LeadSimple Blog

Launching Referral Tracking in LeadSimple 🚀

Track your referral sources, send out targeted marketing campaigns and make sure referrers get paid on time. You don't want to miss this.

You might be thinking, "Another feature in LeadSimple?". Yeah, things have been busy around the office this year. But hey, if it means making your job easier, it's worth the effort. We're happy to announce that referral tracking has just got a whole lot better and easier in LeadSimple!

Why track referrals?

When done right, referral marketing can be a huge source of growth for your property management business. Common referral sources are,

  • Existing clients. Happy clients can become raving fans, if you show them you care and give them something to talk about.
  • Realtors. Your real estate connections can be a major asset, if realtors in your network trust that their clients will be taken care of, and that you'll refer the business back to them when the client is ready to sell.

Here are a few benefits of using LeadSimple for referral tracking.

  1. Keep data and communication in one place. We all know how fragmented software and systems can create confusion and miscommunication in our businesses. Using LeadSimple for your referral marketing and tracking eliminates the need to use another system, keeps all your owner and referral source data and email/call/text communication together. That way, all your data stays up to date and consistent without the need for manual syncing between 2 software products.
  2. Only learn one system. With all your Referral data in one place alongside your Owner data, you and your team don't have to learn another system (or pay for another subscription!).
  3. Easily build marketing workflows. LeadSimple's marketing tools work just as well for Referral marketing as they do for your Owner or Tenant leads! You'll be able to focus on the content of your marketing campaigns instead of worrying about how to use another software tool.

What's new?

You can now tag Leads with the Contact that referred them, and track a Contact's referrals in one place.

Tony Stark referred this deal

His referrals are summarized on his contact record

How do I use it?

We've made referral tracking available on all plans, and you can start using it today! Our training site covers how to:

  1. Market to current clients and referral partners
  2. Track when someone makes a referral
  3. Reward referrers when a deal closes

We'd love to hear what you think. As always, if you have any questions, feedback or just want to say hi, give us a shout at support@leadsimple.com or hit us up in the chat.

It's a pleasure working with you :) Now get out there are start raking in those referrals! 💥💯

With ❤️

The LeadSimple Team


Matt Berkompas

Matt is the Product Designer for LeadSimple. He helps prioritize the roadmap, design new solutions and improvements, and collaborates with engineering and marketing teams throughout the process. When he's not working, he enjoys cycling (road+gravel), family time, good books and spending time in the outdoors 🌲

Simplify your growth. Streamline your Operations

Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.