ReferralMaker Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Automate workflows and trigger campaigns based on customer actions

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

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.

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.

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.

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.

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Tracking, calculating, and paying commissions and earnings to employees

Track and manage schedules and meetings via an integrated calendar

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

Manage contact details and communication with clients

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

Create, manage and track all task activities and progression

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

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

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

View and track pertinent metrics to find patterns and gain insights from data

Track interaction history by documenting conversations for contacts

Define levels of authorization for access to specific files or systems

Receive data and information in real time

Group leads or contacts based on their specific characteristics

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

A collection of customer information such as contact details, demographics, previous interactions, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Route and distribute your leads to third party buyers

Automatically identify and save contact information of potential customers

Centralized database to track details of properties (including lease, tenant, and owner information)

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Timed notification for any upcoming task, deadline, appointment, or activity

For realtors, real estate investors, property managers, and other real estate professionals.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Pre-made examples and templates for emails

Assemble applications and processes by dragging over and arranging pre-built components

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Engage with a lead throughout the sales process by actively providing information

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Log and store the source of contacts/leads

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track and document all activities across devices, networks, and other systems

Using different methods or channels to connect with customers

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Customize data fields to support various needs and use cases

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Graphical representation of data

Add customized logos and colors to align with company branding

Notifications/alerts for upcoming events or tasks

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Addition of necessary external data, applications, tools, or features

Pre-made examples and templates for emails

Leave comments and notes on documents for others to view

Create, save, and store files

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, store and organize emails within the system or via third-party apps

Track interaction history by documenting conversations for contacts

Search and filter data across systems to locate required information by entering keywords or certain criteria

Streamlining repetitive tasks and activities through automated and predefined workflows

Log and store the source of contacts/leads

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Organize customer data and accounts by user or geography

Monitor sales and make necessary adjustment in order to increase demand and revenue

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Establish measurable goals and objectives and track their progress over a specific period of time

Create and send email blasts/campaigns

Operate/access software on iPad Devices

Assign issues and tasks based on availability or required skills

Score a lead on their quality or likelihood to buy based on certain behaviors

Ability to chat online in real time

Tracking, calculating, and paying commissions and earnings to employees

Present a catalog of inventory that customers can view

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Collects essential call data such as call origin, call destination, call length, and other transaction details

Schedule appointments via a calendar

Pipeline view and tracking lead status

Define, track, and/or automate sales activities and sales processes

Reports specific to sales analysis for trends and strategies

Track all opportunities for potential sales and convert them into recurring revenue

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Access the system via a mobile application

Synchronize with other calendars to view mutual availability and schedules

Tools designed to streamline the process of lead generation and management for sales teams

Continuous profile-based stream of news and activity

Transfer queries and organize messages between agents

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Primarily serving startup companies

Group leads or contacts based on their specific characteristics

Predefined actions automatically performed on the occurance of specific events

Visualization tool to organize and optimize tasks and track their status at every stage of workflow