Referral Management System

Manage referral leads effectively

Enhancing your sales strategies and maximizing your conversion rates.

Referral Management System

Manage referral leads effectively

RMS (Referral Management System) is a comprehensive tool designed to streamline and optimize the process of generating, managing, and converting inbound leads. By leveraging intelligent workflow logic, RMS automatically assigns leads to sales agents, eliminating the need for manual allocation. Additionally, it efficiently tracks and updates lead statuses, providing key performance indicators (KPIs) to referrers.

With RMS, you gain the ability to measure and improve your sales efficiency and effectiveness. This powerful solution simplifies the lead management process, allowing you to focus on enhancing your sales strategies and maximizing your conversion rates.

Download on the App Store Get it on Google Play
Powered by
121Advisor

How it Works

Referring someone only takes a minute. We’ll take care of the rest, so you can relax and enjoy your reward.

Share referral information

Submit your referral quickly and easily

Referral contact

Our team will get in touch with your referral

Get rewarded

Earn points for every successful referral

Key Features

Easy refer new lead your customer data to agent.

01

Refer New Lead

Introduce or refer the products or services to your customer.

02

Follow-Up

Sales person contacts the leads to follow up.

03

Earn Points

The reward will be given to referrers when the sale is finalized.

Get a Free Personalized Demo

Request Demo

Stay Connected

Follow us on our social media platform