Greetings…
I tried to look for a referral script but all I get is link referrals - I’m after a physical (real person) referral script.
It must do the following::
Registration
• Referrers need to register on line with the usual Name, Business, Email, Phone (validation and with Captcha).
• This then needs to be confirmed by the usual email confirmation process.
Once the referrer is registered, they can make a referral by entering Type of Referral, Potential Client’s First Name, Last Name, Phone Number, Mobile Number, Email Address.
This is then stored in the online database with email notification to me.
For us
I will then have to be able to enter into the database at what stage the referral is. (7 stages). Ie, Referral Received, Client Contacted, No Further Action Taken, Negotiations, Contract in Place, Settlement, Commission Paid.
For the referrer
The referrer needs to be able to login and call up the client and see the progress of the referral.
General
It is essential that the referrer can only see those potential clients that they themselves have referred.
Is this around? Can someone help (small budget)?
Thanks in advance.