Partner.io vs Phreesia Referral Management
Partner.io
partner.ioPhreesia Referral Management
phreesia.comSide by side
| Figure | Partner.io | Phreesia Referral Management |
|---|---|---|
| Price from | $79/mo | Free |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 2 | 1 |
| Spec score · Referral Management Software | 7.9 (#12) | 7.6 (#19) |
| Security | The company says the service is hosted on AWS, uses encryption in transit and at rest, role-based access and two-factor authentication, and supports passwordless sign-in. | Phreesia lists HITRUST CSF certification, PCI DSS Level 1 service provider status, SOC 2 Type 2 and PCI-validated Point-to-Point Encryption. |
| Support | The plan includes in-app chat support, a knowledge base and guided setup. | Each client receives a dedicated account owner reachable by phone, chat and email, with responses within 24 hours. |
Plans
In their own words
Partner.io
Partner.io is an AI partner management platform for lean teams, with web and API access. Its branded portal runs on a customer’s own domain, where partners can refer leads, follow activity, and view commissions. Lead and registered-deal records include partner, representative, status, and timeline details. Commissions can be approved manually or by rule, and Stripe handles payouts without a Partner.io payout fee. The platform also includes AI course creation and certification, automated follow-ups, approvals, and email flows. Listed integrations include HubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, and ChatGPT. Developer options include a REST API, HMAC-signed webhooks, an MCP server with OAuth and 40+ tools, and embeddable widgets. Partner.io says it uses AWS hosting, encryption in transit and at rest, role-based access, two-factor authentication, and passwordless sign-in; it states that it is SOC 2 and GDPR compliant. The plan costs $79 a month per active seat, billed monthly; partners are free and unlimited. A 7-day trial is available, with no free plan.
Phreesia Referral Management
Phreesia Referral Management has no write-up on Specifiction yet; its figures are above.