The referral CRM built for OTC desks and financial businesses
Manage referral partners, track introductions and reconcile activity in one structured workspace — purpose-built for high-trust partner networks.
Active partners
32
+4 this month
Volume (30d)
€18.4M
+11.2%
Pending review
7
Avg. 2d turnaround
Features
Everything your team needs to run referrals at scale
Replace fragmented spreadsheets, email chains and ad-hoc tools with a single, structured workspace.
Referral pipeline
Track every introduced client from first contact through verification status with a purpose-built CRM.
Multi-workspace setup
Admins, desks, referral partners and clients each get a tailored workspace.
Activity overview
Aggregate volumes, fees and partner commissions per client with real-time summaries.
Structured & auditable
Review workflows, role-based access and audit-friendly records out of the box.
API & bulk import
Push activity data via API key or CSV with smart column mapping and validation.
Commission insights
Give referral partners transparent dashboards that build trust and clarity.
How it works
From setup to reconciliation in four steps
Set up your workspace
Spin up your workspace, invite your team and configure your referral network.
Submit & review introductions
Partners submit introductions through their CRM. You review and track verification status.
Sync activity
Import volume data via API, CSV or manual entry. Fees and commissions calculate automatically.
Reconcile & grow
Reconcile commissions with confidence and give every partner a live view of performance.
Who it's for
Built for the businesses behind institutional flow
OTC & OCC desks
Centralize partner relationships, activity reporting and referral commissions in one system.
Referral partners
Submit introductions, monitor verification progress and track earnings without chasing email threads.
Financial businesses
Replace spreadsheets with a structured platform built for high-trust partner workflows.
FAQ
Frequently asked questions
See Olyn CRM in action
Book a 30-minute walkthrough tailored to your team. We'll show you how to manage partners, track referrals and reconcile activity end-to-end.
- Live tour of admin, desk and referral workspaces
- Q&A with our product team
- Custom setup plan for your team