Referral Maker vs LeadMaster

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Our analysts compared Referral Maker vs LeadMaster 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
LeadMaster 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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LeadMaster is a cloud-based solution that enables organizations to manage their leads, customers and sales pipeline. Its capabilities include lead management, email marketing, web integration, analytics and a virtual call center. Businesses can track their leads and customers from beginning to end and identify the most effective marketing campaigns. Additionally, it helps automate sales processes and close more deals.
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$49 Monthly
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Tailored to your specific needs
$10 Monthly, Freemium
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Tailored to your specific needs
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Windows
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Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
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

  • 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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  • Increased Customer Satisfaction: Customer service professionals can drive customer satisfaction with analytical reports that help them manage workflows, identify overdue cases, and track progress and performance metrics. The ability to spot cases that need attention enables users to act promptly. 
  • Enhanced Performance: Streamlining and automating manual tasks and measuring campaign outcomes improves performance. Process automation allows sales reps to manage sales funnels efficiently, focus on closing sales and acquire new leads. 
  • Sustained Customer Loyalty: Users can nurture leads and cultivate long-term prospects with personalized emails. They can decide the appropriate frequency, send mass emails, stay informed and manage targeted campaigns. The system supports receiving notifications or call backs for email opens. 
  • Smooth Pipeline Management: It’s possible to manage pipelines efficiently by leveraging analytical reports and dashboards. It only takes 10 minutes to set up the opportunity management feature. 
  • Free Trial: LeadMaster offers a 30-day free trial, ensuing complete use so users can test out the software before committing. Capabilities during the trial include integration with other applications, sales funnel and lead distribution, email marketing automation, lead nurturing scheduling and report generation. 
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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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  • Lead Management: Users can evaluate and classify leads, log and track their status, update lead score and access data. Real-time notifications let them act fast on hot leads, and actionable reports enable them to evaluate marketing and sales strategies. 
  • Opportunity Management: LeadMaster allows users to ensure long-lasting relationships and repeat sales with personalized communications. They can track leads, judge win probability and check recommended solutions using forecasts. It’s also possible to access real-time data, opportunity notes and detailed customer histories. 
  • Case Management: This feature assists with tracking and solving customer service issues quickly and efficiently. Users can associate new cases with customer records, assign tickets to the most appropriate staff members, customize fields to capture specific business information, automate processes using workflows and respond to common questions using built-in templates. 
  • Integrated Telephony: The system offers a range of softphone features including pre-recorded messages, conversation recording on web storage or hard drive, IVR and sophisticated call routing, and call holds. Other capabilities include a click dialer to convert phone numbers into live links, call monitoring and coaching, three-way call transfer, and complete phone switch. 
  • Campaign Management and Analysis: A built-in campaign management system helps drive better results, letting users analyze ROI and measure the effectiveness of marketing campaigns in real time. 
  • Landing Pages: Landing page templates, equipped with several fields such as company, phone, contact and email, gather information to build up the database without the need for a technical expert. 
  • Outlook Integration: Integration with Outlook allows users to track activities in real time, as well as sync email, calendar and contacts between the platform and Outlook. The email marketing system helps track ROI, nurture leads and record communications. 
  • Smart Queue: This tool helps improve sales reps productivity without any training. They can manage call centers and inside sales efficiently, as the system can choose high priority call records automatically. It supports predefined lead scoring, combines call dispositions and workflows, assigns top calls to agents and organizes call records from different sources. Integration with different cloud dialing solutions ensures cost-effective click-to-call and power dialing. 
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Product Ranking

#196

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#56

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User Sentiment Summary

Great User Sentiment 42 reviews
Great User Sentiment 49 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.

82%
of users recommend this product

LeadMaster has a 'great' User Satisfaction Rating of 82% when considering 49 user reviews from 2 recognized software review sites.

n/a
4.1 (13)
4.31 (21)
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4.3 (21)
4.1 (36)

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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Price: LeadMaster is known for being budget-friendly, especially when compared to similar options.
Customizable: Users can tailor the platform to match their specific business processes.
Usability: The system is designed to be straightforward and easy to use, even for those new to CRM.
Customer Support: LeadMaster is recognized for its responsive and helpful customer service team.
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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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Outdated Interface: Some users have reported that the LeadMaster platform feels outdated and sluggish compared to newer CRM solutions.
Occasional Data Duplication: The system's data entry process has been criticized for sometimes requiring redundant entries, potentially leading to data duplication issues.
Limited Customization: Users have expressed frustration with the limited customization options available, particularly regarding dropdown menus and scaling features.
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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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Is LeadMaster CRM truly a master of managing customer relationships? User reviews from the past year paint a somewhat mixed picture of this CRM solution. On the one hand, LeadMaster is frequently praised for its robust features, particularly its comprehensive approach to lead management, sales tracking, and marketing automation. Users highlight its ability to streamline workflows and improve efficiency, with some even claiming that tasks that once took days now take minutes. The platform's adaptability to different business needs and its strong customer support are also frequently cited as major advantages. However, LeadMaster isn't without its drawbacks. A recurring criticism is the platform's somewhat outdated interface, which some users find clunky and sluggish. This, coupled with a steep learning curve, can make it challenging for beginners to get the hang of the software. Additionally, while some users find LeadMaster's pricing reasonable, others point out that it can be more expensive compared to other CRM options available. This is particularly relevant for smaller businesses or startups that might be working with tighter budgets. In conclusion, LeadMaster CRM seems best suited for established businesses with dedicated resources for training and implementation. Its comprehensive features and customization options make it a powerful tool for managing complex sales processes and large customer databases. However, businesses looking for a more modern, intuitive, and budget-friendly CRM solution might find better alternatives in the market.

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