Many companies prefer to track their referral process, and CRM RUNNER has a tool for that.
- The referrals tool maintains a list of referrals, showing how customers came into contact with your company
- Search the channel of communication easily by labeling the referral source, either by media or by person
- Add new referrals on the same screen with one click
- Edit referrals as necessary
- Reference the referral source on the client reference card
- Track which methods of referral are most successful for your enterprise