Individual & Small Team
10% monthly credit applied to your subscription for each active referral.
Your bill will never drop below 85% of your plan price regardless of referral count.
Agency
$1 per seat reduction on your monthly subscription for each agency you refer.
Maximum discount of $3 per seat (~$45/month on a 15-seat plan).
Enterprise
10% credit up to $500/month flat cap applied to your subscription for each enterprise referral.
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90-day vesting period. Credits begin on your first billing date after your referral's 90th day with TruFolio.
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Applied as subscription credit — not cash. Credits appear as a reduction on your next monthly invoice.
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Void if either subscription ends. Credits stop immediately if you or your referral cancels. This is a subscription credit program, not an affiliate arrangement.
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Billing cycle alignment. If billing cycles don't align, your first credit appears on your next billing date after the 90-day period clears.