Stop Chasing Leads.

Start Making Money.

Live by Referral.

Grow Your Network.

Live Your Life.

How it Works


Set your financial & personal goals and personalized action steps are created for you.


Always know who to contact, when to contact them and what to say.


Generate a steady stream of referrals from people you want to work with.


Make more money, get organized, generate high quality leads.


  • Goals
    Set your business goals and track your progress from a single dashboard.
  • Priority Action Center
    Take the guesswork out of your day with preloaded activities telling you who to call, who to write a note to, and who to go see.
  • Contacts
    Import your phone’s contact list, make a call, or send a message straight from the app.
  • Pop-By
    Advanced mapping technology lets you know who is around you for easy visits to your clients in the area.
  • To Do
    Check off your to-dos faster with this virtual list designed to make your life easier!
  • Calendar
    Never miss another appointment, birthday or important event.
  • Resources
    Get access to exclusive content to help you work by referral, and ultimately, live the good life!


  • Testimonial

    "I love, love, love the Buffini Referral Maker! The database is so easy to use and the Near Me function under Do Popbys makes fitting in Popbys so quick and easy. I love how the CRM tracks our activities and then puts them in graphs as well. What a fabulous system and CRM!"

    Delinda Crampton
    Las Vegas, NV

  • Testimonial

    "The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of my business and helps in keeping me on track. It is so simple and easy to use."

    Debbie Jett
    Fredericksburg VA

  • Testimonial

    "I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business."

    Mike Mudd
    Louisville, KY

  • Testimonial

    "The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client’s phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a fantastic tool!"

    Amy Graham
    Lincoln City, OR

How it Works