Refer 7 Overview
If your organization is looking for an in-house, easy to use, and technically advanced I&R software system, look no further! Refer7 is the preferred system for the the majority of top-notch, professional Information & Referral organizations. There are no other I&R software systems that can functionally compare to the Refer7 system.
The 7.4 version is the latest upgrade of the Refer system and reflects over 12 years of constant refinement. Refer systems continue to lead the way with new technology and I&R software functional advances.
Since 1998, 67% of new customers are organizations converting from another I&R software system.
Refer7 is available in two versions:
- Microsoft Access Version - for organizations with fewer than 100,000 calls per year.
Call and resource data is stored in Access databases
- Microsoft SQL Server Version - for organizations with more than 100,000 calls per year. Call and resource data is stored in SQL Server
RTM Designs has the perfect system to match your organizations needs.
Software Summary
Refer7 is the most complete and comprehensive Information & Referral software system available. Along with the standard I&R call and resource functions, Refer 7 offer these unique features:
- multiple clients tracked and assisted per call/contact
- Taxonomy Use, See Also, Virtual term and Category searches
- user customized graphical user interface
- client and caller cover letter library, mail labels and pamphlet processing
- associated client links
- multiple follow-up scheduling per call/contact
- unlimited user-defined client and caller intake and data sheets
- agency survey processing and tracking
- unparalleled printed directory production
- automated data quality monitoring utilities
- resource global update utilities
- volunteer tracking
- required fields call module processing (optional module)
- case management (optional module)
Refer7 automates the complex call, client and resource functions that are still manually
processed in other I&R software systems. Refer7's new user interface gives the user One-Click Away
access to all major call/contact functions and features, further simplifying the work for the call specialist. The
Refer7 Resource module creates and maintains the most comprehensive and accurately searched database of any
I&R software product.
Refer7 is designed from the ground up to be the "Professional's Choice" for Information & Referral/Client Tracking software
