Turn referrals into revenue, through relationships that matter.
Your success comes from trust, reciprocity, and working with people you genuinely like.
ReferralPulse is the personal assistant for the professional whose growth relies on their network.
It nurtures those connections, not replaces them.
Free to try. No credit card required.
Just ask.
Your assistant has the answer.
Natural conversations that help you make perfect connections.
Between meetings? Just ask your phone: “Did the Smith referral close yet?”
No typing. No clicking. Just talking.
Who do I know who does estate planning in Dallas?
AI AssistantI found 3 partners in your network. Sarah Chen handles trusts and probate, you last referred to her 6 weeks ago. Mark Hernandez does estate plus wealth, he's in your top 10 by score. Patricia Wu specializes in estate litigation, you met her at Provisors last May. Want me to draft an intro to one of them?
Show me who I owe referrals to.
AI Assistant4 partners right now. James Wilson sent you 3 in the last 90 days and got nothing back. Maria Lopa sent 2 and you've sent her 1. Robert Kim sent you a big one last month. And Olivia Patel sent 2 this quarter. Want me to find clients who'd be a good fit for any of them?
Did Mary win that deal I sent her last week?
AI AssistantYes. Mary closed the Henderson referral on Tuesday for $42,000. She updated the status this morning and left you a thank-you note. Want me to draft a quick reply?
Draft an intro to Jennifer Lee.
AI AssistantHere's a draft. Hi Jennifer, I wanted to introduce you to Tom Reilly. Tom runs a boutique tax practice in Plano and works with a lot of estate clients who need strong CPA support. I think you two would hit it off. I'll let you take it from here. Talk soon Want me to send it or tweak the tone first?
Remind me to check on the Wilson referral next Tuesday.
AI AssistantDone. I'll ping you Tuesday at 9am with the latest status on the Wilson referral and a quick suggested follow-up. Want me to track anything else on it?
A good assistant reminds you what to do
I keep an eye on every referral and every relationship. When a follow-up is overdue, a thank-you is owed, or a referral is going cold, I remind you. And every morning I send your daily briefing. You’re already one step ahead of the game.
See your network
at a glance.
Everything you need to manage referrals, visualized without the noise. Partner health, quarterly momentum, revenue by category, and the work your assistant did while you were busy.
- Total referrals
- 38
- Conversion rate
- 78.9%
- Total revenue
- $1,481,000
- Active partners
- 25 / 30
Technology that fosters relationships, not replaces them.
We don’t automate relationships. We help you be more present in them.
An assistant in the background
Focus on what matters: genuine connection. Let technology handle the details while you build the relationships that drive your business.
“While you sleep, it’s organizing your network.”
When you wake up, you know exactly who to call. Your network is organized, opportunities are identified, and you’re ready to strengthen the connections that matter most.
Deeper relationships = more referrals = more revenue.
Expect 40% more referral revenue from relationships you already had.
Works with the tools you already use.
Keep your existing CRM. Keep your workflows.
ReferralPulse enhances what you have. It’s not another tool to learn, it’s a partner that makes your current tools smarter.
Your investment is protected.
You’ve built workflows around your CRM. We respect that. ReferralPulse syncs seamlessly in the background, pulling contacts, logging referrals, and updating statuses, without changing how you work, just making it easier.
For professionals who build business through trust.
If your business runs on relationships and referrals, we’re for you.
And because your profession is regulated, every referral runs through a compliance engine built for your rules.
Attorneys
Estate, corporate, family, litigation
Wealth advisors
RIAs, financial planners, broker-dealers
Insurance professionals
Life, P&C, health, benefits
CPAs & tax professionals
Individual, corporate, estate
Every referral fee, regulator-ready.
A compliance engine for professional referral fee arrangements built for attorneys, CPAs, and financial advisors across 50+ US jurisdictions. It checks every arrangement, verifies every license, and generates every disclosure before money changes hands.
- License verification
- Automated, with 60/30/0-day expiration alerts
- Documents generated
- 8 types — agreements, disclosures, consents, W-9s
- Payments & 1099s
- YTD tracking, threshold alerts, batch 1099-NEC
- Daily monitoring
- Compliance score with A–F grade and 8 alert types
- Audit trail
- Every action logged, 7-year retention, CSV export
“It catches the thing I’d miss at 11pm before a referral goes out.”
Ready to deepen your most valuable business relationships?
Join professionals who believe business is personal.
Free to try. No credit card. Built for people, not corporations.