Reviews
Now Reading
ReferralMaker
0
Review

ReferralMaker

Overview
Synopsis

Referral maker is a robust real estate CRM for generating high quality leads. It helps one to stop chasing leads and financial & personal goals and personalized action steps are created for the user.

Category

Real Estate CRM

Features

• Priority Action Center
• Relationships management
• Marketing management
• Calendar & To-Dos
• Intuitive Dashboard, CRM &Buffini Groups

License

Proprietary

Price

• Team Leader $49 per month (Free to Members)
• Team Members $39 per month, per seat.

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

ReferralMaker

What is best?

• Get involved with other real estate professionals.
• Allows the user to quickly create email and letter templates that can be 'pushed' to team members to ensure the communications are clear and consistent.
• Delivers powerful insights about the business performance through a one-click access to your Sales, Leads and Pipeline, Instant feedback on how the leads are converting, real-time data on team performance and what activities are generating results and insight into the team’s areas of strength.
• Allows the user to quickly create email and letter templates that can be 'pushed' to team members to ensure the

What are the benefits?

• Stay on track with Goals, To-Dos, and appointments through a simple intuitive dashboard.
• Take action of the day with preloaded activities telling the person who to call, who to write a note to, and who to go see (Pop-by).
• Nurture your relationships by staying top of mind with proven techniques that tell when and how to get in touch.
• review how the team is spending their time on calls, emails, letters, notes and pop-bys and the data for the entire team or individually.
• Stay in touch with the relationships by sending them informative marketing flyers and eReports.
• Manage the transactions and track the expenses all through the Referral Maker CRM.
• Prioritize the day by setting appointments on the Calendar and following up on tasks with a To-Do list.
communications are clear and consistent.

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
9.0
Features & Functionality
7.4
8.4
Advanced Features
7.6
8.5
Integration
7.5
9.5
Performance
7.5
9.0
Customer Support
7.4
9.1
Implementation
7.2
Renew & Recommend
8.4
Bottom Line

Referral maker is a robust real estate CRM for generating high quality leads that helps one to always know who to contact, when to contact them and what to say, and generate a steady stream of referrals from people the user want to work with.

7.5
Editor Rating
8.6
Aggregated User Rating
2 ratings
You have rated this

Referral maker is a robust real estate CRM for generating high quality leads. It helps one to stop chasing leads and financial & personal goals and personalized action steps are created for the user.

It helps to always know who to contact, when to contact them and what to say, and generate a steady stream of referrals from people the user want to work with. It enables the user to take action of the day with preloaded activities telling the person who to call, who to write a note to, and who to go see (Pop-by). It helps one to stay in touch with their relationships by sending them informative marketing flyers and eReports.

The user manages the transactions and tracks expenses all through the Referral Maker CRM. The user can prioritize their day by setting appointments on the Calendar and following up on tasks with a To-Do list. The user can get involved with other real estate professionals and share ideas and stories to help them get the most out working by referral.

The Referral Maker CRM for Teams delivers powerful insights about the business performance through a one-click access to your Sales, Leads and Pipeline, instant feedback on how the leads are converting, real-time data on team performance and what activities are generating results and insight into the team’s areas of strength.

The Team Dashboard helps to check the pipeline for the entire team or individually, view the leads and how they are converting, up to the minute sales data and see exactly how team members are performing. Generate powerful new reports with team reports, reports the team’s full transactions, filter by Active, Pending, Closed and Reports the team’s lead progress and view data for the entire team or individually and the not Converted opportunities.

The user can review how the team is spending their time on calls, emails, letters, notes and pop-bys and the data for the entire team or individually. The Team Contacts feature gives an understanding of how the database is organized and how leads are distributed, assign lead to top producing team members, view assigned member’s contacts, transactions and goals, view the team’s unassigned contacts, and re-assign contacts and relationships among team members.

The new Marketing feature allows the user to quickly create email and letter templates that can be 'pushed' to team members to ensure the communications are clear and consistent.

You may like to read: How to Select the Best Real Estate CRM Software for Your Business and Top Real Estate CRM Software

Filter reviews
User Ratings





User Company size



User role





User industry





Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

What's your reaction?
Love It
0%
Very Good
0%
INTERESTED
0%
COOL
0%
NOT BAD
0%
WHAT !
0%
HATE IT
0%