Referrers

Track referrals and commissions.

Track business referrers and commissions linked to their activity.

Video transcript

A referrer sends you a client. Six months later: how much do you owe them, and why? With ark.plan, each referrer has a workspace: their deals, commissions and terms. They only see what concerns them. They register new deals themselves, with the contact’s consent, and can simulate their commission, no strings attached. Your team checks who the deal belongs to. A possible duplicate is flagged before any decision. Their plan can have tiers. They see live how much is left to reach the next rate. Every commission shows its working: base, rate, tier bonus, cap. The rule is locked in: changing the plan later never alters an amount already calculated. Invoice paid: the commission goes to approval, then payout. Payments leave in batches, on the scheduled date. A mistake? The referrer flags it, you reply. A correction is added as a new entry, never erasing the original. And if an invoice is never paid, the commission is clawed back. They export their statement, find your sales material, and AI sums up each lead with the next action to take. ark.plan, Referral network. Every referral, its commission.

Commission plans

Base + volume + SPIFFs, composable.

Define multiple plans: base rate (e.g. 20% of net), volume tiers on annual revenue (up to 50k: +2%, above: +5%), SPIFFs for one-off bonifying periods (e.g. +10% on December sales). Each user has their own commission profile with assigned plan, optional custom rate, contract dates, annual commission cap, and contractual notes.

  • Base rate: %, fixed amount or hybrid
  • Volume tiers with bonus %
  • SPIFFs: conditional bonuses with dates
  • Annual cap and clawback on unpaid invoices
Automatic calculation

Estimated on quote, consolidated on payment.

As soon as a quote is issued for a client coming from a referrer, ark.plan computes an estimated commission. When the corresponding invoice is paid, the commission moves to realized. Commissions flow through pending → paid → clawed_back (if the invoice becomes overdue or is cancelled), with a full status change history.

  • Estimated on quote, realized on paid invoice
  • Statuses: pending, paid, clawed_back
  • Payout history per referrer
  • Dashboard per referrer: prospects, conversion, commissions
ArkAV

ArkAV synchronization.

If you manage referrers in ArkAV, ark.plan can retrieve prospects, referrers and stage changes.

  • Bidirectional ArkAV sync
  • Tracking calculated commissions
  • Email notifications on commission events

Referrers

200 MB of storage. Unlimited users, AI included. Prices excl. tax. Also included in Business.

CHF 14/monthor CHF 140 a year

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