---
title: "Referral Maker CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Referral Maker CRM Software - reviews, pricing plans, popular comparisons to other Real Estate CRM products and more."
source_url: "https://www.capterra.com/p/161832/Referral-Maker-CRM/"
page_type: "product"
language: "en"
---

# 

 Referral Maker CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on July 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Referral Maker CRM

## What is Referral Maker CRM?

Cloud-based system that enables real estate professionals to generate leads, track expenses, set goals, and prioritize actions.

## What is Referral Maker CRM used for?

[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)

Top alternative

Featured

Overall rating

Based on 22 user reviews

Reviews sentiment

Positive

86%

Neutral

5%

Negative

9%

Starting price

$49

Other, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Referral Maker CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.referralmaker.com&name=Referral Maker CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Referral Maker CRM

4.3 (22)

VS.

[4.5 (824)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting Price

$49

Other, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (22)

Ease Of Use

4.4 (4,376)

Value For Money

4.5 (17)

Value For Money

4.4 (3,507)

Customer Service

4.6 (18)

Customer Service

4.6 (3,517)

## Referral Maker CRM alternatives

[4.5 (1,256)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (654)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/161832/Referral-Maker-CRM/alternatives/)

## FAQs about Referral Maker CRM

Overview

### Which roles and teams benefit most from Referral Maker CRM?

Referral Maker CRM is most used by real estate agents, Realtors, brokers, and sales associates who need to manage client relationships, referrals, and follow-up activities. Team managers, owners, and CEOs use it to support pipeline visibility and team accountability, while assistants and office administrators handle contact organization, transaction coordination, and communication tasks.

Answer based on 21 reviews

Overview

### What company size and specific industries is Referral Maker CRM built for?

Referral Maker CRM is designed for real estate firms of all sizes, from smaller brokerages to larger organizations. It is built for the real estate industry and supports lead management, feedback collection, performance tracking, and database management for teams handling property-related client relationships.

Features and Usability

### What are the key features of Referral Maker CRM?

Referral Maker CRM offers CRM and contact management tools, a contact and customer database, and lead management with pipeline management. It also includes referral tracking, activity tracking, task management, calendar management and sync, plus email marketing, email templates, customizable reports, reporting and analytics, and data import/export.

Getting Started and Support

### What customer support options does Referral Maker CRM offer?

Referral Maker CRM provides email/help desk support, an FAQ/forum, and chat. User feedback is mixed: some customers say support is friendly and responds fairly quickly, while others report slower, less helpful assistance. Overall, experiences vary from prompt problem-solving to frustration with delays.

Answer based on 3 reviews

## Features

AI summary

Based on 1,447 Real Estate CRM reviews

Capterra data shows that buyers of Real Estate CRM rank the following features as their top priorities:

-   **Contact Database** (**61%** of reviewers rated this feature as critical)
-   **Customer Database** (**50%**)
-   **Contact Management** (**54%**)

Referral Maker CRM supports all three of the features reviewers value most: **Contact Database**, **Customer Database**, and **Contact Management**. Together, these capabilities help real estate businesses keep client and prospect information organized, maintain accurate records across relationships, and manage outreach more effectively, allowing teams to build stronger connections and stay on top of follow-ups.

Contact Database

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

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

Customer Database

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

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

Contact Management

5.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Lead Management

4.2 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

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

Interaction Tracking

4.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Data Import/Export

4.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Referral Maker CRM 25 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Mobile App: Access the system via a mobile application
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Referral Tracking: Log and store the source of contacts/leads
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Task Management: Create, manage and track all task activities and progression

---

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Features

4.1 (22)

4.1

Based on 22 reviews

## Pricing

Value for money

4.5 (17)

Free Trial

Free Version

Basic

$49.00

Other,Per Month

Value for money

4.5 (17)

4.5

Based on 17 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.6 (18)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (18)

4.6

Based on 18 reviews

## User reviews

Overall rating

4.3

Based on 22 reviews

Filter by rating

5(13)

4(6)

3(1)

2(1)

1(1)

Mentioned topic

Sorted by most recent

JL

Jessica L.

Realtor

Real Estate

### "Referral Maker is a win for me "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 18, 2023

Pros

I love how easy it is to keep up with my leads and referrals! I also love how inexpensive it is!

Cons

No cons really except I would love some more automated follow up features!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AM

Andrew M.

Head Processor

Real Estate

### "Balanced and Easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 17, 2022

Our overall experience has been very good. The set-up was handled very well and has been running well ever since.

Pros

The software is easy to use and helps with auomation

Cons

The main con is the amount of options that are available.

Alternatives considered

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)

Reasons for choosing Referral Maker CRM

Ease of use for the end user

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Benjamin K.

Lead Realtor

Real Estate

### "Needing improvement "

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

2/10

December 31, 2021

The final piece of the puzzle that made our team want to switch was the customer support. It was slow and often not very helpful. For a company who's \[SENSITIVE CONTENT\] preaches "taking care of current clients to get future business" we didn't feel we taken care of.

Pros

I like that this software was accompanied by a direct mailing feature. That is not normal and our customers liked it.

Cons

Campaigns were not reliable and for a realtor who wants to build and send their own content, this was not user friendly. Transaction management was not possible either, aside from how much money the agent made

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SG

Salvador G.

Real Estate Agent

Real Estate

### "My #1 choice for CRM software "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 9, 2020

Pros

With this com you have everything you need on the go, it tracks all the info you input and it keeps you on track.

Cons

I've been using it for sometime now and I don't have any con's.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AF

Andrew F.

Sales Representative

Real Estate

### "Clear and easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 15, 2020

Being able to track my transactions easily along with my clients makes this program an easy decision.

Pros

I like how the software basically makes it all fool proof. If you do what it suggests, you’ll be just fine.

Cons

The only thing I don’t like is I couldn’t get it to sync to my google account so my contacts are on my phone.

Switched from

[IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/)

Different options

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MC

Marcus C.

Broker/Owner

Real Estate

### "Good CRM"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

July 15, 2020

Overall a good CRM, but there are better out there.

Pros

Great at notifying you when to contact you and tracking business pipeline.

Cons

Lacks drip campaigns to stay in front of people.

Switched from

[LionDesk](https://www.capterra.com/p/151891/LionDesk/)

Liondesk was not a good product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VS

Vanessa S.

Re Estate Agent

Real Estate

### "Could Be Better"

4.0

Overall Rating

4.0

4.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

November 4, 2019

Pros

I liked that the CRM was included in my training course.

Cons

It didn't track commissions in an accurate manner. The prediction of activity to close a sale was grossly inaccurate, for me anyway.

Switched from

[RealtyJuggler](https://www.capterra.com/p/152177/RealtyJuggler/)

RealtyJuggler has an outdated look. It seems like your in a 20 year old software.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EP

Emily P.

Relator

Real Estate

### "Very user-friendly"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

September 14, 2019

My overall experience was favorable. It helped me keep track of all my activities.

Pros

I really liked the Buffini program and found that it was easy to use. I only used it during the free trial with my class.

Cons

I couldn't figure out how to send mass emails or drip campaigns without spending more money on the CRM program.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BD

Bette D.

Broker

Real Estate

### "Great Tool for Business"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 14, 2019

It is helping me to solve day to day tasks such as keeping up with clients in various ways, set and track goals.

Pros

It can be loaded on phone device as well as desktop or tablet use. Right at your fingertips for quick use.

Cons

At this time, I have not found anything I do not like about the software. It seems to be designed for most related business functions.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Rebecca K.

Executive Assistant

Real Estate

### "Referral Maker is the Best CRM for New Real Estate Agents"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 1, 2019

Pros

Referral Maker CRM allows you to capture information to help generate business with potential future clients. It also allows you to send emails/marketing correspondence through their platform, keeping you top of mind.

Cons

The program feels a bit dated. I would recommend a more modern look.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/161832/Referral-Maker-CRM/reviews/)

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