A team principal in Denver called me in late February. Two months into a Microsoft Dynamics 365 CRM evaluation for her 32-agent brokerage, and the numbers weren’t lining up. Her IT guy had quoted her $95 per user per month. Its Microsoft partner had quoted $147. Her CFO had built a spreadsheet that landed at […]
A broker I coach in Sarasota spent six weekends straight last winter trying to figure out HubSpot vs Zoho CRM for her growing 14-agent team. She’d built a side-by-side spreadsheet. Fifty-three rows. Three different color codes. By February she was more confused than when she started. Her problem wasn’t research. It was that both platforms
A team leader in Tampa called me last March. Two weeks into her Salesforce trial, panicked, asking if I could “just please tell her what to switch to.” Her words. Not mine. She’d burned $4,200 on consultant hours trying to set up a basic buyer-lead pipeline. Two of her three top-producing agents refused to log
A broker friend in Austin pulled up two CRM quotes side by side in our weekly mastermind last month. Same agent count. Same feature list on paper. Vendor A: $89 per seat. Vendor B: $129 per seat. He almost signed with Vendor A. Then he scrolled to page four of the contract. Implementation fee: $8,500.
A team lead I work with in Tampa lost a $1.4M listing last quarter because three different agents called the same seller inside 48 hours. Different scripts. Same prospect. No shared notes. The seller signed with a competitor that afternoon and told her, point blank, “I figured if you couldn’t get your own team on
