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. eReferrals is designed exclusively for customers in the banking and financial industries. The following list represents a select few of the organizations that have chosen GroupLink technology for their referral needs: Summit Financial Group, Cardinal Bank, Reliance Bank.
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
100% Web Based
- MS Internet Explorer® or Edge®, Firefox®, Google Chrome™, Safari® and others
- Form-fit screens for tablet views (in summer 2020 release of v12.0)
- Access from any web-enabled device, including iPhone and Android
Essential 3rd party integration
- Exchange®, Office365®, GroupWise®, Gmail™ and other modern authentication messaging & collaboration platforms
- Seamless integration with Active Directory® (AD®), AD FS®, eDirectory® and Apple Open Directory via LDAP®
Cross platform solution
- Runs smoothly on Mac®, Windows®, SUSE®, and Linux®
- Perfect solution for any type of service or financial organization
Powerful reporting
- Built-in powerful reporting tools, no third party solution necessary
- Graphical, drill-down reports, dashboards in real-time, and automatic scheduled reports
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
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
Request an eReferral demo for FREE!
Schedule a customized online demonstration of GroupLink’s eReferrals software. Request your demo by completing the form below and a GroupLink representative will contact you to confirm.