Use Cases

Referral software for your industry

See how advisors use Referra in practice — industry-specific, GDPR-compliant and without requiring clients to sign up.

For financial advisors

Capture referrals in a structured way, track them automatically and process them GDPR-compliant — no client sign-up.

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For insurance brokers

More mandates from referrals: automatic lead tracking, instant notifications and full control over your data.

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The future of referral marketing

The 2000s referral erais over

Referral channels and user expectations have changed.Create referrals that match what people expect today.

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Referra app screenshot