ReferralPod helps professionals and institutions and track referrals so you can inspect what you expect and ignite referrals.

Referral Revenue Calculator

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

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Free Referral White Papers

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

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ReferralPod, An Easy Yes


Everyone in your company will want to review and validate ReferralPod. Lay this document on the board room table to answer questions from all departments.

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JQuery Accordian for Articles

ReferralPod nominated for Award

ReferralPod nominated for Financial Planning’s Influencer Awards in the category Tech Innovator Award.

ActivityPod is here

ActivityPod Online Tracking for your Sales Team

ReferralPod gets nod from

regarding it's online referral tracking system for financial professionals and institutions

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T3 Reviews ReferralPod

David Drucker reviews ReferralPod for T3 - Technology Tools for Today.

Do you have problems managing and tracking the referrals you've made to other professionals, or referrals other professionals have made to you?

Now there's a simple, effective SaaS solution to keep you on top of referrals, called ReferralPod by its maker, SuccessQuest International LLC of Eden Prairie, MN. For
advisors who don't already have their CRM systems set up to track referrals -- or for those who don't use a CRM or use only a rudimentary version of one -- ReferralPod will
easily handle these tasks for you as a standalone program...

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Securities America Signs Enterprise License Agreement with ReferralPod

Securities America Signs Enterprise License Agreement with ReferralPod - Advisors, institutions get free access to cloud-based system to track, measure referrals.

ReferralPod's latest whitepaper featured in BISA's “OneSource” Newsletter

BISA referralpod-feature-storyNathan Bergeland, CEO of SuccessQuest, shares his wisdom in this compelling white paper, "10 Reasons Why Your Financial Institution's Referral Program Doesn't Work." Nathan's first line, "There is not one financial institution in North America whose referral program is running on all cylinders!" sends an uncomfortable message about an industry lagging behind in referral potential when referrals are the #1 revenue tactic and client acquisition strategy for all firms across the financial services industry.

If you're accountable for improving your institution's efficiency with referrals, or simply your company's bottom line, you'll want to spend some quiet time reading Nathan's views on why so many institutions are failing at referrals.

Nathan has a track record of helping hundreds of financial institutions and sales organizations develop highly profitable referral programs. He spearheaded the development of ReferralPod to help institutions better track and manage referrals.