Referral Engine
WaitlistStay top of mind with your sphere.
AgentsCard helps you stay in touch, follow up at the right time, and keep referral opportunities organized.
What it does
Stay close to the people who already trust you.
Smart follow-up reminders
Keep track of important dates, past conversations, and contacts who need attention.
Ready-to-edit messages
Get simple follow-up drafts you can review, personalize, and send.
Referral tracking
See where new opportunities come from and keep referral relationships organized.
Your sphere
Keep important relationships warm.
AgentsCard helps you see your sphere in one place, sorted by last touch, so you know who needs a follow-up.
Sorted by last touch
Follow-up reminders
Thoughtful follow-up
Follow up with purpose.
Set key dates, get timely reminders, and personalize each message before it goes out.
Date-based reminders
Ready-to-edit messages
You stay in control
Referral Engine FAQ
Sphere questions, answered.
AgentsCard helps you spot follow-up opportunities based on your contacts, lead activity, notes, and important dates you add.
No. AgentsCard is built for thoughtful follow-up, not mass spam. You stay in control of what gets sent, when it gets sent, and who receives it.
A regular CRM stores your contacts. Referral Engine helps you stay in touch with them. It keeps your sphere organized, surfaces follow-up opportunities, and helps you turn relationships into new business.
Turn your sphere into your next opportunity.
Stay top of mind and follow up with the right contacts at the right time.