ReferralMaker Reviews & Product Details

I like that is is easy to use, but complex enough to do what you need. Review collected by and hosted on G2.com.

Campaigns are a little challenging to use, but all in all I am happy with them. Review collected by and hosted on G2.com.

I like how simple it is to add to your database. I like how comprehensive you can make each client's profile. I like how it matches potential buyers to your listings. I like how it auto populates the best people to call and makes sure that nobody gets missed. I like how it tracks everything for you. Review collected by and hosted on G2.com.

I wish it would autopopulate based on MRIS numbers and public records. I wish that you could easily print right from the system without exporting every time. Review collected by and hosted on G2.com.

The organization of clients is spot on. IOV is always timed perfectly. Review collected by and hosted on G2.com.

Sometimes clients get switched around or doubled up. Review collected by and hosted on G2.com.

Referral Maker is great when you are trying to keep track of who you have spoken with and reminders to contact them again. Review collected by and hosted on G2.com.

The importing process sometimes messes up, and whenever you edit anything there is a save button you have to scroll down to click. Review collected by and hosted on G2.com.

Referral Maker is so easy to use. It shows what interactions I’ve had with clients and suggests interactions if I haven’t touched base with them in a while. Review collected by and hosted on G2.com.

I love all of it. There are some great features that I didn’t know about until I worked with a coach. Review collected by and hosted on G2.com.

The marketing features: primarily, the email campaign and how it ties in with the flyers Review collected by and hosted on G2.com.

Some features aren’t needed/it’s too much for some agents to use. I wouldn’t recommend for new agents. Review collected by and hosted on G2.com.

Great product easy to use. Ability to store all contact info in one easy to use spot Review collected by and hosted on G2.com.

Should be able to link to an email to get reminders Review collected by and hosted on G2.com.

It 'prompts' you everything you need to do to be successful in your business! The simplest CRM and in a real sense, 'relationship management' system. Review collected by and hosted on G2.com.

Wish it was connected to my MLS - and I could send listings to my clients. However, there are many tools for that - and is useful only 'during' the transaction. ReferralMaker CRM - is a list of 'long term' relationship. Review collected by and hosted on G2.com.

I love that this CRM is very powerful, but very simple to use. If you like accountability, especially with your Coach, this system is a winner. If you don't like accountability, use it anyway and challenge yourself! Review collected by and hosted on G2.com.

That's not easy to answer, so I dislike having to dislike anything on this CRM. Review collected by and hosted on G2.com.

This CRM is customized to my industry. There are several available to me, but ReferralMaker is the best-priced and has the features I need to run a referral-based business. Review collected by and hosted on G2.com.

There isn't a feature that allows me to enter contacts that I don't want to market to, but want to keep their addresses handy. Contacts must be "graded" as to lead quality. It would be nice to have a separate "grade" for people like my family members who I want to keep mailing info for, but don't want to send marketing info to, without dumping them in the lowest lead quality grade. Review collected by and hosted on G2.com.