Referral Maker CRM Overview
Referral Maker CRM is a real estate CRM that provides the tools for enabling generation of a steady stream of referrals and leads. The software comes in both desktop and mobile versions.
The desktop version of the software includes features such as Dashboard for goal-setting, to-do actions and appointments made visible on a dashboard and a Priority Action Center that provides a pop-up of activities for the day. The Relationships feature provides the tools and technique for retaining connections. The mobile version of the software provides a Pop-By feature with advanced mapping technology that identifies clients in the vicinity for visiting.
The Business feature enables tracking of transactions and expenses through the Referral Maker CRM. The progress and status of various activities and projects can be assessed through the Reports feature. The software also links up with the Buffini Groups enabling staying connected with real estate professionals and getting the most out of the referral process.
Cuspera Reviews
86 buyers and buying teams have used Cuspera to assess how well Referral Maker CRM solved their CRM needs. Cuspera uses 279 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Enter New Markets Internationally Or Locally are the most popular business priorities peers achieved using Referral Maker CRM.
Use Cases
Peers recommend Generation Of New Leads , Engaging And Following Up , Contact List Management , as the business use cases that they have been most satisfied while using Referral Maker CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Generation Of New Leads |
4.90/5 ★ |
"...Generate powerful new reports!..." Referral Maker by Buffini & Company |
| Engaging And Following Up with Phone Calls |
4.51/5 ★ |
"...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...." Peer review |
| Contact List Management with Phone Calls, Print Media and Magazine |
4.44/5 ★ |
"...This easy to use contact manager was recently named to HousingWire Magazine's TECH100 list for leading the housing industry's technological revolution. ..." Real Estate Lead Generation - Referral Maker PRO |
| contacts history |
3.42/5 ★ |
"...I really like seeing the history of each contact. ...." Peer review by Cynthi S., Broker, Real Estate |
| PEER EXPERIENCES | |
|---|---|
| Generation Of New Leads |
4.90/5 ★ |
"...Generate powerful new reports!..." Referral Maker by Buffini & Company |
|
| Engaging And Following Up with Phone Calls |
4.51/5 ★ |
"...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...." Peer review |
|
| Contact List Management with Phone Calls, Print Media and Magazine |
4.44/5 ★ |
"...This easy to use contact manager was recently named to HousingWire Magazine's TECH100 list for leading the housing industry's technological revolution. ..." Real Estate Lead Generation - Referral Maker PRO |
|
| contacts history |
4.44/5 ★ |
25+ more Business Use Cases
Our AI advisor, Wyz, harnessed 279 insights from peers and experts to help you assess how these Referral Maker CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a fantastic tool! Testimonial By Amy Graham Lincoln City, OR |
|
The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of my business and helps in keeping me on track. It i...s so simple and easy to use. |
|
I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. Testimonial By Mike Mudd, Louisville, KY |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Amy Graham Lincoln City, OR |
The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a fantastic tool! Testimonial By Amy Graham Lincoln City, OR |
|
Debbie Jett Fredericksburg VA |
The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of my business and helps in keeping me on track. It i...s so simple and easy to use. |
|
Mike Mudd, Louisville, KY |
I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. Testimonial By Mike Mudd, Louisville, KY |
Popular Business Setting
for Referral Maker CRM
Top Industries
- Real Estate
Popular in
- Small Business
- Mid Market
- Large Enterprise
Peers used Referral Maker CRM to Enhance customer relationships and Enter new markets internationally or locally
Peer and Expert Opinion on Features
for Referral Maker CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (23) |
| Dashboard | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (23) |
| Dashboard | Read Reviews (5) |
IT and Other Capabilities
for Referral Maker CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (29) |
| Data Export | Read Reviews (14) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (29) |
| Data Export | Read Reviews (14) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (24) |
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (3) |
| Phone Support | Read Reviews (6) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (24) |
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (3) |
| Phone Support | Read Reviews (6) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (25) |
| Analytics | Read Reviews (8) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (25) |
| Analytics | Read Reviews (8) |
Software Failure Risk Guidance
?for Referral Maker CRM
Overall Risk Meter
Top Failure Risks for Referral Maker CRM
Vendor Profile Details
Company Name
Buffini & Company
Company Website
https://buffiniandcompany.com/HQ Location
6349 Palomar Oaks Court, Carlsbad, California 92011, US
Employees
101-250
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