Partner CRM & Referral Network
Your partner network.
Connected.
Manage partner relationships, make referrals directly between organisations, and track outcomes across your local network — all in one place.
Book a demoManage partners
Records, contacts & services
Make referrals
Direct or via the network
Track progress
Full referral lifecycle
Record outcomes
Completion & reporting
Your partners, at a glance.
See every partner organisation, their services, and connection status. Toggle between list and map view.
Islington Citizens Advice
Camden Food Bank
North London Mental Health Hub
Hackney Housing Support
Tottenham Community Centre
Connected vs Not Connected
Partners can be invited to join Plinth and link their account to yours. Connected partners receive referrals directly into their system.
Invite via email
Send one-time join links to partner organisations. They sign up, and their account is automatically linked to yours.
Map view with boundaries
See all partner venues on a map, colour-coded by organisation. Overlay ward and LAD boundaries to understand geographical coverage.
Search and connect
Find organisations already on Plinth by name and connect instantly. Merge duplicate records when partners join.
Referrals that actually work.
Create a referral, send it to a partner, and track every step from pending through to completion. Click through the demo.
Name
Sarah Johnson
Phone
07700 900123
Preferred contact
Phone call
Sarah needs help with budgeting and debt management. Currently on Universal Credit.
Consent obtained to share personal information
Configurable referral forms
Choose which personal information fields to include. Add support types, preferred contact method, referring organisation details, and additional notes.
Full lifecycle tracking
Every referral moves through clear stages: Pending, In Progress, Accepted, Completed, or Rejected. Both sides can add notes throughout.
Automatic member creation
When a partner accepts a referral, the person is automatically imported as a new member record in their system. No duplicate data entry.
Consent built in
Every referral includes a consent checkbox confirming the person has agreed to their information being shared with the receiving organisation.
Smart referral cascading.
If the first organisation can't help, the referral automatically moves to the next suggested partner. No one falls through the cracks.
Camden Food Bank
Reason: At capacity
Islington Citizens Advice
Hackney Housing Support
Automatic cascading
The system suggests which organisations to ask, in order. If one rejects, it moves to the next.
Accept, reject, or refer on
Partners can accept the referral, reject with a reason, refer on to another organisation, or close it.
2-day reminders
Outstanding referrals trigger automatic reminders after 2 days so nothing gets forgotten.
Track in Plinth
Create a member record to track someone without formally accepting the referral. Keep visibility without commitment.
See the full picture.
Pie charts by support type, status breakdowns, and key stats. Toggle between referrals out and referrals in.
32
Total
28
Accepted
4
In Progress
By Support Type
By Status
Breakdown by support type
See where demand is highest: food, housing, mental health, finance, and more. Use the data to plan services and make the case to funders.
Status tracking at a glance
Monitor how many referrals are pending, in progress, accepted, completed, or rejected. Spot bottlenecks before they become problems.
Export everything
Download referral data as CSV for reporting to commissioners, funders, or internal reviews. All the data, in the format you need.
An embeddable service directory.
Let residents find local services on your website. Partners populate the directory — you embed the widget.
Council Website
Local Services Directory
Find support services in your area
Islington Citizens Advice
Advice & Advocacy · 222 Upper St, London N1 1XR
Camden Food Bank
Food Support · St Pancras Church, London NW1 2BA
Hackney Housing Support
Housing · 1 Reading Ln, London E8 1GQ
Powered by Plinth
<iframe src="https://app.plinth.org/directory/your-org" width="100%" height="600" frameborder="0" ></iframe>
Customisable colours
Match the widget to your website brand. Set primary colours, fonts, and accent colours via CSS.
Unique URL per directory
Each directory gets its own URL. Share it directly or embed it on any website.
Partner-populated
Invite partners to add and maintain their own listings. The directory stays up to date without manual work.
Everything you need.
From partner records to referral analytics — every part of your network, managed.
Partner Records
Store contact details, notes, and service information for every partner organisation. Track connected vs not connected status.
Referral Tracking
Follow every referral from creation through to completion. See referrals in and referrals out with full lifecycle tracking.
Smart Network
Network-level referral management with automatic cascading. If one organisation can’t help, the system moves to the next.
Coverage Map
See all partner venues on a MapBox map, colour-coded by organisation. Overlay ward and LAD boundaries, and view referral postcodes.
Service Directory
Embeddable service directory widget for council websites. Customisable colours and a unique URL for each directory.
CSV Export
Export partner data and referral records to CSV for reporting, analysis, or sharing with commissioners.
Outcome Tracking
Track referral outcomes from both the referring and receiving organisation. Add notes throughout the process.
Completion Reasons
Structured completion tracking: support provided, attempted contact, signposted elsewhere, or not eligible.
External Referrals
Link to a partner’s own referral form for organisations outside the network. Keep everything in one place.
Trusted by charities and local authorities across the UK.
Connect your local network.
See partner management and referrals in action. Book a 30-minute demo and we'll walk you through it.
Book a demo