Turn the work you can't take into referrals you can track.
Every business turns work away. Refer lets you pass that opportunity to a business that fits, with the context attached and a record both sides can see — and build referral partnerships with businesses that do the same for you.
The problem
When a lead is wrong-fit or you're at capacity, the usual answer is a polite no. The opportunity disappears, the buyer starts over, and the business that could have helped never hears about it.
How B2B.ID solves it
Refer keeps the opportunity in motion. Choose a business, add context, and it moves to them with the record attached. You can follow its status, and the referral becomes part of your relationship on both B2B IDs.
Use Refer in a few clear steps
See the opportunity
A brief, request or lead that isn't your fit.
Choose a business
Someone you trust — or a match B2B.ID suggests.
Refer with context
Who, what and why them — in one step.
Track it
Follow the referral through to its outcome.
Everything inside Refer
Referred By Me
Every opportunity you have referred out and where it stands.
Referral Services
The services you're happy to refer when the fit is right.
Invite Partners
Bring businesses you already trust into your referral circle.
Referral Pipeline
Track each referral from introduction to outcome.
Compensation
If a referral carries agreed compensation, see its status here.
Built for these businesses
Businesses that regularly turn away work they can't serve
Firms with referral relationships they'd like to make systematic
Anyone who wants referrals tracked rather than remembered
Common questions about Refer
Is there a referral fee?
Any compensation for a referral is agreed between the businesses involved. B2B.ID structures and tracks the referral; it doesn't set a fee on your work.
Can I refer anonymously?
No — a referral carries your B2B ID because that's what makes it trusted. Both businesses see who made the referral.
Is B2B.ID a referral network?
Referrals are one workflow on B2B.ID. The platform is for doing business — finding clients, discovering opportunities, getting recommended, selling, partnering, hiring and networking from one B2B ID.
Related goals and workspaces
Start using Refer today.
Create your free B2B ID and see how every workspace connects to the network that sends you work.
Free to create your B2B ID