Referral tracking software for networking groups

One place for your group's qualified referrals.

Ecoferral is a members-only portal for referral groups and business owners who send each other work. Members give referrals, log 1-to-1s, check in at meetings, track closed business and see who to refer next. Leaders run the group from one place, and organizations with several chapters see them all side by side, with your brand on every screen.

Looking for a chapter to join? Find one near you.

  • Live with PRE York since September 2026
  • Your logo, colors and name throughout
  • No passwords: an email code or Face ID
  • $39 a month for a group. Nothing charged to members.
A member's Ecoferral home: referrals given and received, points, and who to refer next
Giving a qualified referral on a phone in Ecoferral
Ecoferral in 75 seconds

Try it

Give a referral and check in at a meeting, the way your members would. These members are made up and nothing is saved.

Summit Riverside chapterHi, Dana

Give a qualified referral

Giving as Dana Ruiz, Keystone Realty. Logged automatically.

Who you could refer next

What your group gets

Referrals in seconds

Members type what their contact needs and the right member comes up. The receiver gets the details right away, and the giver sees it through to closed business.

Who to refer next

Suggestions built from your group's own activity: who sends you business, shared ideal clients, and this week's speaker. The reason is always shown.

Meeting check-in

A rotating QR code on the screen or a printed card. Members check in with one tap; guests fill in a short form and land on the leader's list.

A website for your group

A modern website for your group (and each chapter, if you have several), on your own domain if you like, kept current by the portal: members, speakers, open seats and a visit form.

Every group, side by side

Running several groups or chapters? See referrals, closed business, attendance and adoption for each, plus a monthly report that flags any that may need support.

Member Spotlight and sponsorships

Members buy a Spotlight or sponsorship in the app and it goes live right away: one tasteful line on check-in screens, member homes and reports, never in a group where a member holds the category. Dues are paid online too.

See every feature · For networking organizations · How pricing works

Screens show sample data.

How it works

  1. Tell us about your group

    A short conversation about your group, how you track referrals today and what you'd like to change.

  2. We set it up

    Your brand, categories and point values; your members and referral history imported; leaders trained in about an hour.

  3. Members sign in with a code

    A welcome email, then an email code or Face ID on any phone. No app store, no passwords, nothing to install.

Built for the trust your members give each other

  • Referral contact details only for the giver, the receiver and their group's leader
  • Each group and chapter kept separate, with an automated test for every path
  • Passkeys required for admins; alerts when someone signs in on a new device
  • Independent security and usability review; nightly off-site backups
  • Members can export or delete their data; no member data sold or shared

Questions

Does it cost members anything?

No. The group or organization has one plan; members never pay a platform fee.

Can we keep our own brand?

Yes. Your logo, colors, name and email sign-off are on every screen, email, report and chapter website. "Powered by Ecoferral" appears only in the footer.

Can we bring our referral history?

Yes. We import members and past referrals from spreadsheets or form exports, so suggestions and counts work from day one.

What does it cost?

A single group is $39 a month. Organizations running several groups or chapters pay $30 a group (minimum $99 a month). Members never pay. The Pricing page has the plans.

What is Ecoferral?

Ecoferral is a member portal and chapter website for referral networking groups. Members give qualified referrals and follow them to closed business, check in at meetings with a QR code and RSVP with one tap. Leaders run their group from one place, and organizations with several chapters see them all side by side.

Who is Ecoferral for?

Business owners who pass each other work: independent referral groups, partners who already refer each other (a realtor, a lender and an inspector, say), organizations with many chapters, and chambers of commerce that run referral groups for their members. Each group keeps its own name, logo and rules.

How do members sign in?

With a 6-digit code sent to their email, or Face ID or a fingerprint once they set up a passkey. There are no passwords and nothing to install. Members can add the portal to their phone's home screen so it opens like an app.

How does meeting check-in work?

Put the check-in screen up at your meeting. Its QR code changes every 30 seconds, so it only works in the room. Members scan it and are checked in with one tap; guests fill in a short form and land on the leader's list for follow-up.

Who can see referral contact details?

Only the member who gave the referral, the member who received it and that member's chapter leader. Contact details never appear in reports, the directory or the chapter website.

Can we keep one member per business category?

Yes. Each chapter can switch it on. Categories that are taken are greyed out on the join form, so applicants only ask for open seats.

Does every chapter get a website?

Yes. Each chapter gets a website built from the portal: meeting times, a visit form, every member business with its own page, and a page for each open seat. It can use the chapter's own domain.

How do we get started?

Tell us about your group. We set up your brand and categories, bring in your members and referral history, and train your leaders, usually in about an hour per chapter.

Start Ecoferral for your group

Tell us a little about your group and we'll be in touch within one business day to set up a short walkthrough.

We use your details only to reply about Ecoferral. Privacy Policy

Find a chapter near you

One professional per business category. Visit a meeting as a guest, then request your seat. Members: sign in here.

Professional Referral Exchange (PRE)

Westminster PRO