Said on a call.
Routed to a partner.
“Our CSM said we should talk to you.” “We’re looking for an agency for the migration.” Referrals get spoken out loud every week — then die in the recording. Telephos catches both directions, attributes the partner, and routes the signal. No rep submission required.
Spoken on Tuesday. Gone by Friday.
Nobody fills out a referral form mid-deal. So partner attribution gets reconstructed at QBR time — from memory, in a spreadsheet, weeks late. The referral happened. The record of it never did.
“Honestly, our CSM said we should talk to you.”
A partner just sent you a deal — out loud, on the record. If that sentence never leaves the transcript, the partner never gets credit, and you never learn who’s actually sourcing your pipeline.
“We’re looking for an agency for the migration.”
A customer just asked for a handoff you could make. That’s a warm introduction for a partner on your bench — if anyone hears it. Telephos hears every one.
Caught in the sentence.
Attributed to the partner.
When a referral is said on a call, Telephos flags the exact moment, resolves which partner it points to, and files it under that partner’s name — direction and all. Your partner manager sees a running ledger of who’s sending, who’s asking, and where the next handoff is waiting.
No form. No Slack reminder. No “did anyone log that?”
“Honestly, our CSM over at Klaviyo told us we should be talking to you about reviews.”
— Olipop · Head of Retention
“We’ll need an agency to run the Recharge migration — do you work with anyone?”
— Allbirds · Ecommerce Director
Patagonia — closed won
SMS flows migrated before peak season · loyalty data imported from the legacy program · weekly check-in through launch
VP Ecommerce (decision) · Retention lead (day-to-day) · agency contact running the Recharge stack
Reviews + loyalty bundle · Gorgias integration raised twice · expansion to the EU storefront parked for Q2
The deal closes.
The context comes with it.
Most handoffs are a calendar invite and a prayer. The implementation team re-asks questions the customer already answered — and the customer notices.
When a deal closes, Telephos assembles the handoff brief from the deal’s own calls: every commitment the rep made, every stakeholder who showed up, the scope as the customer actually described it. The receiving team starts where the sales team finished — not at zero.
Plays into the partner book you already run.
Telephos doesn’t replace your partner program. It gives it ears.
Your Crossbeam-style overlaps say who. Your calls say what.
An overlap list tells you a partner shares an account. Your transcripts tell you what that account is actually saying — which partner came up, in what tone, next to which problem. Additive signal on the overlaps you already track, from calls you already ran.
Ask two questions. Harvest every answer.
Partner managers seed questions into call prep — “how did you hear about us?”, “do you work with an agency?” Reps ask them naturally; Telephos catches every answer and turns it into attributed referral data. The question costs the rep ten seconds. The answer compounds your partner ledger.
One dataset. Every team’s next move.
The same calls that surface referrals also power the rest of the platform.
See the referrals already sitting in your calls.
A 30-day PoC runs on your own transcripts. If referrals are being said, we'll find them — and show you who they belong to.