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.

 

Referral Maker CRM - Dashboard
 
  • Referral Maker CRM - Dashboard
    Dashboard
  • Referral Maker CRM - Statistics
    Statistics
  • Referral Maker CRM - Contact profile
    Contact profile
  • Referral Maker CRM - Setup wizard
    Setup wizard
  • Referral Maker CRM - Sort relationships
    Sort relationships
  • Referral Maker CRM - Action center
    Action center
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

9 Reviews of Referral Maker CRM

 

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Software Advice Reviews (6)
More Reviews (3)

Showing 1-6 of 6

Cynthi from Cyndie Scott and Associates
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

September 2018

September 2018

Great if your business is based on referrals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have used this CRM, tried others and now I'm back for good. They keep all your contacts in the cloud so you don't have to re enter.

Pros

Goal tracking and letting me know each day where I am. IF I'm on track to meet or exceed my goals. I really like seeing the history of each contact.

Cons

Not interfaced with my website or Facebook pages. No texting ap. I would like the leads from my website to link to this CRM automatically.

Review Source
 
 

Patty from RE/MAX ACHIEVERS
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Great CRM for Buffini Users

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Alicia from Realtor
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Too much money and not enough in return

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Terry from Remax Space Center
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

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

Ease-of-use

Functionality

Product Quality

Customer 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!

Advice to Others

Start it now and enjoy 20-30-40 % growth in 2017

Take a Peak Producer class - 12 weeks - start NOW! You will increase your transactions during the class - working class - not a graduate and produce one!

 
 

Del from Re/max United
Specialty: Real Estate

April 2015

April 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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

Likes Least

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.

Recommendations

Try it but if you haven't subscribed to Brian's concepts, I think it would be a waste of your time. I had to find another, I was wasting too much time trying to learn a software package instead of earning a living or even doing Brian's methodology.

 
 

Michelle from RE/MAX Realty Associates
Specialty: Real Estate

February 2015

February 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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

Likes Least

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.

Recommendations

The mobile app is absolutely wonderful, that you can be doing lead generation while driving from appointment to appointment (safely)!

 
 
 
Showing 1-3 of 3

Amanda from Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Very Pleased With Ease Of Use and Functionality

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

My favorite features are being able to combine clients into groups and contact clients based on the group they're placed in. It's nice to leave notes where I left off with each client and to add the "closing dates" in general notes for easy reference. It was simple to add important dates such as birthdays and anniversaries which has helped me keep up to date with sending cards or making calls to stay current with my clients.

Cons

I had issues with getting the "general comments" to populate after saving. My boss was able to see the comments but I wasn't. Customer service said they had never heard of this issue so they suggested clearing my browsing history and when I re-freshed it worked. So it's not really a "con" considering customer service helped me out pretty quickly.

Review Source: Capterra
 

TERI-ANNEPATE from PEAK
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

REFERRAL MAKER

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

THANK YOU BUFFINI, THIS PROGRAM IS FANTASTIC!

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.

Review Source: Capterra
 

Tori from Kim Pratt Team

June 2018

June 2018

We love Referral Maker!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra