Best Referral Management Software - Page 4

How Many Referral Management Software Products Does G2 Track?

Total Products under this Category: 84

Category Stats (Sep 2026)

  • Average Rating: 4.44/5 The average rating of products in this category, based on all submitted ratings

Last updated: September 08, 2026

How Does G2 Rank Referral Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 700+ Authentic Reviews
  • 84+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

Findhelp

Building healthier and happier communities starts with supporting the whole person. That’s why Findhelp was founded in 2010: to connect all people in need to the programs that serve them with dignity and ease. Our software platform enables community organizations, governments, and businesses across industries to easily manage and coordinate care. From screening and closed-loop referrals to outcomes tracking and actionable health equity insights, Findhelp is leading the modernization of the social safety net. For more information, visit https://company.findhelp.com.

Who Is the Company Behind Findhelp?

  • Seller: Findhelp
  • Year Founded: 2010
  • HQ Location: Austin, US
  • Twitter: @itsfindhelp
    2,731 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    223 employees on LinkedIn®

Forta

Forta is a healthcare organization dedicated to empowering families of children diagnosed with Autism Spectrum Disorder (ASD) by providing personalized, quality Applied Behavior Analysis (ABA) therapy. Recognizing the challenges families face in accessing timely and effective care, Forta offers a family-powered approach that integrates parent training with professional support to enhance developmental outcomes for children on the autism spectrum.

Who Is the Company Behind Forta?

  • Seller: Forta
  • Year Founded: 2022
  • HQ Location: San Francisco, US
  • Twitter: @FortaHealth
    23 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    201 employees on LinkedIn®

HousingTree

HousingTree allows you to work with your leads, clients, facilities and referrals providing a high standard customizable platform to interact, keep track and invoice within minutes. Increase your revenue with our platform. See why Top Referral Agencies have been using HousingTree for over 9 years. Schedule a free, no obligation software demo today!

Who Is the Company Behind HousingTree?

  • Seller: HousingTree
  • Year Founded: 2010
  • HQ Location: N/A
  • Twitter: @HousingTree
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

HousingTree Senior Referral Management

Senior Referral Management is a web based application designed for senior referral tracking and placement to Assisted Living facilities. HousingTree is a facility referral network.

Who Is the Company Behind HousingTree Senior Referral Management?

  • Seller: HousingTree
  • Year Founded: 2010
  • HQ Location: N/A
  • Twitter: @HousingTree
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

isoratec

Intuitive CRM for your company's healthcare sales force with a special emphasis on home health care companies. HIPAA compliant- FREE access to Medicare referral data (USA). Grade your sales team on multiple metrics.Edit any field. All-in-One calendar. iOS mobile app that works offline. Locate nearby contacts. EHR Integration. Track employee vacation and sick days. Calculate commissions. E-mail marketing. Embedded tutorials to get new sales people up and running faster. Available in any language . Reports, expenses, and much more. New Feature ! Sales Report Card. Motivate your reps and watch sales revenue grow! Just set the parameters for how your salespeople earn points and Isoratec® displays a grade-based, ‘Report Card’.

Who Is the Company Behind isoratec?

  • Seller: Isoratec CRM
  • Year Founded: 2018
  • HQ Location: New Jersey, US
  • Twitter: @isoratec
    1,220 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Keet Health

Founded in 2015, Keet Health is committed to helping providers, employers, and health systems facilitate and deliver more connected, personalized care through our patient engagement platform. The only platform in the industry to combine patient reported outcomes and patient engagement in one seamless experience, we are equipping providers & employers with the tools needed to expand care beyond clinic walls to create rich experiences that engage patients and lead to better outcomes. We are high-tech, high-touch, and highly collaborative and we’re working to restore humanity in healthcare.

Who Is the Company Behind Keet Health?

Lightbeam Referral Management

Lightbeam's Referral Management solution makes referring easy and efficient by visually matching patients to the ideal provider based on 6 essential data points and automating communications between the initiator, recipient, and patient.

Who Is the Company Behind Lightbeam Referral Management?

Loyal Health Platform

Loyal Health is a healthcare technology company based in Atlanta, Georgia. Since its founding in 2015, Loyal has focused on creating innovative solutions that enhance the patient experience. With a dedicated team and a growing customer base, including major healthcare systems like Lifepoint Health, Loyal continues to expand its presence in the healthcare technology landscape. The Loyal Platform offers key features such as: Provider Data Management (PDM); Care Search & Scheduling; AI-powered Chatbots, Patient Outreach Campaigns, HRAs, and our Reputation Management Suite. These solutions streamline patient access, improve care coordination, and provide health systems with actionable insights to better serve their patients. Loyal’s platform empowers healthcare organizations to deliver personalized, efficient care, ultimately improving patient satisfaction and operational efficiency. By simplifying digital communication and engagement, Loyal helps providers build stronger connections with their patients, solving critical pain points in today’s healthcare environment.

Who Is the Company Behind Loyal Health Platform?

  • Seller: LOYAL HEALTH
  • Year Founded: 2015
  • HQ Location: Atlanta, Georgia, United States
  • LinkedIn® Page: www.linkedin.com
    229 employees on LinkedIn®

MDfit

The MDfit software platform enables provider directory data validation to better align patient conditions and preferences with availability, location and medical equipment for optimal scheduling and referring. By connecting the right resources to the right patient, MDfit helps healthcare organizations strengthen the patient-clinician connection, promoting greater patient satisfaction, loyalty and quality of care.

Who Is the Company Behind MDfit?

  • Seller: MDfit
  • HQ Location: Pittsburgh, US
  • Twitter: @MDfitByAxixe
    70 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Medcohere

Medcohere is a service provider that offers paper less solution and efficient referral management system for dentists and dental specialists. Its end-to-end referral management systems are aimed at improving communications, transparency, patient care and overall quality in everyday operations.

Who Is the Company Behind Medcohere?

  • Seller: Medcohere
  • Year Founded: 2018
  • HQ Location: Lexington, US
  • Twitter: @MedCohere
    13 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

MURx

EMR and practice management software that includes patient portal, lab results management, e-prescribing, and referral management.

Who Is the Company Behind MURx?

naviHealth

DischargeCentral is an application, designed to help automate and standardize much of the transitions of care process, dramatically reducing time spent on manual processes.

Who Is the Company Behind naviHealth?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024