Referrals
Internal referrals
Referring clients between programs inside the same organization.
Product support
Documented support
- Bonterra Apricot by Bonterra
Internal Referrals are explicitly in Pro.
vendor reported
- Bonterra ETO by Bonterra
Internal referrals module (help center).
vendor reported
- Clarity Human Services by Bitfocus
Real-time referral tracking to reduce bottlenecks (HMIS page).
vendor reported
- Exponent Case Management by Exponent Partners
Referral tracking with inbound referral reports by status and program (reports guide).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Referral object with INBOUND/OUTBOUND types linked to programs and cases (Developer Guide).
vendor reported
Partial / qualified support
- ClientTrack by CaseWorthy by CaseWorthy
Referrals and coordinated entry in one connected system; internal vs external not distinguished (HMIS page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Referral object as intake type; internal routing via Omnichannel (developer docs, pricing page).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Casebook by Casebook PBC
Reviewed sources clearly support service referrals but did not cleanly distinguish internal referrals as a separate capability.
vendor reported
- QG Case by QuesGen Systems, Inc.
Referrals are supported, but internal vs external is not distinguished publicly.
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Pro plan of Bonterra Apricot