FeaturesEvery tool you need,
Every tool you need,
nothing you don't.
Follow My Lead brings introducer management, pipeline tracking, invoicing and reporting together in one focused platform.
Introducers
Manage your introducers.
Keep introducer details, contacts, referrals and relationships organised centrally — no more scattered spreadsheets or email chains.
- Manage Unlimited Introducers in One Central Directory
- Store Multiple Contacts for Every Introducer
- Set Individual Referral Fee Structures
Pipeline
Track every referral.
Track every referral from introduction to completion, ensuring every introducer receives the service and communication they deserve.
- Visual pipeline by stage
- Assign cases to team members
- Real-time progress tracking
Invoices & Remittances
Automate the admin.
Manage invoices and remittances more efficiently — from calculation through to sending and reconciliation.
- Automated invoice generation
- Branded remittance advice
- Payment tracking
Reporting
Understand your performance.
See referrals, conversions, commissions and introducer performance clearly, so you know where to invest your time.
- Introducer performance
- Team performance
- Referral & pipeline reporting
