A 5-location orthopedic practice I advised in Tennessee was burning $214,000 a year in missed recall revenue. Knee patients due for 12-month follow-up. Post-op imaging recalls. Lapsed PT referrals that nobody was working. The front desk knew. The owner-physician knew. But the practice was running patient outreach out of an EHR worklist and a shared […]
Last quarter, a broker buddy of mine in Scottsdale called me at 9:47 PM. Half panicked. He’d just opened the renewal quote from his “enterprise” CRM vendor — $186,400 for the year. For 42 agents. That’s about $4,438 a seat. Before add-ons. He thought it was a typo. It wasn’t. Truth is, the Enterprise CRM
You quote $79 a month per seat. The broker on the other end of the Zoom call goes quiet for a beat. Then comes the question every vendor secretly dreads — “So what am I actually paying for?” If you’ve shopped around lately, you already know the cloud CRM software pricing per user game in
A 14-location dermatology group I advised in Ohio paid a $1.55 million HHS OCR settlement in 2024. The reason? Someone in marketing had been syncing patient appointment data — name, DOB, procedure, MRN — into a non-HIPAA Mailchimp instance for 19 months. Nobody on the leadership team knew. The breach surfaced during a routine OCR
Last updated: June 2026 So picture this. A broker buddy of mine in Scottsdale — runs a 22-agent team — wakes up one Tuesday and finds his HubSpot had been hit by a rogue automation that ran overnight. Four thousand contacts. Gone. Well, not “gone” exactly. Scrambled. Half his pipeline tagged wrong, follow-up sequences nuked,
If your real estate CRM goes down mid-transaction cycle, you’re not just losing uptime — you’re potentially losing closings. Cloud CRM disaster recovery in 2026 means having an RTO under 4 hours, automated failover, encrypted backups, and a vendor with a proven SLA above 99.9%. Salesforce, HubSpot, Follow Up Boss, and LionDesk all handle DR
Last week a broker friend in Tampa called me sounding shaken. A junior agent’s laptop got snatched from a Starbucks parking lot, and the only thing keeping 3,800 client records out of a very ugly lawsuit was the CRM’s encryption layer. That story? Way more common than you’d think. The FBI’s 2024 IC3 report pegged
