The Referral Register

The Referral Register is your central hub for tracking and managing all inbound leads and referrals across your business. Capture essential contact details alongside the critical context of how each lead found you—from social media and organic search to client referrals, networking events, and marketing campaigns.

With built-in lead status tracking (open, won, lost) and team assignment capabilities, you can monitor conversion rates by source, identify your most valuable referral channels, and ensure no opportunity falls through the cracks. The template includes predefined lead sources and status options, making it quick to populate while maintaining consistency across your team's data entry.