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

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.

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

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.

It can be loaded on phone device as well as desktop or tablet use. Right at your fingertips for quick use.

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

It is helping me to solve day to day tasks such as keeping up with clients in various ways, set and track goals.

Ignores contacts by email or text. Letter writing and emails are not formatted with the proper edges required by some printers.

It also allows you to send emails/marketing correspondence through their platform, keeping you top of mind.

Difficult to use unless you get coached or go through a bunch of videos...not intuitive.

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

Very Pleased With Ease Of Use and Functionality.

My overall experience was favorable. It helped me keep track of all my activities.

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.

Try it but if you haven't subscribed to Brian's concepts, I think it would be a waste of your time.

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

I really liked the Buffini program and found that it was easy to use. I only used it during the free trial with my class.

Very easy to install and set-up. An unlimited, stand-alone version can be downloaded and installed for free.

Application updates sometimes have problems after deploymentThere is a problem with the limitation for offlining the database, since it runs locally on the SQL Express server (local db).

I really like the solution which perfectly fits my needs.

The bottom line is that my investment in eWay's CRM has simplified my daily organizational activity and help me enhance my marketing efforts and grow TRI-WEH Restoration's business.

Ease of use and customization. GDPR features are amazing.

Great contant and task management, great e-mail tracking - it simply does what I expect.

Practical tool, help definitely in the all sales steps / process especially good guide to the closing sales.

The integration is superb and everything is working well for us.

Occasional application crash, some data fields are different from Outlook.

It has bugs fairly regularly. Not a ton, but enough to be inconvenient at times.

Email integration is amazing. I've been searching for a tool like this for years.

It has never been easier to take a call from a prospect and pull up the inquiry details for discussion and to progress the solution for them.

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.

The one thing which bothered me more than everything else would be the functionalities. It's too restricting, is what I believe.

The lack of ability to provide its models and menus with alternative display names/headings is disappointing.

An excellent programme for business corporations to exchange and share and save information in teams in small or big companies.

Synchronization process is sometimes slow, produce many warnings and the informative mini window at the center of monitor is annoying when you are reading something.

Had a bad experience when I merged new accounts  into the CRM. An error occurred that merged the new accounts into existing accounts.

The ease of tracking emails on contacts and deals has been great. The tasks manager is simple to use and effective.

I still miss the bulk change feature in lists without having to open each individual item.

This software i very easy pro use. I have overview about my costumers everytime.

They provided a free trial, reached out to us for support on multiple occasions. They really do want to make sure that this is the best tool for you.

As much as i used it i find it quite easy to use and we can easily managed the invoice and  track the activites and we can do time management and i personally love the UI and its recent update is wow.

We love the automated tasks and emails that come with the advanced projects. It is super easy to use.

The system is very clear and easy to use. We have saved the history of the relationship with all the clients and employees.

I am still very new in using Eway, but so far, my experience has beeen more than great. The team are amazing and very helpful, and most importantly easy to reach.

Good product in good price, czech language, good support, easy work on this software, easy orientation during work.

Easy to implement, easy to use, great integration with MS Office - you work in a well known interface of MS Outlook.

Customer support is also the best I've seen from any company in any industry.

Easy to use, highly intuitive, outlook based - amazing crm, integral to our business. The continued ongoing support and customer service is top shelf.

This has been a wonderful tool for a individual as free option.

The integration with Outlook is seemless and the interaction between projects, tasks, journals, contacts and companies is amazing.

US Dollar

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.



LongDescription

Customizable Reports

Activity Tracking

Referral Tracking

Pipeline Management

Customer Database

Calendar Management

Activity Management

Data Import/Export

Email Templates

Contact Management

Lead Management

Email Marketing

Sales Reports

Email Management

Activity Dashboard

Reporting & Statistics

Customizable Templates

Calendar Sync

Interaction Tracking

Reporting/Analytics

Contact Database

Task Management

Campaign Management

Mac OS

Web browser (OS agnostic)

Windows 8

Referral Maker CRM is available at $49/month. Other modules include Video Messaging at $29/month and Teams at 
$39/month per seat.


Email/Help Desk

FAQs/Forum

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Referral Maker CRM

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation. It also has tools to have successful sales.


The CRM, together with Outlook, stores data about the customers and allows users to access them. The software also offers a project management module that allows automation of the workflow. Additionally, assessment of the business performance is possible with the analytics tool available in this software. Professionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.


File Management

Commenting/Notes

Real-Time Analytics

Engagement Tracking

Deadline Management

Milestone Tracking

Document Templates

Project Workflow

Customer Surveys

Case Management

Forecasting

Multi-Channel Marketing

Status Tracking

Meeting Management

Billable Items Tracking

Internal Chat Integration

Committee Management

Subcontractor Management

Due Date Tracking

Time Tracking

Project Templates

Trust Accounting

Lead Capture

Performance Management

Email Alerts

Document Storage

Access Controls/Permissions

Data Synchronization

Customer Segmentation

Timer

Subscription Management

Charting

Progress Tracking

Drip Campaigns

Job Costing

Sales Pipeline Management

Contract/License Management

Task Scheduling

Ad hoc Reporting

Financial Management

SSL Security

Calendar/Reminder System

Relationship Tracking

Time Clock

Invoice Management

Portfolio Management

Project Planning/Scheduling

Project Management

Task Planning

Auto-Dialer

Lead Distribution

Projections

Multi-Campaign

Communication Management

Call Recording

Registration Management

Team Assignments

Resource Management

Customer Advocacy

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Conflict Management

Client Tracking

Template Management

Scheduling

Campaign Segmentation

Email Tracking

Email Campaign Management

Call List Management

Campaign Planning

Accounting

Multiple Projects

Buyer Management

Subscriber Management

Email Distribution

Sales Approval

Opportunity Management

Project Time Tracking

Cost-to-Completion Tracking

Mobile Access

Planning Tools

List Management

Grant Management

Windows 7

Windows Vista

Windows XP

Windows 10

Premium monthly: $24 per user, per month.
Premium lifetime: $369 per user + 15% annual support fee.

A free plan is also available.

Referral Maker CRM vs eWay-CRM

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons