REFER, TRACK & REPORT

CRIS Referral Management

Leading the way in referral management.

Welcome to CRIS Referral Management

Welcome to the UK's leading referral management system for the financial services industry.

Refer

Easily refer clients to your chosen panel of professionals.

Track

Track the progress of any referral from first contact to completion.

Report

Overview firm activity or drill down on an individual level.

Manage

Effectively manage all referred business.

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