Chick-fil-A
Givingli Pro has been a game-changer for us at Chick-fil-A. We use it to celebrate milestones, show appreciation, and even network.
Jess Hine, Director HR | Chick-fil-AGifting that drives referrals
Client gifting that drives referrals
Closing gifts, referral thank-yous, and home anniversaries, automated. Strengthen the relationship and drive your next deal.
- 0.0xMore referral business
- 0%Client memorability lift
- 0Shipping addresses chased
- 0%Tied to the agent and deal
Why traditional closing gifts miss the mark
Generic gifts forget the client
A bottle of wine and a card looks the same on every closing. Recipient choice means the gift actually matches the buyer or seller.
Mailed gifts kill the moment
By the time a physical gift lands, the client has moved in and the moment has passed. Digital delivery happens the day the deal closes.
Referrals go untracked
There is no way to tie repeat clients and referral deals back to the gifts that earned them. Givingli Pro maps every send to the agent and the next transaction.
How it works
From closing day to next referral in three steps.
- 01
Connect your CRM
Plug Givingli Pro into Follow Up Boss, kvCORE, or your brokerage CRM. Closings, anniversaries, and referrals all flow in.
- 02
Pick the moment
Define the gifts that fire on closing, anniversaries, and referrals. Each agent can layer in personal sends inside their budget.
- 03
Track referrals back
Every gift maps to the agent and the deal. When a referral lands, the platform attributes it to the original gifting moment.
Why brokerages choose Givingli Pro
Closing automation
Every closed deal triggers a personalized gift the same day, without an admin chasing a coordinator.
Choice-based gifting
Clients pick from 400+ brands so the gift fits their lifestyle, not your inventory.
Instant digital delivery
Skip the shipping address, the dropped package, and the post-close awkwardness.
Referral attribution
See which agents and gifts drove the most repeat business and referrals.
How modern brokerages are turning closing gifts into pipeline
The closing gift used to be an afterthought — a candle, a bottle of wine, a card. In a referral-driven business, that kind of generic gesture leaves money on the table. Top-producing agents have shifted toward gifts that match each client and arrive while the buyer is still moving boxes, not weeks later.
Givingli Pro plugs into the brokerage CRM so the gift fires on the day a deal hits closed. The client picks something they actually want, the agent gets a real-time notification when it's redeemed, and a follow-up text is the natural next step.
2.7xMore referral business per agent on Givingli Pro
The compounding effect comes from anniversaries and referral thank-yous. A small gift on the one-year mark of moving in is a referral conversation, not a candle. A thank-you for sending a friend earns the next one. Each gift is logged against the agent who triggered it, so brokerage leadership can see who is running the playbook well and who needs coaching.
Because every send is digital, there are no shipping costs, no wrong-address mishaps, and no post-close coordination. The brokerage focuses on the next listing while Givingli Pro keeps the relationship warm in the background.
Trusted by leading teams
Jess Hine, Director HR | Chick-fil-AOur Family Wizard
Givingli Pro lets us show our team and clients that 'We're thinking of you, and the company has your back.' The billing and invoicing features are seamless.
Katie van der Veen, People Operations Coordinator | Our Family WizardCleveland Cavaliers
Givingli has helped make our approach to the little things more turnkey by solving shipping challenges, saving us valuable time and providing us an effortless way to manage and track our gifting.
Matt O'Brien, SVP and Chief Partnership Officer | Cleveland CavaliersSynergy Companies
Givingli is a must for any professional looking to motivate top performers. I use it for biweekly competitions and friendly bragging rights to keep my team engaged and aligned on goals. The security and instant reward delivery sealed the deal.
Omar Ramirez, Regional Manager | Synergy CompaniesReady to drive more referrals?
See how brokerages and agents use Givingli Pro to keep clients close.
Frequently asked questions
Does Givingli Pro integrate with my brokerage CRM?
Yes. Givingli Pro connects to Follow Up Boss, kvCORE, Compass tools, BoomTown, and any platform with an open API or webhook. Closings, anniversaries, and referrals all flow in.
Can each agent run their own gifting program?
Agents have personal sending budgets and can run individual programs inside the brokerage's policy. Reporting still rolls up brokerage-wide.
How does referral attribution work?
Every gift is logged against the agent and the contact. When a referred contact closes a deal, the platform shows the original gifting moment that warmed the relationship.
Are there gifts appropriate for high-end clients?
Yes. The gift catalog includes 400+ premium brands and experiences, and you can set per-tier budgets so luxury closings receive luxury gifts.
Can a brokerage cap individual agent budgets?
Brokerage admins set monthly per-agent budgets, plus per-deal caps for closings and anniversaries. Agents can't exceed their lane without an approval flow.
Ready to drive more referrals?
See how brokerages and agents use Givingli Pro to keep clients close.