Your referral partner.
Keep your referral partners in the loop on every deal. One click to update, instant notifications, zero admin.
No credit card required. Try it right in your browser.
Everything you and your partners need
Built for finance professionals who work on referrals.
Customisable deal pipeline
Track every referred deal from first contact through to completion. Customise stages to match your workflow.
Instant notifications
Your partner gets an email the moment a deal progresses. With a progress bar, stage name, and your notes.
Partner portal
Partners get their own free dashboard. They can see the deals they referred and track progress in real time.
Invite links
Generate a shareable link for each partner. They click it and see their deals instantly. No signup needed.
Deal notes
Add a personal note when you update a stage. Your partner sees it with the notification. Keeps things human.
Partner directory
Manage all your referral partners in one place. Colleagues, accountants, planners, agents — anyone who refers business to you.
Welcome back, Sarah
Here's what's happening with your referrals.
Active
4
Partners
12
Complete
3
Sarah M
Jane S - Coastal Partners
Tom B
David C - Bayside Group
Emma R
Sarah W - Walker & Co
Your deals, one screen.
See every referred deal in one place. Update a stage with one click and your partner gets notified instantly. No more remembering who you told what.
- ✓One-click stage updates across your pipeline
- ✓Add personal notes that your partner sees with the update
- ✓Full overview of every deal across your pipeline
Always in the loop.
See where your referred deals are without having to ask. Get an email when things move forward. Check in anytime from your phone.
- ✓Real-time timeline for every deal you have referred
- ✓Email updates the moment a deal stage progresses
- ✓Completely free for referral partners
Your referred clients
Track every referral in real time.
Total
12
Active
5
Complete
7
Sarah M
Referred 15 Mar
Tom B
Referred 22 Mar
Emma R
Referred 10 Feb
Deal update - Sarah M
from refrme via Sarah (Smith Finance)
Hi Jane,
Sarah M's deal has progressed to Finalising.
Stage 6 of 7
"Lender has given the green light. Settlement booking next week."
Updates that feel personal.
When you advance a deal, your partner gets a clean email with the new stage, a progress bar, and any notes you added. It looks like you wrote it yourself.
- ✓Branded email notifications sent automatically
- ✓Progress bar shows exactly where the deal is at
- ✓Your personal notes included with every update
Three steps. That's it.
No onboarding calls, no setup meetings. Sign up and go.
Add your partners
Invite your referral partners with a shareable link.
Update your deals
One click to advance a stage. Add a note if you want.
Partners stay informed
They get notified automatically. No chasing required.
Client privacy, built in.
Your clients' information stays protected at every level.
Minimal data by design
Client names are stored as first name and last initial only. No full names, no financial details shared with partners. Ever.
Row-level security
Every database query is enforced at the row level. Users only see their own data. Partners only see deals referred by them.
Privacy compliant
Built with privacy frameworks in mind. Your data is handled securely and in compliance with applicable privacy laws.
One plan. No surprises.
Partners are always free. You get everything for a flat monthly rate.
Professional
- ✓Unlimited partners and deals
- ✓Automatic email notifications
- ✓Private notes and deal history
- ✓Full activity feed and timeline
- ✓7-day free trial
Referral Partner
- ✓Real-time deal tracking
- ✓Email notifications on updates
- ✓Full deal timeline view
- ✓Track all your referred clients
- ✓No setup required
Frequently asked questions
refrme is a simple referral tracking tool for finance professionals. It lets you keep your referral partners informed on the progress of deals they have referred to you.
You add your referral partners to refrme, then log deals they refer to you. When a deal 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 deals for free.
Partners see the client's first name and last initial, the deal category, the current deal 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 deals. 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 7 stages — Contacted, Discovery, Proposal Sent, In Review, Approved, Finalising, and Complete. You can customise these to match your workflow.
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.
$20 per month for professionals, with a 7-day free trial. No per-partner fees, no per-deal fees, no hidden costs. Partners are always free.
Better relationships start with visibility.
Try it free for 7 days. No credit card required.