Instant Capture
Automatically pull referral details from any inbox, form, or chat to ensure no lead slips through the cracks.
- Referral Automation
- AI Referral Management
AI Referral Management
AI Referral Management automates the capture, enrichment, and routing of referral data from emails, forms, chats, and documents into your CRM through Zapier. It eliminates manual copy-pasting, ensures every lead is logged with accurate context, and keeps sales pipelines instantly up-to-date. This streamlined process accelerates follow-up, boosts conversion rates, and provides clear visibility into referral performance.
Data Enrichment
Use AI to clean, deduplicate, and enrich contacts so your CRM holds complete, actionable profiles.
Rapid Routing
Assign referrals to the right owner in real time, triggering personalized outreach workflows without delay.
