Relationships in motion. Growth you can measure.
ReferralCurrent tells you exactly who to contact, when to reach out, and which relationships are producing business—so your daily relationship routine can take about 5 focused minutes, not another hour buried in spreadsheets.
No complicated CRM migration. Import your COIs and start with today’s list.
Today
4 relationships need attention
Relationship horsepower
Simple on the surface. Built to make every relationship more valuable.
Never wonder who to contact
ReferralCurrent automatically prioritizes overdue and high-value relationships so every day starts with a clear list.
See who actually produces business
Track referrals, sales, revenue, touches, and relationship health by COI—without building another spreadsheet.
Turn networking into a system
Set a cadence once. Log the touch in seconds. ReferralCurrent schedules the next one and keeps the relationship moving.
How it works
Three steps. Every workday.
Add your network
Import your spreadsheet or add realtors, lenders, CPAs, attorneys, dealers, builders, and other COIs.
Open Today
Your due relationships are already ordered by next-touch timing and recorded referral activity.
Connect and move on
Call, text, email, or meet. Log it once and ReferralCurrent automatically resets the follow-up clock.
Don’t just remember relationships. Create better moments to strengthen them.
Office includes your office’s preferred meeting places and a warm-introduction tracker, so you can plan not only who to contact—but how to make the interaction more valuable.
Office-preferred meeting places
Use coffee or lunch places entered by your office, with an editable invitation. No live nearby search or automatic invitation sending.
Warm intro tracker
Track prospects you want to meet, record which COIs know them, and log each introduction request and result.
Pricing
See which relationships bring business, and who needs a touch next.
Office
One subscription per office, including up to five active users. A solo agent is an office of one.
- ✓Multi-producer organization
- ✓Office-wide referral and revenue attribution
- ✓Producer performance visibility
- ✓Rules-based relationship guidance
- ✓Relationship spending vs. recorded referral value
Billed monthly. No free trial. Cancel anytime; cancelling stops the next renewal and access continues through the paid period.
Stop letting valuable relationships quietly go cold.
Start each day knowing exactly who deserves your attention next.
Create your account