Record the introduction
Capture the referrer against a lead or client. Keep this attribution separate from the relationship manager responsible for day-to-day service.
KEEP THE INTRODUCTION IN VIEW
Know where the relationship began.
Keep a clear record of who referred a lead or client. Carry referrer information through lead conversion and make it easier to review relationships by referrer.
pletox FinCRM Maple Financial NK
Remember who made the introduction.
Referrer attribution, separate from RM ownership.
NK
Neha KulkarniReferrer filter · Associated client records
ClientReferrerRelationship manager
Asha ShahC001Neha KulkarniArjun Rao
Rohan MehtaC002Neha KulkarniNeha Kulkarni
Kavya NairC003Neha KulkarniArjun Rao
From introduction to relationshipReferrer information carries forward when a lead becomes a client.
Illustrative workspace · Sample data
An introduction should stay part of the story.
As enquiries become clients and more people join the relationship, the original introduction can get lost. FinCRM keeps referrer information alongside client ownership and product records.
Preserve the connection
Carry the referrer into the client record when converting a lead. Give your team the original context as the relationship develops.
Review by referrer
Filter client records by referrer and review associated relationships. Keep transaction-level referral attribution available for relevant operational and incentive workflows.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Record the referrer
02
Follow the lead into the client relationship
03
Review the associated records
Can the referrer and relationship manager be different people?
Yes. FinCRM records the referrer separately from RM ownership, so the person who introduced the relationship can remain visible while another team member looks after the client.