Refer Square

Developing a brand new professional B2B referral app on behalf of Catax, the experts in capital allowances, R&D and tax relief.

History

Catax tasked us with developing an app that would enable business professionals to monetise the business information they come across.

Referrals are typically submitted by groups such as business consultants, non-executive directors and independent agents who, in exchange for informing service providers of sales opportunities, receive a payment.

After a lead is assigned to a specific vendor (company) the activity of that lead is then tracked (if it has been viewed, if it’s in progress, won/lost) providing feedback to the main admin team for future marketing analytics.

Motionlab developed ReferSquare – an app that allows Catax customers to earn a referral fee for the leads they share between their network.

Our Approach

Our senior UX developer, in collaboration with the Motionlab Interactive division, reviewed similar apps that use forms and booking systems to help gleam the best UI design assets. They then went through a series of wireframes, de-cluttering and rearranging buttons for maximum user engagement, making sure that the simplicity of the look and feel of the app was retained for the client to use on completion.

Multiple iterations of the ReferSquare app were eventually developed, with the final version undergoing rigorous testing before its submission to the relevant stores. This was done to ensure it fully met Catax’s objectives, delivered an attractive interface and provided the intuitiveness necessary to aid the user experience.

Multiple iterations of the ReferSquare app were eventually developed, with the final version undergoing rigorous testing before its submission to the relevant stores.

The Outcomes

Available for FREE on Android and iOS, ReferSquare transforms how business consultants, salespeople and connected individuals, identify, refer and earn from business opportunities. The app was specially developed ready to grow with the client’s needs for future development.

It easily integrates into its custom desktop admin area where both ‘vendors’ and ‘admins’ are able to see, at a glance, all lead statuses and run reports when required.

ReferSquare gives referrers a fantastic opportunity to earn an additional income by recommending clients with whom they may already have a long-standing working relationship, customers who will inevitably trust their judgement when acquiring new products and services.

12,000

Downloads since go live

100 +

Countries engaged with the app

5,700

Visits to the website

Other Work

Other Work

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