Features
Everything ReferaCare does
One simple CRM to track your referral sources, move leads to clients, and see exactly what your marketing is bringing back — built for care agencies, not IT departments.
Lead pipeline
Move a lead across the board.
That's the update.
Every referral lands in the first column and moves right as it progresses — contacted, assessment scheduled, assessment completed, converted. Drag the card and the stage, the timestamp and the follow-up move with it. Nobody has to remember to update a spreadsheet.
Every card names its source
The referral source travels with the lead, so the board doubles as a scoreboard of which relationships are actually sending you business.
Overdue follow-ups flag themselves
When a follow-up date passes, the card says so in red. Nothing goes quietly cold at the bottom of a list.
Time in stage, in plain sight
Each card shows how long it has been sitting where it is, so a stall is visible while you can still do something about it.
For owners
You're paying for field visits.
Now you can see them.
A community liaison is usually an agency's single largest marketing expense — and the hardest one to see. ReferaCare gives you a straight answer to the question every owner eventually asks: who did we visit, what did it cost, and what came back?
Every visit, attributed
Each field visit is logged against the person who made it, with the date, the referral source and what was spent. No more reconstructing the week from memory.
Missed visits surface on their own
Schedule a visit and if it never happens, the Visit Report flags it as missed — and gives you a completion rate for each rep over any date range.
Spend tied to results
See dollars spent per referral source and cost per conversion, so you know which relationships are earning their keep and which are just lunches.
And it works both ways — your marketers finally get credit for the work they're putting in, instead of having to defend it from memory.
See it on your own referrals
Start a free trial or book a 30-minute walkthrough — we'll show you how it fits the way your agency already works.
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