Your best relationships shouldn’t depend on your memory.
ReferralFlow 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
Sarah is near a coffee shop. Invite her for a quick coffee today and keep the relationship moving.
Relationship horsepower
Simple on the surface. Built to make every relationship more valuable.
Never wonder who to contact
ReferralFlow 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. ReferralFlow 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 highest-priority relationships are already ranked by cadence, priority, and overdue status.
Connect and move on
Call, text, email, or meet. Log it once and ReferralFlow automatically resets the follow-up clock.
Don’t just remember relationships. Create better moments to strengthen them.
Pro adds location-aware connection ideas and a warm-introduction map so the system can help you decide not only who to contact—but how to make the interaction more valuable.
Nearby connection ideas
See that a COI is minutes from a highly rated coffee shop and get a ready-to-use suggestion to invite them today.
Warm intro map
Track prospects you want to meet and surface current COIs who may provide an introduction based on recorded relationships, shared companies, and local-market signals.
Explainable suggestions
Every recommendation shows why it appeared. ReferralFlow never pretends a connection exists when the data does not support it.
Pricing
A relationship system that can pay for itself with one saved opportunity.
Individual
The complete daily relationship workflow for one producer.
- ✓Daily prioritized follow-up queue
- ✓COI, customer and referral tracking
- ✓Relationship ROI analytics
- ✓CSV import and email reminders
Pro
For producers who want to actively expand and deepen their network.
- ✓Everything in Individual
- ✓Nearby meetup recommendations
- ✓Prospect growth pipeline
- ✓Warm introduction mapping
- ✓Advanced relationship intelligence
Office
A relationship command center for teams and agency owners.
- ✓Multi-producer organization
- ✓Office-wide customer and revenue attribution
- ✓Producer performance visibility
- ✓Pro intelligence foundation
- ✓Centralized relationship ROI
Stop letting valuable relationships quietly go cold.
Start each day knowing exactly who deserves your attention next.
Start my free 14-day trial