Features

ReferralPod is an online referral networking and tracking system. It can be used by institutions internally or externally.

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You can leverage external referrals through your network of center’s of influence (accountants, advisors, real estate agents), and at the same time you can use ReferralPod to leverage referrals within your own company, branch or department. It’s easy to set up and track multiple referral pods (referral networks) with the same system and with one login.

Plan Features

Every plan includes:
•    Unlimited Referrals
•    Unlimited Pods (networks)
•    Unlimited Contacts
•    Unlimited Reports, and most importantly,
•    Unlimited Results!

Features & Benefits

Shouldn’t asking for and receiving referrals be easy! Increase your referrals with ReferralPod. Measure and manage your company’s referral program with ReferralPod.
•    A Simple Referral Process → Immediate Buy-In and Quick Training
•    Easily Build, Refer and Track Referrals → No More Referral Stop-Gaps
•    Scalable Infrastructure → Unlimited Groups (Pods), Products & Reports
•    Online Access → No IT or Software Required
•    Automated Email Notifications → Track Referrals in Real Time
•    One-Click Tracking & Reporting → Organize & Track Profit Centers
•    Data Privacy → It’s Safe & Secure
 



 

Free Referral White Papers

icons 03Referrals are critical your success. Learn more about what's not working, why and how both financial institutions and advisors can become referral champions.

Strategic Partnerships

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Referral Revenue Calculator

icons 06Your companies’ Return on Investment for ReferralPod should be so high the expense is negligible. We invite you to estimate your Referral Revenue

Contact Information

  • Address: 15750 Venture Lane,
    Eden Prairie, MN 55344
  • Tel: (888) 838-0402
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