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NyxAegis
Referral Tracking Platform

“Where Relationships Become Referrals.”

Track every
referral source.
Count every
referral received.

High-Tech Precision  ·  High-End Design  ·  Highly Affordable

Built for teams who build relationships - log visits, track referral sources, and prove your outreach is turning into actual results.

No credit card required · 14-day free trial · Cancel anytime

Referral Source Dashboard - Q1 2026
59
Referrals MTD
38
Active Sources
103%
Goal Attainment
Referral Source
Type
Goal
Actual
Dr. Sarah Mitchell, MD
Cardiologist
12
14
Riverside Family Practice
Primary Care
20
18
Oakwood Skilled Nursing
SNF
8
11
Dr. James Okafor, DO
Neurologist
6
4
Summit Rehab Center
Rehab Facility
10
12
AI
Built-In Assistant
Ask questions, get instant answers
Real-Time
Referral Counts
Know your ROI from day one
Mobile
Field-Ready
Log visits between stops
HIPAA
Compliance Tracking
Docs, certs & alerts built-in
Built for the field

Built for the field

Log visits and referrals on the go

NYXAEGIS
Strategy at the table

Strategy at the table

Territory planning made visual

NYXAEGIS
Data when it matters

Data when it matters

Real-time dashboards for leadership

NYXAEGIS

Platform Features

Built for how you actually work

Every feature is designed for people who build relationships and need to prove their impact.

Referral Source Tracking

Log every referral source - contacts, partners, and organizations. Track visit frequency, relationship strength, and referral volume per source so you always know where to invest your time.

Referral Volume Analytics

Count referrals received vs. expected by source. Spot trends, identify drop-offs, and give leadership real data on what your relationship-building is producing.

Territory Management

Assign team members to geographic territories. Map referral source density and coverage gaps. Track which areas and contacts your team has engaged this week.

Activity Logging

Log visits, lunches, calls, and events in seconds - from anywhere. Auto-reminders for follow-ups so no relationship slips through the cracks.

Compliance Document Management

Store and track agreements, certifications, licenses, and training records. Automated expiration alerts keep your team compliant and audit-ready.

Mobile-First Design

Built for people on the move. Log a visit, update a referral count, or review your territory from any device, anywhere.

AI-Powered Insights

NyxAegis AI surfaces your highest-value referral sources, flags relationships at risk of going cold, and generates plain-English performance summaries - so you always know where to focus next.

Built-In AI Assistant

Your data,
made smarter.

NyxAegis AI analyzes your referral patterns, predicts drop-offs before they happen, and surfaces your highest-value opportunities - all without touching a spreadsheet.

  • Smart summaries of team activity, generated automatically
  • Referral trend forecasting - know who is drifting before volume drops
  • Relationship health scores for every source in your directory
  • Ask questions in plain English - get instant answers from your data
NyxAegis AI Assistant
Which referral sources haven't we visited in 30+ days?
?

3 high-value sources are 30+ days overdue:

Cornerstone Partners38 days
Metro Wellness Group45 days
Valley Associates31 days

Want me to schedule follow-up reminders for all three?

How It Works

From first visit to proven ROI

01

Add Referral Sources

Build your directory of partners, contacts, and organizations with relationship history, contact details, and referral volume goals.

02

Track Engagement Activity

Log every visit, call, lunch, and touchpoint as you go. Capture time, location, and outcome so nothing is forgotten.

03

Count Referrals Received

When a referral comes in, log it back to the source. Watch your referral-per-source metrics update in real time.

04

Report to Leadership

AI-generated dashboards show referral volume, source performance, team activity, and territory coverage. Ask questions in plain English - get instant answers from your own data.

Role-Based Access

A portal for every stakeholder

Each user sees exactly what they need - nothing more, nothing less.

ADMIN

Operations Command Center

Full visibility over your entire organization - team members, referral sources, volume, territory coverage, and compliance status.

  • Team referral dashboards & KPIs
  • Territory assignment & coverage maps
  • Member activity and performance metrics
  • Compliance document management
TEAM

Team Member Dashboard

Everything your team needs on the go - log touchpoints, update referral counts, and review territory from any device.

  • Referral source directory & history
  • Quick visit & activity logging
  • Personal referral count tracking
  • Document uploads on mobile
ACCOUNT

Partner Portal

A transparent view for your clinic, practice, and partner organizations to track engagement summaries and service activity.

  • Engagement & referral summaries
  • Active proposals and invoices
  • Contract and document access
  • Branded white-label experience

Pricing

Simple, transparent pricing

Solo User
$49/mo

For an individual managing their own referral relationships and territory.

  • Up to 100 referral sources
  • Activity & visit logging
  • Referral count tracking
  • Document storage
  • Mobile portal
Start Free Trial
MOST POPULAR
Team
$199/mo

For teams of 2-10 with shared analytics, territory management, and collaboration.

  • Unlimited referral sources
  • Team referral dashboards
  • Territory assignment & maps
  • Member performance KPIs
  • AI insights & smart recommendations
  • Contract management
  • Compliance doc management
  • Priority support
Start Free Trial
Enterprise
Custom

For large organizations and multi-location operations.

  • Everything in Team
  • Advanced AI analytics & forecasting
  • White-label branding
  • Custom integrations
  • SSO / SAML
  • Dedicated success manager
  • SLA guarantee
Contact Sales

Start tracking referrals
that matter.

Give your BD team the tool they've been asking for - purpose-built to log visits, count referrals, and prove the value of every relationship they build.

Get Started Free