Tag Archives: transactions

How to Stay on Track to a GREAT Year

Be GREATWe’re more than halfway through the year; are you still on track to reaching your goals?  We’ve reached a point when many people, try as they might, often fall off the path to reaching their goals. Either they’ve experienced a setback or their motivation has waned. In order to achieve success, we have to be GREAT all year long. What does that mean? Continue reading

Harness Your Team’s Productivity with All-New Reports for Referral Maker CRM for Teams

Referral Maker CRM for Teams Reports

Want to make sure your team is on track to reach their goals this year? With Referral Maker® CRM for Teams, you can generate powerful new reports that provide insight into your team’s productivity, transactions and lead progress. No more wondering what your team your team is up to and how many transactions they have in the pipelines. Just open the correct report and get all the information you need, in real time. Continue reading

3 All-New Enhancements to Referral Maker CRM!



When the transaction closes, update your buyer's new address one time.

When the transaction closes, update your buyer’s new address one time.

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

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.  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