Referral Tracking Software Evaluation Checklist Form
Use this form to evaluate referral tracking software against key capabilities, integrations, reporting, usability, and overall fit.
Evaluation Overview
Evaluator Name
*
First Name
Last Name
Company or Team Name
*
Evaluation Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Software or Vendor Name
*
Primary Use Case
*
Feature Checklist
Core referral tracking features to verify
*
Referral source tracking
Referral link generation
Lead attribution
Conversion tracking
Automated rewards or incentives
Duplicate prevention
Status updates
Other
Notes on missing or notable features
Integrations and Workflow Review
Integrations / workflow capabilities to evaluate
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CRM integration
Email marketing integration
Analytics integration
Webhook/API support
Automation rules
Single sign-on (SSO)
Other
Integration gaps or implementation concerns
Scoring and Recommendation
Scoring Matrix
*
Rows
1 - Poor
2 - Fair
3 - Good
4 - Very Good
5 - Excellent
Ease of setup
1
2
3
4
5
Usability
6
7
8
9
10
Reporting quality
11
12
13
14
15
Customization
16
17
18
19
20
Reliability
21
22
23
24
25
Support
26
27
28
29
30
Overall Recommendation
*
Strongly Recommend
Recommend
Neutral
Do Not Recommend
Evaluator Comments
Submit
Should be Empty: