Citizens Advice Conference 2019

Citizens Advice Conference 2019

We are delighted to announce that the winner of our prize draw for a bottle of champagne at the Citizens Advice Conference 2019 is Sam Scotchbrook. We would like to thank Helen Waddington, Head of Casework at Perennial for drawing the winning card.

This year’s conference was busier than ever for us at our stand. We had lots of existing customers visiting, and considerable interest from potential users as well.

New pricing structure

New pricing structure

New low pricing structure makes Refernet more inclusive!

 
The Refernet team have spent the last 6 months evaluating the way the system is priced, including discussions with new and existing customers to gain their input. 
 
Great care has been put into the fairness of charges, and Refernet now calculates the annual service charge by using the following criteria: Agencies in the system, Referral activity, Population served, and Annual Turnover (as published at Companies House). 
 
Refernet is pleased to announce it is now considerably cheaper for the smaller organisations, whilst ensuring that its larger clients continue to enjoy great value for money from its service. Indeed, you might be surprised to learn your advice network could have Refernet from as little as £850+VAT per annum!
 
Obviously there are some clients who have business models which are unique. If so, please call us to discuss your bespoke pricing requirements. 
 
Refernet is a proven system –  improving referral management, referral accountability, and referral security – it is proven to pay for itself! 
Send email notifications with notes.

Send email notifications with notes.

New Refernet update just released, includes email notifications for Notes.

When you add a note to a referral, you can now automatically notify the other party(s) involved in the referral. This is great to keep them informed, or perhaps to prompt them for an update.

Add your note and you will now see that the users who are involved in the referral can be individually selected to receive an automatic notification of your new note. The email they receive only contains the referral ID, for security and asks them to login to Refernet for an update.

Manage Agency visibility in your network

Manage Agency visibility in your network

We have just released a new development for Refernet. The Exclude function.

We have been listening to our Administrator users, who often want to manage which agencies in their networks, can see which other agencies. Granular control over every agency, and who they can refer to, means that there is never any confusion for users about who they are allowed to refer to. It keeps their list of Agencies shorter and relevant.

We are pleased to announce that this functionality is now available to all Administrators of Refernet systems. More in our knowledge base here >

Citizens Advice Conference 2018

Citizens Advice Conference 2018

Refernet had a busy two days at this year’s conference, meeting dozens of CAs interested in the system.

There was a great deal of interest in the regional supply of Refernet, where more than one CA, particularly in rural areas with low population densities, can share the cost of the service.

We are also delighted to announce the winner of our prize draw, Abi Conway, CEO of Citizens Advice Northumberland who wins a bottle of champagne. We thank Helen Clarke (pictured), Partnership Development Manager at Payplan, who very kindly drew the winning business card.

We’re on show again

We’re on show again

Refernet is delighted to be exhibiting again at the 2018 National Citizens Advice Annual Conference. The conference will be held at Manchester Central, on the 11th and 12th of October.

We look forward to welcoming you at our stand D2 for a live demo of Refernet – where you will also be invited to eat chocolate, and enter our draw for a bottle of Champagne!