Referral Management
Compare 69 referral management tools to find the right one for your needs
🔧 Tools
Compare and find the best referral management for your needs
Dock Health
A HIPAA-compliant task management and workflow automation platform that includes referral management.
LeadingReach
A platform that connects healthcare providers for improved communication and care coordination.
Aidin
Digital tools to connect patients and partners to the best care options in their communities.
CitusHealth
A digital health platform for the post-acute care industry, specializing in home health and hospice.
ReferralMD
Web-based referral management software for hospitals, health systems, and medical groups to optimize their referral workflows.
symplr Clinical Communications
A scalable, role-based communication solution that unifies care teams and drives efficiency.
CarePort
A platform to manage patients across care settings with real-time data and alerts.
Phreesia
A patient intake management platform that also offers referral management capabilities.
Axxess
A leading technology innovator for healthcare at home, providing a complete suite of cloud-based software solutions.
TigerConnect
A platform for clinical collaboration, patient communication, and physician scheduling.
Agent Legend
A lead nurturing and follow-up automation tool that integrates with CRMs to help convert leads, including referrals.
Follow Up Boss
A popular real estate CRM focused on lead aggregation and rapid follow-up, which can be used to manage and track referral leads.
Radius Agent
A virtual real estate brokerage that includes a nationwide referral network and lead generation platform for its agents.
PerfectServe
A clinical communication and collaboration (CC&C) platform that integrates with clinical and scheduling systems.
HealthViewX
A solution to streamline, standardize, and automate the end-to-end patient referral process.
CINC (Commissions Inc)
An integrated platform for real estate teams that includes a CRM, lead generation, and a client referral network.
RealtyJuggler
An affordable real estate CRM that includes features for calculating and tracking referral fees and commissions.
BoomTown
A lead generation and CRM platform for real estate teams and brokerages, with features designed to nurture relationships for future referrals.
Tebra
Formed by the merger of Kareo and PatientPop, Tebra offers an all-in-one platform for independent practices.
Wise Agent
A real estate CRM that provides contact management, lead automation, and transaction management, including referral tracking.
PointClickCare
A leading cloud-based software platform for the long-term and post-acute care (LTPAC) market.
kvCORE
A comprehensive real estate platform for brokerages and teams that includes tools to cultivate repeat and referral business.
Real Geeks
An all-in-one platform with IDX websites and a CRM, plus a program for customers to refer other agents.
Salesforce Health Cloud
A healthcare CRM platform for managing patient relationships and care coordination.
Epic Systems
A major provider of electronic health records, primarily for large and academic medical centers.
LionDesk
An affordable CRM for real estate agents with features for contact management, transaction workflows, and automated communication to nurture referrals.
Netsmart Referral Manager
An AI-powered referral management solution for post-acute and behavioral health.
ReferralMaker CRM
A CRM based on the Buffini & Company coaching system, designed to help agents build a business based on referrals.
Brivity CRM
An all-in-one real estate platform with CRM, IDX websites, and marketing tools designed to increase repeat and referral business.
WellSky
A technology company providing software and services for post-acute and community care.
eClinicalWorks
A comprehensive EHR solution that includes capabilities for referral management.
MEDITECH
An electronic health record vendor for healthcare organizations of all sizes.
athenahealth
A provider of network-enabled services for healthcare and point-of-care mobile apps.
Cerner (Oracle Health)
A leading supplier of health information technology solutions, services, devices, and hardware.
NextGen Healthcare
Provides EHR, practice management, and revenue cycle management solutions for ambulatory practices.
Market Leader
A real estate marketing platform that provides a guaranteed number of exclusive leads and a CRM to manage them.
Top Producer CRM
A long-standing real estate CRM with features to track incoming and outgoing referrals and manage client relationships.
Sold.com
A platform that matches home sellers and buyers with suitable local agents, functioning as a referral source for real estate professionals.
HomeLight
A data-driven platform that matches clients with top-performing real estate agents, who then pay a referral fee upon closing.
Redfin Partner Program
A referral program where Redfin sends clients it cannot serve to partner agents in exchange for a referral fee.
Agent Pronto
A free service that connects home buyers and sellers with pre-screened local real estate agents, who pay a referral fee upon closing.
UpNest
A platform where agents compete for a client's business by submitting proposals, with the client choosing the best fit.
ReferralCloud
A mobile-first platform for real estate agents to send, receive, and track referrals with other agents across the country.
Zillow Flex
An invitation-only referral program from Zillow where agents pay a success fee upon closing, rather than paying for leads upfront.
Leading Real Estate Companies of the World
A global, invitation-only network of independent real estate brokerages whose members collaborate on referrals.
Sellxpert
A real estate CRM with a built-in Customer Referral Program to incentivize and manage client referrals.
RealtyPilot
A specialized software platform designed specifically for submitting, tracking, and managing real estate referral transactions.
ReferralExchange
A dedicated referral network that connects agents with qualified, live-verified leads and other agents for a referral fee.
findhelp
A social care referral management platform that connects people to resources and tracks impact.
CharityTracker
A web-based, HIPAA-compliant case management and reporting system for human services organizations.
ECINS
A purpose-built, cloud-based, and secure case management system for human services practitioners.
FAMCare
A specialized human services software for case management, service planning, and reporting.
Penelope by Athena
A cloud-based case management software for health and human services organizations.
ClientTrack
A comprehensive case management platform for health and human services organizations.
CaseWorthy
A comprehensive case management software for non-profit and public sector organizations.
GridSocial by SocialRoots.ai
A referral management software for healthcare and social service organizations.
PrecisePK
A therapeutic drug monitoring software for model-based Bayesian precision dosing.
Unite Us
A technology company that builds coordinated care networks of health and social service providers.
WellSky Community Services
A technology company providing software and services for health and community care.
ReferWell
A healthcare technology company focused on improving the referral management process.
Pieces Iris
A platform that uses AI to connect patients with community-based resources.
Apricot by Social Solutions
A configurable case management software for tracking client data, managing cases, and reporting on outcomes.
Thrive Hub
A platform designed to connect individuals with health and social care resources.
ReferralNet
A secure messaging platform for healthcare providers to exchange referrals and other clinical documents.
Sumac
A customizable nonprofit software for managing contacts, donations, and case management.
ServicePoint by WellSky
A Homeless Management Information System (HMIS) for tracking services for individuals and families experiencing homelessness.
CommunityOS
A platform for managing community information, resources, and referrals.
NowPow
A personalized community referral platform to support whole-person care.
Healthify
A platform for coordinating care with social service organizations to address social determinants of health.