Referrals in. Visibility out.
Referrals are one of the highest-value lead sources — and one of the easiest to lose track of. RefTrack keeps every referral visible, from first contact to outcome.
Referral → Lead → Assignment → Follow-Up → Status → Outcome → Reporting.
Every referral logged and visible.
Nothing falls through the cracks.
Through to final outcome.
Visibility across your whole referral pipeline.
Categories, sources, and rules adapt to how your firm already works.
| ZCS-Hosted | Self-Hosted | |
|---|---|---|
| We manage hosting & updates | ✓ | — |
| You host on your infrastructure | — | ✓ |
| Support | Included, ongoing | Handoff period, then optional |
One-time, optional 18%/yr maintenance
