Referral Maker CRM Software

4.21 / 5 (12)

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 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.



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Supported Operating System(s):

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

12 Reviews of Referral Maker CRM

Average User Ratings

Overall

4.21 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(7)

4 stars

(3)

3 stars

(0)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-12 of 12 reviews

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January 2019

Kim from Business Finders Canada

Company Size: 11-50 employees

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!

February 2019

Tracey from Peak Professionals Realty

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

REFERRAL MAKER IS FANTASTIC

I think it helps anyone is Real Estate!

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.

June 2018

Tori from Kim Pratt Team

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

We love Referral Maker!!!

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.

September 2018

Cynthi from Cyndie Scott and Associates

Company Size: 1 employee

Review Source


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

September 2018

Great if your business is based on referrals

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.

April 2019

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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!

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.

August 2018

Patty from RE/MAX ACHIEVERS

Company Size: 51-200 employees

Review Source


Ease-of-use

3.0

Functionality

4.0

August 2018

Great CRM for Buffini Users

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.

August 2018

TERI-ANNEPATE from PEAK

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

REFERRAL MAKER

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.

October 2016

Terry from Remax Space Center

Company Size: 51-200 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

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

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!

October 2017

Alicia from Realtor

Company Size: 51-200 employees

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.

September 2018

Amanda from Real Estate

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

September 2018

Very Pleased With Ease Of Use and Functionality

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.

February 2015

Michelle from RE/MAX Realty Associates


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2015

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

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.

April 2015

Del from Re/max United


Ease-of-use

1.0

Customer support