A broker-owner in Nashville called me last August. She’d just dropped $58,000 with HubSpot on Sales Hub Enterprise plus Marketing Hub Professional for her 34-agent team. Two months in? Agents weren’t logging in. Workflows weren’t firing. The contacts database was sitting on 7,200 duplicates from a botched Follow Up Boss migration. She’d hired a generalist […]
A team leader in Houston signed a $68,000 Salesforce contract last September. He’d watched three vendor demos, listened to two Tom Ferry coaching podcasts on enterprise CRM, and pulled the trigger. Three months later, his 31-agent team was still running on Follow Up Boss. The Salesforce org sat half-built — custom objects mapped wrong, lead
A broker-owner in Dallas called me last March. He’d just dropped $42,000 on a Salesforce license for his 28-agent team. The seats were live for 9 weeks. Adoption rate? 17%. Twenty-three of his agents were still working out of the old spreadsheet and a Follow Up Boss account he was paying for on the side.
A Phoenix brokerage owner I worked with last fall was running a 62-agent team on three different CRMs at once. Follow Up Boss for the residential side. Salesforce for the commercial division. A homegrown spreadsheet for the rentals team. The data never reconciled. Reporting took 6 hours every Monday. By Q2 2026 they consolidated onto
A Tampa solo Realtor I coached back in early 2026 signed a 24-month CRM contract that January. By April she was closing 70% of her business through Instagram DMs and barely opening the CRM. She still had 20 months of $179/month payments left. Painful. And way more common than vendors will admit. According to the
A Denver broker I consulted with last quarter found a $9,300 line item buried in her annual brokerage software bill. It was for a CRM nobody on her 18-agent team had logged into for 4 months. The kicker? She was paying for 22 seats on auto-renew. According to the 2025 Real Estate Tech Index, US
A Phoenix team leader I coached last summer dropped $11,400 on the wrong CRM contract before she’d closed a single deal through it. Three years remaining. No off-ramp. Painful. And way more common than vendors will admit. The 2025 Inman Tech Survey found 38% of US real estate brokerages regret their CRM pick within 18
