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! Refer and Alliance Network are the preferred systems for the the majority of top-notch, professional Information & Referral organizations. There are no other I&R software systems that can functionally compare to Refer and Alliance Network.
The 7.3 version is the latest upgrade of Refer and Alliance Network and reflects over 12 years of constant refinement. Refer and Alliance Network 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.
What is the difference between Refer
and Alliance Network?
Prior to 2004 the Refer and Alliance Network systems were two separate software packages, each with their own unique features. The development of Refer started in 1994 and Alliance Network was written in 2001/2002 using newer technology. Taking the best features from each system, the two systems were merged in order to create the new version 7 Refer and Alliance systems.
Since 2005, Refer7 and Alliance Network are identical software systems (except for the names) and are still the software of choice for professional I&R organizations. The two names remain in order to make a
distinction between the two user groups.
Both systems are developed using Microsoft Visual Studio and Visual Studio.NET use either Microsoft SQL Server or Access2000/2003 databases.
Refer and Alliance Network are 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 and Alliance Network are the most complete and comprehensive Information & Referral software systems available. Along with the standard I&R call and resource functions, Refer and Alliance 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
