So last spring, I got a panicked text from a team leader in Scottsdale. Eight tools running. Follow Up Boss, BombBomb, dotloop, Mojo Dialer, an IDX website, Zillow Premier Agent, realtor.com leads, and a custom AI for real estate agents stapled on the side. None of them talked to each other. His ops manager was […]
So last June, a broker buddy of mine in Tampa decided he’d switch his 18-agent team off an aging Wise Agent setup and onto Follow Up Boss. Over one weekend. By Monday morning? 1,400 duplicate contact records, 67 active buyer leads with no source tag, and three deals quietly vanished from the under-contract column. He
A team leader in Sarasota emailed me last spring asking why her brand-new HubSpot account had cost her a mid-five-figure check and still wasn’t routing a single buyer lead correctly. She’d hired a generic HubSpot partner agency someone tagged her in on a Lab Coat Agents thread. Looked legit on paper. A few months later,
A broker-owner in Scottsdale called me last fall in a full panic. He’d signed a high-five-figure contract with a Salesforce implementation consultant who came highly recommended by another broker at a Tom Ferry event. Looked great on paper. A few months into the rollout, the consultant had built a beautiful Salesforce org that handled zero
A team leader in Sacramento hired the cheapest CRM implementation services firm he could find last spring. A flat-rate budget fee. A mid-size team. He figured how hard could it be? A few weeks in, the consultant ghosted. Past the month mark, his lead routing was so broken his ISA was manually forwarding Zillow Premier
