Comparison Summary
This comparison report of OptifiNow vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 923 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing OptifiNow and Referral Maker CRM
OptifiNow, Referral Maker CRM, Soffront, Thryv, 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.
OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.
Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.
"As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software... and team has allowed us to do both. They are a great partner to our business. " - David Gonzalez
"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.
About
Marketing Automation, Lead Management
Real estate CRM with lead generation tool offering realtor training and support
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
56
35
Total Goals
(we found evidences for)
10
3
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Improve ROI
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Scale best practices
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Enhance customer relationships
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Improve brand engagement
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve internal communications
- See 7 more
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Enhance customer relationships
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Enter new markets internationally or locally
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Grow market share
Top Channels
Channels Used
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 more
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
