Referral Maker vs Infor CloudSuite CRM

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

Referral Maker Software Tool
Infor CloudSuite CRM Software Tool

Product Basics

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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Infor CloudSuite CRM is a cloud-based system that helps companies cater to and understand customers through sales, marketing and customer service activities. It helps with operations and handles outreach. Users can identify opportunities, streamline sales projects, forecast business-related decisions and generate growth with its analytics.

Cloud deployment and ERP integration help implement a strategic approach for maximum business growth.

To explore other popular solutions that Infor offers, visit our Infor company page.
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$49 Monthly
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$795/User, One-Time
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Tailored to your specific needs
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Product Assistance

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Live Online
Videos
Webinars
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • 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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  • Birst Networked BI: The software has dedicated embedded analytics that aid in internal reporting and drive business results. Business intelligence facilitates gathering and distributing information across teams. 
  • Unified View: The platform helps sales, marketing and support teams work hand-in-hand to deliver results. With a cloud environment, users can easily view a customer’s touchpoints, giving access to users across various departments. 
  • On-the-Go Access: Users can access customer data, respond to customers and keep track of employee data via a dedicated mobile application. This helps them stay connected anytime, anywhere. 
  • Better Customer Experiences: The purpose-built CX suite enhances customer engagement and enriches the customer experience to drive profits. Users can integrate customer data across the enterprise to provide consistent, exceptional and personal experiences on any channel across a customer’s lifecycle. 
  • Back Office Integration: The platform takes care of integrated planning, purchase of inventory, sales, marketing, finance, human resources and more. Users can manage and integrate important parts of their business with the help of an ERP integration. 
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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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  • Forecasting: The solution gives proactive alerts to drive accurate forecasts that help in generating business. This also helps users make informed decisions, build an effective team, and choose and manage business territories. 
  • Omni-Channel Campaign Management: This feature enables users to orchestrate a well-constructed customer strategy along with managing campaign outcomes. The software provides advanced campaign workflows, sophisticated email marketing, precise customer targeting and powerful customer insights. 
  • Productivity Monitor: Users can identify opportunities, maximize the impact of each interaction and streamline sales activities. They can monitor their team progress and assign tasks that align goals for everyone. 
  • Data Availability: The system stores and manages leads, opportunities and activities for best business outcomes. Users can maintain full control of all this data and utilize it when and where they need it. 
  • TCO Analysis: Users can estimate and utilize the total cost of ownership, as well as evaluate the use of those services. This can help them understand and strategize their campaign plans for maximum success. 
  • Segmentation: The platform centralizes customer data, improves internal and external communications, and segregates data based on preference of hot and cold leads. 
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Product Ranking

#196

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CRM Software

#44

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CRM Software

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User Sentiment Summary

Great User Sentiment 42 reviews
Good User Sentiment 158 reviews
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.

72%
of users recommend this product

Infor CloudSuite CRM has a 'good' User Satisfaction Rating of 72% when considering 158 user reviews from 4 recognized software review sites.

n/a
2.9 (63)
4.31 (21)
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4.3 (21)
3.6 (24)
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4.1 (55)
n/a
4.6 (16)

Synopsis of User Ratings and Reviews

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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User-Friendly Interface: Users praise Infor CloudSuite CRM for its intuitive design and ease of use, making it simple for teams to quickly adopt and navigate the system.
Robust Reporting and Analytics: The platform offers powerful reporting and analytics features that provide valuable insights into customer data, enabling businesses to make informed decisions and track key performance indicators.
Seamless Integrations: Infor CloudSuite CRM integrates smoothly with other business applications, streamlining workflows and improving efficiency by eliminating data silos.
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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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Reporting limitations: Users have reported difficulties in creating custom reports and extracting specific data, making it challenging to gain comprehensive insights from the CRM.
Complex customization: Tailoring the system to specific business needs can be cumbersome and may require extensive technical expertise, leading to increased implementation time and costs.
Occasional performance issues: Some users have experienced slow loading times and system lags, particularly when dealing with large datasets or complex operations, impacting productivity and user satisfaction.
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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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Recent user reviews suggest the answer is a mixed bag. While users appreciate the comprehensive, all-in-one nature of the platform, particularly its ability to centralize customer interactions and provide a 360-degree view of customer data, there are some notable drawbacks. For instance, users have reported frequent errors and instances of missing data, which can be a major headache for businesses that rely on accurate information for decision-making. One user praised Infor CloudSuite CRM's analytics, stating they are "really telling" and help them target prospects effectively. However, another user criticized the platform's outdated user interface and slow performance, finding it "a bit old-fashioned" and potentially off-putting for first-time users. This contrast highlights a key takeaway from user reviews: Infor CloudSuite CRM's strengths lie in its functionality and data insights, but its user experience might leave something to be desired. Ultimately, Infor CloudSuite CRM seems best suited for businesses that prioritize a comprehensive feature set and robust analytics over a sleek and modern user interface. However, companies with a low tolerance for technical glitches and those who value a seamless user experience might want to explore alternative CRM solutions like Salesforce or Microsoft Dynamics 365.

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