Referral Maker CRM

Real Estate Agent with Big Block Realty 858.232.8722 CA BRE# 01261476

As a former Top Producer user, I can honestly say this has been the simplest, yet most comprehensive Client Relationship Manager I've ever used. Referral Maker CRM makes work, fun! It has an APP for your mobile device, so you can run your business like a business from your office, home office or mobile device easily and seamlessly, it's all connected! It's aptly titled too, because Referral Maker CRM does generate referrals when you use it!


Referral Maker CRM is a full Desktop Version and  a Mobile APP, making it extremely versatile & functional for our busy days!


Peak @the Mobile App version: see your activity at-a-glance!




I'm often asked why I'm willing to subscribe to it and how has it changed my business?

Too many ways to list, but here's a taste:


1. It got me to do daily CEO & COO calls consistently, staying in touch with Active, Potential & Cl;osed Clients for referrals & sales.


2. Shows me on the App, where all my clients are on an intuitive map, so if I have a few minutes between appointments I can pop-by and say hello or drop off a note or item of value as an extra touch.


3. It has my business plan & goals (both daily goals and annual goals) in my face daily, so I can see if my activities are getting me closer to my annual goals. Never go off track again!


4. It shows me my numbers in real time: production, conversion, average sales price, average listed to sold ratios on final closing price (powerful for listing presentations).


5. I can track all my calls, notes, pop-bys, referrals & know who my top referral sources are at a glance, etc.


6. I do 50% of my marketing from here and I can track open % rates on my e-marketing as well as bounced e-mails & unsubscribe reports and physical address changes as it works with the USPS. Oh yeah, lots of business reports available in here too!


7. It's just a fun tool to use and to run my business, like a business and really not need anything else to do it with except an out side e-mail account and my back office for escrow files.


Would you like a FREE Trial? NO Credit Card, Just a FREE Trial. Post your e-mail in your reply or private message me your e-mail and I'll send you the link. I'm a fan of it, not a salesman of it, this is me offering you a favor, no obligations, I make no commissions or fees, just good will.




Posted by

REALTOR®, CRS, RCS-D, CDPE, ePro, Certified:Military Home Specialist,

Certified: Luxury Home Specialist Podcast Host, Author & Keynote Speaker


Brokered by Big Block Realty

Do You Know The Market Says Your Home is Worth?

CA-BRE# 01261476, since 1999  (My Team)

 "Oh by the way, I'm never too busy to serve you and your referrals to good people like you."

 mobile: 858-232-8722 / e-fax: 650-240-0717 

 Sunroad Corporate Center: 4445 Eastgate Mall l Suite 200 San Diego l CA 92121

RCS-DivorceSouthern California Chapter of Certified Residential Specialists (CRS)

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    Serving: La Jolla * Downtown * Coastal Properties * Metro SD * Seniors & Military-Rebates!
Disclaimer:  Nothing in this blog article is to be construed as legal advice, tax advice, medical advice or financial advice.  For legal advice see an attorney.   For tax advice, health or financial advice see a tax attorney, certified public accountant, or other qualified professional.

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Mimi Foster
Voted Colorado Springs Best Realtor

You are so good at what you do, and this looks like it would be a great benefit to keep you on track. 

Jul 21, 2016 11:23 PM #1
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

I was with you until you said "mobil app" - thanks for sharing Thomas J. Nelson, Realtor 

Jul 22, 2016 12:49 AM #2
Bill Roberts
Brooks and Dunphy Real Estate - Oceanside, CA
"Baby Boomer" Retirement Planner

Hey Thomas J. Nelson, Realtor You just keep on going. The Energizer Bunny of Southern California Real Estate.

Bill Roberts

Jul 22, 2016 01:05 AM #3
Jonathan Denwood
Mail-Right - Reno, NV
Real Estate Services

HI Thomes looks like an interesting system!


Jul 22, 2016 03:44 AM #4
Jonathan Denwood
Mail-Right - Reno, NV
Real Estate Services

Hi Thomas Sure but I'm not active agent I own my own software company I want to be totally honest and open.  One thing would you be interested on coming on my podcast and talking about your system?

Jul 22, 2016 04:52 AM #5
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Thanks Thomas, one of these days when I have a little bit of time to explore this I will take you up on the free trial offer.

Aug 07, 2016 10:23 AM #6
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

Hi Thomas,

do you still use and like it in 2017? I'm looking for CRM and 'simple'' is my fav. word:) 

Mar 30, 2017 04:21 PM #7
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

I'll check it out. Thanks. I need a new CRM. Why you decided to choose this one? Did you tried any other after TP? 

May 14, 2017 12:48 AM #8
Peter Mohylsky
PrimeSouth Properties - Santa Rosa Beach, FL
Let me help you find your path to the beach.

Send me the link please

Oct 30, 2018 02:34 PM #9
Henry Carmona, GRI
San Antonio, TX

I wanted to ask anyone above if they actually tried it and what they thought about it?

I'm considering it, but would like more reviews.


Dec 01, 2018 12:28 PM #10
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Thomas J. Nelson, Realtor, ePRO, CRS, RCS-D

& Host of Postcards From Success Podcast
Referrals & Sales-free Help / Info Here.
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