Work your referrals and leads
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Enter a new prospect
Paste or type — AI fills the form
Manage offerings & incentives
Track where leads come from
Your own action tiles
Manage your staff & reps
Your referral network
Send each other customers
Manage referrer rewards
Plan, billing & invoices
Business info & settings
Jobs, quotes & fulfillment
Stats, switch business or role
Record a referral received by word of mouth
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