Referral Maker CRM software


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 email marketing campaigns, giving the opportunity to expand and enhance relationships through social media.

This real estate specific CRM delivers easy-to-use features and cutting-edge technology for better tracking and lead follow-up. It’s a great option for professionals in the industry who want to stay organized and build their businesses through relational marketing.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

6 Reviews of Referral Maker CRM

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  • Patty from RE/MAX ACHIEVERS

    Specialty: Real Estate

    Number of employees: 51-200 employees

    August 2018

    Great CRM for Buffini Users

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    I think it should come with some beginners training when you first purchase the product. Other than that it works great and it's always available.

    Pros

    It is set up to help keep track of my sphere and how many times I touch them throughout the year. It gives me tools to e-mail them items of value and a database to keep up with my sphere.

    Cons

    It is a little confusing at first without getting help in using the product. I ordered it and got no support to learn how to do it. I kind of figured it out by myself. I still am not sure if I'm using everything that it has to offer.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tori from Kim Pratt Team

    June 2018

    We love Referral Maker!!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love the pop by map, the easy of use, mass emailing, the items of value, the birthday and anniversary reminders!!

    Cons

    It is great for the relationships, but it is not ideal for transactions at all. We have had to switch our primary CRM due to this.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alicia from Realtor

    Specialty: Real Estate

    Number of employees: 51-200 employees

    October 2017

    Too much money and not enough in return

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Terry from Remax Space Center

    Specialty: Real Estate

    Number of employees: 51-200 employees

    October 2016

    Touchdown Team Dawson scores a big one - 40% increase year over year AMAZING STUFF

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We love this CRM - we are in our second year of usage - all we need is a contract to close checklist and all other real estate software can go away! This is a no brainer - follow the process - with or without a coach - JUST DO IT! TD

    Pros

    Ease of use -Database tracking - database ratings - simple usage - 5th grade simple - easy to export to use in other programs - like Excel

    Solid program - easy tracking of results - fill in the blank simple!

    Cons

    NOTHING AT ALL would like to see a contract to close checklist for buyers also a prelisting to listing checklist to stay on task for high service levels during the listing!

  • Del from Re/max United

    Specialty: Real Estate

    April 2015

    Not intuitive, can't add leads, can't scroll thru contacts

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It's all based around Brian Buffini’s methodology. However, I don't believe it fits a normal, small real estate agent's routines.

    Cons

    Difficult to use unless you get coached or go through a bunch of videos...not intuitive. Expensive. Ignores contacts by email or text. Letter writing and emails are not formatted with the proper edges required by some printers. Have to postpone contacts at the top of lists to see beyond the top 5. Fits Brian's way of doing prospecting.

  • Michelle from RE/MAX Realty Associates

    Specialty: Real Estate

    February 2015

    Realtor, in one-to-one coaching and have been using this since it was

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I like the many different features that make it very easy to stay in touch with my clients through lead generation!

    Cons

    The new feature of adding a spouse is what I like least. I think it is a bit cumbersome and like the old way better.

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