Referral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
The problem it solves
Referral programmes fall apart when referrals and rewards are tracked by memory.
How it works
- Referrals arrive for review.
- Approve and convert them, or reject them.
- Reverse a referral if needed and track results in the statistics.
What your practice gets
- An administered referral programme.
- Clear decisions on each referral.
- Statistics on what works.
Questions accountants ask
Can I reverse an approved referral?
Yes.
Are referrers rewarded?
Approved referrals can create client credit.
Is there reporting?
Yes, referral statistics.
Related features
Features that work alongside referral management.
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoClient credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
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.
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.