Want to make sure your team is on track to reach their goals this year? With Referral Maker® CRM for Teams, you can generate powerful new reports that provide insight into your team’s productivity, transactions and lead progress. No more wondering what your team your team is up to and how many transactions they have in the pipelines. Just open the correct report and get all the information you need, in real time. Continue reading
The wait is over! We’re excited to launch the Referral Maker® CRM Team Dashboard, available for purchase in November 18. This all-new Teams feature is designed to give you powerful insight into performance of your team every day. Continue reading
As we head into the last quarter of the year, are you on track to meeting your goals? Whether you’ve managed to stay on track or you’ve fallen off course, let Referral Maker CRM help you get and stay on the path to success. If success is on your agenda this year, read on: Continue reading
Kids aren’t the only ones going back to school. If you want to improve your skills, it’s important commit to learning, whether it’s reading a book or taking a class or workshop. However, if you’re like many agents and brokers, you may say, “I’d love to learn more, but I just don’t have the time.” When you’re busy closing deals, generating leads and trying to build a business it can be difficult to carve out time to take classes and learn. But, it’s a double-edged sword: If you don’t take the time to learn and improve your skills, you’ll be less effective to your clients and may not be able to build your business to the level you’d like. Like anything in life, if you want to do something, you have to make time for it. Here’s how: Continue reading
If not, what are you waiting for? Referral Maker® Mobile makes it easy to stay in touch with clients and manage your business while you’re on the go. We understand that, as a busy real estate agent, you have more important things to do than stay at your desk all day inputting information and checking things off your to-do list. You’re at your best when you’re out and about, meeting with clients, presenting your marketing strategy to your sellers and networking with other agents and meeting other local small business owners.
Many real estate agents feel the more they work, the more successful they’ll be. They work, work, work—without a break—from early in the morning until late at night, just trying to get ahead. However, studies show that all work and no play can have damaging effects on your health, deplete your energy and leave you feeling frustrated and burned out. Soon, you’re no longer productive; you’re just going through the motions trying to complete your tasks each day. Although it seems counterintuitive, if you want to be more productive, you must take breaks to recharge your energy stores. Continue reading
The most productive real estate professionals rely on technology to help them stay organized and on top of everything, from upcoming showings to sending out their marketing information. In order to run a thriving business, it’s important to streamline your business so that nothing falls through the cracks. Here are three questions to ask to help you boost your productivity. Continue reading
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
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:
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.
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!
Lead generation is a vital part of your business. However, if you’re like many agents, it may get overlooked when you get busy. This does your business a huge disservice—after all, the leads you generate today may become the deals you close tomorrow. It’s possible to do your proactive lead generating activities each day and still take care of everything else on your to-do list. How? Read on to find out. Continue reading