The Salesforce App That's A Really Big Deal.

Bring customer referencing straight into your Salesforce Opportunities and make every deal bigger and faster. Sellers request, access, and track references and proof without leaving Salesforce, while every touchpoint rolls up to the record that matters. Referrals flow into Leads and stay connected as they move through the sales cycle.

Revenue influence is captured at every step, showing exactly how advocacy activity supports pipeline progression and contributes to closed revenue.

References and Referrals Embedded in Every Sales Cycle

Prebuilt CMA Workflows

In-Opp Referencing

Request and manage references directly inside the Opportunity record, with every touchpoint tied to the deal.

Custom Workflow Design

Suggested Content

Surface relevant customer proof in Salesforce based on deal context and matching criteria.

Integration-Driven Automation

Referral Capture

Capture referrals inside Salesforce and route them automatically into Leads with attribution at every step of the cycle.

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Revenue Influence

Reference and referral influence pipeline and revenue metrics at your fingertips in the Revenue Influence dashboard.

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Pipeline Acceleration

Track results of advocacy engagement on deal velocity and progression in the Revenue Influence dashboard.

Human In the Loop

Executive Visibility

Report on revenue influence from referencing and referral activity with clear, opportunity-level insight from inside Salesforce.

The Salesforce App That Seizes Every Opportunity

Sellers live in Salesforce. SlapFive brings referencing into Opportunity records and routes referrals directly into Leads, so advocacy is embedded at every stage of the sales cycle. Requests, proof access, and introductions happen inside the platform sellers already use.

Every reference and referral is tied to the Opportunity or Lead it supports, with revenue influence tracked from first touch through closed business. Sales leaders gain clear visibility into how customer advocacy influences pipeline progression and revenue performance.

Embed Referencing

Meet sellers where they close.

Referencing lives directly inside the Opportunity record. Sellers request advocates, access suggested proof, and track fulfillment without leaving Salesforce, keeping momentum inside the deal.

Every reference request is logged against the Opportunity it supports, with visibility into match quality, fulfillment timing, and advocate engagement. Referencing becomes embedded in the rhythm of the deal cycle.

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Generate Referrals

Transform your customer networks into qualified leads.

Referrals are captured directly inside Salesforce and routed into Leads. Every introduction is attributed to the customer who made it and tracked as it progresses from qualification to opportunity creation to closed-won.

Referral activity remains connected to the Lead and any resulting Opportunity, giving sales teams clear visibility into engagement, conversion, and deal momentum inside the sales cycle.

Track Influence

Measure the KPI that counts. Revenue influence matters.

Reference requests and referrals are logged automatically against the Opportunities and Leads they support. Attribution stays intact from first engagement through the entire deal cycle.

In-app revenue influence reporting gives sellers and leaders a clear view of how advocacy engagement aligns to value and velocity across the sales cycle.

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Ready to Turn Relationships Into Revenue?

See how SlapFive embeds referencing, referrals, and revenue influence directly into your Salesforce instance.