Affiliate Tracking for Consultants
Affiliate management you can repeat across clients
Work inside every client account
Join each client's account as a team member with a custom role
See and change only what the client's permissions allow you to
Every action you take is logged with timestamps and old values
Tie commissions to client billing
Connect Stripe, Chargebee, Paddle, Recurly or Braintree per client
Commissions follow renewals, upgrades, downgrades and refunds
Set recurring, flat fee, lifetime or one-time terms per campaign
Report results your clients believe
Pull 18 data points at account level or per individual campaign
Trace every commission back to the billing event that created it
Export any report to CSV or JSON for client decks and reviews
14-day free trial. No credit card required.
The Operator View
The affiliate dashboard you run each client from
14-day free trial. No credit card required.
Affiliate Software for Consultants: Setup Steps
A new client program live the same day
Links go out
Each affiliate gets a unique tracking link and optional coupon code from client’s branded portal.
Customers pay
A referred customer converts and defined billing event fires in the client’s billing provider.
Earnings log
The sale is credited to the right affiliate and the commission shows up on their account.
Records match
Affiliates see earnings. You and the client see the same record in the dashboard.
Customer service has been excellent, and the platform itself is very sleek and intuitive. For a growing affiliate program, it’s perfect!
Revenue tracked monthly
Active programs
Subscription businesses
Rated by verified users
14-day free trial. No credit card required.
Core Paddle Tracking Software Features
What consultants need from affiliate software
Clients control your access
Custom roles define what you can view or manage in each account. Campaigns, commission approval and payout processing are granted separately, so client shares what the engagement needs. Nothing else.
Your work stays on record
Every change in the account is logged with a timestamp, the person who made it and before and after values. When a client asks what happened to a commission, the answer is already in the log.
Keep top affiliates pushing harder
Self-referrals, suspicious signups and ad fraud are caught before a commission fires. Set approval thresholds for large commissions, keep the client's budget protected without reviewing every entry by hand.
Payouts run without liability
Affiliates connect and verify their own payout details through Stripe's own onboarding flow. You prepare the batch and send it with two-factor confirmation, or leave payment authorization with the client.
14-day free trial. No credit card required.
AI assistant and
MCP server
Manage client programs by conversation.
Query accounts by asking
Ask which affiliates went inactive or what commissions cost against revenue. Answers come from live program data.
Run routine work by chat
Approve pending commissions or set up a new campaign from the chat. Every change is confirmed before it runs.
Connect your own AI tools
The MCP server exposes program data to Claude, ChatGPT, Cursor and other compatible clients, with read and write access.
Affiliate Software Features Built for Client Work
The features behind a client-ready program
Commissions that repeat or never expire
Pay a percentage of each billing event for as long as the customer stays subscribed. Cap it at the first charge, a set number of charges or a set number of months to match the client’s margins.
Bonuses that fire at milestones
Fire a one-off bonus automatically when an affiliate crosses a revenue amount or customer count. The bonus is created the moment the threshold is reached, with nothing to track by hand.
Campaigns that unlock at thresholds
Move top affiliates to a higher-commission campaign automatically when they hit a defined threshold. You decide whether existing referrals follow them to the new structure.
Networks up to 3 levels deep
Let affiliates recruit other affiliates and earn a share of the commissions their recruits generate. Useful when a client’s strongest partners bring their own networks.
Portal design control
A white-labeled portal on the client's domain, 50+ configurable attributes plus custom CSS and JS.
Email sequences
Sequences fire when an affiliate joins, hits a milestone or goes inactive. Set them up once per client.
Partner contests
Time-limited leaderboard competitions with ranked
prizes, run on top of existing commission structures.
Manual entries
Log a referral by hand when a link fails to track, and add internal notes to any commission record.
Webhooks and API
Any program event can trigger a webhook. Zapier, Make, Albato and n8n connect without custom code.
SSO and two-factor
SAML single sign-on, plus
two-factor authentication on
login and separately on
payment authorization.
14-day free trial. No credit card required.
Affiliate View
What your clients' affiliates see
JustCall
Within 3 years of launching JustCall’s affiliate program on FirstPromoter, they achieved $2.4M in ARR and have been working with 1000 affiliate partners.