Referra: Referral CRM

Referra is the referral CRM for cash-pay and private-pay practices. Track the physicians, coaches, athletic trainers, and past clients who refer to you, and check in with former clients and prospects on a schedule before those relationships go cold. Built for solo practitioners and small practices in physical therapy, athletic training, chiropractic, personal training, and coaching. Whether you're a cash-pay PT, a strength coach with private clients, or a chiropractor building a referral network, Referra helps you treat your relationships like the asset they are. Optimized for iPhone and iPad. CHECK-INS - Log a call in seconds. After a discovery call, enter a name and number, then tap whether they booked an evaluation or decided to try insurance first. - Check-ins on a schedule. Prospects who went the insurance route come up at 4 weeks and 3 months. Clients who finish treatment come up at 3, 6, and 12 months. - One weekly list. Turn on check-in reminders and Referra tells you when check-ins are due, and on which weeks. Each opens a drafted text you can edit. - You send every message. Each check-in opens in Messages so you can read, edit, and send it from your own number. Referra never sends anything on its own. - A referral ask at the right time. For clients whose treatment went well, the six-month message asks whether they know anyone who could use your help. - Active clients stay quiet. While you're still seeing someone, Referra just asks every two weeks whether they're still in treatment. WHAT ELSE REFERRA DOES - Track every referral source. Add physicians, coaches, athletic trainers, community contacts, and past clients to your network. Give each one a category and organization. - Log interactions in seconds. One-tap buttons for calls, emails, texts, and visits. No more wondering "when did I last reach out to Dr. Chen?" - Get follow-up reminders. Set custom reminders to nurture referrers, follow up with clients, or request reviews. - Track referrals received. Log when a contact sends you a new patient. Batch-log multiple referrals from a single workshop or screening event. - See what's actually working. Built-in analytics show your top referrers, where your business comes from, how this week compares with last week, six months of monthly trends, and which contacts need outreach attention. - Get a monthly recap. Once a month, see where your referrals came from, which categories are driving your practice, and how the month compared to the one before. Optional, and you choose the day and time. PRIVACY-FIRST BY DESIGN - Referra is built around a simple principle: track relationships, not patients. All your contact and referral data lives in your own personal iCloud account, syncs privately across your devices, and is inaccessible to us as developers. No analytics tracking, no data sold to anyone, no third-party services. - Check-in texts go out from your own phone through Messages. Referra doesn't send texts for you. - This is not a medical record system. Referra is explicitly not for storing PHI, treatment notes, or diagnoses. That belongs in your EMR. Referra tracks who your contacts are, how often you talk to them, and when to check in next, and that's it. FREE TO START, OR UPGRADE TO PRO - The free tier includes up to 25 contacts, up to 10 people on check-ins at a time, unlimited interactions and reminders, and full analytics. - Referra Pro removes both limits. Monthly, annual, and lifetime options are available, including a one-time purchase if you'd rather own it outright. WHO BUILT THIS - Built by a solo iOS developer who works alongside a real cash-pay PT. Every feature in Referra exists because a practitioner asked for it. - Questions, feedback, feature requests: [email protected] Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://fogartyholdings.com/referra-privacy.html