FAQ
Is there personalized help getting a firm set up on ReferralPulse?
Yes. Firms on the Team plan get white-glove onboarding at no extra cost.
A member of the ReferralPulse team works with you directly to set up your company account, import your existing partner network, configure admin roles and permissions, and walk your admins through the dashboard.
The aim is to have your whole firm active and using the platform in the first week, without the "figure it out yourself" slog that usually comes with new software.
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