Referrer management
Track referring doctors, sources, and how much business they actually send.
Crownly's referrer module records each referring doctor or source and links them to the leads and patients they sent. The dashboard shows new leads, conversions, and revenue by referrer over any time window.
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The problem this removes
Clinics spend on referrer relationships without knowing which referrers actually drive business.
How Referrers works in Crownly
- •Per-referrer profile with contact and notes
- •Linked to every lead and patient they sent
- •Revenue and conversion rate by referrer
- •WhatsApp thank-you message templates
- •Top referrers on the dashboard
Questions about Referrers
Can I see which referrers send the most patients?
Yes. The dashboard shows new leads, converted patients, and revenue by referrer, filterable by time range. This makes it obvious which relationships are paying back.
Related features
Ready to run referrers on Crownly?
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