List of HelloReferrals Platform Customers
Madison, 53719, WI,
United States
Since 2010, our global team of researchers has been studying HelloReferrals Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased HelloReferrals Platform for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using HelloReferrals Platform for Marketing Automation include: Walkner Condon Financial Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $4.0 million, Berndt Cpa, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Sg Insurance Agency, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using HelloReferrals Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The HelloReferrals Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Berndt Cpa | Professional Services | 10 | $1M | United States | HelloReferrals | HelloReferrals Platform | Marketing Automation | 2021 | n/a |
In 2021, Berndt Cpa deployed the HelloReferrals Platform for Marketing Automation to run automated referral campaigns engaging accounting clients in Madison, Wisconsin. The HelloReferrals Platform was provisioned as a cloud hosted SaaS application to support marketing and CRM activities for a small professional services firm.
Implementation emphasized automated campaign orchestration and referral tracking, using HelloReferrals Platform modules for scheduled engagement emails, referral capture and template driven campaign configuration. Vendor notes indicate initial setup was completed within an hour, consistent with a lightweight, template based configuration and email automation workflows.
Operational coverage centered on client engagement and lead generation within marketing and CRM, with campaign governance retained by firm leadership and day to day administration handled by the marketing contact. The vendor testimonial reports a steady flow of referrals from automated engagement emails as the primary outcome of the HelloReferrals Platform implementation.
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Sg Insurance Agency | Insurance | 10 | $1M | United States | HelloReferrals | HelloReferrals Platform | Marketing Automation | 2023 | n/a |
In 2023, Sg Insurance Agency implemented the HelloReferrals Platform as a Marketing Automation solution to run an automated refer-a-friend program for its insurance clients in Oregon and Wisconsin. The deployment exposes a HelloReferrals Refer A Friend landing page on the agency website that captures referral leads and automates reward fulfillment, positioning the HelloReferrals Platform as the central referral capture and reward orchestration layer for client-facing marketing workflows.
Configuration emphasized referral tracking and automated rewards modules, using referral capture forms and fulfillment workflows to register referral source and queue reward actions, consistent with HelloReferrals Platform capabilities. Operational scope centers on marketing and CRM functions supporting agents and client outreach across Oregon and Wisconsin, and governance was updated to embed referral capture into website touchpoints and client communications, driving ongoing referral capture and faster lead-to-client conversions as stated.
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Walkner Condon Financial Advisors | Banking and Financial Services | 10 | $4M | United States | HelloReferrals | HelloReferrals Platform | Marketing Automation | 2022 | n/a |
In 2022, Walkner Condon Financial Advisors implemented the HelloReferrals Platform to support Marketing Automation aimed at generating client referrals and growing new advisory business in Madison, Wisconsin. The deployment targeted the firm’s marketing and CRM workflows at a 10 person advisory practice, aligning the application with client outreach and referral generation use cases rather than broad enterprise marketing stacks.
Configuration centered on referral capture and automated engagement capabilities within the HelloReferrals Platform, using referral request workflows, templated outreach sequences, and referral pipeline visibility to operationalize referral generation. Functional terminology observed in the implementation includes referral capture, automated engagement, campaign sequencing, and referral pipeline tracking, reflecting standard Marketing Automation workflows adapted to an advisory firm context.
Operational scope covered client-facing advisors and client services teams in Madison, Wisconsin, with adoption focused on marketing and CRM activities that support new business development. Governance was organized around firm-level oversight of referral workflows and campaign content, enabling consistent client outreach and centralized visibility into referral activity. The vendor testimonial accompanying the deployment reports immediate results and new advisory business generated from referrals following the HelloReferrals Platform implementation.
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