Tag Archives: Referral Maker update

What’s New for Referral Maker CRM Members?


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.



Set Goals for All Areas of Your Life with Referral Maker CRM

Now you can set goals in all areas of your life.

Now you can set goals in all areas of your life.

We’re big advocates of goal setting. If you’ve been to any Buffini & Company real estate event, you’ve left at the end of the day with written goals in hand. While it’s vital to set goals for your business, it’s also important to set goals for the other areas of your life as well. After all, setting goals and tracking your progress are the only ways to turn your dreams into reality. Referral Maker® real estate CRM now makes it even easier to create and track goals in all five areas of your life—spiritual, family, business, financial and personal. Continue reading

Update Your Business Plan with Referral Maker CRM

Did you know that Referral Maker CRM has made it even easier to track your numbers?

Did you know that Referral Maker CRM has made it even easier to track your numbers?

Life changes quickly. When you created your business plan and goals earlier in the year, your estimates may have been based on past or anticipated performance. A few months into the year, you may have found that things have changed. While a business plan is essential to help you succeed in business, keeping it flexible will help you to adjust and adapt to any changes that arise.

A new update in Referral Maker® real estate CRM helps you to make these changes quickly and easily so that you can get on with doing what you do best—serving your clients!

Features of the update:
• Easily reset your business plan to reflect changes, such as your tax rate, commission, business expenses and much more.
• Has the average sales price homes you’ve sold increased or decreased? Now you can easily input the new average sales price.
• See the difference from the changes. Once you’ve completed your changes, Referral Maker will show you what changed.
• Referral Maker still automatically recalculates your numbers, so that you’ll always know where you stand.

Learn more with this video about the update with our own Director of Membership Services, Eric Johnson. You’ll also learn about another update to help you create 5 Circle goals in Referral Maker!

Did you know that Referral Maker was designed to make it fun and easy to work by referral? Based on Brian Buffini’s proven Work by Referral System, Referral Maker is sure to help you take your business to the next level. Visit ReferralMaker.com to learn more and to start your 30-day free trial!