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Description

Monitor all of your contacts meticulously, whether you are managing potential leads or nurturing established clients, as each profile captures essential information, detailed notes, communication options, and checklists for effective drip marketing or tailored interactions. Every transaction comes with its own timeline, allowing you to oversee the complete journey from initial sales details to final closing, with nothing overlooked in between. Customize your setup according to your specific requirements and preferences. Not all users will have access to this information, as it can be tailored for various administrative and team lead permissions to restrict visibility. You have the ability to establish workflows and set reminders for each contact, ensuring that your emails and interactions can be either highly personalized or automated to suit your style. Create comprehensive lists to meet all your reporting needs, and effortlessly generate brokerage sales and title/lender reports with a simple click. This streamlined approach enhances your overall efficiency and fosters better client relationships.

Description

It's not hard to see that the real estate industry can be chaotic. It can be difficult to keep track of everything, especially marketing and admin. Referral Maker®, CRM is your partner in business success and productivity. Our intuitive app allows you to access your entire database from your mobile device. This makes it easy to stay connected to people who wish to refer you. Assign leads to your team, and see how they progress through the pipeline to produce results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$39.99 per month
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lead2Deed

Founded

2016

Country

United States

Website

www.lead2deed.com

Vendor Details

Company Name

Buffini & Company

Founded

1996

Country

United States

Website

www.buffiniandcompany.com/solutions/referral-maker-crm/

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing No 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

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