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.

Other priorities:

  • Grow Market Share
See all business priorities See less business priorities

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

Read Reviews (34)

"...Lead generation for these agents consists of: Making check-in calls...." Product Spotlight: A Business Strategy That Gets Powerful Results -
Engaging And Following Up with Phone Calls

4.51/5

Read Reviews (8)

"...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...."
Contact List Management with Phone Calls, Print Media and Magazine

4.44/5

Read Reviews (7)

"...I really like seeing the history of each contact. ...."
contacts history

3.42/5

Read Reviews (1)

"...I really like seeing the history of each contact. ...."
PEER EXPERIENCES
Generation Of New Leads

4.90/5

Read Reviews (34)

"...Lead generation for these agents consists of: Making check-in calls...." Product Spotlight: A Business Strategy That Gets Powerful Results -
Engaging And Following Up with Phone Calls

4.51/5

Read Reviews (8)

"...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

Read Reviews (7)

"...I really like seeing the history of each contact. ...." Peer review by Cynthi S., Broker, Real Estate
contacts history

4.44/5

Read Reviews (1)

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

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

Delinda Crampton Las Vegas, NV

I love, love, love the Buffini Referral Maker! The database is so easy to use and the Near Me function under Do Popbys makes fitting in Popbys so quick and easy. I love how the CRM tracks our activities and then puts them in graphs as well. What a fabulous system and Real Estate CRM! Testimonial By Delinda Crampton Las Vegas, NV

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.

Testimonial By Debbie Jett Fredericksburg VA
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

Delinda Crampton Las Vegas, NV

I love, love, love the Buffini Referral Maker! The database is so easy to use and the Near Me function under Do Popbys makes fitting in Popbys so quick and easy. I love how the CRM tracks our activities and then puts them in graphs as well. What a fabulous system and Real Estate CRM! Testimonial By Delinda Crampton Las Vegas, NV

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.

Testimonial By Debbie Jett Fredericksburg VA

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

3.90/5

Read Reviews (23)
Dashboard

3.36/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Personalization

3.90/5

Read Reviews (23)
Dashboard

3.36/5

Read Reviews (5)

IT and Other Capabilities

for Referral Maker CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.36/5

Read Reviews (29)
Data Export

4.29/5

Read Reviews (14)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.36/5

Read Reviews (29)
Data Export

4.29/5

Read Reviews (14)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.01/5

Read Reviews (24)
Chat Support

3.50/5

Read Reviews (10)
Email Support

2.80/5

Read Reviews (3)
Phone Support

2.63/5

Read Reviews (6)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.01/5

Read Reviews (24)
Chat Support

3.50/5

Read Reviews (10)
Email Support

2.80/5

Read Reviews (3)
Phone Support

2.63/5

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.88/5

Read Reviews (25)
Analytics

3.87/5

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.88/5

Read Reviews (25)
Analytics

3.87/5

Read Reviews (8)

Software Failure Risk Guidance

?

for Referral Maker CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Referral Maker CRM

Vendor Profile Details

Company Name

Buffini & Company

HQ Location

6349 Palomar Oaks Court, Carlsbad, California 92011, US

Employees

101-250

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