Dashboard
Overview of referral and lead activity
Leads per Referrer
Pipeline Breakdown
Recent Leads
| Lead | Referrer | Status | Assigned | Received |
|---|
Referrer Management
Every referrer gets a unique ID, trackable link, and QR code
Lead Inbox
All incoming leads, tagged with their referral source
| Lead | Contact | Referrer | Status | Assigned To | Follow-up | Received |
|---|
Public Referral Form
What a customer sees after tapping a referrer's link or QR code
📱 The live form is published at /apply. Choose a referrer to preview their trackable link — submitting here creates a real, tagged lead so you can see the end-to-end flow.
Simulate a Referral Visit
✓ Honeypot field active
Reporting & Analytics
Referral performance and lead conversion across the business
Conversions by Referrer
Leads by Status
Referral Benefits by Referrer
| Referrer | Referral ID | Total Leads | Converted | Benefit Accrued |
|---|
Performance by Staff
| Staff Member | Assigned Leads | Converted | Conversion Rate |
|---|
Audit Log
Admin-only record of logins and key changes, timestamped and attributed
| Timestamp | User | Action | Detail |
|---|
Settings
Company profile, branding, feature management, and backups
Team & Access
Create staff accounts, set roles, and manage access
| Name | Role | Status | Actions |
|---|