Keep the next step close to the client.
Organize contacts, leads, appointments and tasks in the same platform as referrals and intake. Give your team a practical place to coordinate daily work.
7-day free trial · $0 due today
Lead Management
Current interfaceCore CRM is included on every plan. ConnectHub integrations and FlowBuilder workflows require Scale or Enterprise.
01
Contacts and lead records
02
Appointments and availability
03
Assigned tasks and follow-ups
Client management,
in practice.
The details of a client relationship should not disappear between a referral, a meeting and a return. Bring the everyday work into a shared view.
01
Keep clients and leads organized
Maintain contact records and track leads with status, ownership and notes. Use the CRM dashboard to understand the current pipeline.
- Contact search and lifecycle information
- Lead assignment and follow-up notes
- CSV and spreadsheet import workflows
02
Plan the working day
Use appointments, availability and task lists to coordinate work. Keep priorities and assignments visible to the people responsible.
- Appointment scheduling and availability controls
- Tasks with due dates, priorities and assignments
- Client-related interaction history
03
Connect the rest of the practice
Client records sit alongside intake, documents and referrals. On eligible plans, ConnectHub can create Google Calendar events from GoRefer appointments.
- Role-based access to practice information
- File Manager for document organization
- Google Calendar event creation is one-way, not two-way sync
A clear path from setup to action.
01
Bring in your contacts
Import supported spreadsheet data or create a client or lead record directly.
02
Give work an owner
Assign the lead, schedule an appointment and add the tasks your team needs to complete.
03
Keep the record current
Record interactions and update the client as intake, documents and return work progress.
The details
that matter.
Yes, through supported CSV and Excel import workflows. Review field mappings and validation before saving. Direct imports from every tax-software vendor are not included.
GoRefer works alongside tax software. Spreadsheet imports transfer supported data, and the AutoFill beta assists entry in OLT Pro web. ConnectHub does not provide universal filing-status sync with tax software.
The built-in appointment workflow manages scheduling in GoRefer. The Scale+ Google Calendar integration creates events from GoRefer appointments; changes are not synchronized in both directions.
The web interface supports mobile browsers. Use the responsive web interface on your phone or tablet.
The 7-day free trial uses the Scale feature set. Enterprise-only capabilities are not part of that trial. A card is required to start the trial, and nothing is charged that day. When the trial ends, the plan you chose begins and is billed to that card, with its one-time setup fee, unless you cancel before then. Your card is held by Stripe, our payment processor; GoRefer never stores card details.
Make room for a more connected practice.
7-day free trial · $0 due today