Get The Referral
Get The Referral (GTR) is a private SaaS platform that helps residential home services contractors — primarily roofers, remodelers, window/door installers, solar, and pool/spa companies — launch branded referral apps, automate advocate rewards, and track referral ROI through CRM-integrated dashboards.
- Company typePrivate
- Founded2014
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Get The Referral does
Get The Referral (GTR), operating as GetTheReferral.com, Inc., is a private SaaS company founded in 2014 and headquartered in San Diego, California. It sells a cloud-based referral management platform purpose-built for residential home services contractors, with residential roofing as the primary vertical and adjacent coverage in bathroom and kitchen remodeling, windows and doors, residential solar, and pools and spas. The platform is delivered as an integrated ecosystem of five modules — a branded homeowner mobile app, a sales rep field app, a quick-collect tool called Referral Boost, an automated digital rewards system (GTR Wallet / Advocator Pay powered by XTRM Inc.), and an admin dashboard for pipeline and ROI tracking — plus supporting modules such as a Review Portal, QR code generator, project-stage notifications, and an ROI calculator. Each customer receives a custom-branded iOS and Android app and is onboarded within roughly 3 days to 2 weeks.
GTR monetizes primarily through tiered annual subscriptions (PRO-LITE, PRO, PREMIUM, plus a custom Enterprise tier), differentiated by number of sales seats and project paths, and secondarily through per-transaction fees on Advocator Pay reward payouts processed via XTRM. The company cites 500+ home services companies as customers and integrates natively with a broad set of CRMs (Salesforce, HubSpot, Leap, Job Nimbus, High Level, Monday.com, Zoho, CompanyCam, Market Sharp, and others) via direct connectors, Zapier, and a REST API with webhooks. Stripe handles subscription billing and HubSpot supports internal marketing operations. The target buyer is a contractor with $4M+ in annual revenue and 5+ sales reps.
The company is privately held with no public revenue disclosure. Its most recent capital event is an October 2023 SEC Form D exempt offering with $3,825,000 total proposed and $3,760,774 already sold, following a 2022 Bigfoot Capital entry. Leadership is led by founder and CEO Jamey Vumback, with Vittorio Rotelli as Chief Revenue Officer and functional heads in customer success, people operations, and marketing. Distribution is sales-led with a Book-a-Demo entry point, complemented by content marketing, an ROI calculator, webinars, and CRM-channel validation; no reseller or marketplace channel is evident.
Get The Referral firmographics
Firmographics- Name
- Get The Referral
- Legal name
- GetTheReferral.com, Inc.
- Website
- https://getthereferral.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Get The Referral (GTR) is a private SaaS platform that helps residential home services contractors — primarily roofers, remodelers, window/door installers, solar, and pool/spa companies — launch branded referral apps, automate advocate rewards, and track referral ROI through CRM-integrated dashboards.
- Ownership category
- akta.pro rank
Get The Referral industry classification
Industry- Product category
- Referral Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Services (8741)
- akta.pro primary industry
- Industry / Category Marketing Strategy (Vertical GTM) (MPAAAFAN)
- akta.pro secondary industry
- Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
Keywords
Where Get The Referral is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Get The Referral business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Service Plans): GTR operates on a tiered subscription model with three named service plans — PRO-LITE, PRO (most popular), and PREMIUM — differentiated by number of sales seats and project paths included. Subscriptions auto-renew on the same cadence as the initial term. Pricing is set on the Order Form and payment is collected via credit card or ACH bank transfer. No free trial is offered since the platform is customized per customer (colors, logos, CRM integrations).
- Advocator Pay Transaction Fees: A per-transaction fee charged on each referral reward payment made through the Advocator Pay feature (powered by XTRM Inc.). The fee covers the automated reward transfer and payment processing to advocates. Fee amounts are specified on the Order Form and subject to change. Companies fund their Advocator Pay account via their Payment Provider or ACH transfer.
- TCPA Consent Tools (embedded): GTR provides TCPA consent management tools as part of the platform. While not independently monetized, these tools support compliance for customers running SMS/call-based referral campaigns, indirectly protecting subscription revenue by reducing legal risk for customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | PRO-LITE: Entry-level plan for small but growing home service businesses wanting to systemize referrals. Includes 1 Project Path and 5 Sales Seats. |
| Subscription | Annual | PRO: Most popular plan for established companies expanding referrals into a core sales channel. Includes 15 Sales Seats. |
| Subscription | Annual | PREMIUM: High-capacity plan for industry leaders needing a customized referral engine. Includes 50 Sales Seats and 5 Project Paths. |
| Subscription | Multi-year contract | Enterprise: Custom, request-based pricing for large organizations with bespoke requirements beyond the standard tier structure. |
Go-to-market motion1 record
Distribution channels6 records
Marketing channels14 records
Get The Referral product offering
Product offeringCore offering
Get The Referral (GTR) is a cloud-based SaaS referral management platform built specifically for home services and contracting companies (roofing, remodeling, windows & doors, solar, pools & spas). The platform combines five integrated hub components — a branded Homeowner mobile App, a Sales Rep field App, Referral Boost (quick-collect tool), GTR Wallet (automated digital reward payouts), and an Admin Dashboard — to mobilize customers as advocates, automate referral rewards, and measure ROI. GTR also distributes custom-branded iOS and Android apps on behalf of customers and integrates with major CRM systems.
Product overview
Get The Referral (GTR) is a modular referral platform built for roofing and home service contractors. The core GTR Referral Ecosystem combines five integrated hub components: the Homeowner App (a branded mobile app for customers to track projects and submit referrals), the Sales Rep App (for field teams to capture advocates on-site), Referral Boost (for instant referral collection via text/email/link without waiting for app launch), the GTR Wallet (automated reward payout via cash, gift cards, or prepaid debit cards), and the Admin Dashboard (for program tracking and ROI measurement). Supporting modules include the Advocator Dashboard (customer-facing portal), Review Portal, QR Code Generator, Messaging Tab, Document Management, Project Management Stages, and a Referral Landing Page. The platform is offered through tiered pricing plans (Pro Lite, Pro, Premium, Enterprise) and integrates with major CRMs (Salesforce, HubSpot, Leap, Job Nimbus, and others), Zapier, and payment processor XTRM.
Differentiator
Problem solved
Functional benefit
Products and services
- GTR Referral Ecosystem (Platform) Cloud-based SaaS referral management platform for home services and contracting companies. Combines a branded homeowner mobile app, a sales rep field app, Referral Boost (instant referral collection), GTR Wallet (automated digital rewards), and an Admin Dashboard into a unified system. Integrates with major CRM systems (Salesforce, HubSpot, Leap, Job Nimbus, High Level, Monday.com, Zoho, CompanyCam) via real-time webhooks, Zapier, or REST API, and is distributed to contractor customers' end-users via custom-branded iOS and Android apps published to the App Store and Google Play.
- Advocator Dashboard Customer-facing web portal for referred customers (advocates) of GTR contractor customers. Enables advocates to log in, track the status of their submitted referrals, view earned digital rewards (gift cards, cash, prepaid debit cards) delivered via GTR Wallet, and manage their account information.
Quantifiable outcome
- Referrals convert at higher rates than paid leads, lowering overall customer acquisition costs and enabling profitable scaling.
- +2 more outcomes
Companies that use Get The Referral
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles2 records
Get The Referral technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
Feature10 records
Get The Referral partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- XTRM Inc.coreXTRM Inc. is the payment infrastructure partner powering GTR's Advocator Pay and GTR Wallet features. When a company elects to pay advocates, XTRM processes the transaction, delivers rewards to advocates' digital wallets (Advocator Wallets), and issues prepaid Visa/Mastercard cards. XTRM also handles the 1099 tax form process for reward payouts. All Advocator Pay transactions are subject to a transaction fee specified on the Order Form. Companies funding their Advocator Pay account can do so via credit card or ACH bank transfer with no additional fees for ACH.
- SalesforcecoreSalesforce is listed as a native CRM integration partner. GTR supports bidirectional Lead Push (real-time), Lead Status Change, and Project Status Change sync with Salesforce. When a referral is submitted, contact information is stored as a lead in GTR and pushed to Salesforce in real-time. Status changes in Salesforce sync back to GTR to update the advocate app and facilitate reward payouts.
- HubSpotcoreHubSpot is listed as a native CRM integration partner and is also used by GTR internally for marketing automation and CRM operations. GTR supports Lead Push, Lead Status Change, and Project Status Change sync with HubSpot in real-time.
- ZapiercoreZapier is a no-code integration platform enabling GTR to sync with external CRM systems and other tools that do not support direct webhooks or API integration. GTR has created several Zapier apps for lead pushing and CRM synchronization. Zapier apps are free to use but may require a paid Zapier account for certain functionality.
- Apple (iOS App Store)coreApple's iOS App Store is the distribution platform for GTR's branded Custom Apps. GTR requires developer access to the customer's Apple Developer account to build, publish, and maintain custom-branded iOS apps on behalf of each customer. Apps must comply with Apple's Usage Rules and App Store Terms of Service.
- Google (Google Play)coreGoogle Play is the distribution platform for GTR's branded Custom Apps on Android. GTR builds and maintains custom-branded Android apps for customers, published to Google Play. The relationship enables GTR to offer apps to both iOS and Android users within each customer's customer base.
- StripecoreStripe is GTR's primary payment processor for collecting subscription fees from customers. Payment card information is collected and processed directly by Stripe, which uses payment data in accordance with its privacy policy. GTR is authorized to invoice customer accounts for fees and charges automatically.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Get The Referral competitors and assessment
Company assessmentDirect peers
- Referral Rock: Referral Rock is a SaaS referral marketing platform for small and mid-sized businesses across multiple verticals. It is the closest direct competitor to GTR's core referral-tracking and reward-payout offering, though it is more horizontal/vertical-agnostic than GTR's home-services specialization.
- Friendbuy: Friendbuy is a referral and loyalty marketing platform focused on consumer brands and increasingly on B2B and home services. It competes head-to-head with GTR for referral program software, branded advocate experiences, and reward automation.
- Ambassador: Ambassador is a referral, affiliate, and partner marketing software platform. It overlaps with GTR on referral program management, advocate tracking, and reward fulfillment, and serves as a comparable horizontal referral SaaS.
- Yotpo: Yotpo is an advocate marketing platform spanning reviews, referrals, SMS, and loyalty. Its referral and loyalty modules are functionally adjacent to GTR's Referral Boost, GTR Wallet, and Review Portal.
Broad incumbents
- Birdeye: Birdeye is a leading customer experience and reputation management platform heavily focused on home services and multi-location businesses. It competes with GTR's Review Portal and broader advocate engagement layer as part of a much wider CX product suite.
- Podium: Podium is a customer communication and lead conversion platform built specifically for home services contractors. It overlaps with GTR on review collection, messaging, and customer engagement, and has substantially more capital and a larger product surface.
- ServiceTitan: ServiceTitan is the dominant operating system for home services contractors (HVAC, plumbing, roofing, etc.). It serves the same ICP as GTR with a far broader suite (scheduling, dispatch, payments, marketing) and represents both a major partner opportunity and competitive threat.
- Housecall Pro: Housecall Pro provides field service management software for home service businesses, including marketing and customer communication tools. It targets the same contractor base as GTR with a broader platform offering.
- Angi (formerly Angie's List): Angi is a leading home services marketplace and lead-generation platform. While primarily a marketplace, it overlaps with GTR's customer base (residential roofing, remodeling, etc.) and competes for the contractor's marketing and customer-acquisition budget.
Emerging players
- NiceJob: NiceJob is a reputation marketing platform for home services that combines review generation with referral features. It is a closer direct competitor to GTR's Review Portal and Referral Boost within the same vertical.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Get The Referral social profiles
Digital presenceGet The Referral compliance and trust
Trust signalCompliance3 records
Get The Referral financial estimates
Financial estimateRevenue estimate
Valuation estimate
Get The Referral leadership team
Management profileNumber of profiles
Profiles5 records
Get The Referral funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Get The Referral M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Get The Referral
What does Get The Referral do?
Get The Referral (GTR) is a cloud-based SaaS referral management platform built specifically for home services and contracting companies (roofing, remodeling, windows & doors, solar, pools & spas). The platform combines five integrated hub components — a branded Homeowner mobile App, a Sales Rep field App, Referral Boost (quick-collect tool), GTR Wallet (automated digital reward payouts), and an Admin Dashboard — to mobilize customers as advocates, automate referral rewards, and measure ROI. GTR also distributes custom-branded iOS and Android apps on behalf of customers and integrates with major CRM systems.
Is Get The Referral a public or private company?
Get The Referral is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Get The Referral founded?
Get The Referral was founded in 2014. It employs 11 to 50 people.
Where is Get The Referral based?
Get The Referral is headquartered in San Diego, United States, in the North America region.
How does Get The Referral make money?
Three revenue lines are on record. SaaS Subscription (Service Plans) is the primary driver. The others are advocator Pay Transaction Fees and TCPA Consent Tools (embedded).
Who are Get The Referral's main competitors?
Direct peers on record are Referral Rock, Friendbuy, Ambassador and Yotpo. Broad incumbents are Birdeye, Podium, ServiceTitan, Housecall Pro and Angi (formerly Angie's List). NiceJob is listed as an emerging player.
Does Get The Referral have an API?
Yes. GTR offers a REST API for CRM integrations. The API supports HTTP requests for polling-based integration where a CRM does not have compatible Zapier or webhook functionality. The platform also supports webhook-based integrations for real-time lead push (when an advocate submits a referral, it is pushed to the CRM in minutes, if not seconds). API documentation is available at docs.getthereferral.com and stoplight.io. Developer documentation is at docs.getthereferral.com/docs/gtr/9pwl0dw6jw8m5-getting-started.
What industry is Get The Referral in?
Get The Referral's product category is Referral Management Software. Its primary akta.pro industry code is MPAAAFAN, Industry / Category Marketing Strategy (Vertical GTM), with a secondary code of CRAFAIAB, Software/SaaS Subscriptions (Consumer & Prosumer). Its NAICS code is 54151 and its SIC code is 8741.