"Each day our direct and indirect salespeople have literally thousands of opportunities at the point of sale to identify needs, and recommend solutions, that build loyal, profitable customer relationships. GroupLink is invaluable in supporting this core strategy. GroupLink's referral and contact management solution has helped us to increase customer referrals by over 90% and deliver a 40% increase in cross-sell opportunities."

- Cass Bettinger, First National Bank of Pennsylvania

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eReferrals Features & Benefits

eReferrals by GroupLink enables banks, credit unions and other financial institutions to consistently collect leads from branch or remote offices and have them flow into a shared database, which then directs the immediate connection of a lead to the appropriate sales person or department.


web based referrals The 100% Web Based Referral System
  • - Internet Explorer®, Firefox®, Google Chrome, Safari®, and others
  • - Access from any web enabled device including the iPhone® and other smartphones
hosted referral software Hosted Referral Software
  • - Lower overall costs and eliminate server maintenance
  • - Simplify implementation with instant access to the web portal
  • - Increase uptime with a guaranteed 99% uptime
integrated referral system Essential Third Party Integration
  • - Exchange, GroupWise®, Gmail, Yahoo!®, and other SMTP server collaboration
  • - Seamless integration with Active Directory®, eDirectory, and Apple® Open Directory via LDAP
service solution World Class Customer Service
  • - No training or consultation fees
  • - Excellent customer service leads to over 90% customer retention rates
  • - You buy more than a software package - you receive a service solution
cross platform referral software Cross Platform Solution
  • - Runs smoothly on Mac®, Windows®, Novell®, and Linux®
  • - Perfect solution for any type of organization
reporting with true business intelligence Powerful Reporting
  • - Built-in powerful reporting tools, no third party solution necessary
  • - Graphical, drill-down reports, dashboards in real-time, and automatic scheduled reports
simple ticket submission Ease of Use
  • - Referral tracking system with simple submission forms
  • - Open the lines of communication within your organization
  • - Instant notification via email to the correct respondent for the requested services, and storage
  •   into a CRM database with history views