ReferralMaker vs. BoldTrail BackOffice

Lead Generation in the Palm of Your Hand! Get organized once and for all, stay on top of admin and marketing. Referral Maker® CRM is your partner in business and productivity. All you have to do to reach your financial and business goals is: - Input your business and income goals. - Add your contacts and rank your relationships. - Get a personalized activity plan that is based on your input and goals. - Follow your daily activity plan to win the day.

BoldTrail BackOffice is the next generation of Brokermint and brings your entire business together. This powerful set of products and thriving community provides all the insights, tools, and innovations you need to streamline transaction operations, enhance your brand, and drive business growth. Everything you need is all in one place in the most user-friendly, and supportive system. It’s modern, it’s automated, it’s built for the cloud, and it comes in flexible packages to fit your unique business needs.