What is CircleTrust?
See how CircleTrust helps B2B teams build verified networks of partners, track referrals, and exchange leads with people they actually trust.
Four steps to building your circle
Create Your Profile
Set up your business and define the leads you're looking for.
Connect With Partners
Invite businesses you trust into your private referral circle.
Engage Prospect
A verbal OK kicks off a group email thread.
Exchange Referrals
Send and receive leads, tracking every deal from intro to close.
Your circle, always in the loop
Referrals happen through real conversations. Once agreed, a shared email thread keeps everyone connected.
Business
Get warm leads from trusted partners. Every client is introduced through a shared email thread.
Affiliate
Refer clients with a conversation, not a form. One verbal OK starts a group thread for everyone.
Client
Stay in the loop from day one. You're always part of the conversation between business and affiliate.
Building the relationship before any referral
Everything you need to manage your circle
Partner Management
Manage your referral circle from one place, and let AI find the right people to fill it. Describe the kind of business you're looking for in plain English and CircleTrust surfaces a curated list of potential partners, even ones not yet on the platform. Reach out, invite them to join, and build relationships that last. If you give leads, businesses that need exactly your profile will find you too.
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Trust Scores
Every lead you send and receive builds a trust score for your affiliates. Scores reflect conversion rates, deal quality, and how consistently partners follow through. See at a glance which relationships deliver real results, prioritize the right partners, and build a network you can rely on.
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Seamless Tracking
Track every referral from the moment it is sent to the moment it closes. Get real-time notifications as deals progress, view conversion analytics across your entire network, and keep a detailed activity log for every partnership. No chasing partners for updates. Both sides see the same information at the same time.
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Frequently asked questions
Everything you need to know about CircleTrust.