Field notes on running a real estate book without drowning in CRM features. Written by an agent, not a content team.
Start here · ChoosingI ran a 58,000-contact Follow Up Boss account for years. Here is what it does better than anything else, where it quietly fails, and when switching is a bad idea.
Your contacts are the easy part. What breaks in a CRM migration is the history, the tags, and the trust you had in your own data. Here is how to move without wrecking it.
Sep 2, 2026OperatorEvery agent database has a dead zone: hundreds or thousands of people who went in and never came back out. Here is how to work through it without pretending you will call all of them.
Sep 2, 2026ShippedFifty changes went out in August. Phone number porting, bulk tagging, Facebook ad publishing, and a pile of fixes for things we got wrong the first time.
Sep 2, 2026ChoosingThe best CRM is the one you actually open. Here is how to test that before you buy, and where a chat-first CRM is the wrong choice.
Jun 15, 2026OperatorI led a real estate team for almost 20 years. The hardest thing to transfer was never the steps. It was knowing which step mattered today.
Jun 12, 2026OperatorFollow-up does not break because agents are lazy. It breaks because CRM work lands at 11pm. Here is the fix, and where it still falls short.
Jun 8, 2026New posts, what shipped, and the occasional thing we got wrong. Unsubscribe in one click.