Sellxpert
Real Estate CRM Software for Sales Automation.
Overview
Sellxpert is a CRM platform for the real estate industry that includes a specific Customer Referral Program feature. This allows agents to create and manage a formal program to reward existing clients for referring new business. Clients can use a personalized portal to submit referrals and track their status, while agents can manage the incoming leads and customize the rewards, such as discounts or loyalty points, from within the CRM.
✨ Key Features
- Customer Referral Program with customizable rewards
- Personalized client portal for submitting referrals
- Referral lead tracking and management
- Sales and marketing automation
- Lead Management
🎯 Key Differentiators
- Dedicated 'Customer Referral Program' feature set.
- Client-facing portal for referral submission.
- Focus on loyalty points and customizable incentives.
Unique Value: Provides the tools to create, manage, and track a structured customer referral program directly within the CRM, turning satisfied clients into an active marketing channel.
🎯 Use Cases (3)
✅ Best For
- Managing a customer referral program within a real estate CRM.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agents looking for an agent-to-agent referral network.
🏆 Alternatives
While other CRMs allow for tracking referral sources, Sellxpert offers a more formalized system with client portals and customizable rewards, similar to referral marketing platforms like Referral Rock but integrated into a real estate CRM.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
✓ 14-day free trial
Free tier: N/A
🔄 Similar Tools in Referral Management
ReferralMD
Web-based referral management software for hospitals, health systems, and medical groups to optimize...
LeadingReach
A platform that connects healthcare providers for improved communication and care coordination....
HealthViewX
A solution to streamline, standardize, and automate the end-to-end patient referral process....
Aidin
Digital tools to connect patients and partners to the best care options in their communities....
CarePort
A platform to manage patients across care settings with real-time data and alerts....
Phreesia
A patient intake management platform that also offers referral management capabilities....