Referral Maker® CRM

A CRM Built for Real Estate

Organize your leads. Grow your database.

^$ 49 per month + tax

Schedule a demo

ADD-ON: VIDEO MESSAGING

Record. Send. Connect.

Make your emails pop! This simple tool makes it easy to record video messages directly from your computer or smartphone and send to an individual, group or your entire database, with all activities tracked in Referral Maker CRM. Deepen your relationships with this personal touch and watch your business grow.

USD $29*

per month

CAD $34*

per month

ADD NOW VIEW SAMPLES

FACT: Video emails get 81% more leads vs. traditional email.**

*Video Messaging is available to all levels of Membership. Personalization and Client Direct are available to Referral Maker® PRO, Group Coaching and One2One Coaching™ Members only. Price is in addition to the monthly Membership fee. Not a Member? Live Chat or call us direct at 1-800-945-3485 x1

**Source: The Marketer’s Toolbox | ***Source: Buffini & Company Member Survey

ADD-ON: PERSONALIZATION

Put a Face to Your Brand

Be recognized as the expert and trusted professional that your clients need. Personalize your marketing mailers with custom branding and increase the impact these items have on your relationships.

USD $30*

per month

CAD $35*

per month

ADD NOW VIEW SAMPLES

FACT: Members with Personalization earn on average $46,557 more each year than Members who don't.***

ADD-ON: CLIENT DIRECT

Let Us Take Care of Your Mailing

Have more time to better serve your clients when you outsource your mailing to us! Let us personalize your Items of Value, cover letters and send them directly to your relationships.

USD $129*

per month

CAD $184*

per month

ADD NOW

FACT: Save 5 to 10 hours a month when we print, package and deliver your marketing materials for you.***

Add-Ons

See One2One Coaching in action

Not a Member? Live Chat or call us direct at 1-800-945-3485

You need more real estate leads. Our system will help you get them.

It feels good to stay in constant contact with your database and to earn your clients’ trust. Get a simple, reliable system that will make this easy.

Build your real estate database and earn more money.

Work by referral and focus on clients that want to refer you.

Organize your
business

Add your real estate contacts and rank each relationship.

Generate real estate leads

Build relationships for a reliable pipeline that you can count on.

Reach your real estate goals

Follow the daily action plan based on the goals that you set.

^$49 per month + tax

^$49

per month + tax

Schedule a demo

Free trial

Goodbye sticky notes! Run your business like a business.

Build relationships

Add, rank and deepen relationships with proven technology that tells you when and how to get in touch with your database.

Set and reach financial goals

Set your business goals and track your progress. Log your daily activities from a single dashboard.

Get a daily action plan

Take the guesswork out of your day with preloaded activities and know who to call, write a note to or visit.

Grow your real estate database

Stop buying expensive leads and create a stream of quality leads from people that love to work with you.

See all the features included with Referral Maker CRM.

Features

Dashboard

Stay on track with goals, to-dos and calendars.
Take the guesswork out of your day and see what to do to win the day.

Priority Action Center

Take the guesswork out of your day with preloaded activities telling you who to call, who to write a note to, and who to go see.
Nurture your relationships by staying top of mind with proven techniques that tell you when and how to get in touch.

Relationships

Nurture your relationships by staying top of mind with proven techniques that tell you when and how to get in touch.
Add, group and rank your contacts based on how likely they are to buy, sell or refer you.

Transactions

Manage your transactions and track your expenses all through the Referral Maker CRM.

Reports

Track your productivity over time.

Marketing

Create your own marketing campaigns and send them to an individual, group or your entire database!

Mapping technology

Advanced mapping technology lets you know who is around you for easy visits to your clients in the area.
Use the app with advanced technology to know who is near making it simple to visit clients.

Referral Maker CRM | Team

If you are leading a real estate team, you can get powerful insights about your entire team’s business performance.

One-click access to your sales, leads and pipeline.
Instant feedback on how your leads are converting.
Assign leads to your team and watch how they progress through the pipeline to get results.
Real-time data and comprehensive reports on team performance.