Connect with Your Best Clients with Referral Maker CRM

get face to face with your clients

When you work by referral, your clients are your primary source of leads for your business. This is why it’s so important to stay connected with your clients after the ink has dried on the contract. Just because you’re not working with them on a transaction now doesn’t mean you need to lose touch. In fact, staying in touch with them will ensure that you’re the one they think of whether they’d like to know how much their home is worth or they’d like a referral to a reputable roofer. Similarly, you’ll also be the one they think of when a friend or family member mentions they’re thinking of buying or selling a home.

Unfortunately, it can be tough to remember who to connect with day in and day out. After all, you’re busy running a business and trying to help your current clients achieve their real estate goals. Luckily, Referral Maker CRM can help you stay connected with your past clients without sacrificing the service you offer your current clients. Here’s how:

1. Always know who to contact each day. Referral Maker CRM gives you a daily to-do list of former and current clients to connect with each day. You’ll never have to worry about a client slipping through the cracks again!

2. Contact your clients the way they prefer. Some clients may appreciate a phone call; others may prefer a text. Ask your clients how they prefer to be contacted and update their Referral Maker profile with that preference. That way, you’ll always connect with them on their terms.

3. Send your monthly IOVs and eReports on time. Referral Maker CRM reminds you when to send your marketing items to your clients for the biggest impact. Send them out and then follow up to provide consistency, develop trust and listen for a need only you can fill.
Referral Maker CRM can help you run your business more efficiently and effectively each day. Visit to learn more.






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