Manage Your Leads with These New Enhancements to Referral Maker CRM

Separate your leads from your relationships.

Separate your leads from your relationships.

New week, new enhancements to Referral Maker® CRM!  You asked for these improvements and we put our Referral Maker development team on the case. Lead generation is one of the most important activities you’ll do in your business. We’ve improved Referral Maker to make generating leads even easier. 

What’s new this week?

• Sort contacts by Relationship or Lead. We’ve improved your ability to sort your contacts and separate your relationships from your leads. You’ll be able to quality your leads as hot, warm and cold. Once you’ve developed a relationship, you can reflect the transition in Referral Maker and your contact will be added to your Client Appreciation Program.
• Modify your leads. You’re now able to manually add or remove one lead at a time to and from your lead list. Add-New-Lead
• More features to the Setup Wizard. Now, you can add your signature during the Setup Wizard. Also, add your contacts individually and add more information than just their names.

Referral Maker CRM makes it fun and easy to work by referral. Visit to see what’s new and learn more.

2 thoughts on “Manage Your Leads with These New Enhancements to Referral Maker CRM

  1. Stephen L Herman

    It would be great if we could email the leads from the referral maker. Buyer/Seller rapid response email.

  2. Brannon Bartley

    Are we going to have the ability to email more than the 2,000 per month? If we do 2 mailings per month and we have been in the business 10 plus years we start getting more relationships in the database. Especially with all the past clients we add year after year. Any insight would be helpful.



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