Track your Referrals with Ease using this Free Template
Fill in the form to download your own customisable referral tracking template.
- Identify your best referral sources
- Know when to thank or reach out to
- Track your relationship management ROI and firm revenue
Why you should track your referrals
Know where your business is coming from
Identify your best referral sources and pinpoint exactly where clients and new business is originating. Build better relationships with your strongest sources.
Help clients faster & stay top of mind
Delight your clients and streamline the referral process. If you made a referral track the status of your client, and know how their matter is progressing
Productive business with referral partners
Track ROI of Business development efforts
Track referrals. In and Out with a single click of a button.
Better understand your firm’s referral relationships to reward your most valuable contacts. NEXL gives you the information to make better referral decisions about where to put your relationship building time and effort.