Referral management software
Referral management software, built for groups — not sales teams.
Most referral tools are CRMs in disguise, built for one company's pipeline. People Know People is built for the referrals a group of independent businesses exchange with each other.
30 days free · Full product · Card required · $99/month after · Cancel anytime
What is referral management software?
Referral management software helps business networking groups record introductions, assign follow-up, track outcomes, and report closed business. People Know People also brings meetings, group communication, guests, and shared resources into the same system.
Why referrals go unreported
A referral given in a hallway conversation has no natural home. It lives in one member's memory, maybe a text message. Weeks later nobody remembers to report whether it closed. The group did the work — the evidence evaporated.
The fix is not more discipline. It is making the capture so fast that it happens while the context is fresh, and making the follow-up visible so it cannot silently stall.
How People Know People handles the referral lifecycle
- Capture — the giver picks the receiving member, adds the contact and the context, and submits. It takes seconds.
- Ownership — the referral appears in the receiver's 'needs attention' list until they act on it.
- Outcome — the receiver marks it closed or not closed, records the dollar value, and can thank the giver.
- Reporting — outcomes roll up into member and group totals: referrals given, closed business, participation.
How is referral software different from a CRM?
A CRM manages one company's own sales pipeline: its leads, its deals, its revenue. Referral management software manages the introductions exchanged between many independent businesses in a group — where the giver, the receiver, and the group leader all need visibility, and where the point is proving the group's collective value, not managing one company's funnel.
What metrics should networking groups track?
Track enough to see the health of the group — not so much that reporting becomes performance art. People Know People tracks these automatically as members use it.
- Referrals given and received per member
- Closed business reported from referrals
- Meeting attendance and RSVP follow-through
- One-on-ones between members
- Guests invited and guests who joined
FAQ
Common questions
Yes. It replaces scattered spreadsheets and text threads with a single, consistent place to capture referrals, follow up, and measure outcomes.
When a member receives a referral, they update its progress and record the outcome, including the value of any business that closes. Those outcomes roll up into member and group totals automatically.
Members see their own given and received referrals in full detail, and group-level activity and totals. Leaders see participation and outcomes across the group.
See what your group is really producing.
Try People Know People free for 30 days — the full product, with your own group.
30 days free · Full product · Card required · $99/month after · Cancel anytime