Referral Maker® CRM vs ZipperAgent

The Referral Maker® CRM mobile app gives you exclusive on-the-go access to help you work Buffini & Company Referral Systems™ easily and efficiently. Access relationship information, schedule appointments, make to-do lists, add new relationships, and manage transactions directly from your mobile device. No syncing necessary! You’ll have your daily activities, relationships and business with you anywhere and will always know what to do and who to do it with to generate more business.

ZipperAgent is the all-in-one toolbox that helps real estate agents, teams and brokers manage their clients, market to them and sell faster. Our customer relationship management (CRM) application is elegant and easy to use for any size sales teams. ZipperAgent solves many of the common business problems Realtors face every day. It is an integrated sales and marketing platform for real estate agents and brokers that helps you sell faster, stay connected with clients, and manage listings, amongst many other great benefits! It automatically pulls contact social profile, and property information that the client is interested in buying or selling. It provides everything the agents need to manage leads, opportunities, contacts, accounts, emails, phone calls, and activities. Developing and maintaining relationship with your customers has never been easier. Close more deals and grow your customer base with the ZipperAgent mobile app. Features -Organize all your Contacts in one place, tag them, and categorize them for easy access -Easily add and manage all your Buyers and Sellers from a New Lead stage to Closing. -Track the progress of each deal and get full picture of how your business is progressing. -Increase productivity and revenue. Sales reps have ready access to key customer data at their finger tip – be it opportunity, contact, company, activities, notes & more. - For your contacts create separate groups – like your Platinum customers, customers in Boston, plans to Downside, currently Renting, etc. –so you can focus your effort on the right segment. - Easily create or update prospect & customer info. Mark a deal closed as soon as you have won the deal – while on the go so the rest of the team can celebrate. - Easily filter opportunities by stages and timeline so you can get to your information quickly. Search for any information across the system with a click. - Attend a network event, and tag the contact so you can remember where you met them. - Log any call to you contact to your CRM so you can see who you called and what the outcome of the call was. - Manage your team from your smartphone. Assign tasks to your team from your phone so your customers are always taken care of. Over many cups of coffee, we designed and developed software that would help realtors be on top of their game. We methodically crafted a CRM that would allow realtors to deliver an outstanding service to their clients. We are realtors so we understand the business but what really gives us pride is in knowing that we are part of your success by giving agents the tools to make more money. We decided that ZipperAgent would be the simple alternative to the complicated mess that realtors have to deal with as they conduct their business on a daily basis.