Close more deals from referrals with AI
Menlo IQ makes it easy for small businesses to generate referrals from their professional networks. We believe that driving sales through your community is the best way to grow.
How Menlo IQ Works
Create a free referral campaign
When you sign up, you’ll create a referral campaign for your partners to use in generating referrals for you. At the campaign level, you’ll define the target customer you want to be introduced to.
Your campaign can be shared via a referral link, a form on your website, or even a business card. You and your partners can track all referrals directly within the campaign.
Invite referral partners for free
A referral partner is anyone who completes the sign-up process. With the free plan, once three of your partners sign up, they’ll be able to refer leads to your campaign and make referral introductions for you.
You can also choose to make referral introductions for them through their campaigns.
Sync your contacts privately for AI analysis
You and your partners can sync contacts from tools like Calendly or Stripe to identify referral opportunities. These contacts remain private and are not shared until a referral is made.
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Exchange referrals using AI recommendations
When a referral opportunity is identified, Menlo IQ uses AI to research and score the lead based on its fit for you or your partner. Your partners can then send the lead to your referral campaign using their unique referral link.
Once the lead converts, it is attributed to the referral partner and tracked within the Menlo IQ referral CRM.
Close deals, track commissions, and stay motivated
As deals progress through the sales pipeline, your partners can view information about the deals they referred. Menlo IQ also allows you to track recurring commission payouts made via Zelle, ACH, PayPal, and other methods.
To keep partners motivated, Menlo IQ includes a sales leaderboard where they can see their performance and compete to drive more sales for your business.
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Referral Software Integrations
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What You Get With the Menlo IQ Referral Software:
It’s never been easier to build and grow your referral network
Free
* AI-Enriched Leads may include AI Lead Research, AI Lead Scoring, and / or AI Referral Recommendations
The Easiest to Use AI-Powered B2B Referral Software on the Market
“My team and I built this product after working with hundreds of B2B companies. We used it to run our multi-million dollar B2B startup. I guarantee from first hand experience it will help you grow.”
Frequently asked questions
Yes, your contact information is kept secure and private until you choose to make an introduction to a partner. Partners can only see descriptions of your contacts that exclude personally identifiable information, ensuring GDPR compliance. This allows them to request referrals without compromising privacy.
No. Menlo IQ currently only charges for the paid plan, which is $97/month. In the future, we plan to charge a percentage of commissions when we introduce commission payouts within Menlo IQ.
Each partner in your referral network receives a unique referral link they can share directly with contacts, add to their website, or send via email. When a lead converts into a referral, the partner is credited for that referral. Any commission upon closing a deal is negotiated between you and the partner, but the commission is tracked within Menlo IQ.
We use OpenAI, the Google Search API, and other GDPR-compliant software to analyze publicly available information. This analysis is consistent with the terms of service of LinkedIn and other platforms.
Yes, you can cancel at any time, and there is no long-term contract. Cancellation can be done directly within the Menlo IQ software using the Stripe portal.
Yes, you can manage your partners within the app and remove them at any time. In the Team section of the app, you can adjust a partner's access level to leads they’ve referred. If you remove a partner, you can always re-add them later.
Menlo IQ only charges you for building your own referral network. You can join an unlimited number of partner networks at no additional cost.
In the Integration section of the Menlo IQ app, you will soon be able to upload LinkedIn connections exported directly from LinkedIn. This complies with LinkedIn’s terms of service, and we provide steps to help you export your connections. Additionally, you can manually upload contacts via CSV at any time.
Yes, you can export your contacts from Menlo IQ at any time via CSV. You also have the option to delete all your data directly from the platform if needed.
Each partner has access to a personalized lead dashboard and analytics view for their campaigns. The primary metric shown is their average score for the leads they’ve sent, allowing them to see how well their introductions match your needs. Menlo IQ also scores each lead based on publicly available information and provides an explanation of why a lead is a good or poor fit for you.
Yes! One of Menlo IQ’s unique features is its ability to identify opportunities outside your current network. By obscuring the contact information of potential referrals, Menlo IQ ensures GDPR compliance while allowing you to request referrals from your partners’ networks, even if your own network is limited.
Yes. You can invite partners who have made their profiles publicly available within the app. We are also working on new features to improve the partner marketplace and make it easier to find matches. You can toggle your public visibility setting on or off at any time.
Yes. When creating an account, you can choose to only receive referrals, only give referrals, or do both. This setting can be updated at any time in your profile. Your contact-sharing permissions and CRM view will adjust based on the settings you select.
Only companies in industries where paying commissions for referrals is legally permitted can use Menlo IQ for this purpose. Users found violating applicable laws will be removed from the platform. To determine whether you are legally allowed to pay referral commissions, please review our terms of service. Note that this is not a comprehensive list, and you are responsible for ensuring compliance with all relevant laws.
Grow your business together.