Referral Maker Reviews & Pricing

Key Features

• Dashboard: Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Track metrics like average list price, average sales-to-close ratio, commission and upcoming appointments in real time. Collect useful insights for decision making at a glance. 
• Calendar Management: Integrate with Google and iCalendar to get meetings, calls and appointment reminders in a timely manner. 
• Campaign Management: Create and manage concurrent campaigns across multiple channels while tracking and optimizing them in real time to improve conversion rates. 
• Contact Management: Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
• Email Marketing: Engage leads and build customer retention and loyalty through each stage of the buying journey with the email marketing module and customizable dynamic templates. 
• Goal Tracking: Set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
• Interaction Tracking: Track call and meeting details and attach notes for further information and follow-up activities. Track response rates for email interactions. 
• Lead Management: Maintain a sales and marketing lead database while recording all marketing interactions between each prospect and the organization, including website visits, email clicks, scoring changes, and data updates and history. Also, track the sales activities for each prospect and their movement along the sales pipeline. 
• Pop-By: Track clients in the vicinity and schedule visits through advanced mapping technology on the mobile version of the software. 
• Priority Action Center: Get automatically populated to-do lists for the day with prompts for all activities such as calling prospects, writing notes and planning client meetings. 
• Referral Tracking: Utilize an existing network of customers and users to send, receive, and track business referrals and sales leads. Keep networking activities up-to-date in one place. 
• Reporting and Analytics: Access reports about data contained within the system, including sales, marketing and operational activities. Create ad hoc reports according to specific requirements. 
• Task Management: Access an intuitive task management module that curates meetings and other important tasks and sets up automated reminders and notifications. 
• Video Messages: Record and attach video messages to emails for increased engagement rates with an add-on feature. 

Limitations

•  Commission tracking is inaccurate. 
•  The platform is not user-friendly. 
•  Campaigns are not reliable. 
•  Google accounts cannot be synced. 

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