Tag Archives: new features

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!

3 Reasons to Track Your Business Expenses

Track your expenses with Referral Maker real estate CRM.

Unlike professionals in other industries, you don’t rely on a steady paycheck coming in twice a month. Your paycheck depends on when your transactions close, which makes some months are more lucrative than others. To have enough money to cover the lean times, it’s important to create and stick to a spending plan for your business. Part of this plan is tracking your expenses. “Oh, but that sounds so tedious,” you might be thinking. Keeping track of what you spend allows you to keep more of what you earn, so that you can run a financially thriving business. Here are three reasons to track your business expenses. Continue reading