Referral Maker
Referral Maker is designed to make the user's lead generation efforts less labor-intensive. To begin using the CRM software, the user first establishes their specific personal and financial goals. After the user has specified their goals, Referral Maker generates a number of personalized action steps for achieving them. The software is made to give the user insight into the most practical people to make contact with, along with the proper manner in which to engage with them for the highest chance of success. Ideally, the software should establish a continuous flow of targeted referrals that potentially becomes self-sustaining if the action steps it generates are effective enough.