ReferralMaker Features

As reported in 27 ReferralMaker reviews. Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide. This feature was mentioned in 26 ReferralMaker reviews.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities. This feature was mentioned in 27 ReferralMaker reviews.

Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders. 26 reviewers of ReferralMaker have provided feedback on this feature.

As reported in 23 ReferralMaker reviews. Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.

Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification. This feature was mentioned in 26 ReferralMaker reviews.

Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports. 21 reviewers of ReferralMaker have provided feedback on this feature.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. 26 reviewers of ReferralMaker have provided feedback on this feature.

Analyzes stored leads and identifies hot, warm, and cold leads

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources

Facilitates the setting up, dispersal, and automation of email marketing strategies

Stores and organizes contracts and other important documents for easy retrieval

Easily integrates with third-party solutions for more comprehensive functionality

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives