Cross-team referrals within your firm
Track internal referrals between departments and offices. Measure cross-selling performance and ensure no client opportunity is lost between teams.
Track internal referrals between departments and offices. Measure cross-selling performance and ensure no client opportunity is lost between teams within your firm.
Key Benefits
- Track cross-department referrals
- Measure cross-selling performance
- Reduce client leakage between teams
- Central visibility of internal introductions
Built For
- Multi-service firms
- Firms with multiple offices
- Accountancy and law firms with specialist departments