Customer Data Platform vs CRM: Which Do You Actually Need in 2026?

A broker buddy of mine in Charlotte texted me last March. He was hot. Like, fuming. He’d just signed a $38,000/year contract for a fancy data platform because some smooth-talking SaaS rep convinced him his CRM was “outdated.” Six months later? His agents still hadn’t logged in. Meanwhile, his pipeline was bleeding buyer leads from […]