Overview
Pricing
Basic
$49
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Referral Maker CRM?
Referral Maker CRM Features
- Supported: Contact Management
- Supported: Interaction Tracking
- Supported: Lead Management
- Supported: Email Marketing
- Supported: Task Management
- Supported: Activity Dashboard
- Supported: Campaign Management
- Supported: Referral Tracking
- Supported: Customizable Reports
- Supported: Email Templates
- Supported: Reporting/Analytics
Referral Maker CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Android, iPhone, iPad |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
Referral Maker CRM has proven to be an efficient and effective solution for users in various industries. The software's easy setup process has been praised by users, allowing them to quickly get started and benefit from its features. One of the key use cases is transaction tracking and client management. Users appreciate how Referral Maker CRM simplifies these tasks, enabling them to stay organized and on top of their daily activities.
The user-friendly interface and well-organized structure of Referral Maker CRM make it easy to navigate and utilize. Users have commended the software for its intuitive design, which streamlines their workflow and boosts productivity. Real estate professionals, in particular, find the CRM highly beneficial for their industry-specific needs and often recommend it to others in the field.
Another valuable use case of Referral Maker CRM is its cloud-based storage feature, eliminating the need for manual contact entry. This saves users time and effort while ensuring the availability and reliability of their data. Additionally, some users emphasize the importance of following the process outlined by Referral Maker CRM, irrespective of whether they have a coach or not.
While overall feedback is positive, some users suggest that including beginner training with the purchase would help new users better understand and maximize the product's potential. Nevertheless, many users express satisfaction and loyalty to Referral Maker CRM, as evidenced by several years of usage. This highlights the product's ability to meet users' needs and provide a valuable solution for managing their business tasks effectively.
Easy to Use and Automated: Many users have found Referral Maker CRM to be easy to use, allowing them to navigate the software effortlessly. They appreciate its automation capabilities, which help streamline their tasks and keep them on track with their business activities.
Direct Mailing Feature: Users appreciate the direct mailing feature offered by Referral Maker CRM, as it is not commonly found in similar software. This feature allows them to send physical mail to their clients, which is highly valued by both the users themselves and their customers.
Mobile Accessibility: The mobile accessibility of Referral Maker CRM has been praised by many users. They find it convenient to access all of the software's features on the go, whether they are using their phones or tablets. This flexibility enables them to stay connected and manage their business efficiently from anywhere.
Overwhelming and confusing options: Some users have expressed that the software offers a multitude of options, which can be overwhelming and confusing to navigate.
Unreliable campaigns: Users have reported that the software's campaigns are unreliable, making it difficult for realtors to build and send their own content effectively.
Lack of transaction management: Several users have stated that the software does not offer transaction management capabilities, which is seen as a drawback for them.