Features Reporting Mobile App Setup Pricing Live Demo Login Try it yourself

One honest note up front: a spreadsheet is free, and for a very small, very disciplined group it can genuinely work fine for a while. Where it tends to break down is as a group grows past a handful of members, once more than one person needs to update it, or once anyone wants to see referral history without messaging whoever owns the file.

What changes when you move off a spreadsheet

A spreadsheet can technically hold the same information. These are the differences that show up once real people are using it every week.

 
Referral Grove
Shared Spreadsheet
Members see their own history
✓ Yes, own login
Have to ask whoever owns the file
Update conflicts / broken formulas
Not possible
A real, recurring risk
Referral status tracking through to close
✓ Built in
Manual, if anyone updates it
Attendance logged from a phone
✓ Yes
Awkward on mobile
Leadership reporting
✓ Automatic
Someone has to compile it
Member directory & profiles
✓ Yes
Not really
Real-time member chat
✓ Yes, group & direct
Not available
Cost
Flat monthly fee
Free

A spreadsheet is genuinely free. What it costs is everyone\'s time re-entering, chasing updates, and not trusting the numbers when it matters, like reporting to leadership or settling a dispute about who actually gets credit for a referral.

What a spreadsheet cannot really do

Every member gets their own login

No more one shared file everyone edits. Each member logs in, sees their own referral history, and adds their own entries directly.

Referral tracking, start to close

Referrals move through statuses automatically as they progress, no manual column updates, no arguing over whose numbers are right.

Mobile-friendly for real meetings

Add a referral or check attendance from a phone during or right after a meeting, not hunting for the right spreadsheet tab on a laptop.

Leadership reporting, automatically

Chapter-level reporting on referral activity and attendance, generated from real data, not compiled by hand before a meeting.

Real onboarding, not a blank slate

We import your existing spreadsheet roster and get your organization configured before your members ever log in, included in setup.

A member directory that stays current

Member profiles update themselves as people join, leave, or change details, instead of a directory tab that goes stale.

A built-in social feed

Members post and connect with each other between meetings, something no spreadsheet can offer.

Real-time chat, not just a shared file

Every chapter gets its own group chat automatically, plus direct messaging between any two members, live, right in the portal.

Common questions

Why move from a spreadsheet to dedicated software for referral tracking?

A shared spreadsheet depends on someone remembering to update it, everyone finding the right tab, and no one accidentally breaking a formula. Referral Grove gives each member their own login to add and track their own referrals directly, so the record is not dependent on one person maintaining a file.

Can members see their own referral history without asking someone?

Yes. Every member has their own login and can see the referrals they have sent and received, with statuses through to close, without needing to ask whoever maintains the spreadsheet.

Does it replace a spreadsheet for attendance too?

Yes. Attendance and guest visits are logged directly during or after a meeting, from a phone or a desktop, and leadership gets reporting automatically instead of compiling it from a separate sheet.

How hard is it to move our existing spreadsheet data over?

We import your existing roster and get your organization configured before your members ever log in, included in setup. See the pricing page for current plans.

Can I see it before committing to anything?

Yes. Click Try it yourself above and we'll create a live demo account instantly, pre-loaded with a sample chapter, members, and referrals. No sales call, no obligation.

See it running for real

A live demo account, ready in seconds, no sales call required.

Considering a BNI Connect alternative? · Comparing ChamberForge?

Try it yourself

We'll email a login link to the address you provide — so use a real one. Your account will be pre-loaded with a sample chapter, inbox, and referrals. No password to set, no sales call, no obligation.