Monthly Archives: March 2016

Referral Maker Mobile Can Help You Take Business to the Next Level—Here’s How!

Referral Maker Mobile allows you to keep your business in your pocket.

Referral Maker Mobile allows you to keep your business in your pocket.

If you’re like most people, you run your life from your smartphone; why not run your business from it, too? We live in a tech-driven age where mobile isn’t just convenient, it’s par for the course. In order to stay on top of each aspect of your business—from your relationships to daily activities—it’s crucial to have the tools you need to drive your business right at your fingertips. Continue reading

Optimize Your To-Do List with Our All-New Enhancement to Referral Maker CRM!

Make Your To-Do List smarter with our all-new enhancements

Make Your To-Do List smarter with our all-new enhancements

We’re not finished making enhancements to Referral Maker® CRM—a new week means all-new enhancements! We’ve listened to your suggestions, and our development team has been working hard to put them into action. Continue reading

Let Referral Maker CRM Help You Prepare for Your Next Listing Appointment

Referral Maker CRM can help you shine at your next listing appointment

Referral Maker CRM can help you shine at your next listing appointment

No matter what stage you are in your real estate career, preparation is critical. This is especially true of listing presentations. However, how many experienced agents do you know who don’t prepare as much anymore and maybe even wing it? Perhaps you’re even one of them. Preparation not only shows your clients that you’re respectful of their time, it also saves you from saying “Oh, I should’ve mentioned…” when you leave your client’s home. Continue reading

We’re Launching 2 New Enhancements to Referral Maker CRM!

Referral Maker CRM Enhancements

You asked for enhancements for Referral Maker® CRM, so we put our best team on the job!

Our development team has been working hard to make Referral Maker even better. We’re excited to launch these two new great features, designed to make running your business even easier:

The new Print Expenses feature

The new Print Expenses feature

One-Stop-Shop for Your Annual Expenses!
We’re helping you stay on top of your finances, just in time for tax season. Referral Maker now allows you to print your annual expenses. You can also download that same yearly data into a CSV file and open it in a program like Microsoft Excel.

Our all-new general notes feature

Our all-new general notes feature

Take Notes Now; File Later
Want to make a general note about your clients, but don’t have the time to hunt for the right field to write it? We’ve added a new field to the main contact profile page, so you now have a space to save a general note about your contact. Jot down any information about your clients quickly and easily, and put it in the correct field later on when you have more time.

We’re all about making working by referral even easier! Stay tuned for more enhancements in the future!

How to Incorporate Video in Your Emails

Video is a great way to connect with your clients.

Video is a great way to connect with your clients.

Video is a great way to connect with your clients, especially your best ones—you know, the ones who refer you the most and drive your referral-based business. You need to record a whole movie—a short, two minutes video is enough show your character and competence while personalizing your message. Continue reading

How Many Transactions Do You Need to Close to Reach Your Goals?

Benchmarking will help you reach your goals.

Benchmarking will help you reach your goals.

So, you’ve set realistic, measurable goals for the year that will help you take your business to the next level. While this is an important first step, it’s not enough. If you want to reach your goals, you have to know how many closed transactions will get you there. Continue reading

Take Your Referral Maker Marketing System to the Next Level

Follow up with a phone call a few days after you've sent your Marketing Flyers to touch base with your clients.

Follow up with a phone call a few days after you’ve sent your Marketing Flyers to touch base with your clients.

Sending your marketing flyers and eReports each month is only the beginning of your marketing system. While doing this is sure to keep you on the top of your clients’ minds, there’s so much more to do! If you want to improve the chances of staying on the minds of your clients, here are a few tips. Continue reading