🔧 Tools in Referral Management

Dock Health

The Just-in-Time Command Center for Healthcare.

A HIPAA-compliant task management and workflow automation platform that includes referral management.

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LeadingReach

Healthcare's Connected Referral Network.

A platform that connects healthcare providers for improved communication and care coordination.

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Aidin

Referral Management Software for Better Patient Outcomes.

Digital tools to connect patients and partners to the best care options in their communities.

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CitusHealth

The leader in virtual patient care.

A digital health platform for the post-acute care industry, specializing in home health and hospice.

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ReferralMD

A leader in patient referral management and e-consult solutions.

Web-based referral management software for hospitals, health systems, and medical groups to optimize their referral workflows.

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symplr Clinical Communications

A collaboration tool designed by and for clinicians.

A scalable, role-based communication solution that unifies care teams and drives efficiency.

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CarePort

Connecting providers across the continuum.

A platform to manage patients across care settings with real-time data and alerts.

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Phreesia

The Phreesia Platform gives healthcare organizations a suite of applications to manage the patient intake process.

A patient intake management platform that also offers referral management capabilities.

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Axxess

The future of healthcare is in the home.

A leading technology innovator for healthcare at home, providing a complete suite of cloud-based software solutions.

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TigerConnect

The #1 Healthcare Collaboration Platform.

A platform for clinical collaboration, patient communication, and physician scheduling.

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Agent Legend

Meet Your 24/7 Database Manager Sales Assistant Profit Engine.

A lead nurturing and follow-up automation tool that integrates with CRMs to help convert leads, including referrals.

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Follow Up Boss

The Real Estate CRM That Agents and Teams Actually Use.

A popular real estate CRM focused on lead aggregation and rapid follow-up, which can be used to manage and track referral leads.

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Radius Agent

The Brokerage for Modern Agents.

A virtual real estate brokerage that includes a nationwide referral network and lead generation platform for its agents.

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PerfectServe

Unifying communication and scheduling to accelerate speed to care.

A clinical communication and collaboration (CC&C) platform that integrates with clinical and scheduling systems.

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HealthViewX

A care orchestration platform for managing both inbound and outbound patient referrals.

A solution to streamline, standardize, and automate the end-to-end patient referral process.

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CINC (Commissions Inc)

The #1 All-In-One Real Estate Lead Generation & Conversion CRM Platform.

An integrated platform for real estate teams that includes a CRM, lead generation, and a client referral network.

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RealtyJuggler

Turn Leads into Deals.

An affordable real estate CRM that includes features for calculating and tracking referral fees and commissions.

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BoomTown

Real Estate Software That Actually Works.

A lead generation and CRM platform for real estate teams and brokerages, with features designed to nurture relationships for future referrals.

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Tebra

The all-in-one solution for practice success.

Formed by the merger of Kareo and PatientPop, Tebra offers an all-in-one platform for independent practices.

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Wise Agent

The All-In-One Real Estate CRM Platform Built for Agents to Run Their Entire Business.

A real estate CRM that provides contact management, lead automation, and transaction management, including referral tracking.

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PointClickCare

Care for all.

A leading cloud-based software platform for the long-term and post-acute care (LTPAC) market.

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kvCORE

The #1 Rated Real Estate Platform.

A comprehensive real estate platform for brokerages and teams that includes tools to cultivate repeat and referral business.

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Real Geeks

Where serious agents build serious momentum.

An all-in-one platform with IDX websites and a CRM, plus a program for customers to refer other agents.

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Salesforce Health Cloud

The #1 AI CRM for patient-centric experiences.

A healthcare CRM platform for managing patient relationships and care coordination.

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Epic Systems

Software for a healthier world.

A major provider of electronic health records, primarily for large and academic medical centers.

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LionDesk

The CRM Platform for Sales Professionals.

An affordable CRM for real estate agents with features for contact management, transaction workflows, and automated communication to nurture referrals.

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Netsmart Referral Manager

Reduce gaps in care with end-to-end referral management software.

An AI-powered referral management solution for post-acute and behavioral health.

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ReferralMaker CRM

A CRM Built for Real Estate Agents to Generate Leads and Reach Goals.

A CRM based on the Buffini & Company coaching system, designed to help agents build a business based on referrals.

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Brivity CRM

The one system to manage your business, team & transactions.

An all-in-one real estate platform with CRM, IDX websites, and marketing tools designed to increase repeat and referral business.

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WellSky

Advancing human wellness through the power of technology.

A technology company providing software and services for post-acute and community care.

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eClinicalWorks

Improving healthcare together.

A comprehensive EHR solution that includes capabilities for referral management.

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MEDITECH

A more connected and mobile healthcare experience.

An electronic health record vendor for healthcare organizations of all sizes.

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athenahealth

We create innovative technology that helps physicians, practice staff, and patients achieve better health.

A provider of network-enabled services for healthcare and point-of-care mobile apps.

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Cerner (Oracle Health)

Creating a human-centric healthcare experience.

A leading supplier of health information technology solutions, services, devices, and hardware.

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NextGen Healthcare

Better healthcare outcomes for all.

Provides EHR, practice management, and revenue cycle management solutions for ambulatory practices.

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Market Leader

Guaranteed Exclusive Leads & Integrated Smart CRM.

A real estate marketing platform that provides a guaranteed number of exclusive leads and a CRM to manage them.

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Top Producer CRM

The Ultimate Real Estate CRM to Simplify Your Day and Build Your Repeat-and-Referral Business.

A long-standing real estate CRM with features to track incoming and outgoing referrals and manage client relationships.

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Sold.com

The Smarter Way to Sell Your Home.

A platform that matches home sellers and buyers with suitable local agents, functioning as a referral source for real estate professionals.

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HomeLight

We analyze millions of home sales to find the best agent for you.

A data-driven platform that matches clients with top-performing real estate agents, who then pay a referral fee upon closing.

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Redfin Partner Program

Grow your business with referrals from Redfin.

A referral program where Redfin sends clients it cannot serve to partner agents in exchange for a referral fee.

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Agent Pronto

We match you with the perfect real estate agent, for free.

A free service that connects home buyers and sellers with pre-screened local real estate agents, who pay a referral fee upon closing.

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UpNest

Compare Top Agents, Save Thousands.

A platform where agents compete for a client's business by submitting proposals, with the client choosing the best fit.

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ReferralCloud

The Real Estate Referral Network for Top Agents.

A mobile-first platform for real estate agents to send, receive, and track referrals with other agents across the country.

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Zillow Flex

Connections with no upfront cost.

An invitation-only referral program from Zillow where agents pay a success fee upon closing, rather than paying for leads upfront.

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Leading Real Estate Companies of the World

The Global Network of Independent Real Estate Brokerages.

A global, invitation-only network of independent real estate brokerages whose members collaborate on referrals.

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Sellxpert

Real Estate CRM Software for Sales Automation.

A real estate CRM with a built-in Customer Referral Program to incentivize and manage client referrals.

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RealtyPilot

#1 software that ensures you get paid without fail on your real estate referrals.

A specialized software platform designed specifically for submitting, tracking, and managing real estate referral transactions.

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ReferralExchange

The #1 Agent-to-Agent Referral Network.

A dedicated referral network that connects agents with qualified, live-verified leads and other agents for a referral fee.

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findhelp

Connecting people to social care.

A social care referral management platform that connects people to resources and tracks impact.

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CharityTracker

Streamline Your Case Management.

A web-based, HIPAA-compliant case management and reporting system for human services organizations.

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ECINS

The world's most collaborative case management system.

A purpose-built, cloud-based, and secure case management system for human services practitioners.

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FAMCare

Human Services Software.

A specialized human services software for case management, service planning, and reporting.

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Penelope by Athena

Case Management Software for Social Services.

A cloud-based case management software for health and human services organizations.

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ClientTrack

Connecting Health and Social Services.

A comprehensive case management platform for health and human services organizations.

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CaseWorthy

Case Management Software for Non-profits.

A comprehensive case management software for non-profit and public sector organizations.

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GridSocial by SocialRoots.ai

Community Referral Management Software.

A referral management software for healthcare and social service organizations.

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PrecisePK

Model-Based Bayesian Precision Dosing.

A therapeutic drug monitoring software for model-based Bayesian precision dosing.

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Unite Us

Connecting health and social care.

A technology company that builds coordinated care networks of health and social service providers.

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WellSky Community Services

Smarter care for a healthier world.

A technology company providing software and services for health and community care.

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ReferWell

Close the loop on referrals.

A healthcare technology company focused on improving the referral management process.

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Pieces Iris

Intelligent software for health and social care.

A platform that uses AI to connect patients with community-based resources.

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Apricot by Social Solutions

Case Management Software for Nonprofits.

A configurable case management software for tracking client data, managing cases, and reporting on outcomes.

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Thrive Hub

Connecting you to care.

A platform designed to connect individuals with health and social care resources.

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ReferralNet

Securely exchange referrals and correspondence.

A secure messaging platform for healthcare providers to exchange referrals and other clinical documents.

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Sumac

Nonprofit Software Made Simple.

A customizable nonprofit software for managing contacts, donations, and case management.

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ServicePoint by WellSky

The leading HMIS solution.

A Homeless Management Information System (HMIS) for tracking services for individuals and families experiencing homelessness.

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CommunityOS

Connecting communities.

A platform for managing community information, resources, and referrals.

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NowPow

Powering communities with the knowledge to get well and stay well.

A personalized community referral platform to support whole-person care.

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Healthify

Building a world where no one's health is hindered by their socioeconomic needs.

A platform for coordinating care with social service organizations to address social determinants of health.

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