Break Up With Your Real Estate CRM real estate crm 5 Signs It’s Time to Break Up With Your Real Estate CRM Break Up With Your Real Estate CRM

Reason #1: More Money, More Problems – Don’t Overpay for Your Real Estate CRM


We have all been guilty of letting lack of time, or the “convenience factor”, dictate which tool we choose for our business. When it comes to choosing a real estate CRM, there many good choices that will save you hundreds (or even thousands) of dollars per year. And here’s another shocker: some of the less expensive real estate CRMs are even better than the super pricey ones! The key is to look for a CRM with confidence. How do you know which ones have confidence? Here are some questions to ask yourself:

  • Does  it require you to commit to a certain length of time? You should be able to cancel anytime, for any reason.
  • Does the value you receive far outweigh the cost? This should be a “yes”, without hesitation.
  • Can you try the platform for free? A real estate CRM with confidence wants you to try it and be happy with your decision.

Make sure you are confident in your real estate CRM. Make sure it is confident in itself.


Reason #2: It’s Difficult To Work With


Would you consider your CRM to be “clunky”? Ever feel like your CRM requires too much of your time and attention? You should not have to babysit your CRM! Nor should your CRM need you nurture it in the beginning to the point of actually being useful. It should walk you through the setup process and have you up and running in no time. Even better is to find one with a support team that can help take care of the setup process for you. Look for a CRM that can be easily integrated. You have way too many other things demanding your attention!


Also, you want to make sure that the people behind the scenes are easy to work with as well. Does your real estate CRM have real people that you can contact via your preferred method? Can you get ahold of them during the hours that you are likely to be working? Don’t buy into the idea that customer service is a hot commodity, and that you need to pay money or purchase tokens in order to access a real person to help you out. Quality service should be readily available to you. This says a lot about whether or not a CRM really wants to provide excellent customer experience to its users.


Reason #3: It’s Cramping Your Style


If your real estate CRM just isn’t doing it for you, it is time to look for a new one. Your business is only as strong as the tools that you use, so make sure you are staying on top of the best of the best available to you.  A quality CRM will be super intuitive and enhance your business in a way that aligns with your style of doing business. Even if you are using the “latest and greatest” CRM that you are seeing all over the place, that doesn’t mean it is the one for you.


There could be a number of reasons why you are not meshing well with your CRM. Maybe it is way too clunky or complicated for your needs. You might find that “clean and simple” are the most powerful for you, so “clean and simple” is what you should look for.


Reason #4: It’s Not Real Estate Specific


If your CRM is not real estate specific, chances are it is not providing you with nearly the support that it could be. Did you know that some real estate CRMs have the capability of connecting agents with lenders, so that both can work within the platform to create a seamless transaction? Let’s face it, the real estate world is a unique one. One that speaks a specific language, and one that requires a specific knowledge base. Make sure your CRM speaks your language and provides you with the right tools to get the job done.


Reason #5: It Doesn’t Look Towards The Future


One red flag that you want to avoid when considering a real estate CRM is whether or not it is aligned with the current AND future status of the real estate industry. Choose one that has an excellent customer service department. You should be able to get in touch with an actual person via phone or email, and that person should be able to discuss the technical as well as real estate-related elements of the CRM.


Many are too focused on the technical aspects, and do not consider the wide range of knowledge that every good agent has. The future of real estate is changing quickly, and you want a real estate CRM that will keep up with these changes without skipping a beat.