About Referral Maker CRM

Referral Maker® CRM is a user-friendly solution designed for real estate professionals. Based on the relational marketing model, Referral Maker helps users generate a steady stream of reliable leads through referral and repeat business. The intuitive design helps agents maximize their sales efficiency by focusing their attention on the clients who are most likely to refer them.

Once users upload and sort their databases into five categories, Referral Maker CRM will create a personalized plan of lead generating activities to ensure contact with their top clients. The Priority Action Center (PAC) feature creates a daily activities list, and the CRM even offers a catalogue of dialogues to reference when following up with clients.

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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

18 Reviews of Referral Maker CRM

Average User Ratings

Overall

4.31 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(10)

10

4 stars

(6)

6

3 stars

(0)

0

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 18 results

January 2019

Kim from Business Finders Canada

Verified Reviewer

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

One of the best CRM's out there for Real Estate Agents

Fantastic experience. Would highly recommend this CRM for anyone in the Real Estate Sales industry.

Pros

Keeps you on track and focused on reaching your sales goals and on time with marketing to your database

Cons

There really isn't any cons to this CRM. It has everything built in and really easy to use even on your cellular device!

November 2019

Vanessa from Berkshire Hathaway HomeServices Ambassador Real Estate

Company Size: 501-1,000 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

3.0

Functionality

2.0

November 2019

Could Be Better

Pros

I liked that the CRM was included in my training course.

Cons

It didn't track commissions in an accurate manner. The prediction of activity to close a sale was grossly inaccurate, for me anyway.

September 2020

Andrew from RE/MAX

Company Size: 1 employee

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Clear and easy to use

Being able to track my transactions easily along with my clients makes this program an easy decision.

Pros

I like how the software basically makes it all fool proof. If you do what it suggests, you’ll be just fine.

Cons

The only thing I don’t like is I couldn’t get it to sync to my google account so my contacts are on my phone.

October 2017

Alicia from Realtor

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source


Ease-of-use

3.0

Functionality

3.0

October 2017

Too much money and not enough in return

Pros

Website is easy to use. It tracks all of your activities. If you have any questions customer service they are friendly and get back to you fairly quick.

Cons

You do the same activities over and over. You are constantly asking for referrals from your clients. I feel like at times I am just bothering them. I am pretty sure they get it. If you already have a huge book of business then this is for you. If you are newer agent grow your database first by prospecting use the money on prospecting then maybe look into this. Not much in return.

July 2020

Marcus from F.C. Tucker Fort Wayne Realtors

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

July 2020

Good CRM

Overall a good CRM, but there are better out there.

Pros

Great at notifying you when to contact you and tracking business pipeline.

Cons

Lacks drip campaigns to stay in front of people.