Every referral's source stays clear
When one of your customers refers someone new to you, that connection is recorded; you never lose track of who brought in whom.
How It Works
01
The referral chain stays visible.
When creating a new customer record, you mark who referred them; that connection stays permanently visible on the customer card.
02
You see your most valuable source.
Over time you notice which customer or which source has brought you the most new business — you never forget who deserves a thank-you.
Tips
- Marking a referral: choose the source when adding a new customer.
- Tracking: see who brought in whom from the customer card.