Networking CRM for referral professionals

Remember everyone.
Miss no referral.
Build real connections.

Reflo is the fast, intelligent networking CRM built for professionals who take referrals seriously — not another bloated sales tool.

Built for ONLE, Top Network, Dorset Chamber & beyond

100%

Mobile-first design

20s

Average card scan time

0

Bloated features you don't need

1

Place to know your whole network

Core features

Every tool your network needs. Nothing it doesn't.

Reflo was designed around one question: what does a commercial finance professional actually need from a CRM at a networking event?

Instant Card Scan

Capture anyone in 20 seconds

Point your phone at a business card. Reflo extracts name, company, email, and number — then walks you through where you met and how to refer them. No typing required at the event.

Ask My Network

Search your network in plain English

Ask: "Who do I know that handles employment law in Bournemouth?" or "Who could refer a gym owner to me?" Reflo understands context — not just keywords — across every note, meeting, and contact record.

Smart Introductions

Write the perfect intro in one tap

Select two contacts and Reflo shows you why they should meet, flags any conflicts, and drafts an introduction message you can edit and send. Every intro is logged to both timelines.

One-to-one meeting log

Template-driven notes for networking coffees. Captures ideal clients, referral triggers, and agreed actions.

Follow-up reminders

Never go cold. Dashboard shows overdue follow-ups, upcoming meetings, and contacts you haven't spoken to recently.

Contact timeline

Full history of every call, meeting, introduction, and referral — all on one scrollable timeline per contact.

Import & export

CSV import and export. Your data stays yours — no lock-in, full UK GDPR compliance, right to deletion.

How Reflo works

From business card to referral opportunity — in minutes.

01

Capture at the event

Scan a business card or add manually. Log where you met, what they do, and how to refer them — all before you leave the room.

02

Build the referral profile

Record who they want to meet, what triggers a good referral, and how they might send business your way. One record does all the work.

03

Act when it matters

Ask My Network surfaces the right person at the right moment. Follow-up reminders keep relationships warm between events.

04

Never miss a referral

Every introduction is tracked. Every referral is logged. Your network data quality score tells you exactly where the gaps are.

Ask My Network

Your network answers questions. Not just keyword searches.

Semantic AI search understands what you mean — not just what you type. It reads across every contact note, one-to-one, and referral record to surface exactly who you need.

  • "Who in my network works with healthcare businesses?"
  • "Do I know an employment solicitor in Dorset?"
  • "Who have I not spoken to in three months?"
  • "Who could refer commercial mortgage clients to me?"
Who could help a gym with employment law?

Sarah Mitchell

Employment Solicitor · Mitchell Legal

Top match

Advises SMEs on HR disputes and employment contracts. Works with leisure and fitness sector clients.

James Hartley

HR Consultant · Hartley HR

Strong match

Specialises in employment policies for growing businesses. Met at ONLE — Dorset Jan 2024.

DW

David Whitfield

Commercial Mortgage Broker · Coastal Finance

Met at Top Network Bournemouth — Nov 2024

How to refer David

Introduce him to business owners buying commercial property, refinancing premises, or funding an acquisition. He moves fast and keeps clients updated throughout.

How David might refer you

He regularly speaks to growing businesses needing equipment finance, recruitment funding, or working capital. Listen for clients outgrowing their current lender.

Commercial property Acquisitions Bournemouth High referral potential

Referral profiles

Know exactly how to refer anyone. In seconds.

Every Reflo contact has a full referral profile — what they do, who they want to meet, how to introduce them, and how they might send business your way.

Built for commercial finance professionals who depend on reciprocal referral relationships — not just a list of names and numbers.

Get started

Your next referral is already in your network. Find it.

Join the professionals using Reflo to stay on top of their network, make better introductions, and never let a referral opportunity slip.

Free to start. Mobile-first. No CRM experience needed.