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

  • 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.

Technically, software is a product, but it shouldn’t be shopped for like a new desk or color printer. Before considering a new CRM or brokerage management platform, carefully examine how your office functions. If your brokerage is considering software because you need “to get organized,” you’re probably not ready for it.