Turning referrals into revenue, without the admin.
Keep your referral partners in the loop on every deal, with one-click stage updates and instant email notifications.
no credit card required
try the interactive demo
Add your partners
Invite partners with a shareable link, paste a roster, or import a CSV. They click through and see their prospects instantly.
Update your prospects
One click to advance a stage. Add a personal note if you want. Your partner gets notified instantly.
Partners stay informed
They get a clean email with the new stage, a progress bar, and your notes. No chasing required.
Built for the way you work.
Everything you and your partners need, nothing you don't.
Customisable prospect pipeline
Track every referred prospect from first contact through to completion. Customise stages to match your workflow.
Sarah M
Jane SReal Estate Agent
Tom B
David CFinancial Planner
Emma R
Sarah WSolicitor
Partner portal
Partners get their own free dashboard to see referred prospects, stage by stage, and stay in sync without phone tag.
Instant notifications
Your partner gets an email the moment a prospect progresses. With a progress bar, stage name, and your notes.
Bring your whole partner list in minutes
Upload a CSV, or paste a free-form roster — refrme parses it into structured partners and lets you edit every row before saving.
Jane Smith · jane@agency.com.au
Real Estate Agent · Coastal Group
David Chen · david@planco.au
Financial Planner
Sarah Walsh · sarah@lawfirm.net
Solicitor
Activity calendar
See every stage change, new prospect, and settlement on a timeline. Filter by date, partner, or event type.
Reporting and export
Filter by date range, partner, or category. View summary stats and export your data to CSV in one click.
Revenue dashboard
Log deal values and referral fees, then see pipeline, completed, and partner-by-partner totals on a dedicated revenue page.
Client privacy.
Protected at every level.
Minimal data by design
Client names stored as first name and last initial only. No full names, no financial details shared with partners.
Row-level security
Every database query enforced at the row level. Users only see their own data. Partners only see their referred deals.
Consent-first email
Partners only receive emails once they've opted in, and every message carries a one-click unsubscribe. Built to align with Spam Act and broader privacy frameworks.
One plan.
Partners are always free.
Professional
$20/mo — early adopter rate
- ✓Unlimited partners and prospects
- ✓Customisable pipeline, partner types, and groups
- ✓Up to 50 email notifications per day
- ✓Bulk import via CSV or AI paste
- ✓Calendar, reporting, and CSV export
- ✓Revenue dashboard with value breakdowns
- ✓AI features under fair-use limits
- ✓7-day free trial
Early adopter pricing is available for a limited time. Your rate is locked in for as long as your subscription remains active. Standard pricing will be $20/mo.
Referral Partner
- ✓Live view of every referred prospect
- ✓Email notifications on stage updates
- ✓Full deal timeline with notes
- ✓Active and completed deal tabs
- ✓No setup, no credit card, no fees
Frequently asked questions
refrme is a simple referral tracking tool for professionals. It lets you keep your referral partners informed on the progress of prospects they have referred to you.
You add your referral partners to refrme, then log prospects they refer to you. When a prospect progresses through the customisable pipeline, you click to advance it and your partner gets an email notification with the new stage, a progress bar, and any notes you add.
Yes. Partners never pay anything. They get access through an invite link and can view all their referred prospects for free.
Partners see the client's first name and last initial, the prospect category, the current stage, and any notes you add. They do not see financial details, amounts, income, or any sensitive client information.
You generate an invite link for each partner. The partner clicks the link and can immediately see their referred prospects. They can optionally create a free account to get email notifications and a dashboard.
Yes. The interactive demo lets you explore both the professional and partner dashboards with sample data. No account required.
Yes. The default pipeline has 8 stages — Contacted, Discovery, Proposal Sent, In Review, Approved, Finalising, Wrapping Up, and Complete. You can rename, reorder, add, or skip stages to match your workflow, and each partner sees the stages you've set.
Yes. Upload a CSV or paste a free-form list — email signatures, a spreadsheet column, a roster — and refrme's AI parses it into structured partners. You can edit every row before saving, and nothing gets emailed without the partner's consent.
Client names are stored as first name and last initial only. All data is protected by row-level security, encrypted connections, and handled in compliance with applicable privacy laws. We never sell or share your data.
Any professional who refers business to you — colleagues, accountants, financial planners, lawyers, agents, or anyone else.
$5 per month for early adopters (normally $20/mo), with a 7-day free trial. Your rate is locked in for as long as your subscription stays active. No per-partner fees and no per-prospect fees. AI features are included under fair-use limits. Partners are always free.
Better relationships start with visibility.
Try it free for 7 days. Then just $5/mo as an early adopter. No credit card required.