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FreeAgent CRM vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 832 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and Referral Maker CRM

FreeAgent CRM, Referral Maker CRM, Claritysoft CRM, Solve CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"FreeAgent is the MVP we rely on to keep the information correct, up to date and provides a central hub that allows us all to stay connected. Very intuitive and easy to use for the whole team, requiring minimal support and time – this really provide...s so much value! As FreeAgent continues to add features, they’ve helped me see ways to do my job better. " - Lindsay Cohrs

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

CRM and Work Management

Real estate CRM with lead generation tool offering realtor training and support

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

35

35

Total Goals
(we found evidences for)

11

3

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management


sales document management

proposal & quote management

contract management



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management






Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more
  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more
  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting