Referrals are the lifeblood of many businesses, especially in real estate, law, and finance. But the process of sending and receiving referrals is often a mess of informal emails, texts, and phone calls.
"Hey, I have a client for you. Call me."
This is not a process. This is chaos. You lose data, you lose context, and often, you lose the lead.
The Frictionless Handoff
With ChatToSurvey, you can give your partners a dedicated link. When they have a lead, they don't need to write a long email. they just click the link and chat.
It takes them 30 seconds. They can do it from their phone while walking out of a meeting.
Consistent Data
Because the chat is structured, you ensure you get every critical piece of information every time. Name, contact info, budget, timeline—whatever you need. No more chasing partners for missing details.
Attribution
You can create unique links for different partners. This means every lead that comes in is automatically tagged with the source. You'll know exactly who is sending you the best business, without any manual tracking.
Streamline your network. Make it incredibly easy for people to give you money.