Clicki

What Clicki does

Clicki, Inc. is a US-based, privately held SaaS company founded in 2022 by Kendall Hines (CEO) and Erik Alburg (CTO) and headquartered in Grand Rapids, Michigan. The company operates a referral marketing automation platform purpose-built for service businesses such as lawn care, pest control, HVAC, plumbing, cleaning, junk removal, salons, and medical spas, where field technicians interact with customers on-site and where referrals are typically tracked manually with spreadsheets and clunky gift-card fulfillment. Clicki's platform automates the full referral lifecycle: personalized trackable links for every promoter, automatic attribution, instant cash payouts via Venmo, Zelle, PayPal, ACH, and Visa gift cards, configurable reward triggers (per click, lead, conversion, milestone, or loyalty), automated SMS and email nurture sequences, geographic targeting via its proprietary GeoBounty feature, advanced fraud detection, automatic 1099-NEC tax compliance, and a white-labeled branded promoter rewards app.

The platform is differentiated primarily by deep native integrations with more than 20 field-service CRMs (ServiceTitan, FieldRoutes, Housecall Pro, Jobber, GoHighLevel, HubSpot, PestPac, Real Green, ServiceMinder, Service Autopilot, Pocomos, Gorilla Desk, Workiz, Maid Central, Acculynx, Vagaro, Zenoti, Boulevard, Spraye, Sweep&Go) plus Zapier covering 5,000+ apps and an open API/webhook layer. The product suite has expanded beyond the core referral engine into adjacent modules: Bravo (reviews, NPS, tipping, technician upsells), RewardsPass (wallet-based loyalty), Clover (neighborhood and contact data enrichment), and Denaro AI (AI-powered collections and automated AR). Revenue is generated through three published monthly SaaS tiers — Clicki Essentials at $399/month, Clicki + Bravo at $599/month, and a custom Enterprise plan starting at $800+/month with dedicated account management and forward-deployed engineering. Go-to-market is product-led with self-serve sign-up and published pricing on the website, supplemented by sales-assisted demos for enterprise prospects and distribution through CRM partner ecosystems. The company reports serving over 500 businesses across the United States, is bootstrapped with no disclosed external funding, and operates with a 1–10 person team.

Name

Clicki

Legal name

Clicki, Inc.

Website

https://joinclicki.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Clicki provides referral marketing automation SaaS for US service businesses, offering personalized referral links, instant cash payouts, 20+ field-service CRM integrations, and adjacent modules for reviews, loyalty, data enrichment, and AI-powered accounts receivable.

Ownership category

akta.pro rank

Product category

Referral Marketing Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Advertising Agencies (7311)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

Keywords

• Referral marketing software
• Service business automation
• Customer referral platform
• Instant payout rewards
• CRM-integrated referrals

Headquarters

HQ city

Grand Rapids

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel

Revenue model

1. SaaS Subscription (Platform Fees): Clicki generates revenue primarily through monthly SaaS subscription fees. Three tiers are offered: Clicki Essentials at $399/month, Clicki + Bravo at $599/month, and custom Enterprise plans starting at $800+/month. All tiers include the core platform, CRM integrations, API access, and unlimited promoters/campaigns. SMS usage beyond 2,000 segments/month is billed at $0.03/segment.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Clicki sells a cloud-based referral marketing automation SaaS platform purpose-built for service businesses. The platform generates personalized, trackable referral links for promoters (customers, employees, partners), automates real-time cash payouts via Venmo/Zelle/PayPal/ACH/Visa gift cards, enforces geographic targeting (GeoBounty) and fraud detection, handles 1099-NEC tax compliance, and synchronizes referral activity with field-service CRMs through native integrations and an open API.

Product overview

Clicki offers a unified referral marketing platform for service businesses with a modular product architecture. The core product is Clicki Referrals, an automated referral program platform enabling businesses to generate personalized referral links, provide instant cash payouts via Venmo/Zelle/PayPal/ACH/Visa, and manage unlimited campaigns with CRM integrations. The platform integrates with field-service CRMs (ServiceTitan, FieldRoutes, Jobber, Housecall Pro, GoHighLevel, HubSpot, PestPac, Real Green) and offers 5,000+ app connections via Zapier. Add-on modules include Bravo (reviews management with NPS, Google/Yelp/Facebook Reviews, tipping), Denaro AI (AI-powered collections and automated AR), RewardsPass (wallet loyalty plus referrals), and Clover (neighborhood and contact enrichment). All plans include GeoBounty geographic targeting, advanced fraud detection, 1099 compliance, drag-and-drop AI builder, and API/webhook access. Pricing tiers range from $399/month (Essentials) to $599/month (+Bravo) to custom Enterprise with dedicated support.

Differentiator

Problem solved

Functional benefit

Products and services

• Clicki Referrals Automated referral program platform for service businesses that enables customer, employee, and partner referrals with personalized trackable links, instant cash payouts, fraud detection, GeoBounty geographic targeting, and native CRM integrations.
• Bravo by Clicki Reviews and customer feedback management product that provides NPS surveys, Google/Facebook/Yelp review aggregation, tipping for technicians, and upsell prompts, integrated with the Clicki referral platform.
• Denaro AI AI-powered collections and automated accounts receivable management tool for service businesses, using AI to pursue outstanding balances and recover revenue.
• RewardsPass Wallet-based loyalty and referrals product for home service businesses that combines stored-value loyalty rewards with referral program functionality.
• Clover by Clicki Data enrichment product for home service businesses providing neighborhood-level and contact-level enrichment to improve targeting and outreach.

Quantifiable outcome

• Pest control companies using Clicki referral automation reportedly grow 40% faster than those without a systematic referral program
• +3 more outcomes

Named customers22 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability4 records

Feature10 records

Partnerships

24 partnerships are on record, tiered core and supporting.

• ServiceTitancoreTechnology or IntegrationNative integration with ServiceTitan — one of the most widely used field-service management platforms for home services. The integration allows referral data to flow between Clicki's referral campaigns and ServiceTitan's job management system, enabling automatic promoter enrollment and referral bonus payouts upon job completion.
• FieldRoutescoreTechnology or IntegrationNative two-way integration with FieldRoutes. Supports incoming webhooks for adding promoters and triggering referral rewards upon service completion. Includes best-practice guide for setting up referral reminder SMS at technician check-in, reportedly driving 20% increase in referral engagement.
• Housecall ProcoreTechnology or IntegrationIntegration via Zapier webhooks. Supports importing customer data from Housecall Pro into Clicki as promoters, and exporting referral leads from Clicki back into Housecall Pro as new customer records with referral source tagging.
• JobbercoreTechnology or IntegrationNative integration with Jobber CRM. Allows service businesses using Jobber to sync customer data with Clicki referral campaigns and automate referral bonus payouts.
• GoHighLevelcoreTechnology or IntegrationNative integration with GoHighLevel (HighLevel) marketing/CRM platform. Supports webhook-based automation to automatically enroll new customers from GoHighLevel deals (Closed Won stage) into Clicki referral campaigns, and push referral lead data back into GoHighLevel.
• HubSpotcoreTechnology or IntegrationNative HubSpot integration that automatically creates contacts from Clicki referrals, maps to sales pipelines, triggers workflows, creates deals, and enrolls customers into referral campaigns at the closed-won stage. Supports real-time webhook updates on deal status changes.
• Real Green (Service Assistant 5)coreTechnology or IntegrationIntegration with Real Green SA5 via API key connection. Adds Clicki referral portal link to the Customer Assisted Website (CAW) menu, enhances AMA emails with referral CTAs, and connects lead data directly into the Service Assistant CRM. Standalone CSV upload option also available.
• PestPaccoreTechnology or IntegrationNative integration with PestPac CRM for pest control businesses. Enables bidirectional sync of referral data between Clicki campaigns and PestPac customer records.
• ZapiercoreTechnology or IntegrationNative Zapier app (in private beta, access available by request) connects Clicki to 5,000+ apps via webhooks. Enables automated workflows for adding promoters, awarding referral bonuses, and syncing referral data without custom API development.
• ServiceMindercoreTechnology or IntegrationNative integration with ServiceMinder CRM, enabling service businesses using ServiceMinder to connect their referral program data with their field-service management system.
• Service AutopilotsupportingTechnology or IntegrationIntegration via email automation workaround (no public API). Uses dedicated email addresses ([email protected], [email protected]) to simulate API connection. Supports automatic promoter enrollment upon lead-to-client conversion and auto-approval of referral bonuses upon service completion.
• PocomossupportingTechnology or IntegrationNative integration with Pocomos CRM for field-service businesses, enabling referral data synchronization with Clicki campaigns.
• VagarosupportingTechnology or IntegrationIntegration with Vagaro salon and spa management platform, enabling referral program automation for beauty and wellness service businesses.
• ZenotisupportingTechnology or IntegrationIntegration with Zenoti spa and salon management platform, enabling referral program automation for beauty and wellness service businesses.
• BoulevardsupportingTechnology or IntegrationIntegration with Boulevard appointment and booking platform for beauty and wellness businesses, enabling Clicki referral program deployment.
• Gorilla DesksupportingTechnology or IntegrationIntegration with Gorilla Desk field-service CRM, enabling service businesses using Gorilla Desk to connect their referral programs with Clicki.
• WorkizsupportingTechnology or IntegrationIntegration with Workiz scheduling and dispatch platform for field-service businesses, enabling Clicki referral program connectivity.
• SprayesupportingTechnology or IntegrationIntegration with Spraye application via Zapier webhooks. Enables automatic enrollment of new Spraye customers as Clicki promoters and auto-approval of referral payouts when referred customers become paying customers.
• Sweep&GosupportingTechnology or IntegrationIntegration with Sweep&Go platform, enabling Clicki referral program connectivity for supported service business workflows.
• Maid CentralsupportingTechnology or IntegrationIntegration with Maid Central cleaning service management platform, enabling Clicki referral program deployment for maid and cleaning businesses.
• AcculynxsupportingTechnology or IntegrationIntegration with Acculynx roofing and exterior services CRM, enabling Clicki referral program connectivity for roofing companies.
• SquaresupportingTechnology or IntegrationIntegration with Square payment and point-of-sale platform, enabling Clicki referral program connectivity for businesses using Square for payment processing.
• SlacksupportingTechnology or IntegrationIntegration with Slack for team communication and notifications related to referral program activity.
• ChatGPT (OpenAI)supportingTechnology or IntegrationIntegration with ChatGPT/OpenAI for AI-powered features within the Clicki platform, supporting automation and intelligent referral program management.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ReferralCandy: E-commerce-focused referral platform with cash rewards and integrations. Clicki competes directly for referral software dollars and lists ReferralCandy as a comparison target; both pursue the customer-referral SMB niche.
• Friendbuy: Referral and loyalty platform serving DTC and SMB brands with cash rewards and NPS integrations. Comparable referral SaaS business model with strong cash-payout focus; overlaps with Clicki's customer, employee, and partner referral use cases.
• Mention Me: Referral marketing platform specializing in customer referral programs with fraud detection and cash rewards. Closely comparable referral automation stack; serves as a benchmark for fraud-prevention capabilities Clicki also markets.
• Ambassador: Enterprise-grade referral and affiliate marketing platform. Clicki publishes a 'Ambassador Alternative' page, positioning itself as the more service-business-friendly, lower-friction alternative.
• Referral Rock: Referral marketing SaaS platform with cash payouts, CRM integrations, and customizable campaigns. Clicki explicitly publishes a 'Referral Rock Alternative' comparison page, making it the most direct competitor in the SMB referral software category.
• SaaSquatch: Referral program platform built for SaaS companies with developer-friendly APIs and reward management. Comparable SaaS-only referral infrastructure; while Clicki targets service businesses rather than SaaS, the product mechanics are highly similar.
• Extole: Enterprise referral and advocacy platform with omnichannel sharing and rewards. Comparable enterprise-tier referral SaaS with similar cash-payout, fraud detection, and CRM integration pillars.
• ReferPro: Field-service-specific referral software for pest control, lawn care, and home services. Most direct vertical peer; Clicki dedicates a comparison page to ReferPro highlighting 1099 compliance, cash payouts, and CRM depth as differentiators.

Broad incumbents

• HubSpot: Broad CRM/marketing platform that already integrates with Clicki and could natively expand into referral automation for its SMB base. Represents the platform risk that an incumbent adds referral features, disintermediating specialist tools.
• Yotpo (Swell): Larger commerce-marketing platform that bundles referrals, loyalty, reviews, and SMS. Swell (Yotpo's referral product) is a horizontal incumbent that overlaps Clicki's Bravo/Referrals functionality and can leverage broader SMB distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@clickireferrals
• Xx.com/joinclicki
• Facebookfacebook.com/joinclicki
• LinkedInlinkedin.com/company/joinclicki

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clicki