5 posts tagged real estate.
I 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.
Every 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.
The 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.
I 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.