Refer a friend
Share your referral link. The person you refer gets 20% off their first payment and you get a month of your plan as account credit.
Every OmniLead workspace has a referral link. When someone signs up with it and becomes a paying customer, both of you benefit: they save 20% on their first payment, and you get one month of your plan free as credit on your account.
What each side gets
Your credit goes to your Stripe customer balance and is used automatically on your next invoices, so you don't have to do anything to redeem it. If you're on Free when the reward is earned, you get a month of Starter ($49), applied when you upgrade.
There's no limit on how many people you can refer. Each workspace can be referred only once, and you can't refer your own workspace.
Share your link
Open referrals
Go to Settings → Billing and find Referrals.
Copy your link
Click Copy link. It includes your workspace's referral code.
Share it
Send it to founders, agencies or researchers who'd find OmniLead useful: in a message, a newsletter or your own site.
The Referrals card lists everyone who signed up with your link, with their status:
- Signed up: they created a workspace with your link.
- Converted: they started a paid plan.
- Rewarded: their first payment succeeded and your credit was added.
How the discount works for them
Your link records the referral when they sign up. The next time they upgrade, Stripe Checkout already shows the 20% discount on the first payment, so they don't need a code. The discount can't be combined with a promotion code; the referral discount takes priority.
If someone signs up without your link, the referral can't be added afterwards.
Where your credit shows up
Open Manage in Stripe from Settings → Billing. Your credit balance appears in the Customer Portal, and each invoice shows how much of it was applied. Credit is used before your card is charged, so a $149 credit covers the price of one Growth month.
Does the reward depend on which plan they buy?
No. Your reward is one month of your own plan, whatever they choose.
When exactly is my reward added?
When the referred workspace's first paid invoice is paid. Starting a checkout or the free trial doesn't count yet.
Can I get my credit paid out?
No. Referral credit can only be used against OmniLead invoices.