Features &Roadmap
Learn more about our vision and the features available todayand what we have planned for the future.
Our vision
We want to make referrals simple, automatic, and measurable for every advisor.Referra aims to become the leading platform for scaling referral marketing — without complexity, without barriers.
"The best referral is the one that happens effortlessly."
Simplicity
Reduce complexity, don't add to it. Anyone should be able to understand and use Referra within minutes.
Innovation
Constantly developing new ideas to make referrals even more effective. We listen to our users.
Scalability
From a single advisor to large teams — Referra grows with you and your needs.
Pro Features
Available now
In development / rolling out
Released to Pro customers in stages
Remaining Pro features roll out gradually and become available to Pro customers automatically as soon as they ship.
Roadmap
What we've built and what's coming next
Launch Features
Q1 2026Advanced Features
Q2-Q3 2026Future Plans
Q4 2026 & 2027Your opinionmatters
We're building Referra for you. Have a feature request or feedback?Let us know — we're listening.
The 2000s referral erais over
Referral channels and user expectations have changed.Create referrals that match what people expect today.
Cancel anytime · GDPR-compliant
