EC

Referrals

Referral pipeline and leaderboard, powered by review-to-referral automation.

Review → Referral automation is live

After a 5-star review, a thank-you + referral request is sent and a referral record is created automatically.

Filters

Referral leaderboard

Top referrers by won value

Naylor & Co Accountants

Partner · 14 referrals · 9 won

£41,200
2

Dr. A. Beaumont (GP)

Professional · 9 referrals · 6 won

£22,800
3

Willow Estate Agents

Partner · 8 referrals · 5 won

£18,400
4

Margaret Ashworth

Client · 6 referrals · 4 won

£15,100
5

Simon Prescott

Client · 5 referrals · 3 won

£9,800
6

Rachel Kingsley

Client · 4 referrals · 3 won

£8,600

Referrals

30 records

IDReferred clientReferrerPractice areaStatusValueOwner
R-9900Richard GraingerMargaret AshworthConveyancingNew£1,500EC
R-9901Rachel LomaxSimon PrescottCrimeContacted£2,819JM
R-9902Peter QuennellDr. A. Beaumont (GP)Lifetime PlanningConsult booked£4,138PS
R-9903Angela VanceNaylor & Co AccountantsProbate & Estate AdministrationInstructed£5,457TW
R-9904Neil ChadwickRachel KingsleyFamily LawWon£6,776GO
R-9905Emma EllisonIan MertonDispute ResolutionLost£8,095DR
R-9906Oliver JefferiesWillow Estate AgentsConveyancingNew£9,414AH
R-9907Bethan OttwayPeter DoyleCrimeContacted£2,733SB
R-9908Isla ThornburyMargaret AshworthLifetime PlanningConsult booked£4,052EC
R-9909David AmbroseSimon PrescottProbate & Estate AdministrationInstructed£5,371JM
R-9910Linda CarringtonDr. A. Beaumont (GP)Family LawWon£6,690PS
R-9911Paul HollingsworthNaylor & Co AccountantsDispute ResolutionLost£8,009TW
R-9912Patricia MertonRachel KingsleyConveyancingNew£9,328GO
R-9913Richard RadcliffeIan MertonCrimeContacted£2,647DR
R-9914Rachel WetherbyWillow Estate AgentsLifetime PlanningConsult booked£3,966AH
R-9915Peter AshworthPeter DoyleProbate & Estate AdministrationInstructed£5,285SB
R-9916Angela FairfaxMargaret AshworthFamily LawWon£6,604EC
R-9917Neil KingsleySimon PrescottDispute ResolutionLost£7,923JM
R-9918Emma PrescottDr. A. Beaumont (GP)ConveyancingNew£9,242PS
R-9919Oliver UnderwoodNaylor & Co AccountantsCrimeContacted£2,561TW
R-9920Bethan BeaumontRachel KingsleyLifetime PlanningConsult booked£3,880GO
R-9921Isla DoyleIan MertonProbate & Estate AdministrationInstructed£5,199DR
R-9922David IngramWillow Estate AgentsFamily LawWon£6,518AH
R-9923Linda NaylorPeter DoyleDispute ResolutionLost£7,837SB
R-9924Paul SutcliffeMargaret AshworthConveyancingNew£9,156EC
R-9925Patricia YardleySimon PrescottCrimeContacted£2,475JM
R-9926Richard BradleyDr. A. Beaumont (GP)Lifetime PlanningConsult booked£3,794PS
R-9927Rachel GraingerNaylor & Co AccountantsProbate & Estate AdministrationInstructed£5,113TW
R-9928Peter LomaxRachel KingsleyFamily LawWon£6,432GO
R-9929Angela QuennellIan MertonDispute ResolutionLost£7,751DR