Home > CRM Software > Referral Maker > Referral Maker vs Maximizer CRM

Referral Maker vs Maximizer CRM

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Our analysts compared Referral Maker vs Maximizer 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.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Referral Maker Software Tool
Maximizer CRM Software Tool
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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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Maximizer CRM is a sales and marketing solution that provides functionalities such as client management, a sales pipeline, customer support, campaign management, marketing automation and more. With about 90% customer satisfaction, it offers insights for business growth. A custom API and integration options add value to processes.

It helps increase sales, build relationships, provide customer support and fit business needs with different deployment options based on requirements. Users can access it on mobile devices to access information and send updates on the go.
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$49 Monthly
Free Trial is available →
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Tailored to your specific needs
$65 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
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Android
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Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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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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  • Enhanced Customer Relationships: Maximizer CRM enables businesses to track customer interactions and preferences, fostering stronger, more personalized relationships.
  • Improved Sales Efficiency: By automating routine tasks and providing sales teams with detailed customer insights, Maximizer CRM helps close deals faster and more effectively.
  • Centralized Data Management: All customer information is stored in a single, easily accessible location, reducing data silos and improving data accuracy.
  • Better Decision Making: With robust analytics and reporting tools, Maximizer CRM provides actionable insights that help businesses make informed decisions.
  • Increased Productivity: Task automation and streamlined workflows free up time for employees to focus on high-value activities, boosting overall productivity.
  • Enhanced Collaboration: Team members can easily share information and collaborate on projects, leading to more cohesive and efficient teamwork.
  • Scalability: Maximizer CRM grows with your business, offering flexible solutions that can be tailored to meet evolving needs without significant disruptions.
  • Customer Retention: By tracking customer satisfaction and proactively addressing issues, businesses can improve retention rates and foster long-term loyalty.
  • Cost Savings: Automating manual processes reduces operational costs and minimizes the need for additional resources, leading to significant savings over time.
  • Regulatory Compliance: Maximizer CRM helps businesses adhere to industry regulations by maintaining accurate records and providing audit trails.
  • Mobile Accessibility: With mobile access, sales and support teams can manage customer relationships and tasks from anywhere, ensuring continuity and responsiveness.
  • Customizable Dashboards: Users can create personalized dashboards that display the most relevant information, enhancing focus and efficiency.
  • Lead Management: Maximizer CRM helps track and nurture leads through the sales funnel, increasing the likelihood of conversion.
  • Customer Segmentation: Businesses can segment their customer base for targeted marketing campaigns, improving engagement and response rates.
  • Integration Capabilities: Seamless integration with other business tools and applications ensures a cohesive and efficient workflow across the organization.
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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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  • Customer Insights: Gain access to dynamic dashboards, built-in templates, click-through records, visual reports, goal tracking views, exporting capabilities and more to monitor and boost team performance. 
  • Sales Management: Provides unified, easy-to-use sales tools that can be customized as per requirements. Manage accounts, route leads, collaborate sales opportunities and gain visibility into sales pipeline and revenue. 
    • Sales Pipeline Management: Offers proactive sales management along with a collective view of the sales process, making it easy to carry out internal and external sales activities. 
    • Contact Management: Displays contacts, notes and key documents in a unified dashboard. Includes quick search capabilities, company affiliation and a search recall feature. 
    • Pipeline Visibility: Access sales reports, personalized dashboard, forecasts, critical metrics, goal tracking and alert notifications for sales processes. 
    • Partner Relationship Management: Grow a channel partner network, assign partners, track performance and manage campaigns through a partner portal. 
  • Marketing Automation: Drive leads, improve campaign tracking, manage prospect interactions, automate campaigns, track results and calculate marketing ROI, all on one platform. 
  • Third-Party Integration: Provides native third-party integrations that boost productivity, provide deeper customer insights and more. Also offers custom integrations and API for easy business functionality. 
  • Mobile App: Offers pipeline visibility, quick access, key information edits, connectivity, calendar access and more, all on the go. 
  • Deployment Options: Gives the option for both cloud and on-premise deployment so businesses can choose what fits best for them. It also offers data security. 
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Product Ranking

#196

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#48

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CRM Software

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User Sentiment Summary

Great User Sentiment 42 reviews
Good User Sentiment 1054 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.

79%
of users recommend this product

Maximizer CRM has a 'good' User Satisfaction Rating of 79% when considering 1054 user reviews from 6 recognized software review sites.

n/a
5.0 (11)
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3.9 (425)
4.31 (21)
4.0 (327)
4.3 (21)
4.0 (275)
n/a
4.3 (6)
n/a
4.0 (10)

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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Easy to Use: Of all the users mentioning the platform’s usability, 66% say that it’s robust, easy to adapt to and very intuitive.
Customization: The software is highly customizable and fits well for each business solution, according to 75% of users reviewing 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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Customer Support: Customer service takes a long time to respond and offers a poor response, suggest 66% of users referencing support.
Maximizer Response: Customer support response time is under 3 minutes online and within 5 minutes via telephone support.
Integration: The system lacks proper email integration functionality and offers minimal integration with other technology, a downside according to 75% of users reviewing integrations.
Maximizer Response: Maximizer integrates with Outlook and through Zapier, we integrate with thousands of other applications.
User Interface: The UI is outdated and could use some updates, in the opinion of 75% of users reviewing this capability.
Maximizer Response: Our Business Intelligence tool: Insights is actuallly one of the industry leaders in UI/UX.
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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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Maximizer CRM empowers companies with a number of features such as contact management, lead management, customer service, business analytics and more. It’s highly customizable and easy to use. However, the UI is a little outdated and could use some improvement. The platform also needs more integrations to be able to work seamlessly, and reviewers report that customer support could be quicker and more helpful. Large and mid-size organizations looking for customized marketing and sales may find it to be a decent choice.

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