Referrals
Word of mouth is your best marketing. Keep track of it.
The problem
For most small businesses, the best new customers arrive the same way: somebody happy sent them. But referrals usually live in memory — “I think a past client mentioned us” — with no record of who sent the business, and no follow-up to say thank you.
Untracked referrals are growth you can't see, can't thank, and can't do more of.
How the aCo App solves it
Referrals are tracked in the aCo App, connected to the contacts on both sides of them — the person who referred and the customer who arrived. When a new client comes in, the record shows who sent them.
That makes gratitude easy to act on: a thank-you becomes a task, and your best sources of business stop being a guess.
What you get
- Track who referred each new customer
- Referrals connected to both contacts — the sender and the new customer
- See which relationships actually bring you business
- Follow up and say thank you, on the record
Why it's different
Most tools record the sale and forget where it came from. Here, the source is part of the customer record — because for a small business, the relationship that sent the work matters almost as much as the work. It lives in the same app as the rest of your business — one login, one subscription.
Details
- The referral source is recorded on the customer record
- Referrals tie back to the contact who sent the business
- See which relationships actually send you work
Questions
Where do I see referrals?
On the contact record — referrals connect the person who sent the business with the customer who arrived, so both sides of the relationship are visible.
Does it work with the CRM?
Yes. Referrals are part of the same contacts system — your CRM — not a separate list.
Can I follow up with referrers?
Yes. Turn the thank-you into a task so it actually happens, and keep the note with the record.
Get started with the aCo App
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