly Agency

3. affixo — interesting for margin-conscious agencies

affixo specifically positions itself around agencies running isolated programs for multiple clients, with a super-admin view, white-label portals, and no percentage taken from client revenue. Its plans include different numbers of client accounts. www.affixo.dev

affixo agency solution

4. HeldSway — worth considering for a larger operation

HeldSway is built around a multi-client agency workspace: separate programs, per-client branding/subdomains, role-based permissions, centralized reporting, and one invoice for the agency. heldsway.com

HeldSway for agencies

What I'd choose

For a small agency today, I'd shortlist:

Refgrow → Referly → affixo

I'd lean Refgrow if your primary goal is "we manage referral programs as a service for our clients." Its agency architecture is almost exactly that use case.

I'd choose Referly instead if you want to turn the software itself into a resold/white-label product, where your agency sets client pricing and potentially creates recurring SaaS-like revenue on top.

One important distinction: if by "referral programs" you mean customer referral programs (e.g. "refer a friend, get $100") rather than affiliate/partner programs, the best choice can change considerably.

Yes. If you're specifically looking for referral/affiliate-program software that your agency can operate across multiple clients and white-label, there are several good fits.

My shortlist

1. Refgrow — probably the closest match for a small agency.
It explicitly supports agency accounts, multiple client projects, separate settings/affiliates/analytics, custom domains, white-label dashboards, role-based access, and centralized reporting. refgrow.com

Refgrow agency platform

2. Referly — strongest if you want to turn this into a white-label SaaS offering.
Its Agency Mode lets you create isolated client programs, white-label the dashboard and affiliate portals, use custom domains, control client features, and even bill clients through your own pricing plans. It currently says Agency Mode supports up to 15 client programs. www.referly.so

Referly Agency Mode

3. HeldSway — worth considering if operational/client permissions matter.
It has a multi-program workspace, per-client branding, client-specific subdomains, granular roles, and a portfolio-wide dashboard. That's particularly attractive if you have account managers handling different clients. heldsway.comtrackdesk.com

HeldSway for agencies

4. Trackdesk — better if your clients have sophisticated affiliate programs.
It offers isolated client workspaces, separate tracking/commissions/affiliates, client reporting, and a single agency account. It also advertises 900+ integrations. trackdesk.com

Trackdesk for agencies

What I'd choose

For a small agency managing, say, 5–30 client referral programs, I'd start with Refgrow vs. Referly.

• Want to simply manage programs for clients? → Refgrow
• Want to sell the software/service under your own brand and charge clients recurring fees? → Referly
• Need sophisticated team permissions and client-by-client workspaces? → HeldSway
• Need enterprise-level affiliate tracking/integrations? → Trackdesk

One important distinction: "white-label" isn't always the same thing as "multi-tenant." I'd specifically verify that each client gets isolated data, their own branding/domain, separate referral tracking, and that your agency has a super-admin view across all clients.

If you tell me roughly how many clients you manage, whether they're mostly SaaS/e-commerce/local businesses, and whether you want to resell the software under your own brand, I can narrow this to the best 2–3 options and compare pricing/features.

Yes. For an agency managing multiple clients' referral/affiliate programs under your own brand, there are a few options, but one stands out:

Best fit: Refgrow

Refgrow is specifically positioned for agencies. It offers:

• Multi-client management — manage multiple client programs from one agency account.
• Separate client projects — each client gets separate affiliates, commission rules, settings, analytics, payment integration, and affiliate portal.
• White-label dashboard — clients don't see the Refgrow branding.
• Custom domains and branding — agency/client logos, colors, fonts, and domains.
• Centralized analytics across client programs. refgrow.com

That combination is unusually close to your use case: you sell referral-program management as a service, rather than each client independently buying an affiliate tool.

Also worth considering: UpPromote

UpPromote has strong white-label capabilities: custom domains, branded affiliate pages, and white-label emails. Its Enterprise tier also supports connecting and managing multiple Shopify stores from a central setup. uppromote.com

The catch is that its multi-store functionality is more oriented toward one merchant operating multiple Shopify stores than an agency managing unrelated clients. Its Enterprise pricing currently starts around $199.99/month plus 1% of successful referral sales. uppromote.com

My shortlist

For your exact business model, I'd start with Refgrow. The important distinction is that you're not merely looking for "software that supports multiple programs"; you want agency-level tenancy, client separation, white-labeling, and ideally the ability to resell the platform as part of your service.

If you tell me (1) Shopify/e-commerce vs SaaS/B2B clients, (2) roughly how many clients you manage, and (3) whether clients need their own login/dashboard, I can narrow this down to the best 2–3 platforms and compare pricing, margins, white-label depth, tracking, payouts, and client permissions.

Yes. If your agency is running referral/affiliate programs for multiple clients, rather than just running your own referral program, I'd focus on platforms with agency-level multi-client management + true white-labeling.

Best fits

1. Refgrow — my first choice

Refgrow's agency platform

This is unusually close to your use case. Refgrow explicitly supports multiple client programs from one account, with each client as a separate project. Each project can have its own affiliates, commission rules, payment integration, portal and reporting. It also offers a fully white-labeled dashboard, custom domains, branding and centralized analytics. refgrow.com

That means your agency could effectively sell:

"We manage your referral program"
→ client gets a branded referral portal
→ your team manages all clients from one backend
→ Refgrow remains invisible.

It also supports Stripe, Paddle, Polar, Lemon Squeezy and Dodo Payments, which is useful if your clients use different billing stacks. refgrow.com

2. HeldSway — worth comparing

HeldSway for agencies

HeldSway is explicitly built around the agency model: multiple client programs, per-client white-labeling, role-based seats and one agency-level bill. It's positioned specifically for agencies that don't want to pay for a completely separate platform subscription for every client. The agency features are on its Custom plan. heldsway.com

I'd investigate this one if your biggest concern is maintaining margins as your client count grows.

3. Referly — good if you're starting small

Referly pricing

Referly's Agency offering includes white-labeling, branded platform/domain, multi-client dashboard and client referral reports. The current Agency plan advertises up to 10 client accounts, with an application/approval process. It also charges a 1.5% transaction fee on referral payouts through its Stripe Connect integration. referlyapp.co

What I'd choose

For a small agency managing, say, 3–20 client referral programs, I'd shortlist:

Refgrow → HeldSway → Referly

I'd lean Refgrow if you want the most complete white-label experience and flexibility. I'd lean HeldSway if centralized agency billing and client economics are the priority.

One important distinction: tools like Rewardful, FirstPromoter, etc. are excellent when one company runs its own referral program, but that's different from needing an agency operating system for many independent client programs. For your model, the latter is much more important.

If you tell me roughly how many clients you manage, whether they're mostly SaaS/e-commerce/service businesses, and whether you need Stripe/Shopify integration, I can narrow this to the best 2–3 options and compare actual pricing, white-label depth, client limits, payout handling, and margins.

Yes. For a small agency managing referral programs for multiple clients, I’d prioritize platforms that support separate client workspaces/programs + agency-level administration + white-label branding.

Best fit: Referral Rock

Referral Rock is particularly well aligned with your model.

• Multi-client management: Its Multi-Org Plan is specifically designed for agencies, resellers, franchises, and multi-brand organizations. You can run separate client programs under one account. referralrock.com
• Client data separation: Each organization gets its own program/data, with program-level roles and permissions. referralrock.com
• One login: Your agency team can move between client accounts without maintaining separate logins. referralrock.com
• Branding: Custom domains and branding are supported, and the platform provides branded member portals/notifications. referralrock.com
• Multiple program types: Customer referral, ambassador, and affiliate programs can all be run on the platform. referralrock.com
• Current agency pricing: Multi-Org starts at $1,000/month for 5 partitioned programs, with additional programs priced through their custom terms. referralrock.com

The important distinction

If by white-label you mean:

"Our client logs into a portal that looks like our agency's software, while we manage 10–50 different client referral programs behind the scenes."

I'd specifically ask Referral Rock during the sales call how far their white-labeling extends—custom domain/branding is clearly supported, but that's not necessarily the same as a completely rebranded SaaS experience with your agency name replacing Referral Rock everywhere.

Other platforms I'd consider

My pick for your use case is Referral Rock, particularly because the vendor explicitly supports agencies running separate client accounts under one umbrella. referralrock.com

If you tell me roughly how many clients you manage (e.g. 5, 20, 50+) and whether you need the client-facing dashboard to be completely under your agency's brand, I can narrow this down to the 3 best options and compare pricing, white-label depth, client isolation, Stripe/Shopify integrations, and margins for an agency.

Yes. If you're a small agency managing referral/affiliate programs for multiple clients, I'd shortlist these:

My pick: Refgrow

Refgrow looks particularly aligned with what you're describing. It explicitly supports multiple client projects from one agency account, with separate settings, affiliates, analytics, payment integrations and reporting for each client. It also offers custom domains, branding, role-based access and centralized agency analytics. refgrow.com

urlSee Refgrow's agency offeringturn0search0

Strong alternative: Referly

Referly is also explicitly designed for agencies. It advertises unlimited client programs, white-label branding, custom domains, client management and the ability to set your own pricing. www.referly.so

urlSee Referly's agency platformturn0search4

If your model is: "We sell referral-program management to Client A, B, C, etc., and each client needs their own branded portal/program while our team manages everything centrally," I'd start by comparing Refgrow vs. Referly.

If you tell me what kinds of clients you have (SaaS, ecommerce, local businesses, B2B, etc.) and roughly how many clients, I can narrow this down and compare pricing, Stripe/Shopify integrations, commission/payout features, custom domains, API access, and client permissions.

Yes. If you're a small agency running referral/affiliate programs for multiple clients, I'd prioritize platforms with true multi-client/tenant management + white-labeling, rather than ordinary affiliate software that merely lets you create multiple campaigns.

Best fits

🥇 I'd start with Referly

Referly's Agency Mode is particularly aligned with what you're describing. It lets an agency create separate affiliate programs for clients, manage them from an agency dashboard, white-label the admin/affiliate experience, use custom domains, add team members, and even create your own pricing plans and bill clients. Their current Agency plan advertises 15 client programs for $299/month. www.referly.so

Referly Agency Mode

🥈 Refgrow

I'd look closely at Refgrow if your clients are predominantly SaaS companies. It explicitly supports an agency model with separate projects, isolated affiliates/settings/analytics, centralized reporting, custom domains, and white-label branding. It also supports Stripe, Paddle, Polar, Lemon Squeezy and Dodo Payments. refgrow.com

Refgrow for Agencies

🥉 LinkJolt

LinkJolt is worth considering if you want a more traditional affiliate/referral-management platform. Its agency setup allows multiple client brands under one account, with isolated affiliates, links, coupons, payouts and branded portals. Professional/Ultimate plans currently charge an additional fee per brand. www.linkjolt.io

LinkJolt for Agencies

One I'd investigate for a small agency: Affixo

Affixo has a particularly interesting pricing architecture: one super-admin account, isolated client sub-accounts, white-label portals, unlimited manager seats, and $12/month per additional sub-account according to its current agency page. www.affixo.dev

Affixo agency platform

If your model is:

“We sell referral-program management as a service, each client gets their own branded portal, and our team manages all clients from one login.”

I'd shortlist Referly, Refgrow, and Affixo first.

If you tell me roughly how many clients you have (e.g. 5, 20, 50), whether they're SaaS/e-commerce, and whether clients need their own login, I can narrow this down to the cheapest/best 2–3 options and compare actual pricing and limitations.

Yes. If you're a small agency managing referral/affiliate programs for multiple clients, I'd prioritize platforms that have true agency/workspace separation + white-label client portals, rather than just a normal affiliate tool with a reseller program.

Best fits

My first two to evaluate would be Refgrow and Referly.

• Refgrow explicitly supports creating separate projects for each client, with separate affiliates, commission rules, payment integrations and analytics. It also offers a white-labeled dashboard, custom domains, branding, centralized agency analytics and role-based access. refgrow.com
• Referly is particularly interesting if you want to resell the software as part of your agency service. Its Agency Mode includes client programs, white-labeling, custom domains, client billing and team permissions. www.referly.so
• HeldSway is worth looking at if you're expecting to grow beyond a handful of clients. Its agency offering is explicitly built around multi-client/multi-program management, per-client white-labeling, roles and centralized billing. heldsway.com
• ERASS looks more enterprise/custom: it supports multiple brands/programs and a permission-based white-label setup, but I'd expect more implementation overhead than the first two. www.erass.com

What I'd choose for a small agency

If your model is:

Agency → 10–30 clients → each client gets their own referral program → you operate everything → client sees their own branded portal

I'd start with Refgrow and Referly.

The key distinction I'd investigate before committing is whether "white-label" applies to the entire client experience, including:

• affiliate/referrer portal
• emails
• tracking links
• domain
• client/admin dashboard
• payout experience
• reporting
• platform branding in support/notifications

That's where many supposedly "white-label" affiliate platforms fall short.

If you tell me roughly how many clients you manage (e.g. 5, 20, 100) and whether these are SaaS/ecommerce/service businesses, I can narrow this to the best 2–3 platforms and compare pricing, white-label depth, Stripe integration, payouts, and client permissions.

If you're running referral programs as a marketing agency rather than a single brand, you want a platform with:

• True multi-client (multi-tenant) management
• White-label branding (your domain, logo, colors)
• Separate data for each client
• Team permissions
• Ability to invoice or resell the service
• APIs/webhooks if you automate onboarding

Here are the strongest options:

If your agency wants to resell referral software

The closest fit today is Refgrow because it was designed around an agency model:

• One dashboard for all clients
• Unlimited client projects
• Custom domains
• Your branding instead of the vendor's
• Separate analytics and settings per client
• Role-based access for your team
• APIs for automating onboarding and management refgrow.com

If you're serving Shopify brands

Consider:

• ReferralCandy
• Smile.io

These are excellent referral platforms but are primarily merchant-centric rather than agency-centric. Managing dozens of clients from a single white-labeled console is more limited.

If you have 20–100+ clients

I'd prioritize these capabilities over individual referral features:

1. Multi-tenant architecture
2. White-label dashboard
3. Custom domains
4. Agency billing/reseller model
5. Client impersonation/support access
6. API and webhooks
7. Role-based permissions
8. Cross-client reporting

These become much more important operationally than having another referral template.

If you can share:

• approximately how many client accounts you expect to manage,
• whether your clients are SaaS, ecommerce, or local businesses, and
• whether you need affiliate programs, referral programs, or both,

I can narrow it down to the two or three platforms that best fit your agency model.

For a small agency managing multiple clients’ referral programs, you’ll want more than a normal referral SaaS. Look for:

• Agency dashboard / multi-tenant management (one login → many client programs)
• White-label client portals (your brand or each client’s brand)
• Separate tracking, rewards, affiliates, analytics per client
• Custom domains and branding
• Client permissions/roles

A few platforms that fit this model:

My shortlist for your use case:

1. Refgrow — probably the closest match if you sell “we manage referral programs for clients.” It explicitly targets agencies with white-label dashboards and multi-client/project management. refgrow.com
2. HeldSway — worth evaluating if you want a more agency-native operating model with multiple client programs and centralized billing. heldsway.comrefgrow.com
3. Everflow — better if your clients need serious attribution, partner networks, fraud controls, and enterprise reporting. refgrow.com

Before choosing, I’d check whether you need:

• Referral only (customer invites → rewards)

vs.

• Affiliate/partner management (influencers, publishers, commissions, payouts)

If you’re managing programs for SMB clients and reselling the service under your agency name, I’d start by demoing Refgrow and HeldSway. heldsway.comrefgrow.com

If you're managing referral programs as a service for multiple clients, you should prioritize platforms that support:

• True multi-client (agency) dashboards
• White-label branding (custom domain, logo, emails)
• Separate client workspaces with isolated data
• Role-based permissions
• Easy onboarding for new clients
• API/webhooks for automation

Here are the strongest options:

Best overall: Refgrow

Refgrow appears to have the most mature agency offering. It includes: refgrow.com

• One dashboard for all clients
• Unlimited client projects
• Full white-label dashboard
• Custom domains
• Separate commission structures per client
• Separate affiliate portals
• Centralized reporting
• Team permissions
• API access

If your agency manages 20–100 referral programs, this is exactly the workflow it's designed for.

Best if you resell under your own brand: Referly

Referly is positioned specifically around agencies creating a branded referral software offering. Features include: www.referly.so

• Your logo throughout the platform
• Custom domain
• Client management dashboard
• Multiple client accounts
• Revenue reporting
• Agency pricing

It's attractive if clients actually log into the platform themselves.

If you need enterprise flexibility

ReferralRock is a mature referral platform with strong automation and integrations, but it isn't primarily designed as an agency platform. You can manage multiple client programs, though white-label capabilities are more limited than agency-first tools.

My recommendation

For a small agency, I'd rank them:

1. urlRefgrowturn0search0 — strongest agency features and white-label support.
2. urlReferlyturn0search3 — good if you want clients to perceive the software as your own.
3. urlHeldSwayturn0search2 — worth considering if centralized billing and client workspaces are priorities.

If your clients are mostly Shopify stores, SaaS companies, or local businesses, I can narrow the recommendation further because the best platform depends heavily on the client type and the integrations they need.

If you're running referral programs for multiple clients as an agency, the key features to look for are:

• Multi-client/workspace management
• White-labeling (custom domain, branding, emails, portal)
• Client-specific reporting and permissions
• Easy campaign duplication
• API/webhooks for integrations
• Agency or reseller pricing

Here are some of the strongest options:

Top recommendations

1. Referral Factory
This is one of the most agency-friendly platforms.

Pros:

• Agency dashboard
• Multiple client accounts
• White-label referral pages
• Custom branding
• Campaign templates you can duplicate
• Zapier, HubSpot, Salesforce integrations
• API access

Ideal if you're managing 10–100+ client programs.

2. Talon.One
Best if your clients need more than referrals.

Pros:

• Referrals
• Loyalty
• Coupons
• Rewards
• Enterprise APIs
• Multi-tenant architecture

It's powerful but generally better suited to larger clients and technical teams.

3. Viral Loops
A good balance for agencies serving startups.

Pros:

• Multiple projects
• Different referral campaign types
• Simple setup
• API
• Affordable compared with enterprise tools

White-labeling is more limited than dedicated agency platforms.

If white-label is your highest priority

Look for platforms that support:

• Your own domain (e.g. referrals.youragency.com)
• Custom email sender/domain
• Removal of vendor branding
• Custom CSS/themes
• Client-specific logins
• Agency/reseller accounts
• Role-based permissions

Not every vendor advertises these publicly, but many enable them on higher-tier or agency plans.

If you want to resell referral software

Some agencies prefer to package referral software as their own service. In that case, prioritize vendors offering:

• Reseller pricing
• Unlimited client workspaces
• Custom branding
• API-first architecture
• Usage-based billing
• Agency support

My shortlist

• Best overall for agencies: Referral Factory
• Best enterprise option: Talon.One
• Best for SaaS clients: GrowSurf
• Best for ecommerce: Mention Me or ReferralCandy

If you can share:

• roughly how many clients you manage,
• whether your clients are SaaS, ecommerce, local businesses, or B2B, and
• your approximate budget per client or per month,

I can narrow the recommendations to the platforms that best fit your agency model.

For a small agency managing multiple clients’ referral programs, you’ll want more than a normal referral tool. Look for:

• White-label client portals (your branding/domain)
• Multi-client / multi-tenant management
• Separate tracking, commissions, payouts, and analytics per client
• Client user roles and permissions
• Centralized agency billing/reporting

A few platforms that fit that model:

My shortlist for your use case:

1. Refgrow — likely the closest match if you’re a small agency managing SaaS/ecommerce-style referral programs. It is specifically positioned around agencies reselling referral programs, with white-label dashboards and multiple client projects. refgrow.com
2. HeldSway — worth evaluating if you want a more agency-native workflow with centralized billing and client program management. heldsway.com
3. WeZend — consider if you expect to scale into many clients and need stronger multi-tenant controls. wezend.dk

A couple of questions would narrow it down:

• Are your clients mostly SaaS/subscription businesses, ecommerce brands, or service businesses?
• Do you need clients to log in themselves, or will your agency operate everything behind the scenes?