Switchboard
Referral network software for super-connectors that helps advisors, consultants, freelancers, and service businesses power their business development through trusted referral partnerships.
SwitchboardSolution Highlights
Products
Opportunity Sharing
Easily share client opportunities with your broader network and curate the best fits within 24 hours. Make 1:1 referrals or share with multiple trusted partners.
Broadcast opportunities to network
Curated shortlists
Fast 24-hour matching
Pricing
Referral Fee Management
Focus on relationships while automating the tedious parts of getting compensated. Seamlessly settle referral fees and manage tax reporting.
Automated fee settlement
Tax reporting (1099)
Referral progress tracking
Pricing
Referral Network Management
Replace spreadsheets with a dynamic directory of always-fresh information on your referral network. Easily add or import the service providers you trust.
Dynamic referral directory
Automatic contact updates
Network services and rates tracking
Pricing
Performance
Anonymous
Anonymous
Switchboard has streamlined the process of connecting the right people to our clients faster - for interim, project, or fractional needs.
MoralesHR: Powering Over 1M USD in Referral Value
MoralesHR
MoralesHR, a sought-after consulting and resourcing firm with a community of vetted professionals, uses Switchboard to bridge the gap between their clients full-time, part-time, fractional, and project-based needs and their community. In their first three months using Switchboard, MoralesHR made over 50 high-value referrals representing over 1M USD in contract value for their network, while creating a new revenue stream with referral fees.
- 50+ high-value referrals in 3 months
- 1M+ USD in contract value for network
- New revenue stream from referral fees
Qualifications
Customers
Focus Areas
Specialized areas the solution focuses on. The best solutions specialize in niches across skillsets, functions, industries, regions, and more.
Categories
General category of the solution.
About Switchboard
Switchboard is a referral partnership platform designed for building relationships inside and outside the enterprise. The platform is a business opportunity and referral network leveraging valued relationships within the business ecosystem to get client referrals from the network and get compensated by making referrals to each other, enabling advisors, consultants, freelancers, and service business owners to power their business development.
Additional Details
Subscription-based pricing
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