Top Referral Maker Alternatives & Competitors For 2024

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Looking for alternatives to Referral Maker? Many users crave user-friendly and feature-rich solutions for tasks like Dashboards and Reports, Opportunity Management, and Product Management. Leveraging crowdsourced data from over 1,000 real CRM Software selection projects based on 400+ capabilities, we present a comparison of Referral Maker to leading industry alternatives like Pipedrive, D&B Hoovers, Streak CRM, and Freshsales.

Referral Maker 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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Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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D&B Hoovers offers sales intelligence to help convert prospects by leveraging data and analytics. It enables faster communication between users and customers that helps businesses grow. It accelerates sales and combines comprehensive business data directly through Dun & Bradstreet Data Cloud along with analytics to deliver insight-driven outcomes.

Users can leverage it to plan sales calls to have more informed conversations, increase productivity and receive actionable data within their CRM dashboard for easy access. Real-time business intelligence, robust search capabilities and in-depth company profiles make targeting opportunities easier. The ability to reach people at the right time with the right message helps close business deals faster.
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Streak CRM is built into Gmail, allowing users to manage common sales tasks directly from their inbox. It facilitates pipeline management so users can track leads, follow up, collaborate and close deals. Three different pricing tiers make it useful for both individuals who need basic functions and companies that require more advanced capabilities.

In addition to managing a pipeline, users can also leverage it to manage projects, foster business relationships, run fundraisers, provide customer support and execute other projects that require tracking details.
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Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
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Knowledge Base
24/7 Live Support
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Product Ranking

#196

among all
CRM Software

#1

among all
CRM Software

#93

among all
CRM Software

#7

among all
CRM Software

#8

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
73
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78
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90
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71
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82
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96
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100
we're gathering data
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100
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Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Dashboards and Reports
Platform Security
Product Management
Account and Contact Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Dashboards and Reports
Lead Management
Opportunity Management
Product Management
Communication Channels

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Referral Maker
Pipedrive
D&B Hoovers
Streak CRM
Freshsales
+ 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 90 82 100 77 78 79 65 0 69 100 62 68 75 71 96 100 56 100 79 100 0 79 100 54 82 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 42 reviews
Excellent User Sentiment 6235 reviews
Excellent User Sentiment 7 reviews
Excellent User Sentiment 1045 reviews
Excellent User Sentiment 1954 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.

90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 recognized software review sites.

97%
of users recommend this product

D&B Hoovers has a 'excellent' User Satisfaction Rating of 97% when considering 7 user reviews from 2 recognized software review sites.

90%
of users recommend this product

Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

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4.48 (433)
4.55 (535)
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Awards

we're gathering data
User Favorite Award
Platform Security Award
User Favorite Award
User Favorite Award
User Favorite Award
Lead Management Award
Opportunity Management Award

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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Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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Extensive Company Data: Provides access to a vast database of company profiles, including financials, executives, technologies used, and corporate family trees, enabling comprehensive research and lead generation.
Advanced Search and Filtering: Allows users to precisely target their ideal customers using various criteria such as industry, location, company size, and revenue, streamlining the process of finding relevant leads.
Integrations: Seamlessly integrates with popular CRM systems like Salesforce and Microsoft Dynamics, facilitating data synchronization and workflow optimization.
News and Trigger Events: Delivers real-time news updates and trigger events, such as leadership changes or funding rounds, helping users identify timely sales opportunities.
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Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
Reminders: Every user who refers to this feature liked the ability to frequently follow up
Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
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Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
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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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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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Cost: The platform can be expensive, especially for small businesses or those with limited budgets. The pricing structure can be complex and may involve hidden fees, making it difficult to predict the total cost of ownership.
Data Accuracy: Some users have reported issues with the accuracy and completeness of the data provided by D&B Hoovers. This can be a significant concern for businesses that rely on this data for critical decision-making.
User Interface: The user interface can be clunky and difficult to navigate, particularly for new users. This can lead to frustration and a steep learning curve.
Customer Support: Some users have expressed dissatisfaction with the level of customer support provided by D&B Hoovers. This can be a major issue for businesses that require timely assistance with technical problems or other issues.
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Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.
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Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.
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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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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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D&B Hoovers has been a big name in the biz for over a century, but how does it stack up in today's market? User reviews from the past year paint a picture of a platform with some serious strengths, but also a few drawbacks to consider. D&B Hoovers shines with its massive database of company info and insights. It's like having a crystal ball that helps you scope out potential customers and partners. Users rave about the platform's ease of use and the comprehensive data it provides, making market research and competitive analysis a breeze. But, there's a catch – the cost. Some users find the subscription fees a bit steep, especially smaller businesses or those with tighter budgets. Plus, while the data is generally reliable, there have been some grumbles about occasional inaccuracies or outdated info. Compared to alternatives like Apollo, users appreciate D&B Hoovers' user-friendly interface and extensive database, but Apollo might win out for those on a budget or needing more specific search capabilities. So, who should hop on the D&B Hoovers bandwagon? It's a solid choice for medium to large businesses that need a robust CRM solution with top-notch data and analytics. If you're willing to invest in a premium platform that can give you a leg up on the competition, D&B Hoovers is worth a look. However, smaller businesses or those just starting out might want to explore more budget-friendly options first. Remember, the CRM landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

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Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

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