Give Your Business Developers a Home Base: Meet the BDR Portal

Someone on your team spends their days at supply houses, trade shows, chamber breakfasts and job sites, shaking hands with plumbers, real estate agents, adjusters and property managers. They're your business developers, or BDRs, and every one of those conversations could turn into a referral partner.

Until now, most of that work lived in their heads, their phones and a spreadsheet nobody else could see. The BDR Portal changes that.

What the BDR Portal does

The BDR Portal gives each business developer a private workspace for growing their referral network, and gives owners and admins a team-wide view of how that work is paying off. Each referrer is assigned to a BDR, and each BDR sees only their own referrers and the referrals those referrers send.

For your BDRs: one place to run their day

Overview: am I moving the needle?

Each BDR sees the numbers that matter for their role: signups sourced, active referrers, invite-to-active rate, average time to a first referral, and 90-day retention. They can see their referrals by status and every business that signed up through their codes and links. Switch between day, week, month, six months and year to see the trend.

Prospects: a pipeline built for recruiting partners

Great referral partners rarely say yes on the first visit. The Prospects tab is a lightweight pipeline for the people a BDR is working on. Add a prospect with their company, trade and how you met, mark them Hot, Warm or Cold, and move them through stages from New to Contacted, Meeting set, Pitched, Signed up and Sending referrals.

BDRs can log each call, visit, coffee, meeting or event as it happens. When a prospect is ready, they can send a personal invite link by text or email right from the prospect's page.

Tasks and reminders: never drop a follow-up

BDRs can create tasks with due dates, tie them to a prospect, and get reminders by push notification and email. Tasks are grouped into Overdue, Today, Next 7 days and Later, so the next step is always obvious.

Invite links: credit where it's due

Each BDR gets their own invite codes, with QR codes and signup counts, plus public links for placements like flyers or truck wraps. Anyone who signs up through those links is credited to that BDR, so there's no debate about who brought in an account.

For owners and admins: the whole team at a glance

Under Business Developers, the Performance tab shows total referrals, qualified leads, completed jobs, completion rate, average days to complete, your top BDR and your top referring company, each compared with last month. A leaderboard highlights your top three, and the full standings table lets you open any BDR's portal in read-only mode.

You'll also see how each referring company is performing against the same period last year, and which BDR sourced it.

Goals that reward the right activity

On the Goals tab, set targets for the activities that build a referral network: calls logged, in-person visits, meetings, new prospects, referrers signed up, and referrals from a BDR's accounts. You can add your own measures too, like lunch-and-learns. Choose a daily, weekly, monthly or yearly period, assign points, and decide whether progress earns partial credit or the target is all or nothing. Goals can apply to the whole team or to one person.

Assign referrers in a few clicks

Referrers without a BDR show up in an unassigned count. Use Assign referrers to search and assign them in bulk, or assign everyone at a company to one BDR from that company's Details tab. New referrers who join that company later go to the same BDR. If a referrer changes hands, their earlier referrals stay credited to the original BDR.

Privacy that makes sense

BDRs see only the referrers and referrals assigned to them, and their portals are private by default. You decide whether BDRs can see the team board, and super admins decide who else can view a BDR's portal. Every one of those permission changes is logged.

Get started

1. Go to Settings and select BDR Portal.
2. Turn on Enable BDR Portal. If you like, let BDRs see the team board and choose which day your weeks start.
3. Invite your business developers with the BDR role, or mark an existing admin as Also a BDR.
4. Assign your referrers and set a few goals.

Your BDRs are already doing the hard part: building trust, one conversation at a time. The BDR Portal, included in the Unlimited plan, gives that work a home and makes the results visible.

See what's included in Unlimited →