cuspera logo CUSPERA

Referral Maker CRM vs Bonterra Case Management Software: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Referral Maker CRM vs. Bonterra Case Management Software is based on a specific set of business needs and context. The comparison uses 705 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Bonterra Case Management Software

Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

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

Bonterra Case Management Software focuses on Customer Case Management with Offline, Social Media Management with Website, Workflow Management, Generation Of New Leads, etc.

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 Referral Maker CRM

Focus area

Software Failure Risk

  • medium

logo Bonterra Case Management Software

Focus area

Software Failure Risk

  • medium

About

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

Simplified Data Management and Reporting

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

35

18

Total Goals
(we found evidences for)

3

4

Top Processes

Evidences indicate better relative satisfaction


generation of new leads


engagement management

engaging and following up


contact list management



communication management

sending & publishing communications



helpdesk management


sales document management

contract management



training & onboarding



customer case management


social media analytics


social media management

social media analytics


workflow management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Increase sales & revenue

  • See 1 more

Top Channels

Channels Used

  • offline

  • website

  • causes and charity

  • point of sale

  • social media

  • mobile

  • See 3 more
  • offline

  • website

  • causes and charity

  • point of sale

  • social media

  • mobile

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting