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Yardi Matrix vs Referral Maker CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Yardi Matrix vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 415 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Yardi Matrix and Referral Maker CRM

Yardi Matrix, 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.

Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.

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

"A few years ago we signed on for a national account with Yardi Matrix at the urging of our Investment Sales Advisors and Mortgage Bankers. Everyone is happy with the product and the data. The navigation is even easy enough for those with lesser tech... skills. Our people have confidence in the data and the detailed reports are widely used in our offices around the country. " - Terri Rubin

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

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 Yardi Matrix

Focus area

Software Failure Risk

  • medium

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

Yardi Matrix: Commercial Real Estate Data and Research

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

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

11

35

Total Goals
(we found evidences for)

5

3

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications


generation of new leads


engaging and following up


engagement management

engaging and following up


contact list management




helpdesk management


contract management


sales document management

contract management



training & onboarding



Top Goals

Goals Achieved

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • 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

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