ReferralMaker Reviews & Product Details

easy to set up, ease of use, schedule your COMPLETE daily outline of What's Important Now...very SOLID platform! It takes the guesswork out of running your real estate business. Review collected by and hosted on G2.com.

would like to see a texting feature added ASAP, Would it be possible to include an automated client name in subject field for all emails sent out of the referral maker? Example from our current eReport: Subject: Michael - Curious: How to Stage Your Home to Sell Review collected by and hosted on G2.com.

Referral maker is a great CRM in itself, with the ability to keep track of clients, details, conversations, etc. But it's use is much broader than that. You can track real estate business goals, transactions, etc. If you're following Brian Buffini's principles, it's much easier to stick with this CRM. Review collected by and hosted on G2.com.

Cost is okay, but seems a little steep compared to other CRMs. It's a pretty closed system...not much ability to integrate with other resources and tools. Review collected by and hosted on G2.com.

Best in the business! User friendly and an excellent way to "work" a database! Set goals, manage transactions, keep tabs on clients in a very deep & relational way! Great "win the day" and "win the week" formulas! View your pipeline and potential business in an easy to use web-based CRM! I use it and highly recommend for any business owner! Review collected by and hosted on G2.com.

I would like to see a team version so that team members could have limited access to database, goals, transactions, and finances. Review collected by and hosted on G2.com.

I've used many CRMs and like many people I would be drawn to all a product could do and in that was the issue...too much. Referral Maker makes it easy...who to call, write and pop by to see each and every day based on my goals and my profile. Review collected by and hosted on G2.com.

Some outside vendors aren't integrated into this...YET. The company does a wonderful job of taking input, evaluating whether it is consistent with the working by referral goal, and if so does a top quality job before releasing it. Review collected by and hosted on G2.com.

Business management of day to day task to needed to achieve goals and quick transaction and income flow charting. Enhances the ability to work by referral. Review collected by and hosted on G2.com.

It is not set up to handle a team of agents. Review collected by and hosted on G2.com.

Ease of use, keeps my goals in front on me all the time. Tells me what needs to be done to achieve my goals. Review collected by and hosted on G2.com.

I wish it had a drip campaign you could use Review collected by and hosted on G2.com.

That it keeps track of your goals and your business gold Review collected by and hosted on G2.com.

that your online leads are not treated like your relationship leads Review collected by and hosted on G2.com.

Keeps me on track and timely. Super easy to navigate. I love the mobile app very much as well. So nice to know where I stand as to referrals and follow up in one easy glance. Highly recommend Referral Maker! Review collected by and hosted on G2.com.

Keeps me just a little bit uncomfortable which is a good thing really! Review collected by and hosted on G2.com.

This product not only allows me to organize my contacts by category, but it allows me to automatically know who needs to be called, sent notes, have a meeting with and much more! Review collected by and hosted on G2.com.

Any issues I have had are resolved through support or upgrades to the program. Review collected by and hosted on G2.com.

The business tracking (income and expenses) and deals completed, pending and active. Review collected by and hosted on G2.com.

The "marketing e-mail and letter" editor is cumbersome, but it gets the job done. Review collected by and hosted on G2.com.