FEDIX Practice management
Leads & referrals
Track prospects until they become clients, and run a client referral programme with codes, approvals and credits.
Who it is for
Practice owners and business development staff growing the client base.
Features in Leads & referrals
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoReferral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Referral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
More from FEDIX
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.