Sales CRM
The jobs that didn't come from a referral, too.
ReferX + CRM adds leads, a sales pipeline, follow-ups, appointments and estimates to the referral programme you already run — same login, same customers, one history.
Yours to name
Pipeline
Unchanged
Referral rewards
One login
Same account
Cedar Ridge Heating & Air
Dashboard
Inbox
Referrals
Customers
Campaigns
Offers
Rewards
Reports
8 open
| Opportunity | Value | Stage |
|---|---|---|
Jordan Ellis — AC replacement Referral | $8,450 | |
Ductwork replacement Google Ads | $6,200 | |
Mini-split install Website | $4,800 | |
Annual maintenance plan Phone | $890 |
One job at a time
The opportunity, and the referral behind it
A referral becomes a job you can work without stopping being a referral. Marking it Won runs the reward you already promised — once, whichever screen you do it from.
Cedar Ridge Heating & Air
← Pipeline
Jordan Ellis — AC replacement
Dana Brooks
Details
- Value
- $8,450
- Source
- Referral
- Job type
- AC replacement
- Owner
- Marcus Webb
Referral attribution
Marking this Won runs the existing reward calculation. Nothing else on this page can pay a reward.
Introduced by Dana Brooks
Referral: Jordan Ellis · open referral record
Next actions
Follow up on the quote
Due tomorrow
Book the install date
No due date
Get an answer
Estimates your customer can accept
Build it from line items, send it as a link, and see the yes or no. What they accepted is kept exactly as it was, even after you revise it.
Cedar Ridge Heating & Air
Estimate #1042
Prepared for Jordan Ellis
| Description | Amount |
|---|---|
| 3-ton condenser and coil | $5,200 |
| Installation labour | $2,340 |
| Permit and disposal | $420 |
- Subtotal
- $7,960
- Tax (8.25%)
- $656.70
- Total
- $8,616.70
Sent to Jordan Ellis · awaiting an answer · from Cedar Ridge Heating & Air
Every morning
What's late, and what's booked
The overview opens with overdue follow-ups and today's visits. The numbers are a band at the top; the work is the page.
Cedar Ridge Heating & Air
Due today and overdue
Call back about the duct sizing
Overdue — Sep 18, 7:31 AM
Send the quote after the visit
Today, 4:00 PM
Today's appointments
Estimate visit
10:00 AM · Priya Raghunathan · 1420 W Guadalupe Rd
Consultation
2:30 PM · Marcus Bell · 88 E Southern Ave
One contact, however many jobs
An opportunity is one potential job. A customer can have several over the years, and each carries its own value, stage and history without cluttering the others.
Referrals keep being referrals
A referral-linked opportunity marked Won runs the reward calculation you already have — the same minimums, caps and approval. Nothing is paid twice, and a lead from Google Ads pays no referral reward at all.
A pipeline you can name yourself
New, Contacted, Appointment booked, Estimate sent — rename them to match how you sell. Won and Lost always exist, because a sale has to be able to close.
Follow-ups instead of memory
Tasks with due dates against a contact or a job. The pipeline shows the next action on every row, and says plainly when there isn't one.
Estimates that come back with an answer
Line items, tax and totals worked out on the server, sent as a link your customer accepts or declines. An accepted estimate is frozen — a later change becomes a new version.
Appointments with reminders you control
Estimate visits on a calendar in your timezone. Reminders are off until you switch them on, and moving an appointment cancels the reminder for the old time.
More of the product
Referral campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
Referral tracking
Every customer gets a unique link, so you always know who to credit. Referrals move through a pipeline you can actually work.
Review requests
The same automation that asks for referrals asks for reviews, sent at the right moment with your review link built in.
Automatic rewards
REFERX works out what's owed and sends your customer a gift card, so nobody has to remember to pay them back.
Manage by text
Set one number in Settings and it runs in both directions. The moments that matter come straight to your phone, and whatever you need to put in goes back the same way.
Reporting
Referrals generated, customers converted, revenue produced, rewards paid, and the return on that spend.