Group chat & DMs
A room for the whole chapter and private threads between members. Referrals start where the conversation already lives.
For people who run referral groups
Know whether your group actually works.
Referrd is software for professional referral groups. Track every referral from handoff to closed business, run meetings and dues in one place, and stop guessing whether the group is paying off.
Chapter dashboard
This quarter
Referral funnel
Submitted48
Received41
Following up29
Won17
Last 12 weeks
Wk 1Wk 12
Built for groups like
Chapters
Chambers
Masterminds
Networking clubs
Placeholder slots — real group logos will live here.
Everything in one place
All the tools you need, packed into one.
Referral tracking, group messaging, attendance, dues, a calendar, and your member directory — no more juggling five apps. It all lives in one place, on every device.
Referral tracking
Calendar & events
Group messaging
Dues & payments
Attendance tracking
Member directory
Referrd
Referral tracking
Calendar & events
Group messaging
Dues & payments
Attendance tracking
Member directory
Keep scrolling — watch every tool fold into one.
The referral lifecycle
Every referral, followed to the end.
Referral
Dana Whitfield
Whitfield & Co. — needs a bookkeeper
From Marcus L.To Priya S.
Submitted
A member passes a referral. It is logged the moment the handoff happens — not remembered later, or not at all.
Everything the group needs
One place instead of five group chats and a spreadsheet.
Events & attendance
Schedule weekly meetings and one-offs, track who showed up, and keep a record without a clipboard.
Member directory
Everyone in the group, what they do, and how to reach them — searchable and always current.
Dues tracking
See who has paid and who has not at a glance, and stop chasing payments over text.
Files & photos
Share meeting decks, one-pagers, and event photos in a place the group can actually find them.
Join by QR
New members scan a code to request access. Admins approve — no spreadsheet of invites.
Before & after
You already track referrals. Just not well.
Most groups run on a spreadsheet nobody updates and a memory of who owes whom. Referrd replaces the guesswork with a record everyone can see.
Before
referrals_FINAL_v3.xlsx
| A | B | C | D |
|---|---|---|---|
| Dana W. | Marcus? | ??? | |
| Client (Tim) | Priya | texted | |
| bookkeeper lead | sam | follow up?? | |
| — | — | lost? | |
| Jenn (gym) | marcus |
Stale, private, and impossible to measure.
After
Chapter dashboard
This quarter
Referral funnel
Submitted48
Received41
Following up29
Won17
Last 12 weeks
Wk 1Wk 12
Live, shared, and finally measurable.
iOS, Android & web
One account, everywhere the group is.
Members log referrals from their phone after a coffee meeting. Admins run the numbers from a laptop. It is the same live data — no exports, no re-typing, no version that is slightly out of date.
- Native apps for iOS and Android
- Full admin portal on the web
Tuesday Chapter
32 membersPriya S.
Just met Dana — sending the intro now.
Marcus L.
Perfect. They needed this last week.
Logged it as a referral so we can track it.
Message the group…
Member directory
PS
Priya Shah
CPA · Shah Tax
ML
Marcus Lee
Realtor · Northside
DW
Dana Whitfield
Insurance · WFC
Get started
See what your group is really producing.
Tell us about your chapter and we will get you set up. No credit card, no long onboarding — just a clearer picture of your referrals.