SaaS Referral & SMS Automation Platform for SMBs

A SaaS-based SMS automation software and referral marketing platform empowering local businesses to drive customer acquisition and loyalty through automated, incentive-driven text campaigns.

Business & Workflow Automation
Startups & MVP
Node.js
SaaS
Web Application
React.js
GCP
project information

Project Overview

This Referral & SMS Campaign Automation Suite is a scalable referral marketing software platform developed to help small and medium-sized businesses automate their customer acquisition and engagement efforts. Designed for non-technical business owners across industries like restaurants, pharmacies, salons, and retail outlets, the suite simplifies the process of creating, launching, and managing email and SMS marketing automation campaigns with integrated referral reward systems.This B2B referral software enables businesses to send targeted campaigns, reward top referrers, generate branded QR codes, and monitor performance all from one easy-to-use dashboard powered by text message automation software.

Challenges That Inspired Innovation

Challenges That Inspired Innovation
No Automation in Referral Tracking

No Automation in Referral Tracking

Small businesses lacked a streamlined system to track and manage referrals. Without automation, incentives weren’t delivered on time, reducing trust, limiting participation, and hampering campaign momentum.

Disjointed Marketing Stack

Disjointed Marketing Stack

Using different tools for SMS, email, billing, referrals, and analytics caused friction. This fragmented tech environment lowered campaign coherence and made it hard to deliver a unified brand experience

Manual Conversion Tracking Losses

Manual Conversion Tracking Losses

Tracking referrals manually resulted in inaccurate data and unclaimed rewards. Teams couldn’t identify successful campaigns or optimize performance, leading to missed conversion opportunities and wasted effort.

Static Rewards Lacked Personalization

Static Rewards Lacked Personalization

Businesses struggled to offer customized rewards for different user segments. Lack of flexibility reduced appeal for repeat customers and discouraged new users from engaging in referral programs.

Limited Campaign Performance Visibility

Limited Campaign Performance Visibility

Without real-time analytics and unified dashboards, campaign optimization was guesswork. The inability to measure ROI accurately held back decision-making and long-term marketing strategy.

From Fragmented to Functional

From Fragmented to Functional

We tackled the inefficiencies of traditional marketing systems by engineering a modular, scalable platform that unifies campaign execution, referral management, and analytics under one intelligent ecosystem.

Microservices for Modular Marketing

Microservices for Modular Marketing

We built a microservices-based architecture to decouple SMS, email, and referral functionalities—allowing for independent scaling, simplified updates, and tailored resource allocation based on usage patterns and growth.

Robust Messaging & Billing Integrations

Robust Messaging & Billing Integrations

Integrated Plivo for automated SMS/MMS, SendGrid for email notifications, and Stripe for seamless billing—bringing essential communications and payment processing into one cohesive workflow.

Secure Unique ID Tracking

Secure Unique ID Tracking

Every referral is tracked with a unique ID to ensure accurate reward attribution, prevent fraud, and maintain campaign integrity—boosting trust among customers and merchants alike.

Unified Campaign Dashboard

Unified Campaign Dashboard

A centralised dashboard enables businesses to launch campaigns, track referral performance, and monitor credit consumption—all in one place. This dramatically reduces operational overhead and improves campaign control.

Dynamic QR Code Referrals

Dynamic QR Code Referrals

We introduced dynamic QR codes for offline-to-online campaign engagement. Customers can easily share referral links in-store, enhancing participation without complicating the referral journey.

Platform Features

Platform Features
Simple One-Time Subscription

Simple One-Time Subscription

Enjoy lifetime access to all features with a single $99 payment—no recurring charges. Businesses get full platform capabilities without worrying about monthly costs or unexpected billing.

Campaign Scheduler with Ready Templates

Campaign Scheduler with Ready Templates

Schedule SMS/MMS campaigns using pre-designed or custom templates. This marketing automation feature saves time, boosts consistency, and allows hands-free execution of time-sensitive promotions.

Real-Time Referral Tracking

Real-Time Referral Tracking

Track referrals live with instant access to top-performer insights. Businesses can identify, reward, and optimize high-converting customer advocates to accelerate referral-driven growth.

Credit-Based Messaging Model

Credit-Based Messaging Model

SMS and MMS usage is based on a transparent credit system: 1 SMS = 1 credit, 1 MMS = 3 credits. This ensures clarity in campaign budgeting and performance tracking.

QR Code Generator for Referrals

QR Code Generator for Referrals

Easily generate QR codes for in-store posters, receipts, or digital channels. Customers can scan and share unique referral links, boosting participation and offline-to-online engagement.

Branded Widget Embedding

Branded Widget Embedding

Seamlessly integrate the referral platform into your website using branded widgets. Visitors can instantly join campaigns, boosting participation without leaving your site.

Custom Discount Settings

Custom Discount Settings

Create tailored discount rules for new and existing customers. This level of personalization increases engagement and ensures both acquisition and retention strategies are effective.

Smart Analytics Dashboard

Smart Analytics Dashboard

Visualize campaign performance with insights on opt-outs, conversions, and message delivery. Quickly identify what’s working and refine strategies for better ROI.

Automated Invoicing and Credit Logs

Automated Invoicing and Credit Logs

Keep finances organized with automated deductions and detailed logs of credit usage, purchases, and deductions for full transparency.

Conversion Buttons for Reservations

Conversion Buttons for Reservations

Drive immediate action with integrated CTA buttons that link users directly to reservation or website visit pages, maximizing conversion opportunities from SMS campaigns.

MMS Activation Workflow

MMS Activation Workflow

Businesses can request MMS capabilities with a quick 24–72 hour approval process, unlocking rich media messaging for enhanced customer engagement.

Stripe-Powered Billing System

Stripe-Powered Billing System

Integrate with Stripe to enable seamless credit purchases, automated invoicing, and secure payment tracking—all without leaving the dashboard.

Smart Analytics Dashboard

Smart Analytics Dashboard

Visualize campaign performance with insights on opt-outs, conversions, and message delivery. Quickly identify what’s working and refine strategies for better ROI.

Automated Invoicing and Credit Logs

Automated Invoicing and Credit Logs

Keep finances organized with automated deductions and detailed logs of credit usage, purchases, and deductions for full transparency.

Conversion Buttons for Reservations

Conversion Buttons for Reservations

Drive immediate action with integrated CTA buttons that link users directly to reservation or website visit pages, maximizing conversion opportunities from SMS campaigns.

MMS Activation Workflow

MMS Activation Workflow

Businesses can request MMS capabilities with a quick 24–72 hour approval process, unlocking rich media messaging for enhanced customer engagement.

Tech Used in Development

Tech Used in Development
React 14

React 14

Google Cloud Platform

Google Cloud Platform

SendGrid

SendGrid

Plivo

Plivo

MongoDB

MongoDB

Stripe

Stripe

Node.js (v21.4)

Node.js (v21.4)

Impact on Business

Impact on Business
Simplified Launch for Non-Tech Businesses

Simplified Launch for Non-Tech Businesses

Enabled SMBs to run powerful referral programs without coding or integrations. Business owners can independently create and manage campaigns using a no-fuss, intuitive interface.

60% Reduction in Manual Marketing Tasks

60% Reduction in Manual Marketing Tasks

Centralized dashboard and automation tools replaced fragmented processes—saving time and effort in campaign scheduling, referral tracking, and performance reporting.

Accelerated Customer Acquisition

Accelerated Customer Acquisition

Referral incentives and real-time promo deployment helped convert happy customers into loyal advocates, increasing acquisition rates while lowering customer acquisition cost (CAC).

Stronger Customer Engagement

Stronger Customer Engagement

SMS and email automation delivered timely, personalized outreach that improved click-through rates, customer retention, and repeat visits.

Billing Transparency and Accuracy

The credit-based billing model ensured full control and clarity over costs. Real-time logs and auto-generated invoices eliminated billing confusion and manual reconciliation.

Expanded Reach Through Hybrid Campaigns

QR code referrals and embeddable widgets allowed businesses to go beyond walk-ins—engaging online users and driving conversions directly from physical interactions.

Recognition of Top Referrers

Real-time leaderboards made it easy to identify and reward high-performing referrers, encouraging continued participation and creating a sense of community loyalty.

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