Referral Maker® CRM vs BoldTrail Streams

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.

Streams - the new mobile app by BoldTrail - is built for real estate agents who need to stay connected, responsive, and in control of their business - anytime, anywhere. Open the app, see your hottest leads and most urgent follow-ups, and take action—instantly. In real estate, speed matters. The agents who win are the ones who respond first, follow up consistently, and never miss an opportunity. Streams is designed to help you do exactly that. What Streams Unlocks for You: See your most time-sensitive opportunities the moment you open the app. The Urgent Tab surfaces new leads, unanswered questions, requested showings, missed calls, appointment requests, and more—so nothing ever slips through the cracks. Auto-surfaced follow-ups and comprehensive task tracking mean every commitment gets honored and every day runs efficiently. Use the hands-free BoldTrail Assistant, powered by AI, to log notes, set reminders, and update your CRM—without missing a beat. Built exclusively for BoldTrail users Streams is seamlessly connected to your BoldTrail platform, ensuring your data, conversations, and activity stay perfectly in sync.