Tag Archives: Referral Maker CRM

Spring Brings New Updates and Product Enhancements

New improvements to Referral Maker CRM

With spring, comes new updates and product enhancements for The Pathway to Mastery —Essentials and Referral Maker CRM. Here’s a list of the latest improvements you’ll see in both of these products.


The Pathway to Mastery — Essentials

  • Rolling Module Access: Mentors/Facilitators and On Demand Students will now be able to go back and watch past modules during the nine weeks of the course. With the new rolling module access, a new module will open each week and then remain unlocked until the end of the class.
  • Post Tracking Reports: We know that the effects of our training program may not be realized until after the program has ended.  We have updated the Reports section to show the continued results for students under the Post” section of Reports.
  • Increased Postpone allotment:  We have increased the amount of postpones from 2 to 4 times.
  • Changed dates listed on modules: We have changed the verbiage on the class modules to reflect the date the modules are available.

Referral Maker CRM

  • Referral Maker PRO membership up-sell: This allows Referral Maker CRM members to automatically upgrade to Referral Maker PRO membership within the web app.
  • Client Direct & Personalization up-sell:  This allows Referral Maker PRO members to automatically add-on Personalization or Personalization + Client Direct within the web app.

Keep your eyes peeled for more updates and enhancements to all of Buffini and Company’s products, throughout the year. If you have any suggestions or improvements that you would like to see, please tell us about them! Email the Product Development Team at buffiniproduct@buffiniandcompany.com.

What’s New for Referral Maker CRM Members?

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Check out the brand new Buffini & Company Members Area for Referral Maker CRM Members.

Whether you’re brand new to your Referral Maker CRM Membership or you’ve been using the system for a while, the Members Area has something for everyone! Click the “Members Area” icon in the top right corner of Referral Maker CRM.

Members Area

Get membership updates direct from our CEO Dermot Buffini, along with information about training programs, events and different membership levels.
We’ve also created an easy to follow 3 step On-Boarding process designed to help you understand Buffini & Company’s “Work By Referral” philosophies and get you on track to load, sort, & qualify your database in Referral Maker CRM.

Members Area - CRM

Access your Resource Library with tips, ideas and other great content to help you keep in touch with your Relationships. You can also tap into your Business Tools which include; Referral Maker CRM, an Online Business Analysis, and the Buffini Referral Network.

 

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Attention, attention: Here are the latest updates to Referral Maker CRM

 

We've updated Referral Maker CRM

This week, we’re launching the following updates to Referral Maker CRM.

We’ve fixed:
Issues with special characters. You may have noticed if a special character was used in the title of an Outlook Calendar event, Referral Maker got confused and may not have imported the event. Well, we’ve fixed it! Now you can use all the special characters you wish and Referral Maker will import it as usual.

Collapsing Transactions

Easy-to-read transaction fields. We broke up the transaction fields into sections, making it easier to read and use.
You may have also noticed (especially if you’re a Refiner according to the Heritage Profile) that the language used in the billing and mailing address sections within your Login profile are now consistent.
We’re always working on ways to make your Referral Maker CRM experience even better! Visit ReferralMaker.com to learn more.

4 Ways to Stay on Track This Summer

why-tracking-is-essential-for-your-success

Midsummer is the perfect time to review your goals and your progress toward them. Are you on track to achieving all you hope to this year? Checking in with your goals is only one of the reviews to do at this time of year. Here’s a list of ways to ensure you stay on track in your business. Continue reading

Guide Your First-Time Buyers through the Process with Referral Maker CRM

Guide buyers through the process

Although today’s buyers have access to more information about the real estate process than buyers in the past, they may not have the experience to understand the nuances of the process. Luckily, they have you to help them make sense of it all. They’ll rely on your knowledge and experience to help them negotiate the best deal. When you offer great service to your clients, you’ll build strong relationships with your clients, which is essential to leading a long-lasting business. Referral Maker CRM® was developed to help you serve your clients better; here’s how:

1. Keep your buyers in the loop.
Referral Maker will remind you to keep in touch with your clients by phone, monthly marketing flyers and eReports, personal notes and Pop-Bys. When you include them in your database, they’ll always stay up-to-date on the buying process and your local market.

2. Send listings.
In one of your first meetings, ask your buyers what they’re looking for in a home and write down what they want as well as what they don’t. Enter these preferences within their contact information on Referral Maker CRM and use Property Match to connect them to one of your current listings.

3. Connect them to a reputable lender or other professional in your network.
Do your buyers need to get preapproved for a mortgage? Connect them with a mortgage professional in your network who you trust. Referral Maker also makes it easy to connect them with other professionals you work with, from cleaners and tradespeople to attorneys.

Remember, the better the service you offer, the stronger the foundation you’ll build for a great working relationship with your clients. Let Referral Maker CRM help along the way. Visit ReferralMaker.com for more information.

 

We’ve Improved Referral Maker CRM. See what’s new!

Check out our new enhancements

Check out our new enhancements

Last week, we told you about the enhancements we made to the Referral Maker® CRM mobile app. Now, we’ll tell you about the enhancements we made to Referral Maker CRM. Once again, we listened to your suggestions and set out to improve your Referral Maker experience. Here’s what’s new: Continue reading

Check Out the New Enhancements to Referral Maker® CRM

We've made the Referral Maker  mobile app even better!

We’re always looking for ways to improve your Referral Maker® CRM experience. Referral Maker was designed by agents, for agents to make working by referral a fun and more productive experience. We released several enhancements a few months ago to improve your user experience. Now, we’re excited to launch the next round of enhancements, this time to our mobile app! Continue reading

Boost Your Productivity Today!

 

A productive day starts with a plan.

A productive day starts with a plan.

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

How Many Transactions Do You Need to Close to Reach Your Goals?

Benchmarking will help you reach your goals.

Benchmarking will help you reach your goals.

So, you’ve set realistic, measurable goals for the year that will help you take your business to the next level. While this is an important first step, it’s not enough. If you want to reach your goals, you have to know how many closed transactions will get you there. Continue reading