Referrals

Refer customers to fellow members and track outcomes and closed amounts.

• Pick the member to refer to
• Contact details and what they need
• Status and result of each referral
• Totals given and received

Sample app screens with demo data — not real member information.

More than a promise

Instead of “I'll introduce someone,” log it in the app: the member gets notified and the result is recorded.

Results you can see

Referrals given, received, and deals closed add up — and the chapter reviews them together each month.

Other features