Never forget to thank the person who sent you business
Referrals are the cheapest, warmest business you will ever get, and most agents track them in their head. Casavria lets you record who referred whom, follow each referral through to closed, and nudges you to thank the referrer.
How it works
- Who referred them. Search your contacts and attach the referrer in two taps.
- Status from new to closed. New, Working, Closed or Lost, right on the referrer’s page.
- The thank-you nudge. When a referral closes, you see a reminder until you mark the referrer as thanked.
Common questions
Does it track referral fees?
Deals track the referral fee percentage you owe, and your pending commission shows what remains after it.