Help & FAQ
What does ReferralCurrent do?
ReferralCurrent helps your office follow up with referral partners (COIs) and see which relationships bring business. It shows who needs a touch next and tracks referrals, conversions, revenue and spending for each COI. It works alongside your CRM.
What doesn’t it do?
ReferralCurrent is not a CRM. It doesn’t replace your customer records or your sales pipeline; keep those in your CRM. It doesn’t make automated suggestions or discover connections for you.
What does it cost?
$50 USD per month per office, including up to five active users. A solo agent is an office of one. There is no free trial. The subscription renews monthly until you cancel. Pending invitations count toward the five users.
How do I start?
Import your COIs from a CSV or Excel file, or add them one at a time. Then set each COI’s next touch. Today shows who is due.
How do referrals work?
Record the referrals you receive from a COI. Each referral stays pending until you mark it converted or lost. When it converts, record the conversion date and, if you know it, the revenue.
How is the conversion rate calculated?
Conversion rate = Converted ÷ (Converted + Lost), rounded to one decimal place. Pending referrals are not included. Until something has converted or been lost, it shows a dash.
What is the difference between Total and YTD revenue?
Total revenue adds up all revenue recorded on converted referrals. YTD revenue counts only conversions dated from January 1 of the current year through today. “Today” and the year use your office’s ledger timezone: the office owner’s timezone, saved when the office records its first referral result (UTC if the office has no owner yet).
Where do revenue amounts come from?
Your office enters them, and they may be estimates. A conversion recorded without an amount still counts as converted and is shown as missing an amount, so totals are labeled as recorded subtotals.
What is network revenue?
For a COI, network revenue counts referrals from the COIs that this COI directly introduced, using recorded introductions only. Introductions made by those COIs are not included. Each referral batch is counted once, so nothing is double-counted.
Can I track what I spend on a relationship?
Yes. Record spending for a COI, such as a lunch, to compare it with recorded referral value. Spending is tracked separately and never reduces recorded revenue. Corrections and reversals keep their history.
How do I cancel?
The office owner can cancel in Settings with “Manage billing & receipts”. You can cancel anytime. Cancelling stops the next renewal, and office access continues through the end of the period you have already paid for. Settings shows the date access ends.
Can I get a refund?
Cancelling stops future renewals. We don’t offer a standard satisfaction refund for a period you have already paid for. If you believe you were charged in error, or a refund is required by law, contact support and we will review it.
How do I export my data or close my account?
Use “Export my data” in Settings to download a JSON file of the relationship data you can see. You can delete your own account only if you use just your own workspace and it has no records. Otherwise, contact support; referral history is kept by design.
How do I get help?
Use ReferralCurrent support. We reply to support requests within two business days (Monday to Friday, New York time, excluding US federal holidays). Resolving an issue can take longer.