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Simpleview DMS vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Simpleview DMS vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 476 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Simpleview DMS and Referral Maker CRM

Simpleview DMS, and Referral Maker CRM 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.

Simpleview DMS covers Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, etc.

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

"We're just ecstatic with the results. We're finding that people are engaging much more on our site. There's a growth in our onsite conversion. And aside from those metrics, I think the biggest win for us has just been our internal satisfaction. It's... been such an amazing experience to have the new CMS, to be able to manage the system so much more efficiently in-house, and to have that great synchronization of information between the CRM and CMS. " - Lilly Kelly

"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 Simpleview DMS

Focus area

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

Destination Management System most advanced solution

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

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

24

35

Total Goals
(we found evidences for)

4

3

Top Processes

Evidences indicate better relative satisfaction


workflow management


sales document management

proposal & quote management

contract management


helpdesk management


distribution management


content management

content publishing


communication management

sending & publishing communications




engagement management

engaging and following up



training & onboarding


generation of new leads


contact list management





Top Goals

Goals Achieved

  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 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

low

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medium

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Migration Risk

medium

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medium

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Business Setting