Welcome to ReferralPulse
ReferralPulse is a personal assistant for managing your referral partner network. It keeps track of who you refer business to, who refers business to you, who you've gone quiet with, and what you should do today to keep relationships alive. You can talk to it the way you'd talk to a smart assistant, and on the iOS app it's voice-first.
This article is the orientation. Spend ten minutes here, then jump into the deeper articles for the parts you'll use most.
What you can do
- Keep one up-to-date list of every referral partner you work with, with their company, expertise, and your relationship history.
- Log every referral you give and every referral you receive, with status updates as deals close.
- See at a glance which relationships are active and which are going cold, with reminders to reach out before a partner drops off your radar.
- Track introductions you make between partners and the deals that come from them.
- Draft thank-you notes, intros, and follow-ups that you review and send. The app never auto-sends anything on your behalf.
Your home dashboard
Where to find it: Open the home dashboard from the ReferralPulse logo at the top of the sidebar, or go to /dashboard directly. On the iOS app, the same content is the Briefing tab in the bottom navigation.
The home page shows a greeting with a quick summary of your network activity, followed by the full Daily Briefing worklist. The worklist shows exactly what needs you today, with a button on every row so you can clear an item without leaving the page. Above it, a composer lets you ask your assistant anything, and sending a message opens the assistant drawer while keeping the worklist visible.
The sections appear only when they have something in them:
- Today's Schedule. Your meetings and tasks due today. Mark a task done right from the row.
- Needs Your Attention. Overdue tasks and referrals that have gone quiet or urgent. Use the Group by toggle to sort these by urgency or by type. Each referral has a Log update button so you can jot what happened without opening it.
- Drafts Ready to Send. Emails your assistant has drafted for you. Review & send opens the editor, and nothing goes out until you approve it.
- Meeting Prep. Short briefings before your upcoming meetings. Expand to read, then tap Got it.
- Revenue at risk. A banner totaling the dollars tied up in stuck referrals, linking straight to your open ones.
- While You Were Away. Replies and overnight notifications you can open or mark read.
When there's nothing pending, you'll see You're all caught up instead. For the full tour of every section, see Daily briefing.
Your pipeline numbers
The pipeline stats live one click away under Reports → Network Overview: Pipeline Value (open referral value), Conversion Rate (share of referrals Won), Active Referrals (open referrals in flight), and Revenue (30d) (Won-deal value in the last 30 days). Reach Reports from the avatar menu in the top right.
Your first week
If this is your first time signing in, three things will get you the most value.
1. Add your top 10 to 15 partners
These are the people who actually move your business: the partners you refer clients to most, the partners who refer clients to you, and the relationships you don't want to let lapse. Don't try to add every contact. Quality over quantity.
If you connect a calendar, the app pulls candidates straight from the people you meet with most often, so you can pick from a list instead of typing names. Voice works too.
See How to add a referral partner for the six methods, including calendar, CRM, file upload, manual, and voice.
2. Log your last few referrals
Log a handful of referrals from the last six to twelve months, sent and received. You don't need every one. Even a dozen is enough to give the dashboard a real sense of who's active in your network and who you might want to follow up with.
See Logging and tracking referrals for both the form and the voice path.
3. Open the dashboard each morning
For the first week, open the home dashboard for two minutes when you sit down. Skim Today's Schedule, work through Needs Your Attention, and clear any Drafts Ready to Send. Most days there will be one or two things worth doing in less than a minute, like sending a thank-you note or logging an update on a deal that moved.
The dashboard is where the work surfaces. Once you build the habit, the app does the work of remembering for you.
How to get around
The app has three navigation surfaces.
Sidebar (left edge). My Network, Partners, Referrals, Introductions, and Schedule. The sidebar is your main map for getting between sections. Two more items appear when they apply to you: Inbox Review shows up once you connect an email account (it's where extracted updates wait for your approval), and Compliance shows up if your profession exchanges referral commissions.
Header (top of every page). The dark AI Chat button on the left opens the conversational assistant. The search bar next to it is global search across partners, referrals, and introductions. The bell icon on the right shows notifications, and the avatar opens your account menu (Profile, Settings, Help Center, Meetings, Reports, Actions, AI History, and Log out, plus Provisors if you've activated it).
AI Chat (top left of the header). This is the fastest way to do most things. Ask "how many open referrals do I have?", say "add Sarah Chen as a partner, she's a CPA in Tampa," or tell it "mark the Watts referral as won, project came in at 25 thousand." It can find partners, log referrals, update statuses, draft emails, schedule tasks, and answer questions about your network in plain English.
During initial setup
When you first sign up, the app walks you through a focused setup flow to complete your profile. During this sequence, the screen shows a simplified view with just the ReferralPulse wordmark at the top center and a Log out link in the top right corner. The sidebar and header don't appear until you finish setup.
If you're not ready to complete setup, you can click Log out to sign out and browse the public site instead. The next time you sign in, you'll pick up where you left off.
On the iOS app
The iOS app is voice-first. The assistant lives in the Chat tab in the bottom navigation, and that's how most users add partners, log referrals, and update status while they're between meetings.
Tap the microphone, talk the way you'd describe the situation to a colleague, and the assistant fills in the details and saves the record. If something is missing (usually an email), it asks before saving.
The voice flow is hands-free. After a coffee with a partner you can dictate "add Marcus Johnson as a partner, financial advisor at Northstar Wealth, met him at the chamber breakfast Thursday" while you walk to the car. The record is in your network before you start the engine.
Getting help
Every screen in the dashboard has the Help Center link in the account dropdown (top right avatar → Help Center). The public help library is also at referralpulse.ai/help and is open to anyone, signed in or not.
If something is broken or you can't find an answer in the articles, the support team is one click away from any article via the feedback footer.