Every Referral. Tracked.
Nothing Left Behind.
A centralized referral pipeline that captures every lead — walk-ins, links, QR codes, and form submissions — with automatic attribution and real-time status tracking.
Auto Attribution
Source Analytics
Multi-Office
Real-Time Status
7-day free trial
No credit card
Cancel anytime
app.gorefer.io/pipeline
12
New
8
Contacted
5
Intake Started
23
Converted
Maria V.
Referral Link
J. Harris
Intake Started
James & Ellen P.
QR Code — Flyer #3
S. Nguyen
Contacted
Chen Enterprises
Walk-in Entry
T. Williams
New
Diaz Family
Client Referral
J. Harris
Converted
Live referral pipeline — every lead tracked from source to close.
Referrals Are Leaking Out of Your Firm
40%
of referrals lost
fall through the cracks when tracking relies on memory, spreadsheets, or sticky notes
3+
hours per week
wasted resolving attribution disputes between preparers — without a clear audit trail
2×
higher conversion
when follow-up is automated vs. manual — timing is everything in referral management
100%
attribution accuracy
GoRefer tracks every touchpoint with timestamps, source codes, and preparer stamps
Centralized Referral Pipeline
All referrals — regardless of source — flow into one unified pipeline. Every entry includes the referrer, source channel, timestamp, and assigned preparer. Nothing gets lost in email threads or DMs.
Walk-in codes, QR scans, and referral links auto-captured
Configurable pipeline stages matching your firm's workflow
Duplicate detection prevents double-counting the same lead
Bulk reassignment when preparers change or leave
Referral Sources — Last 30 Days
Personal Referral Links
47
QR Code — Tax Season Flyer
28
Walk-in / Staff Entry
21
Intake Form (Website)
16
Total referrals
112
Smart Attribution Engine
GoRefer automatically determines who gets credit for each referral based on configurable rules. No arguments, no guesswork — just a complete audit trail every admin can access.
First-touch, last-touch, and assisted attribution modes
Timestamped audit trail for every referral event
Admin override panel for edge cases
Pre-built dispute resolution workflow
Attribution — Chen Enterprises
Mar 3, 9:14am
First touch — QR scan by James W.
Mar 3, 10:02am
Intake form started via referral link
Mar 5, 2:30pm
Converted — assigned to Sarah N.
✓ Auto-attributed to James W. (first touch) + Sarah N. (conversion)
Automated Follow-Up & Notifications
Stop losing referrals because no one followed up. GoRefer sends automated reminders to preparers when leads go cold, and notifies referrers when their contacts convert.
Configurable follow-up cadence per pipeline stage
Preparer push notifications for new leads
Referrer notifications when their contact converts
Escalation alerts for stale leads over X days
Active Notifications
8 leads haven't been contacted in 72h
Auto-escalation sent to admin
James P. has 4 new leads assigned
Notification sent via email + mobile
Maria V.'s referral just converted!
Reward notification queued
From First Touch to Conversion
01
01
Referral Enters the Pipeline
Link clicks, QR scans, walk-ins, and staff entries are captured automatically with source attribution and timestamps.
02
02
Smart Status Tracking
Referrals move through configurable stages (New → Contacted → Intake → Converted) with automated reminders and preparer notifications.
03
03
Conversion & Attribution
When a referral converts, GoRefer credits the right preparer or client automatically, triggering commission calculations.
Built for Every Referral Scenario
Zero Dropped Leads
Every walk-in, phone referral, and digital lead captured in one place. No spreadsheets, no sticky notes, no arguments about who deserves credit.
Campaign Attribution
Know which flyer, QR code, or WhatsApp blast actually drives conversions. Compare campaigns head-to-head with source analytics.
Preparer Accountability
Individual pipelines for each preparer give you visibility into follow-up rates, conversion percentages, and response times.
Referral Tracking Questions
GoRefer's attribution engine follows configurable rules — first-touch, last-touch, or assisted. Any dispute can be resolved from the admin panel with a full audit trail.
Yes. Clients receive a personal referral link after sign-up. Every referral submitted through that link is automatically attributed to them and tracked in real time.
Fully. GoRefer supports multi-office firms with location-scoped views, ensuring each branch only sees its own data while admins retain a firm-wide dashboard.
Conversion rates by source, preparer, and campaign; referral velocity trends; drop-off stage analysis; and top referrers — all updated in real time.
Stop losing referrals to poor tracking.
GoRefer captures every lead automatically and gives you full visibility from first touch to close.
Start Free Trial