Referrals
Know who sends you business.
Track where every new customer came from, including the customers and realtors who refer you.
What's included
- Lead source on every customer
- Referred-by tracking
- Realtor and partner tracking
- Referral reward notes
- Reports by source
- Linked to the pipeline
How it works
Three steps, no training manual
1
Record the source on every new customer
2
Link referrals to the person who sent them
3
See your top sources in reports
Built for pest control
See which realtors send WDI inspections and which neighborhoods refer each other.
FAQ
Common questions
Can I reward referrers?
Track rewards on their account.
Do sources show in reports?
Yes.
Can the quote form capture it?
Yes.
Run your pest control company from one place
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