Referral Maker by Buffini & Company

I absolutely love using Referral Maker CRM on a daily basis. It helps me to stay organized, easily setting up my goals, following up with the clients and doing my email marketing. Its easy to use, mobile friendly and has everything I need to stay on point with my leads.Review collected by and hosted on G2.com.

I dont see any disadvantages, I am currently upgrading to Referral Maker PRO to boost my marketing.Review collected by and hosted on G2.com.

Referral Maker helps me manage my business for the past 4 years. From marketing to meeting reminders, there is a calendar, tracking of client business experiences (family members, birthdays, wedding dates, etc.), to group and individual emails. I am also able to network with other agents around the country, send referrals to them, and vice versa. It reminds me of who I need to contact according to client ratings that I input into the system and manages the number of weekly to monthly contacts and types of contacts I need to make to reach my business goals. The mapping feature in the app allows me to know which of my clients are nearby so I can stop in and say, ‘Hello!” This is a great tool for desktop, laptop, and mobile phones.Review collected by and hosted on G2.com.

When you don’t know what you dislike, there should be nothing to say. I have no dislikes with this tool. Customer service is great! I have no complaints.Review collected by and hosted on G2.com.

Buffini and Company have gotten this right. I have used several CRM’s and they all have major faults. this one is very user-friendly. It practically plug in, play, and go. They have great online staff support. They are not pushy to get you to BUY other products. they have great content and whenever there was an issue there was someone on the other line ready to helpReview collected by and hosted on G2.com.

It is a bit pricey for a new salesperson to afford. While the content makes up for it some that are just starting out can not afford this. Also, There should be a better spot for analytics. I want to know more about who I am dealing with. If it was able to tie in y our website and google search engine to tell you if you are being looked up and by what demographic that would kill the gameReview collected by and hosted on G2.com.