Referral Maker CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Referral Maker CRM

4.3

(22)

Pricing

Starting at $49.00 per month

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.

One of the features we like about Referral Maker is their Business Dashboard, which gives users a snapshot of their current transactions. It tracks metrics in real-time, including average list price, average sales-to-close ratio, commission, and even upcoming appointments.

Referral Maker integrates seamlessly with social media, including Facebook, so that users can optimize their social media strategy. It also links social networks directly to...

Referral Maker CRM Screenshots

Referral Maker CRM Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Basic

$49.00

per month

No plan information available

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Referral Maker CRM Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of Referral Maker CRM
Activity Dashboard
Activity Tracking
Calendar Management
Calendar Sync
Contact Management
CRM
Customer Database
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Email Management
Email Templates
Interaction Tracking
Lead Management
Mobile App
Pipeline Management
Reporting & Statistics
Sales Reports
Task Management

Referral Maker CRM User Reviews

Overall Rating

4.3

Ratings Breakdown

59%

27%

Secondary Ratings

Ease of Use

4.2

Value for money

4.5

Customer support

4.6

Functionality

4.1

Kim D.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Andrew M.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 2 years

Review source

Reviewed May 2022

Balanced and Easy to use

Our overall experience has been very good. The set-up was handled very well and has been running well ever since.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is easy to use and helps with auomation

Cons:

The main con is the amount of options that are available.

Reasons for choosing Referral Maker CRM

Ease of use for the end user

Reasons for switching to Referral Maker CRM

Was not made specifically for mortgage industry

Benjamin K.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

Needing improvement

The final piece of the puzzle that made our team want to switch was the customer support. It was slow and often not very helpful. For a company who's [SENSITIVE CONTENT] preaches "taking care of current clients to get future business" we didn't feel we taken care of.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that this software was accompanied by a direct mailing feature. That is not normal and our customers liked it.

Cons:

Campaigns were not reliable and for a realtor who wants to build and send their own content, this was not user friendly. Transaction management was not possible either, aside from how much money the agent made

Jessica L.

Verified reviewer

Real Estate

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

Referral Maker is a win for me

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy it is to keep up with my leads and referrals! I also love how inexpensive it is!

Cons:

No cons really except I would love some more automated follow up features!

Reasons for switching to Referral Maker CRM

I heard referral maker was cheaper and easier to use

Tracey M.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

REFERRAL MAKER IS FANTASTIC

I think it helps anyone is Real Estate!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that this software basically keeps track of your life! All transactions, notes, birthdays etc etc etc. Send mass emails, newsletters and much more!

Cons:

I don't have much that I dislike other than maybe it could catch you when entering duplicate contacts.

Andrew F.

Verified reviewer

Real Estate

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2020

Clear and easy to use

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Referral Maker CRM

Different options

Verified

Reviewer

Real Estate

10000+ employees

Used daily for less than 12 months

Review source

Reviewed April 2019

Couldn't succeed without this product

I like tracking my activity in a detailed manner. This CRM is so organized and very user friendly. It has made a huge difference in my daily activity!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that I can track every single activity with this software. I also like that I can set my own goals to motivate me to reach them!

Cons:

My only dislike is with the APP version of this. I do not like that I can't edit the time when I log my activity. I like to log the exact date and time that I call someone. If I make 3 phone calls and then go to log them into the app I can not change the times. That is more of an OCD pet peeve.

TERI-ANNEPATE P.

Verified reviewer

Real Estate

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed August 2018

REFERRAL MAKER

THANK YOU BUFFINI, THIS PROGRAM IS FANTASTIC!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

THIS BUFFINI PRODUCT IS FANTASTIC! YOU CAN TRACK EVERYTHING ABOUT EACH CLIENT AND EVERYTHING YOU DO WITH THEM! NEVER FORGET A BIRTHDAY AGAIN! KEEP TRACK OF YOUR CALLS AND IT KEEPS YOU ON TRACK AND BUILDING MORE REFERRAL CLIENTS!

Cons:

I HAVE THOROUGHLY ENJOYED BUFFINI AND ALL THE PRODUCTS. I DONT HAVE A BAD THING TO SAY ABOUT THIS PROGRAM. I USE IT DAILY IN THE OFFICE, AND I BELIEVE ALL AGENTS SHOULD USE THIS PROGRAM. I WOULD RECOMMEND THIS TO ANY AGENT FOR THEIR BUSINESS.

Salvador G.

Verified reviewer

Real Estate

Self-Employed

Used daily for more than 2 years

Review source

Reviewed December 2020

My #1 choice for CRM software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With this com you have everything you need on the go, it tracks all the info you input and it keeps you on track.

Cons:

I've been using it for sometime now and I don't have any con's.

Alicia C.

Real Estate

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2017

Too much money and not enough in return

Ratings Breakdown

Ease of use

Functionality

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.

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