Every referral, from first call to new client
When a referral calls, you're the one who answers. ReferaCare gives you one simple board for every lead, a reminder for every follow-up, and a record of where each client came from.
Your week with ReferaCare
- 1
When a referral calls
Add the lead in seconds
Enter the person, the partner who sent them, and a note from the call. The lead lands on the board as a new referral.
- 2
As things happen
Move it along the board
Drag each lead from new referral to assessment scheduled to converted. The whole office sees the same board, so nobody has to ask where things stand.
- 3
Every morning
See who needs a call back
Follow-ups due today and overdue ones are flagged, and leads that have sat too long stand out. No family waits on a call that was forgotten.
- 4
When care starts
Close the loop with the partner
Mark the lead converted and ReferaCare credits the partner who sent it, with a reminder to thank them. That's what keeps the referrals coming.
The lead board: every referral, where it stands, and how long it's been there.
Less chasing, fewer dropped calls
- Which leads need a call back today?
- Where does each lead stand?
- Who sent us this client?
- Have we thanked that partner yet?
- Which leads have been waiting too long?
- How many new clients started this month?
Everyone on your team uses the same app, each from their own login.
Never lose a referral again
Try it free, or book a call and we'll show you how it fits the way your agency already works.