A clear place to start
Today brings together due relationships, ordered by overdue timing and recorded referral activity.
For offices that grow through referrals
Keep your best relationships moving.
Know who needs a follow-up. Remember the context. Keep track of what happens next.
ReferralCurrent brings your office’s relationships, referral history and next steps into one place.
New office signup is not open yet. Existing office members can sign in.
TodayIllustrative workflow
Who needs a follow-up?
Due relationships, with the context close by.
Jordan MillerExample Realty
3 days overdueReview the last conversation
Alex ChenExample Accounting
Due todayCheck the next introduction step
Sam TaylorExample Lending
Due todayLog the outcome and next date
Keep the next step visible.
Contact history and your next date stay with the relationship.
A routine your office can share
From “I should reach out”
to a recorded next step.
- 01
Start with Today
See the relationships that are due. Open the notes and contact history before you reach out.
- 02
Make the connection
Choose a useful call, message or meeting. You decide what to say and when to send it.
- 03
Keep the next step clear
Log the contact and choose the next date. Record referral progress as it happens.
One place for the relationship work
Less scattered context.
More consistent follow-through.
The context behind a contact
Keep relationship notes, contact history and the next follow-up date together, so the next conversation has context.
Referrals you can follow through
Record referrals and their progress, then connect referred customers to the relationship that introduced them.
A shared office view
Owners and admins review office records. Producers work with records available to their role and assignment.
Introductions with a next step
Use Growth to record people you want to meet, possible connections and what happened when you followed up.
A careful way to bring lists in
Office owners and admins can review supported CSV and spreadsheet imports before saving relationship records.
Room for the next relationship
Keep the introduction
moving forward.
Growth helps your office track people you want to meet, recorded connections and the next introduction step.
Start with what you know. A possible connection is a lead to check, not a confirmed introduction.
Record the follow-through. Keep requests, outcomes and follow-up dates with the introduction history.
Use your office’s context. Meeting ideas draw on places your office has entered.
Office pricing
One office.
Up to five users.
One shared place for daily relationship work.
ReferralCurrent OfficeMonthly
$50USD per office / month
Includes up to five users.
- Daily follow-up list and relationship history
- Referral and referred-customer tracking
- Office views and role-based team access
- Growth introduction tracking
- Supported list imports and data exports
Paid signup remains closed while launch preparation is completed.
A few useful details
Before you get started.
Who is it for?
ReferralCurrent is built for offices that develop business through relationships with people such as realtors, lenders, accountants and other centers of influence.
Can my team use it together?
The office offer includes up to five users. Owners and admins have office management views; producers work within their role and assignment.
Does it contact people for me?
You decide what to say and when to reach out. ReferralCurrent helps you organize the work and record the follow-through.
Is new office signup open?
New office signup is currently closed while launch preparation is completed. Existing office members can continue to sign in.
ReferralCurrent
A little more continuity
for every relationship.
Bring the history and the next step together.
Support & launch information