A referral logged is a reward that won't get forgotten
Referral Tracker
Log every referral the moment it comes in - who sent it, which client or lead it turned
into, and what happens next - on a Dashboard built around a referral chain: connector
cards flowing from referrer to client, newest first, each carrying its own outcome and
reward badge. Reward tracking stays deliberately simple: none, a monetary amount, or a
non-monetary reward by note, never owed until the referral is actually won. An optional
on-device AI assistant can draft a thank-you note for a won referral, or turn your
outstanding rewards into a plain-English summary - fully local, nothing ever leaves your
computer.
The full Referrals log, and the Edit Referral panel with the on-device AI thank-you note for a won referral.
Referrals - the full log, searchable, sortable, filterable by outcome and reward status
Edit Referral - reward details and the on-device AI thank-you note, once won
A referral chain, not just a table
Every referral as its own connector card, referrer through to the client they referred,
with outcome and reward badges, newest first - one glance shows the whole chain of
who's brought you business.
Reward tracking, deliberately simple
None, a monetary amount, or a non-monetary reward by note - you enter the amount you
already know is owed, whether that's a flat fee or a percentage you've worked out
yourself. Never owed until the referral is actually marked Won.
On-device AI: thank-you notes
Once a referral is marked Won, draft a short thank-you message to the referrer in one
click - runs entirely on your own computer, and you review and copy it yourself before
anything goes anywhere.
On-device AI: outstanding-rewards summary
Turn the current list of what's owed and to whom into a plain-English paragraph for
whoever handles payments - it never recalculates or restates the totals differently
than what's already on file.
Search, sort and filter the full log
Every referral on the Referrals tab, searchable by referrer, client or notes, sortable
on any column, filterable by outcome and by reward status.
A stat strip at a glance
Pending, won, lost, how many rewards are owed, and the total outstanding - all on the
Dashboard, updating as you log outcomes.
Genuinely thin, on purpose
No payments processing, no general contact management, no automatic sending - just the
one job that matters: knowing who's owed what for a referral, and whether it's been
paid.
CSV export
Export the full referral log to CSV any time - for a backup, a quick review, or handing
a snapshot to whoever handles payments.
Light/dark theme, and sample data
A light/dark toggle that remembers your choice, and "Load sample data" fills in a
realistic set of referrals across every outcome and reward type so you can see the
chain working before entering your own.
Works entirely offline
Everything lives in local storage on your device - no account setup beyond your shared
Metre2 sign-in, no server, no internet connection required to use it day to day. The
on-device AI assistant works fully offline too.
Frequently asked questions
Do I need to install anything to use Referral Tracker?
It's a Windows desktop app, available now on the Microsoft Store.
What is the referral chain strip?
The Dashboard's headline visual - every referral shown as its own connector card, referrer through to the client they referred, with outcome and reward badges, newest first.
How does reward tracking work?
Deliberately simple. A reward is either nothing, a monetary amount, or a non-monetary reward tracked by notes. You enter the amount you already know is owed - whether that's a flat referral fee or a percentage you've worked out yourself - the app never calculates a percentage of a job value it doesn't have. A reward only ever becomes "owed" once the referral is marked Won.
Does the AI assistant send anything on its own?
No. The on-device AI can draft a thank-you note for a won referral, or summarise your outstanding rewards, but it never sends or acts on anything by itself - you review and copy the result yourself, every time.
Where does the AI assistant run - is my data sent anywhere?
Entirely on your own computer. A small language model is bundled with the app and runs locally through LLamaSharp/llama.cpp - nothing about a referral or its details is ever sent anywhere, and the feature works with no internet connection.
Does it manage my general contacts, or process payments?
No - it's a tracking tool, not a contacts manager or a payments product. It does not process payments and does not replace a general contact book like Customer Contact Book; it's specifically about the referral relationship and what's owed for it.
Where does my data go?
Everything is saved locally between sessions rather than uploaded anywhere - the app has no server dependency and runs fully offline. It doesn't sync across multiple devices yet.
