Roadmap

What's live
and what's next.

The same plan our team works from. Built features waiting on a provider account are marked as such.

43 live15 built, connecting providers5 planned

Phase 0

Foundation

  • Landing pageLiveMarketing site with the full product story and motion.
  • Google sign-in / sign-upLiveBetter Auth with Google OAuth; sessions stored in Postgres.
  • Dashboard shellLiveBoardUI sidebar, breadcrumb, account menu, sign out.
  • Supabase databaseLivePostgres on Supabase with verified TLS; Better Auth tables migrated.
  • Email & password sign-inLiveSign up and sign in with email and password, plus a forgot / reset password flow.
  • Workspaces & programsLiveA company workspace with one or more affiliate programs.
  • Team members & rolesLiveInvite teammates as owner, admin or viewer.
  • Production deployPlannedHosted app on the real domain, env vars, Google redirect URIs.

Phase 1

Tracking

  • Tracking scriptLiveSmall JS snippet: reads ?ref=, sets a first-party cookie, records the click.
  • Partner links & QR codesLiveUnique links per partner, custom slugs, QR export.
  • Coupon attributionLiveA partner's promo code credits them even without a click.
  • Cross-subdomain trackingLiveMarketing site and app on different subdomains, one referral.
  • Stripe integrationBuilt, connecting providersWebhooks for checkout, invoice.paid, upgrades, refunds; synced both ways.
  • Paddle integrationBuilt, connecting providersBilling and Classic webhooks mapped to conversions.
  • Chargebee integrationBuilt, connecting providersSubscription events mapped to conversions.
  • Conversion APILiveRecord signups and sales from any billing system.

Phase 2

Partners & portal

  • Partner sign-up & invitesLivePublic sign-up page or email invites.
  • Approval & auto-approvalLiveReview applicants, or approve by rules.
  • Branded partner portalLiveYour logo, colours and copy; links, codes, earnings.
  • Custom portal domainBuilt, connecting providerspartners.yourapp.com with automatic TLS.
  • Magic-link login for partnersLivePartners sign in without a password.
  • Partner groupsLiveCreators, agencies, customers: each with its own rules.
  • Multiple programsPlannedPublic affiliate program and private creator program side by side.

Phase 3

Commissions

  • Commission rulesLivePercentage or fixed, one-time or recurring, for N months.
  • Rules per group / plan / productLiveWhen → If → Then flows, with a test-with-invoice mode.
  • Refunds, upgrades & prorationLiveCommissions adjust or reverse on their own.
  • Commission ledgerLivePer-customer history of every credit and reversal.
  • Tiers & level-upsLiveHit a sales goal, move to a better-paying group.
  • Double-sided rewardsPlannedGive the customer a discount, pay the partner.

Phase 4

Payouts

  • Payout runsLiveGroup approved commissions into a monthly run.
  • PayPal payoutsBuilt, connecting providersBulk payouts via the PayPal Payouts API.
  • Wise & bank transferBuilt, connecting providersLocal bank payouts in partner currencies.
  • One invoice to the merchantBuilt, connecting providersPayouts + processing fee, paid by card or bank.
  • Tax formsBuilt, connecting providersCollect W-9 / W-8; generate 1099s.
  • Identity & sanctions checksPlannedVerify partners before payday via a KYC provider.
  • Auto payoutsBuilt, connecting providersApprove once; runs go out on schedule.
  • CSV exportLiveBulk files for teams paying partners themselves.

Phase 5

Fraud checks

  • Self-referral detectionLiveSame email, name or IP as the partner.
  • Paid-ad click blockingLivegclid / fbclid / ttclid clicks on Google, Meta, TikTok and more.
  • Coupon-site detectionPlannedReferrers and keywords from coupon aggregators.
  • Duplicate IP / deviceLiveMany signups from one source.
  • Hold & review queueLiveSuspicious commissions held out of the payout.

Phase 6

Grow & referrals

  • Automated partner emailsLiveWelcome, first referral, new sale, payout; from your domain, localized.
  • CampaignsLiveOne message to email, portal notification and portal banner.
  • BoostsLiveTemporary higher rate for a date range.
  • BonusesLiveOne-time thank-you or goal-based bonus.
  • In-app referral widgetLiveEvery customer gets a share link inside your app.
  • Credit, coupon or cash rewardsBuilt, connecting providersReward referrers with invoice credit, discounts or payouts.

Phase 7

Reports

  • Revenue dashboardLivePartner revenue, clicks, conversion rate vs previous period.
  • BreakdownsLiveBy partner, link, source and campaign.
  • Click tracingLiveReferrer, UTM, landing page and device per click.
  • Scheduled reportsLiveWeekly summary to email or Slack.

Phase 8

Mobile, AI & integrations

  • RevenueCatBuilt, connecting providersApp Store and Google Play purchases attributed to creators.
  • Webhooks & REST APILiveSigned, retried webhooks; public API with keys.
  • Zapier / MakeLiveReferrals, commissions and payouts as triggers.
  • HubSpot & calendarBuilt, connecting providersReferred leads and booked calls land with the partner.
  • Data warehouse exportLiveClicks, referrals and payouts into BigQuery / Snowflake.
  • ReferBeam AgentBuilt, connecting providersIn-app AI that reads live program data and makes changes with approval.
  • MCP serverLiveUse ReferBeam from Claude, ChatGPT, Cursor and other MCP clients.
  • Import from other toolsLiveBring partners, links and history across so nobody re-signs up.

Phase 9

ReferBeam's own billing

  • Plans & pricingBuilt, connecting providersDecide tiers; pricing page on the landing site.
  • Trial & checkoutBuilt, connecting providersFree trial, then subscription billing.
  • Usage limitsLiveEnforce plan limits in the app.

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