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LionDesk vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of LionDesk vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 996 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing LionDesk and Referral Maker CRM

LionDesk, Referral Maker CRM, IXACT Contact, Bigcontacts 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.

LionDesk covers Drip Marketing with E-Mail, Engagement Management with E-Mail, Communication Management with E-Mail, Contact List Management with Phone Calls, etc.

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

"LionDesk has changed my business! My follow up is phenomenal and my realtor partners know it. My campaigns make it easy and streamlined to stay in touch. To get them on the phone, to follow up on paperwork, reminders like do's and dont's during the ...mortgage process, pre approved buyer, past client and mortgage checkup keeps me on point and top of mind. The daily activity email reminds to call. Don't get me started on the mass video text and video email! I don't even know what I was doing before! There's no way to manage a big pipeline without this! Too many similar names and clients to keep up! LionDesk is a must! " - Carol Escobar

"I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. " - Mike Mudd, Louisville, KY

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 LionDesk

Focus area

LionDesk is better than Referral Maker CRM for

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

Cloud-Based CRM & Communications Tool for Realtors & Brokers

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

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

49

35

Total Goals
(we found evidences for)

5

3

Top Processes

Evidences indicate better relative satisfaction



communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up


generation of new leads


contact list management




lead qualification

lead qualification: demographic




relationship management



sales document management

proposal & quote management

contract management


campaign management

campaign monitoring



conversion management


revenue cycle management


workflow management



referral management


distribution management





helpdesk management


training & onboarding



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Enter new markets internationally or locally

  • Shorten ramp up time

  • Grow market share

  • See 2 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

No Data

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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