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Referral Maker CRM

Reviews of Referral Maker CRM

4.3 (22)
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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.

  • Very Pleased With Ease Of Use and Functionality.

  • Touchdown Team Dawson scores a big one - 40% increase year over year AMAZING STUFF.

  • The mobile app is absolutely wonderful, that you can be doing lead generation while driving from appointment to appointment (safely).

Cons

  • It is a little confusing at first without getting help in using the product. I ordered it and got no support to learn how to do it.

  • I had to find another, I was wasting too much time trying to learn a software package instead of earning a living or even doing Brian's methodology.

  • Try it but if you haven't subscribed to Brian's concepts, I think it would be a waste of your time.

  • Ignores contacts by email or text. Letter writing and emails are not formatted with the proper edges required by some printers.

Showing Most Helpful

Showing 22 of 22 reviews

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Kim D. avatar
Kim D.
Managing Broker
Real Estate, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
January 15, 2019

"One of the best CRM's out there for Real Estate Agents"

Overall: Fantastic experience. Would highly recommend this CRM for anyone in the Real Estate Sales industry.

Pros: Keeps you on track and focused on reaching your sales goals and on time with marketing to your database

Cons: There really isn't any cons to this CRM. It has everything built in and really easy to use even on your cellular device!

Jessica L.
Realtor
Real Estate, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
September 18, 2023

"Referral Maker is a win for me "

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!

Reasons for Switching to Referral Maker CRM: I heard referral maker was cheaper and easier to use
Benjamin K. avatar
Benjamin K.
Lead Realtor
Real Estate, 1-10 employees
Used the software for: 2+ years
Overall Rating
3.0
Ease of Use
3.0
Customer Service
3.0
Features
2.0
Value for Money
4.0
Likelihood to Recommend
2/10
Reviewer Source
Source: Capterra
December 31, 2021

"Needing improvement "

Overall: 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

Andrew M.
Head Processor
Real Estate, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
May 17, 2022

"Balanced and Easy to use"

Overall: 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
Reasons for Choosing Referral Maker CRM: Ease of use for the end user
Reasons for Switching to Referral Maker CRM: Was not made specifically for mortgage industry
Tracey M. avatar
Tracey M.
Administrative Assistant
Real Estate, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
February 15, 2019

"REFERRAL MAKER IS FANTASTIC"

Overall: I think it helps anyone is Real Estate!

Pros: I love that this software basically keeps track of your life! All transactions, notes, birthdays etc etc etc. Send mass emails, newsletters and much more!

Cons: I don't have much that I dislike other than maybe it could catch you when entering duplicate contacts.

Andrew F.
Sales Representative
Real Estate, Self-employed
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
September 15, 2020

"Clear and easy to use"

Overall: 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
Reasons for Switching to Referral Maker CRM: Different options
Verified Reviewer
Photographer
Photography, Self-employed
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
April 1, 2019

"Couldn't succeed without this product "

Overall: I like tracking my activity in a detailed manner. This CRM is so organized and very user friendly. It has made a huge difference in my daily activity!

Pros: I like that I can track every single activity with this software. I also like that I can set my own goals to motivate me to reach them!

Cons: My only dislike is with the APP version of this. I do not like that I can't edit the time when I log my activity. I like to log the exact date and time that I call someone. If I make 3 phone calls and then go to log them into the app I can not change the times. That is more of an OCD pet peeve.

Teri-Anne P. avatar
Teri-Anne P.
Office Administrator/ Compliance Officer
Real Estate, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 29, 2018

"REFERRAL MAKER"

Overall: THANK YOU BUFFINI, THIS PROGRAM IS FANTASTIC!

Pros: THIS BUFFINI PRODUCT IS FANTASTIC! YOU CAN TRACK EVERYTHING ABOUT EACH CLIENT AND EVERYTHING YOU DO WITH THEM! NEVER FORGET A BIRTHDAY AGAIN! KEEP TRACK OF YOUR CALLS AND IT KEEPS YOU ON TRACK AND BUILDING MORE REFERRAL CLIENTS!

Cons: I HAVE THOROUGHLY ENJOYED BUFFINI AND ALL THE PRODUCTS. I DONT HAVE A BAD THING TO SAY ABOUT THIS PROGRAM. I USE IT DAILY IN THE OFFICE, AND I BELIEVE ALL AGENTS SHOULD USE THIS PROGRAM. I WOULD RECOMMEND THIS TO ANY AGENT FOR THEIR BUSINESS.

Salvador G.
Real Estate Agent
Real Estate, Self-employed
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 9, 2020

"My #1 choice for CRM software "

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.

Alicia C.
Realtor
Real Estate, 51-200 employees
Used the software for: 1-2 years
Overall Rating
2.0
Ease of Use
3.0
Features
3.0
Likelihood to Recommend
2/10
Reviewer Source
Source: SoftwareAdvice
October 3, 2017

"Too much money and not enough in return"

Pros: Website is easy to use. It tracks all of your activities. If you have any questions customer service they are friendly and get back to you fairly quick.

Cons: You do the same activities over and over. You are constantly asking for referrals from your clients. I feel like at times I am just bothering them. I am pretty sure they get it. If you already have a huge book of business then this is for you. If you are newer agent grow your database first by prospecting use the money on prospecting then maybe look into this. Not much in return.

Tori S.
Team Manager
Real Estate, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
June 28, 2018

"We love Referral Maker!!!"

Pros: I love the pop by map, the easy of use, mass emailing, the items of value, the birthday and anniversary reminders!!

Cons: It is great for the relationships, but it is not ideal for transactions at all. We have had to switch our primary CRM due to this.

Cynthi S.
Broker
Real Estate, Self-employed
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
5.0
Features
3.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: SoftwareAdvice
September 6, 2018

"Great if your business is based on referrals"

Overall: I have used this CRM, tried others and now I'm back for good. They keep all your contacts in the cloud so you don't have to re enter.

Pros: Goal tracking and letting me know each day where I am. IF I'm on track to meet or exceed my goals. I really like seeing the history of each contact.

Cons: Not interfaced with my website or Facebook pages. No texting ap. I would like the leads from my website to link to this CRM automatically.

Patty S.
Realtor
Real Estate, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4.0
Ease of Use
3.0
Features
4.0
Likelihood to Recommend
6/10
Reviewer Source
Source: SoftwareAdvice
August 15, 2018

"Great CRM for Buffini Users"

Overall: I think it should come with some beginners training when you first purchase the product. Other than that it works great and it's always available.

Pros: It is set up to help keep track of my sphere and how many times I touch them throughout the year. It gives me tools to e-mail them items of value and a database to keep up with my sphere.

Cons: It is a little confusing at first without getting help in using the product. I ordered it and got no support to learn how to do it. I kind of figured it out by myself. I still am not sure if I'm using everything that it has to offer.

Rebecca K. avatar
Rebecca K.
Project Manager
Marketing and Advertising, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 1, 2019

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

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.

Emily P.
Realtor
Real Estate, Self-employed
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
September 14, 2019

"Very user-friendly"

Overall: 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.

Vanessa S.
Real Estate Agent
Real Estate, 501-1,000 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
2.0
Customer Service
3.0
Features
2.0
Value for Money
1.0
Reviewer Source
Source: Capterra
November 4, 2019

"Could Be Better"

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
Reasons for Switching to Referral Maker CRM: RealtyJuggler has an outdated look. It seems like your in a 20 year old software.
bette D. avatar
bette D.
Realtor
Real Estate, Self-employed
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
4.0
Customer Service
5.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
September 14, 2019

"Great Tool for Business"

Overall: 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.

Reasons for Switching to Referral Maker CRM: It was not phone device enabled nor did it have as many features available.
Terry D.
Team Dawson, CEO
Real Estate, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: SoftwareAdvice
October 13, 2016

"Touchdown Team Dawson scores a big one - 40% increase year over year AMAZING STUFF "

Overall: We love this CRM - we are in our second year of usage - all we need is a contract to close checklist and all other real estate software can go away! This is a no brainer - follow the process - with or without a coach - JUST DO IT! TD

Pros: Ease of use -Database tracking - database ratings - simple usage - 5th grade simple - easy to export to use in other programs - like Excel Solid program - easy tracking of results - fill in the blank simple!

Cons: NOTHING AT ALL would like to see a contract to close checklist for buyers also a prelisting to listing checklist to stay on task for high service levels during the listing!

Marcus C.
Broker/Owner
Real Estate, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
3.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
July 15, 2020

"Good CRM"

Overall: 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
Reasons for Switching to Referral Maker CRM: Liondesk was not a good product.
Amanda G.
paralegal
Legal Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
5.0
Features
4.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
September 27, 2018

"Very Pleased With Ease Of Use and Functionality"

Pros: My favorite features are being able to combine clients into groups and contact clients based on the group they're placed in. It's nice to leave notes where I left off with each client and to add the "closing dates" in general notes for easy reference. It was simple to add important dates such as birthdays and anniversaries which has helped me keep up to date with sending cards or making calls to stay current with my clients.

Cons: I had issues with getting the "general comments" to populate after saving. My boss was able to see the comments but I wasn't. Customer service said they had never heard of this issue so they suggested clearing my browsing history and when I re-freshed it worked. So it's not really a "con" considering customer service helped me out pretty quickly.

Michelle S.
Real Estate
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: SoftwareAdvice
February 26, 2015

"Realtor, in one-to-one coaching and have been using this since it was "

Pros: I like the many different features that make it very easy to stay in touch with my clients through lead generation!

Cons: The new feature of adding a spouse is what I like least. I think it is a bit cumbersome and like the old way better.

Del H.
Sales Associate
Real Estate
Used the software for: Less than 6 months
Overall Rating
1.5
Ease of Use
1.0
Customer Service
2.5
Features
1.5
Likelihood to Recommend
1/10
Reviewer Source
Source: SoftwareAdvice
April 14, 2015

"Not intuitive, can't add leads, can't scroll thru contacts"

Pros: It's all based around Brian Buffini’s methodology. However, I don't believe it fits a normal, small real estate agent's routines.

Cons: Difficult to use unless you get coached or go through a bunch of videos...not intuitive. Expensive. Ignores contacts by email or text. Letter writing and emails are not formatted with the proper edges required by some printers. Have to postpone contacts at the top of lists to see beyond the top 5. Fits Brian's way of doing prospecting.