We’re on a roll this month making Referral Maker CRM even better than ever. What can you expect when you sign into Referral Maker? Continue reading
The enhancements just keep coming! Our Referral Maker development team has been working hard to make these enhancements and improve your Referral Maker® CRM experience. This week, we’re focusing on your transactions. Continue reading
We’re making Referral Maker® CRM even better! We’ve listened to your suggestions and our development team has been working hard to put them into action. Here’s what we’re launching this week. Continue reading
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. Continue reading
We’re not finished making enhancements to Referral Maker® CRM—a new week means all-new enhancements! We’ve listened to your suggestions, and our development team has been working hard to put them into action. 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!