Wouldn’t it be wonderful if you could organize your team’s database and share contacts between team members? Well, now you can! With Referral Maker® CRM for Teams, you can manage the contacts and relationships of your team!
See How Your Database is Organized
Is your team’s database full of A+ clients? Do you have high performers on your team who are continuously adding great clients to your database? You’ll see all this and more with Referral Maker CRM for Teams. Organize your team’s relationships, build connections with great clients and help your team stay organized.
See Each Team Member’s Contacts
Know who your team’s clients are with the click of a button. Additionally, you can see your team’s transactions with each client and their goals.
Assign Contacts to Team Members
Do you have unassigned contacts within the team’s database? Pinpoint the relationships that are unassigned and assign them to team members.
Re-assign Contacts within the Team
Is one of your team member’s going on vacation? Do you think a contact would connect better with a different team member? With Referral Maker CRM for Teams, you can re-assign contacts among the members of your team. Help your clients make better connections with their clients.
Referral Maker CRM for Teams was designed to make it easier for leaders to manage their teams as they work by referral. As a result, your team will be more productive and effective as they work to build relationships with and serve their clients. Click here to learn more about Referral Maker CRM.