Anonymous Referral Network

Exchange referrals with confidence — without exposing clients or sensitive relationships.
Merclex enables businesses to share and receive referrals anonymously, creating a trusted layer between partners where opportunities flow without risking customer ownership.

Trusted by over 50,000 companiesof all sizes

Private Referrals Without Loss of Control

Referrals only work when trust exists — and trust breaks when client data is exposed.


Merclex allows partners to collaborate through an anonymous referral system, so businesses can explore opportunities without revealing identities until both sides are ready.

Referral Context in One Place

Merclex helps you manage:

  • Anonymous referral submissions
  • Partner eligibility and matching criteria
  • Referral status and lifecycle tracking
  • Conversion outcomes and attribution

All referral activity is tracked automatically — no spreadsheets, emails, or side channels.

Built for Real Partner Collaboration

Whether you’re sourcing new leads, rewarding partners, or expanding your network, Merclex gives you a controlled, transparent way to grow through referrals — without introducing unnecessary risk.

Privacy-First by Design

Referrals are anonymous by default. Identities, client details, and sensitive information are only revealed when predefined conditions are met. Merclex never exposes client lists or private data.

Core capabilities

Manage risk and accelerate profitable growth

Our solutions are powered by world class capabilities, data and expertise.
Anonymous Referral Submission

Share opportunities without revealing client or partner identities upfront.

Rule-Based Referral Matching

Define who can send, receive, and accept referrals — automatically enforced.

Referral Lifecycle Tracking

Track referral status from submission to conversion in one place.

“Whether we’re evaluating new buyers, monitoring market trends, or ensuring the financial stability of our partners, Merclex Services is an essential resource in keeping our business strong and thriving.”

Matthew Austin
CFO at Heritage Produce Distributing
View case

“Whether we’re evaluating new buyers, monitoring market trends, or ensuring the financial stability of our partners, Merclex Services is an essential resource in keeping our business strong and thriving.”

Matthew Austin
CFO at Heritage Produce Distributing
View case

“Whether we’re evaluating new buyers, monitoring market trends, or ensuring the financial stability of our partners, Merclex Services is an essential resource in keeping our business strong and thriving.”

Matthew Austin
CFO at Heritage Produce Distributing
View case
For accounting and finance teams

How credit professionals use Merclex to manage their risk

FAQ

Frequently asked questions

Quick answers to common questions
How is Merclex different from other sales lead generation and credit providers?
What information do you offer in Merclex?
How much does a Merclex subscription cost annually?
How do I get started?
How do I get a listing in Merclex?
How does my company get rated?
Can Merclex help me with trading claims, collections and / or dispute resolution?

Stay Ahead
of Credit Risk

See how Merclex helps finance teams spot trouble early and protect cash flow.
Request a Demo