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 […]
Wednesday, 2:00 p.m. You sit down for a 30-minute crm software demo with a vendor your franchise rep won’t stop pushing. Forty-eight minutes later, you’ve watched a slide deck, a fake dashboard, and a polished “buyer journey” story — and you still don’t know if the thing actually pulls Zillow Premier Agent leads in under
A 14-branch community bank I advised in the Carolinas was bleeding $22.4 million a year in deposit and wealth referrals between divisions. Retail branches were taking high-net-worth referrals and forgetting to hand them to the wealth team. The wealth team was sitting on small-business owners whose commercial lending needs nobody on the C&I side ever
