Refer clients and find agents to refer
Manage business referrals by tracking progress and receiving updates. Send client referrals to other agents. Receive inbound referrals from agents in different markets. Prioritize visibility for inbound referrals.
Showing 101–120 of 1,000 ranked alternatives.
EXCEL HEALTH LLC
Track referrals and analyze patient data
Track patient care data across multiple settings. Analyze standardized market insights for Home Health, Hospice, and Skilled Nursing organizations. Generate targeted scripts for referrals. Compare physician-specific performance metrics.
Brivity, Inc.
Find referral by area or name
Real estate agents can search for referral by area, team name, or operator name across the U.S. and Canada. View results on a map or list. Add favorites to quickly access frequently used contacts.
Summit AG inc.
Send crop data to agents
Send crop information directly to agents. Input and submit policy details. Access personalized client-specific data. View policy status and updates. Communicate with agents through in- messaging. Manage claims and documentation.
Stratus Data Systems, Inc.
Collaborate, search, and message clients
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
CareopsAI Inc
Streamline referral intake and processing
Manage medical referrals with AI automation, OCR extraction, and customizable workflows. Verify insurance and Medicare eligibility quickly. Reduce manual tasks and improve compliance with integrated tools.
Aesthetic Record LLC
Access leads, send messages, track sales, update
Access your portal to manage contacts via real-time communication. Send and receive SMS, make and answer calls, and respond to emails. Track sales pipelines, update calendars, view reviews, and perform marketing tasks.
ProInsight Inc
Collaborate, advise, and deliver insights
Business "Access real-time data and analytics. Share insights and collaborate with professionals. Set up custom alerts and integrate with financial tools."
DotNet Holdings LLC
Find leads, manage contacts, track deals
Manage leads and customer relationships with real-time auto lead tracking, CRM tools for communication and data management, and AI-driven automation for sales tasks.
Majority USA, LLC
Refer clients and earn rewards
Earn money by referring clients to the . Track earnings and bonuses. Manage referrals and view performance metrics. Access training materials and resources. Receive hourly wages and incentives for new clients.
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