Shopping off-the-shelf for your CRM? Here’s why you shouldn’t

A true enterprise software system should reflect the way you work, not the other way around
  • Before considering a new CRM or brokerage management platform, carefully examine how your office functions.
  • If your office is considering software because you need "to get organized," you're probably not ready for it.

Learn the New Luxury Playbook at Luxury Connect | October 18-19 at the Beverly Hills Hotel

Have suggestions for products that you'd like to see reviewed by our real estate technology expert? Email Craig Rowe. Technically, software is a product, but it shouldn't be shopped for like a new desk or color printer. Software needs to be a carefully construed reflection of how your office works. Let me explain. I worked for a small multifamily brokerage who uses an extremely well-organized, paper-based filing system to manage listings and transactions. Fat green listing folders are carefully labeled, tabbed, categorized and alphabetized upon receipt of a new listing agreement. Each holds every document, note, picture and record of activity for its namesake property. Emails and marketing collateral are printed and inserted as is along with every agency disclosure from every showing. As closing nears, the folders swell with inspection reports, bank information and critical addenda, byproducts of the company's "as-is" sales model. Yes, it's all on paper. Insecu...