- Revenue
- $3.8M
- Year founded
- 2021
- Funding
- $101M
- Team size
- 187
Top 8 Referral Management Software Companies (November 2026)
As of November 2026, Latka tracks 8 referral management software companies. They have combined revenues of $16M and employ 305 people. They have raised $101.8M.
Every company below sells referral management software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What Referral Management Software Companies do
Referral management software is a specialized category of tools designed to facilitate the process of managing and tracking referrals within various sectors, particularly in healthcare and customer relationship management. These software solutions provide a structured way to capture, monitor, and complete referrals efficiently, ensuring that both providers and clients receive timely updates throughout the referral process. Common functionalities of referral management software include automated tracking of referral status, secure communication between parties, and integration with existing systems to streamline workflows. In healthcare, this software enhances coordination between providers, reduces patient wait times, and improves care delivery. In business contexts, it enables organizations to nurture leads generated by referrals effectively, thereby maximizing the potential of word-of-mouth marketing. Typical users of referral management software range from healthcare providers, such as hospitals and clinics, to businesses leveraging referrals in their marketing strategies. Buyer personas often include administrators seeking to improve operational efficiency and sales teams looking to track referral leads and outcomes.
- Companies
- 8
- Revenue
- $16M
- Funding
- $101.8M
- Employees
- 305
Filters
Sorting: Highest -> Lowest
Top Referral Management Software Companies by revenue
Showing 8 of 8 companies ranked by annual revenue.
Maynooth, Ireland
Developer of a cloud based healthcare appointment platform designed to improve patient engagement and communication. The company's platform uses SaaS to revolutionize the delivery of co-ordinated healthcare appointment and referral management, enabling patients to get efficient and accessible healthcare appointments at an affordable price.
- Revenue
- $3M
- Year founded
- 2011
- Funding
- $765.2K
- Team size
- 34
Pittsburgh, Pennsylvania, United States
WE HELP SAVE LIVES. Treatspace is an award-winning, multi faceted healthcare platform that enables high-performance referral management, powers online patient engagement, and facilitates clinical collaboration. Since it’s inception in 2012, Treatspace has been disrupting and improving critical healthcare processes that no longer work in a rapidly changing regulatory and reimbursement landscape. Backed by a data-driven team and principal investors, their innovations in interoperability, analytic measurement, and transfer of clinical data continually succeeds in areas where existing Electronic Health Record (EHR) and other applications cannot. Most notably, Treatspace changes the way primary care, specialty care, and hospital-based systems collaborate in closed-loop referral management and care coordination. Their unique selling and business model corrects erratic and poorly managed physician referral patterns and processes. Treatspace isn’t just an application, it’s a team of experts that work together to rally and build your managed network of the best performing specialist referral partners. Based in Pittsburgh PA, Treatspace has been recognized nationally for their unprecedented pursuit to eliminate paper referrals and change the future of referral relationships.
- Revenue
- $2.8M
- Year founded
- 2012
- Team size
- 25
Cary, North Carolina, United States
Developer of a SaaS referral coordination platform intended for electronic referral management, coordination of care and EHR interoperability services. The company's platform provides an Intelligent Care Coordinator (ICC) application, enabling all healthcare providers in a community to work together to coordinate with patient referrals, exchange relevant clinical information, share status updates, communicate securely and manage prior authorizations.
- Revenue
- $2.5M
- Year founded
- 2010
- Team size
- 12
New York, New York, United States
Medsender is a healthcare technology company specializing in AI-powered solutions designed to streamline administrative workflows within medical practices. Their platform offers a range of services, including HIPAA-compliant digital faxing, AI-driven document automation, and seamless integration with Electronic Medical Records (EMR) systems.
- Revenue
- $2.1M
- Year founded
- 2015
- Team size
- 19
London, England, United Kingdom
Developer of a cloud-based technology designed to close the gap between primary, secondary and tertiary care. The company's technologies include advice & guidance, electronic referral management system and virtual clinic management system which allows users to see all the information about clinical pathways, enabling hospitals to make specialist advice available to local general practitioners when needed thus improving patient healthcare.
- Revenue
- $1.5M
- Year founded
- 2015
- Team size
- 18
Toowoomba, Queensland, Australia
MEDrefer is a medical referral platform that includes an Australia-wide healthcare service directory + eReferral workflow that notifies referring GPs of status changes. It is integrated and available through GP clinical software, online, or via our desktop app. Easy to use, Secure, Trackable. MEDrefer for... GENERAL PRACTITIONERS: Find the right Specialist... right now Search from our database of thousands of registered Specialists and Allied Health professionals in your region and across Australia. No need to update your own database any longer if you use Best Practice software Receive updates to your software and your online account on referral acceptance, attendance, and reports. MEDrefer for... SPECIALISTS: Increase your network of referring GPs Optimise your professional online profile Be found by highlighting your areas of special interest in the location/s you serve Automatically let the referring GP know the status of the referral, appointment, and summary letter. MEDrefer for... ALLIED HEALTH PROFESSIONALS: Expand your practice’s referral network Create and customise your profile according to your specialty and special interests Be instantly visible to practitioners actively seeking to refer patients to AH professionals, based on proximity and specialty areas. Qualified healthcare professionals can register online now or request an online demonstration: MEDrefer.com.au
- Revenue
- $220K
- Year founded
- 2007
- Team size
- 2
Boston, Massachusetts, United States
Provider of cloud-based clinical analytics services. The company's cloud-based platform, 'Digital Physician Assistant', streamlines and automates manual processes for all patent referral and prior authorization transactions based on real time EDI transactions.
- Revenue
- $114.9K
- Year founded
- 2011
- Team size
- 8
Frequently asked questions about Referral Management Software Companies
How many referral management software companies are there?
Latka tracks 8 referral management software companies with reported revenue. Together they generate $16M in annual revenue and employ 305 people.
Which referral management software company is the largest?
Tennr is the largest, with $3.8M in annual revenue, founded in 2021.
How much revenue does a typical referral management software company make?
The average referral management software company in this list makes $2M a year, across 8 companies with reported revenue.
Who are the leading Referral Management software vendors?
Ranked by annual revenue, the leaders are Tennr, swiftQueue, Treatspace, Infina Connect Healthcare Systems and Medsender.
How much funding have referral management software companies raised?
The 8 referral management software companies tracked here have raised $101.8M in disclosed funding between them.
Related Vertical Industry Software categories
Inclusion Criteria
- Must enable tracking of referral status and progress - Must facilitate communication between referring and receiving parties - Must integrate with other relevant systems (e.g., EMRs for healthcare) - Should provide features for automated notifications to users about referral actions - Must cater to analytics and reporting to assess referral effectiveness - Not just a lead generation tool; must also manage the complete referral workflow