Features
Everything you need to run a modern referral network — built into the phone your clients already carry.
Google Wallet Digital Business Card
Replace paper cards with a professional pass that lives permanently on your client's phone. Every time they open Google Wallet, your name and contact details are right there.
- Pass displays your headshot, name, title, and agency branding — styled with your agency's colours and logo.
- Contact links on the pass let clients call you, email you, or leave a Google review in a couple of taps.
- Each pass carries a unique QR code that links back to your referral profile.
- No app required — works natively in Google Wallet on any Android device.
Referral Network Tracking
Know exactly where every lead came from. When a client refers a friend, that connection is recorded immediately — no manual data entry, no guessing.
- Full referral chain visibility: who referred whom, when the lead came in, and current status.
- CRM dashboard showing your complete advocate and lead network at a glance.
- Referral relationships persist across the lifetime of the client relationship.
- Each referred lead is automatically created as a contact when they submit the referral form.
Identify and Nurture Your Top Referrers
Most agencies have no idea who their best referrers are. Agents Wallet shows you exactly which past clients are making introductions — so you can recognise them and build on those relationships.
- CRM dashboard ranks your advocates by referral activity — see at a glance who is driving the most introductions.
- Every referral is linked to the person who made it, giving you the full picture of your network's reach.
- Push a personal message directly to a client's Google Wallet to acknowledge their support — no email required.
- Stay top of mind with your most active advocates through timely, relevant pass updates.
Agency Admin Portal
Agency owners manage the entire operation from one dashboard — no access to individual agent CRM data, just the tools to keep the agency running.
- Add, suspend, or reactivate agents instantly from the admin dashboard.
- Apply your agency branding — logo, colours, and name — to every agent pass.
- Separate login credentials for agency admins, independent of the agent authentication system.
- Billing and account management accessible even if an agent's account is suspended.
Automated Review Campaigns
When you add a past client as an advocate, a review campaign starts automatically. You collect Google reviews without sending a single message manually.
- Three-step email and SMS sequence: immediate outreach, a three-day reminder, and a final nudge at day seven.
- Campaign stops automatically the moment a review is received — no over-messaging.
- Each message is personalised with the client's name and your details.
- Opt-out is respected immediately — unsubscribes from your campaigns only, not other agents.
Dynamic Pass Updates
Wallet passes are not static. Push updates to every installed pass instantly — a personal message, a milestone acknowledgement, or a refreshed contact link — keeping your agency present in every client's pocket.
- Send a personal message directly to any advocate's Wallet pass with one action from your dashboard.
- Broadcast a message to your entire network at once — no email list, no third-party tool required.
- Contact links in passes rotate on every access for security — old links automatically stop working.
- Active passes (used in the past 90 days) receive updates immediately; others update on next access.
