XGo · Capabilities
Referrals and communications.
Referrers, partners, rewards, calling, messaging and directions.
9 capabilities
What it does.
Referral profiles
Find or register a referrer and attach their profile to the leads they send.
SpecifiedPartner introductions
Partners submit introductions themselves and they arrive as attributed opportunities.
ProposedReferral reward status
See which referral rewards are sent, paid or pending, as recorded.
ProposedCommission and payout
Calculating, approving and paying referral commissions.
Not specifiedCall and email shortcuts
Call or email from a record. The channel opens and you record the result yourself.
ProposedDirections
Directions open in your navigation app. XGo does not mark arrival.
SpecifiedSend text and email
Send text or email from a template through a controlled path, with the provider’s result on the record.
ProposedReminders and notices
Reminders and internal notices for overdue work, no response and events.
ProposedCommunication history
Delivery history and transcripts of communications stay with the record.
Proposed- Specified
- Proposed
- Under review
- Not specified
- Outside XGo