Nimble CRM vs Referral Maker

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Our analysts compared Nimble CRM 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.

Nimble CRM Software Tool
Referral Maker Software Tool

Product Basics

Nimble is a one-stop solution for managing and organizing contacts, setting reminders, building and maintaining relationships, finding opportunities, and meeting goals. It provides complete information on the customer's history and their deal status. Users can set up a structured to-do list for teams.

It allows users to engage and interact with prospects and customers on a personalized level, enabling them to stay connected across the entire customer journey.
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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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$9 Monthly
Get a free price quote
Tailored to your specific needs
$49 Monthly
Get a free price quote
Tailored to your specific needs
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Android
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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
Email
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24/7 Live Support

Product Insights

  • Auto Set-Up: Simplifies the task of getting the software up and running, as it automatically sets itself up based on user requirements. 
  • Unified Workspace: Gather all information and unify it for easy access through the Nimble dashboard. 
  • User-Friendly: Easy to work from wherever and through whichever app is needed. Access emails, social media, contacts and more on the go, all from one dashboard. 
  • Team Tracking: Stay updated on team activities with a segregated table for in-progress, scheduled and completed tasks. 
  • Increased Sales: The sales navigator enhances productivity by tagging sales reps in deals so they can meet sales targets. 
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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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  • Smart Social Search: Automates the process of collecting contact information and details from social media pages, providing helpful business insights. 
  • Today Page: Provides organization by listing and arranging priority clients, reminders and updates on an intuitive board. 
  • Single Engagement Platform: Engage on multiple sites through one platform. Syncs and integrates data and activity from commonly used apps such as Gmail, Pipedrive, social media channels, Mailchimp and many others. 
  • Sales Intelligence: Simplifies the process of reaching out to prospects. Sorts by company size, industry, location, revenue and other key details to ensure sales and marketing efforts target the right types of businesses. 
  • Prospect Building: Understand customer relationship insights by quickly scanning the sales funnel, calendar, social signals and tasks at hand. 
  • Emailing and Tracking: Provides insight into customer activity by keeping track of opened emails and clicks. Shows the number of times a prospect has opened a particular message, directly from Gmail. 
  • Auto Sync: Removes data entry tasks via automatic syncing of data and insights that help engage customers. 
  • Contact Discoveries: Filters out old data and updates with the latest information using the Enrichment Credits feature in the Nimble Prospector App. 
  • Sales Forecasts and Analytics: Deal forecasting and pipeline analytics can predict the team’s historical and predictive revenue in greater detail to identify which deals need attention. 
  • App Integrations: Makes it easy to work anytime, anywhere with over 100 integrated apps along with additional add-ons that facilitate business collaboration. 
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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

#17

among all
CRM Software

#196

among all
CRM Software

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Analyst Rating Summary

54
we're gathering data
50
we're gathering data
72
we're gathering data
83
we're gathering data
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Nimble CRM
Referral Maker
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 50 72 83 37 80 50 76 0 51 17 47 37 42 0 25 50 75 100
43%
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57%
we're gathering data
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46%
8%
46%
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83%
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17%
we're gathering data
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40%
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60%
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71%
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29%
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43%
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57%
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75%
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25%
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100%
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43%
5%
52%
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100%
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11%
89%
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25%
13%
62%
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33%
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67%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

54%
0%
46%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
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71%
0%
29%
we're gathering data
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User Sentiment Summary

Great User Sentiment 2505 reviews
Great User Sentiment 42 reviews
89%
of users recommend this product

Nimble CRM has a 'great' User Satisfaction Rating of 89% when considering 2505 user reviews from 5 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.

5.0 (17)
n/a
4.5 (901)
n/a
4.4 (1499)
4.31 (21)
n/a
4.3 (21)
4.5 (32)
n/a
4.3 (56)
n/a

Synopsis of User Ratings and Reviews

Tracking: The platform offers seamless tracking of tasks and spreadsheets, according to 100% of users who reviewed this feature.
Easy to Use: Of the reviewers that mentioned the software’s usability, 71% suggested that the interface and its features make it easy for users to adapt to.
Automation: The system helps automate many tasks and eliminates the use of manual entries, according to 71% of reviews about automation.
Cost: Nimble provides good value for the money spent, as indicated by 100% of reviews mentioning cost.
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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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Integrations: Out of users who mention integrations, 60% suggested the platform offers very basic integrations, with third-party apps needed for additional integrations.
Mobile Application: The mobile app is very slow in comparison to the desktop version, according to 75% of reviews referencing the mobile app.
No Auto-Sync: The system requires third-party apps to integrate the sync function, as observed by 80% of users who wrote about this feature.
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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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Nimble’s CRM solution is intuitive to use and automatically populates customer profiles, interaction histories, contact lists, email conversations and social media activity across various platforms. It offers efficient tracking and automates many tasks. However, reviews noted the mobile application lacks robust performance, and auto-sync feature along with basic integration adds complexity to using it. Its price point makes it best for small businesses that are looking for good value along with strong customer support.

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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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