Close more deals with instant customer references.
The customer reference tool for B2B sales teams. Connect your prospects with customers who have been there, and give your champions a reason to show up: instant cash, not another gift card.
Free forever · Unlimited users · No credit card to sign up
The reference scramble
Your prospect wants a reference.
Not a waiting game.
You're on a demo. They want to talk to someone who switched from the same competitor. So you ask the channel. Then chase a spreadsheet. Then wait.
The right customer shouldn't be buried in a message thread.
Today
Morgan Reed10:42 AM
Does anyone know a good customer reference I could give to my prospect? We are on a demo and he's asking for someone that came from X competitor.
Jordan Lee10:43 AM
Maybe Alex? I think they switched last year. Does anyone have their email?
Sam Kim10:46 AM
Let me check the spreadsheet. Not sure when it was last updated.
Message #customer-support
For the sales team
From “who do we know?”
to “request sent.”
Build your reference network once. Choose the right customer, share the prospect's context, and send an invitation to a real conversation.
- 01
Find your customer champion
Keep names, industries, locations and completed requests together. Pro adds custom properties and Reference Tags.
- 02
Make a clear offer
Set your request payout and conversion bonus. Include the prospect, meeting time and conversation context.
- 03
Follow the conversation
Track acceptance, messages, completion proof and the eventual win.
Email invitations connect both sides. SMS requires a verified sending number, carrier approval and customer consent.
Customer references
Your customer champions, in one place.
| Reference | Industry | Status | Completed |
|---|---|---|---|
| Alex LeeMeridian | Software | Active | 8 |
| Casey KimHarbor | Healthcare | Active | 5 |
| Taylor ReedSummit | Finance | Active | 3 |
For your customer references
Like Uber for
customer references.
A request comes in. Your customer sees the conversation, the time, and what they'll earn. They choose to accept, share their honest experience, and cash out.
A clear choice, not an obligation
Accept the conversations that fit. See the net payout before saying yes.
A familiar app on their phone
Requests, texting-style messages, proof and earnings — all in the customer reference PWA.
Real cash. Fast.
Submit proof, then cash out funded earnings to an eligible debit card or bank destination. Instant payouts usually arrive within 30 minutes.
Live payouts require business funding, completed payout setup and an instant-eligible destination. Provider holds or bank processing can affect arrival.
See the full customer experience
ProoflyALYour customer reference network
Good things ahead.
Northstar sent you a request
$40.25
You receive · $50.00 offer before fees
+$81.00 if the prospect becomes a customer
Speak with Jamie Chen
Jamie wants to hear about your move from X competitor.
15-minute virtual meeting
Tomorrow · 10:00 AM
Make their time worth it
Cash, not clutter.
Your best customers are busy people. Incentivize a useful conversation with money they can actually use — not points, swag, or a random reward.
Another reward program
- Gift cards they may never use
- Points to redeem and catalogs to browse
- More manual follow-up for your team
A straightforward cash offer
- Business-configured payouts for completed requests
- A separate bonus when the prospect becomes a customer
- Instant cash-out for funded, eligible earnings
You choose the amounts. For example, a $50 request payout gives the reference $40.25 after Proofly's combined 15% platform fee, 3.5% transaction fee and $0.50 processing fee. The same fees apply separately to conversion bonuses.
See pricing & payout detailsClose the loop
The conversation is just the start.
Conversation completed
The customer submits proof. Their base reward is recorded and funded earnings are ready for cash-out.
Prospect becomes a customer
Your rep records the win. The customer receives the configured conversion bonus, with any added tip tracked separately.
A record for your team
Review proof, see payout status, and connect won deal value to your reference costs — without confusing test activity with real results.
Both sides of Proofly
One workspace for your team.
One simple app for your customers.
Start with your first champion
Proofly. Real customers.
Real conversations. Real cash.
Free forever with unlimited users. Pro is optional. Customer payouts are separate.