REfindly CRM Overview

This is a summary of the comprehensive capabilities and benefits of REfindly CRM based on over 90 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

REfindly CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if REfindly CRM is right for your needs? Our Cuspera AI engine can evaluate how REfindly CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

REfindly CRM supports business activities such as:

  • Lead Routing
  • Drip Marketing
  • Contacts History
  • Relationship Management
  • Lead Management

REfindly CRM can help you with many business goals, such as Enhance Customer Relationships, and Acquire Customers. It can help manage these activities if you use E-Mail Phone Calls and Website for these needs.

REfindly CRM Real Estate Vertical is its biggest customer base.

Reviews

"...REfindly systemizes lead distribution and management by automatically placing new leads into your follow-up timeline as they flow into the system...." Realtor Customer Relationship Management

Cuspera Reviews

13 buyers and buying teams have used Cuspera to assess how well REfindly CRM solved their CRM needs. Cuspera uses 90 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 Acquire Customers are the most popular business priorities peers achieved using REfindly CRM.

Use Cases

Peers recommend Lead Routing , Drip Marketing , Contacts History , as the business use cases that they have been most satisfied while using REfindly CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Routing with E-Mail, Website and Phone Calls

4.52/5 ★

Read Reviews (5)

"...REfindly systemizes lead distribution and management by automatically placing new leads into your follow-up timeline as they flow into the system...." Realtor Customer Relationship Management
Drip Marketing with E-Mail, Website and Phone Calls

4.43/5 ★

Read Reviews (5)

"...REfindly s email drip campaigns place you at the forefront of a prospect s mind. ..." Realtor Customer Relationship Management
Contacts History with E-Mail and Phone Calls

3.74/5 ★

Read Reviews (4)

"...General reminders and emails designed for past clients are also available, ensuring continuous contact...." Realtor Customer Relationship Management
PEER EXPERIENCES
Lead Routing with E-Mail, Website and Phone Calls

4.52/5 ★

Read Reviews (5)

"...REfindly systemizes lead distribution and management by automatically placing new leads into your follow-up timeline as they flow into the system...." Realtor Customer Relationship Management
Drip Marketing with E-Mail, Website and Phone Calls

4.43/5 ★

Read Reviews (5)

"...REfindly s email drip campaigns place you at the forefront of a prospect s mind. ..." Realtor Customer Relationship Management
Contacts History with E-Mail and Phone Calls

3.74/5 ★

Read Reviews (4)

"...General reminders and emails designed for past clients are also available, ensuring continuous contact...." Realtor Customer Relationship Management

Based on peer insights

Cuspera recommends REfindly CRM for

Use Cases Lead Routing , Drip Marketing , Contacts History
Medium E-Mail, Phone Calls, Website
Business Priorities Enhance Customer Relationships, Acquire Customers
Industries Real Estate

Popular Business Setting

for REfindly CRM

Top Industries

  • Real Estate

Popular in

IT and Other Capabilities

for REfindly CRM

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

3.54/5 ★

Read Reviews (2)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.54/5 ★

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.21/5 ★

Read Reviews (12)
24/7 Support

3.44/5 ★

Read Reviews (9)
Email Support

3.24/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.21/5 ★

Read Reviews (12)
24/7 Support

3.44/5 ★

Read Reviews (9)
Email Support

3.24/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.17/5 ★

Read Reviews (8)
Analytics

2.95/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.17/5 ★

Read Reviews (8)
Analytics

2.95/5 ★

Read Reviews (1)

Software Failure Risk Guidance

?

for REfindly CRM

Top Failure Risks for REfindly CRM

Vendor Profile Details

Company Name

REfindly

Company Website

https://refindly.com/

HQ Location

24301 Walden Center Dr, 300, Bonita Springs, Florida 34134, US

Employees

11-50

Social

Financials

PRIVATE