Most referral relationships live in inboxes and memory. That works until you need to know who sent you your best client last year.
A spreadsheet is a fine start. Log who made the introduction, who it was to, the date, the status and any agreed fee.
Spreadsheets break down when several people are involved. Updates get missed, and the person who made the introduction rarely hears what happened.
Purpose-built software tracks the whole lifecycle: the introduction, the opportunity, the outcome and the payout, visible to everyone involved.
Every Connective membership includes Nolodex-powered deal tracking, so your introductions are logged and followed without extra admin.
Want referrals that are tracked from day one? Find your fit with Avery.
Wondering where you'd fit?
Find your fit — ask Avery, our AI Membership Advisor.
Find your fit with Avery