The CRM for referral-based practices.
Check in with past clients and with people who chose to try insurance first. Track every referral source. Log every interaction in seconds. Get follow-up reminders before relationships go cold. See who's actually driving your practice. Built for physical therapists, athletic trainers, chiropractors, personal trainers, and coaches.
Some people who call your practice decide to try insurance first. Others finish treatment and move on. Check-ins give you a simple way to reach back out to both.
Free includes up to 10 people on check-ins at a time, and Pro removes the limit. Contacts already in Referra are only added to check-ins if you choose to add them.
After a discovery call, enter the person's name and number, then tap whether they booked an evaluation or decided to try insurance first.
People who chose to try insurance first come up for a check-in at 4 weeks and 3 months. Clients who finish treatment come up at 3, 6, and 12 months.
Everything due appears in one list in the Check-ins tab. Each one comes with a drafted text you can edit before you send it.
Every message opens in your own Messages app and is sent from your own number. Referra never sends anything on its own.
For clients whose treatment went well, the six-month message asks whether they know anyone who could use your help.
While a client is still in treatment, Referra only asks you every two weeks whether they're still being seen.
Referra was built in collaboration with a cash-pay physical therapist who lived the problem every day.
Practitioners in rehab and performance fields rely on referrals to grow their practices. Doctors, coaches, athletic trainers, community partners, past clients — these relationships are the lifeblood of a cash-pay practice. But there's no good tool to track them.
CRMs are built for sales teams. EMRs are built for clinical notes. Spreadsheets break. Sticky notes get lost. Most practitioners just try to remember — and forget to follow up.
Referra fills the gap. It's the tool a practitioner would build for themselves, if they had the time.
Add physicians, coaches, athletic trainers, community partners, and past clients. Sort by category and organization. Build a real map of who refers to you.
One-tap buttons for calls, emails, texts, and visits. Or log with detail when you need notes and dates. No more wondering "when did I last reach out to Dr. Chen?"
Nurture referrers, check in with clients, request reviews. Reminders are color-coded by type so you can scan your follow-up list and prioritize at a glance.
Log every patient or client a contact sends your way. Batch-log multiple referrals from a single workshop or screening event in one tap.
Top referrer leaderboard, referral velocity over time, source category breakdown, and weekly summaries. Data that helps you double down on what's growing your practice.
Outreach Cadence shows you who you've nurtured recently — and flags referrers you haven't talked to in 90+ days. Never let a relationship slip again.
One app, built for both. On iPad the analytics grid expands to fill the screen instead of stacking, and your contact list sits side by side with the detail view — so reviewing where your referrals come from on a bigger screen actually uses the bigger screen.
Every feature is in the free tier. Pro removes two limits: the 25-contact cap and the 10-person cap on check-ins. Pro Monthly also available at $4.99/month. All purchases handled securely through the Apple App Store.
Referra is explicitly not a medical record system. It is designed to track who your referral sources are, how often you talk to them, and when to check back in with past clients and prospects, not patient health information.
All your contact, referral, and check-in data lives in your own personal iCloud account, syncs privately across your devices, and is inaccessible to us as developers. No analytics tracking. No data sold to anyone. No third-party services.
Referra is free to try with up to 25 contacts and up to 10 people on check-ins. No account creation, no email required, no commitment.