ReferralFlow

ReferralFlow is the simple, powerful referral tracking tool built for sales reps who grow their business through word of mouth.TRACK EVERY REFERRAL THROUGH YOUR PIPELINE
Follow each referral from first contact to closed deal with a clear, visual pipeline: New → Text Sent → Replied Yes → Called → Closed. Never lose track of a warm lead again.SEND SMS INTROS IN TWO TAPS
When a customer refers someone, send a personalized intro text directly from the app. ReferralFlow auto-generates a friendly message mentioning who referred them — making that first touchpoint natural and warm.MANAGE YOUR CUSTOMER BASE
Keep all your customers organized in one place. Add new customers as you close deals, and easily send them review request links to build your reputation.COMPETE ON THE LEADERBOARD
See how you stack up against your team. The built-in leaderboard ranks reps by closed deals and total referrals, driving healthy competition and accountability.SEE THE FULL REFERRAL CHAIN
Visualize how referrals flow from one person to the next. ReferralFlow tracks the complete chain — from the original customer through every downstream referral — so you can see exactly where your best leads come from.KEY FEATURES:
• Pipeline tracking with one-tap status updates
• SMS intro messages with auto-personalization
• Customer management with review link sharing
• Team leaderboard ranked by closed deals
• Referral chain visualization
• Admin view for managers to see all rep activity
• Works on iPhone and iPadBuilt for sales teams that run on referrals. Simple to learn, fast to use, and designed to help you close more deals.