Home > CRM Software > LionDesk > LionDesk vs Referral Maker

LionDesk vs Referral Maker

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Our analysts compared LionDesk 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.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
LionDesk Software Tool
Referral Maker Software Tool
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Product Basics

LionDesk delivers cloud-based marketing and sales tools tailored to professionals in the real estate industry. Suitable for individuals, teams and brokerages, it provides a single place to manage client relationships.

It helps import leads from other sources, organize information, manage processes, connect with clients, boost closed deals and track tasks. Capabilities include contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.
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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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$25 Monthly
Free Trial is available →
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Tailored to your specific needs
$49 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
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Windows
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Chromebook
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Linux
Android
Chromebook
Cloud
On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Work Anywhere: Access from both iOS and Android devices for on-the-go functionality. 
  • Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information. 
  • Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text. 
  • Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually. 
  • Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers. 
  • Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner. 
  • Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns. 
  • Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow. 
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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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  • Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks. 
  • Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters. 
  • Lead Import: Saves time by automatically adding leads from Realtor.com, Zillow, Trulia and Zip Realty. 
  • Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data. 
  • Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email. 
  • Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses. 
  • Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications. 
  • Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes. 
  • Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects. 
  • Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads. 
  • Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB. 
  • Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages. 
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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

#18

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#196

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User Sentiment Summary

Great User Sentiment 191 reviews
Great User Sentiment 42 reviews
83%
of users recommend this product

LionDesk has a 'great' User Satisfaction Rating of 83% when considering 191 user reviews from 4 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.

2.5 (1)
n/a
3.9 (27)
n/a
4.1 (94)
4.31 (21)
4.4 (69)
4.3 (21)

Synopsis of User Ratings and Reviews

Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.
Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.
User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.
Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.
Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.
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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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Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.
Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.
Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.
Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.
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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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LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

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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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