ClientLook vs Referral Maker

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Our analysts compared ClientLook vs Referral Maker based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

ClientLook Software Tool
Referral Maker Software Tool

Product Basics

ClientLook is a specialized software designed to streamline customer relationship management (CRM) tasks, making it an ideal solution for professionals seeking to enhance their client interactions and manage their business operations more efficiently. It is particularly well-suited for real estate professionals who require a tailored approach to managing their contacts, deals, and properties. One of the key benefits of ClientLook is its ability to consolidate various tasks into a single platform, offering features such as deal tracking, project collaboration, and integrated email marketing. Users appreciate its user-friendly interface and the efficiency it brings to managing client data and communications. When compared to similar products, ClientLook stands out for its focus on the real estate sector, providing specific tools and functionalities that cater to the unique needs of this industry. Pricing considerations for ClientLook involve a subscription model, with costs typically based on the number of users, making it a scalable option for businesses of different sizes. Payment is usually required on a monthly or annual basis, allowing for flexibility based on budget and usage needs.

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Referral Maker is a cloud-based solution that helps businesses manage leads, client feedback, databases, performance tracking and more from a central location. With features like a Dashboard and Priority Action Center, it boosts productivity and lead-to-close ratio.

Suited for businesses of all sizes, it maximizes sales efficiency and expands operations through relational marketing.
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$900 Monthly
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Tailored to your specific needs
$49 Monthly
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
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Live Online
Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Cloud-Based Deployment: No need to invest in hardware, as cloud-based deployments are handled by the service provider. 
  • Intuitive Interface: A simple, intuitive interface ensures all information is organized systematically. 
  • Stakeholder Organization: Manage all stakeholders like builders, developers, brokers, investors, owners and tenants right from the platform with dedicated portals for each group. 
  • Mobile Apps:  Fully-featured mobile apps are available on both Android and iOS devices with an auto-sync feature to manage work efficiently while on the go. 
  • Time Management: Manage time efficiently as well as more properties. Book more sales and lease agreements with centrally managed data and activities, virtual assistants and a mobile app. 
  • Integrations: Integrate with tools like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, Buildout, and Google apps to create a powerful, interconnected resource. 
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  • Simplify Access: A simple, easy-to-use interface improves adoption rates while reducing the learning curve. 
  • Ensure Data Security: Ensure data safety through privacy-preserving encrypted data processing and automated scheduled backups. 
  • Leverage Cloud-Based Deployment: Leverage a cloud-based suite that prevents hardware investments and supplies operational agility. 
  • Get Mobile Accessibility: Access the software through a mobile website login and dedicated mobile apps over Android and iOS devices. 
  • Avoid Data Duplicity: Run duplicity scans to solve data duplicity and redundancy issues while managing contacts, listings and document data. 
  • Increase Revenue: Boost revenue by optimizing sales processes and improving win rates for faster ramp-up times and larger deal sizes.  
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  • Contact Management: Manage a central record of all contact data. Import and export contact data files, scan business cards and record voicemail on the move to update contact data with the help of a virtual assistant team so that no information is left behind. 
  • Lead Capture: Capture online leads from multiple resources and sync them directly into the platform. Once synced, these leads are checked for duplication by virtual assistants and are routed through standard, user-defined operating procedures. 
  • Property Tracking: Manage a commercial real estate database by maintaining a central record of properties, images, contacts, availability and other features. 
  • Deal Management: Record deals with a summary of activities, files and updates in one place. Aids client collaboration to facilitate deal progress. 
  • Pipeline Tracking: Stay ahead of every opportunity by tracking deal value, projected close date, sales stage and more. Search for deals and opportunities by type, group and other custom filters to categorize them better. 
  • Listing Management: Manage listings with detailed information on availability, pricing and expiration. Publish these listings online to various service providers and use virtual assistants to update listings later. 
  • Activity Management: Schedule activities related to contacts, deals, properties and comps. Sync them to the calendar to get notifications about calls, meetings, tours, lease expiration, option renewals and more. 
  • Email Integration: Connects an email program to ClientLook to enhance communication. Once integrated, associate emails and attachments with a specific deal to improve organization and make information easier to track. 
  • Client Collaboration: Provide better services to clients using dedicated client portals to: 
    • Communicate with clients to share offers, brochures and reports.
    • Record insights from calls, marketing campaigns and tours.
    • Maintain a real-time activity feed.
    • Search and download files and add comments.
    • Stay engaged and get a better chance at closing a deal.
  • Virtual Assistant: A team of virtual assistants can manage time-consuming workflows for clients. These include contact management, listing management, manual data entry and data enrichment, tenant verification, email marketing, research liaison and tour verification. 
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  • Dashboard: Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Track metrics like average list price, average sales-to-close ratio, commission and upcoming appointments in real time. Collect useful insights for decision making at a glance. 
  • Calendar Management: Integrate with Google and iCalendar to get meetings, calls and appointment reminders in a timely manner. 
  • Campaign Management: Create and manage concurrent campaigns across multiple channels while tracking and optimizing them in real time to improve conversion rates. 
  • Contact Management: Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
  • Email Marketing: Engage leads and build customer retention and loyalty through each stage of the buying journey with the email marketing module and customizable dynamic templates. 
  • Goal Tracking: Set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
  • Interaction Tracking: Track call and meeting details and attach notes for further information and follow-up activities. Track response rates for email interactions. 
  • Lead Management: Maintain a sales and marketing lead database while recording all marketing interactions between each prospect and the organization, including website visits, email clicks, scoring changes, and data updates and history. Also, track the sales activities for each prospect and their movement along the sales pipeline. 
  • Pop-By: Track clients in the vicinity and schedule visits through advanced mapping technology on the mobile version of the software. 
  • Priority Action Center: Get automatically populated to-do lists for the day with prompts for all activities such as calling prospects, writing notes and planning client meetings. 
  • Referral Tracking: Utilize an existing network of customers and users to send, receive, and track business referrals and sales leads. Keep networking activities up-to-date in one place. 
  • Reporting and Analytics: Access reports about data contained within the system, including sales, marketing and operational activities. Create ad hoc reports according to specific requirements. 
  • Task Management: Access an intuitive task management module that curates meetings and other important tasks and sets up automated reminders and notifications. 
  • Video Messages: Record and attach video messages to emails for increased engagement rates with an add-on feature. 
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Product Ranking

#23

among all
CRM Software

#196

among all
CRM Software

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User Sentiment Summary

Good User Sentiment 13 reviews
Great User Sentiment 42 reviews
74%
of users recommend this product

ClientLook has a 'good' User Satisfaction Rating of 74% when considering 13 user reviews from 2 recognized software review sites.

86%
of users recommend this product

Referral Maker has a 'great' User Satisfaction Rating of 86% when considering 42 user reviews from 2 recognized software review sites.

3.6 (12)
n/a
5.0 (1)
4.31 (21)
n/a
4.3 (21)

Synopsis of User Ratings and Reviews

Targeted Search: Users praise ClientLook's ability to quickly pinpoint specific properties and contacts using its robust search filters. This allows them to efficiently identify potential leads and opportunities.
Simplified Data Management: ClientLook's intuitive interface makes it easy to input, organize, and track client and property data. This streamlines workflows and reduces the time spent on administrative tasks.
Effective Deal Tracking: The platform's deal management features provide a clear overview of all active deals, allowing users to monitor progress, identify potential roadblocks, and close deals more efficiently.
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Simple and Easy to Use: Referral Maker is praised for its user-friendly interface and intuitive design, making it easy for users of all technical levels to navigate and utilize its features effectively.
Effective Referral Tracking: The platform provides robust tools for tracking referrals, allowing users to monitor the progress of their referral campaigns and measure their success in real-time.
Customizable Referral Programs: Referral Maker offers a high degree of customization, enabling users to tailor their referral programs to their specific needs and goals, including setting custom rewards, designing unique referral links, and creating targeted campaigns.
Automated Referral Process: The platform automates key aspects of the referral process, such as sending referral invitations, tracking referrals, and distributing rewards, saving users time and effort.
Integrations with Popular Tools: Referral Maker integrates seamlessly with various popular CRM and marketing tools, allowing users to connect their referral program with their existing workflows and data.
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Limited Customization: Users express frustration over the inflexibility of customizing certain features, particularly reporting and data visualization. This lack of adaptability can make it challenging to tailor the platform to specific business needs.
Steep Learning Curve: The platform's user interface, while considered clean, is not particularly intuitive for new users. Many find the initial learning curve to be quite steep, requiring significant time investment to become proficient.
Occasional Performance Issues: Some users report experiencing occasional slow loading times and system glitches, particularly when dealing with large datasets. These performance hiccups can disrupt workflow and impact productivity.
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Limited Integrations: Referral Maker's integrations with other business tools and platforms are limited, making it challenging to incorporate into existing workflows and hindering data synchronization with other essential systems.
Customization Constraints: The platform's customization options are somewhat restricted, potentially limiting the ability to tailor the referral program to specific branding and unique requirements.
Mobile App Deficiency: The absence of a dedicated mobile app can inconvenience users who prefer managing their referral programs on the go, potentially impacting engagement and responsiveness.
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Let's take a closer look at what users have to say about ClientLook. ClientLook users appreciate its simplicity and ease of use, especially compared to more complex CRM systems. The interface is clean and intuitive, making it easy to find the information you need. Users also praise ClientLook's customer support, which is known for being responsive and helpful. However, some users find that ClientLook lacks certain features that are available in other CRM systems, such as marketing automation and social media integration. Additionally, ClientLook's reporting capabilities are somewhat limited. These limitations may not be dealbreakers for smaller businesses or those who don't need a lot of bells and whistles. But for larger businesses or those with more complex needs, a more comprehensive CRM system might be a better fit. ClientLook seems to be a good fit for commercial real estate professionals who need a simple, easy-to-use CRM system with excellent customer support. If you're looking for a CRM system with all the bells and whistles, ClientLook might not be the best choice. But if you need a solid CRM system that's easy to use and gets the job done, ClientLook is worth considering. Keep in mind that the CRM landscape is constantly evolving, so it's always a good idea to check for the latest information and reviews before making a decision.

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Is Referral Maker a cut above when it comes to making referrals? User reviews from the past year suggest that Referral Maker, while helpful for some, might not be the "referring" champion for everyone. Users appreciate its straightforward setup and ease of use, especially for those already familiar with Buffini & Company's systems. The program's task management and contact organization features are praised for keeping users on top of their client relationships, a crucial aspect of real estate. However, some users find the software's functionality somewhat limited compared to competitors like LionDesk or Top Producer CRM, particularly when it comes to advanced features and integrations. For instance, a lack of in-depth reporting tools and limited customization options are common complaints. Referral Maker seems best suited for real estate professionals already invested in the Buffini & Company ecosystem who prioritize simplicity and ease of use over a wider range of features. If you're looking for a basic CRM to manage contacts and stay organized, Referral Maker could be a good fit. However, if you require robust reporting, advanced automation, or integrations with other platforms, exploring alternatives might be worthwhile.

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