Referral relationship management software
Turn trusted introductions into business.
Make referrals a clear part of your business growth strategy.
Referrals Made Simpler helps service businesses brief referral partners, follow opportunities and keep agreed fees in view. Less chasing for updates. A clearer next step.
For service providers receiving referrals and referrers making introductions. Both directions in one subscription.
See how it works
Make trusted referrals part of your growth strategy.
See how a clear brief, shared progress and agreed next steps help service providers follow through with their referral partners.
Read the video transcript
You’ve built trusted relationships. Are they helping your business grow?
Referrals Made Simpler is software that helps service providers make trusted referrals a clear part of their business growth strategy.
Give referral partners a clear brief, so they can recognise the right prospective clients.
When Oak Accounting spots Meadow Design’s need for IT support, it introduces the business to Beacon IT.
Keep that introduction moving, with opportunities, updates and agreements connected between Oak Accounting and Beacon IT. Beacon IT manages the prospective client relationship and the service.
Your subscription includes three Partner Workspaces. With limited functionality, partners can view the opportunities, updates and agreements you share with them.
Follow progress through to outcomes. See which referral relationships lead to business won, and keep agreed referral-fee terms clear.
Turn trusted relationships into a clearer plan for growth. Start with one referral relationship. Talk to us.
A deliberate approach to referral growth
Build a referral strategy around the business you want to win.
Choose which services to grow, help partners recognise a suitable prospective client, and agree how each introduction will be followed through.
Referrals Made Simpler keeps the partner brief, opportunity progress and outcome connected. That gives the business a clearer way to manage its referral strategy and learn which relationships create value.
The connection, made clear
Three roles.
One referral to follow through.
Oak Accounting knows a business that needs IT support and an IT firm it trusts. The introduction connects a genuine need with suitable expertise.
Make the fit clear
The service provider shares a client brief with selected referrers, so they know which needs to look for.
Agree the approach
The partners agree responsibilities, progress expectations and any referral-fee terms.
Follow the opportunity
Record a suitable introduction. The service provider updates progress and the next review through the supported route.
Learn from the outcome
Review business won or lost and the applicable fee terms, to understand what the relationship creates.
One subscription, both directions
Receive referrals.
Make introductions.
A business can do both. Its role depends on the opportunity, so there is no need to choose one permanent identity.
Service provider · Referrals received
Make referrals a managed part of growth.
- Help partners spot a good fit. Share clear client profiles and buying signals with selected referrers.
- Give follow-up a home. Keep the opportunity, progress and next review connected.
- See which relationships create value. Review opportunities and outcomes alongside the partner behind them.
Referrer · Introductions made
Stay informed after the introduction.
- Know who to introduce. Work from the service provider’s brief.
- Spend less time piecing together updates. Follow the progress shared through authorised access.
- Keep agreed fees in view. Connect the opportunity with the relevant agreement and fee conditions.
A won opportunity is not the same as a fee earned, due or paid. Payment follows the referral agreement.
Founding Circle · 15 businesses · one per industry
A supported start
for the business.
Put one useful referral relationship in place, then learn from how it works.
Alongside the software, founding businesses receive five consultancy hours in total during the first 12 months, focused on setup, ideal client development and briefing and managing referrers.
The starting point is practical: one suitable partner, a clear brief and an agreed way to follow progress. The first real introduction depends on a genuine need and the partners taking action.
Founding support is distinct from wider Business Made Simpler consultancy.
The subscription
Know what is included.
Referrals received and Introductions made are included in the same subscription.
First 100 customers, including founders
£42 incl VAT per month
£35 excl VAT per month.
£42 is the full monthly subscription cost, including any applicable VAT. VAT will not be added on top.
VAT registration applied for — awaiting VAT number.
14-day free trial. Cancel before the trial ends to avoid payment. Otherwise, a 12-month minimum commitment follows, paid monthly, then monthly rolling. Extras are additional.
Three Partner Workspaces for outgoing referral partners are included across both directions. Extra places cost £12 per month each, separately monthly rolling. Incoming shared workspaces do not use that outgoing allowance.
Useful questions
Before the
first introduction.
Does the software find clients or make introductions automatically?
The subscriber and referral partners develop the relationships and recognise genuine needs. The software helps organise the brief, introduction, follow-through and outcome. It does not guarantee referrals, sales or payment.
Do referral partners need their own paid subscription?
Your subscription includes three Partner Workspaces for outgoing referral partners across both directions. These have limited functionality: partners can view the opportunities, updates and agreements shared with them without buying their own full subscription. Access follows the relevant permissions. Additional outgoing places are charged separately.
Who manages the prospective client?
The service provider handles the prospective client relationship, including advice, negotiation, contracting and delivery. Referrals Made Simpler supports the relationship between the service provider and the referrer.
Does everyone have the same controls?
No. The partners see the information shared with them through authorised access. The service provider manages the prospective client and records progress; the referrer follows the updates shared with them. What each party can view or change depends on the record and permissions.
Can the app collect referral fees or oversee several businesses?
Automatic referral-fee collection is not part of the verified offer. Supervisory oversight across separate businesses is planned and is not included as an available capability. The current proposal focuses on the referral relationship functions reviewed in the brand guide.
Can I get help with the wider business?
Business Made Simpler offers separate operational consultancy. Its scope and fees are agreed separately from the app subscription and Founding Circle support.
The next step
Start with one
referral relationship.
Bring a recent introduction—or a partner relationship that could work better. A conversation with us can help establish whether the software and Founding Circle are a good fit.
Book a free 30-minute conversation
Opens our booking page. A conversation does not reserve a place or start a subscription.