It finds money in your CRM
Referral thank-yous
Tell Queva who sent you a client. It logs the referral and makes sure you say thanks.
Fictional example.
What you send
A quick text, like "Jen referred the Beckers."
What Queva does
Links the referral in your CRM, drafts a thank-you, and reminds you when the referred deal closes.
What you get
A thank-you ready now and a gift reminder at closing.
More you can ask
- Who sent me the most referrals this year?
- Which referrals haven't been thanked yet?
- Draft a referral ask for my top 10 past clients.
Works with
Some of these need an app connection set up first. See how Queva connects.