Powerful features
Capture data accurately
Discovers and pulls data from referral documents fast.
Automate your referral processing
Reduces manual work by automatically entering data from documents into the system
Word, Excel, and PDF support
Reads documents hosted in Sharepoint and loads the data for you
Sync data directly to Dynamics 365
Connects with the Dynamics 365. Our app matches the data you submit with the contacts in your CRM.
Benefits of Referral App
Process referral documents faster
Save time. Our app automatically extracts the data (name, contact, address, and other details) from the documents and speeds up your processing.
Since the app auto-populates the data from referrals into its interface, you will have more time to focus on other important tasks.
The app also lets you create new contacts. If a contact from referrals doesn’t already exist in your CRM system, you can create one and match the referral data with the new contact.
Improve accuracy and efficiency in referral processing
Since referral processing will be automated, there are fewer chances of errors and duplications. Our app identifies and extracts data from the documents accurately.
Our app identifies and extracts data accurately from the documents. You can be very confident with the data you get.
Our app comes with advanced search and lookup functionality. This provides you with better data visibility.
You can easily operate from a simple, easy-to-use interface. It even allows you to work remotely without spending time around heavy CRM systems.
Referral App is integrated with Dynamics 365
The app is connected to Dynamics 365. So, you can push the case data from the app into the system.
Our app also saves you the need to purchase additional Dynamics 365 licenses. Your employees can simply match and update data, and even create new contacts in Dynamics 365 from the app.
Case Study
Victim Support Scotland
Enabling Victim Support Scotland (VSS) to process a huge number of referrals without the necessity of dealing with manual documents and the hassle, risks, and errors that come with it.
Get the Referral App
Fully customise the Referral App to add different features that suit your industry. Get in touch with our team today to get started. Available on iOS and Android.
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