Attract new business
In your Web Portal, clients can easily recommend your firm to their family and friends. The ‘refer a friend’ tab, available on the top left of the Web Portal opens into a form which captures both parties’ information and includes an automated, customisable message of introduction.
Track your referrals
On your CRM dashboard in the Web Portal, you can follow and view all of your client referrals. Track the status of these leads as well as log follow-up calls and e-mails to prospective clients. Optimise your client service and enjoy the option of being able to reward your current clients for referrals they direct to your firm.