Enterprise  Referrals


You can convert from an existing CRM system OR have CapitalBase Workflows integrate with your existing CRM.

  • Intelligent Referral Form
  • Quick and Easy
  • Pre-Fills from Core Systems
  • Auto-Routing to Recipients
  • Automated Reporting
  • Do Not Call Compliance
  • Referral Aging Alerts
  • Administrator Module
  • Incentive Plan Flexibility
  • Plan Gaming Prevention
  • Matching to New Accounts
  • Payout Automation
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