ReferralMaker

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