Leading Agent
Published: 05/03/2012
Posted by: RET Staff

When meeting with a prospective client the other day, the topic of CRM came up. She told me, "A CRM is a CRM, is a CRM."

I quickly and firmly disagreed with her, and this piqued her interest. We got to talking about this, and I was able to explain to her that while many CRM systems share some similar qualities, a CRM is certainly not a CRM, is a CRM. I pointed out that aside from the basics, there are key elements that every REALTOR® should look for when choosing a CRM.

While I could write an entire novel on CRM features (trust me, it's so bad--I eat, sleep and dream CRM some days), I've decided to focus on three of the most important features I feel a REALTOR® should look for in a CRM:

1) A True, Two-Way Contact Sync

I'm putting this as rule number one, simply because it is THE most important rule for any CRM or contact management system. If your solution won't sync with your computer and your phone, DUMP IT! You should not and, frankly, will not ever make duplicate entries to keep your CRM contacts up to date if there isn't a sync. So why stress yourself out or, even worse, try to conduct business with out-of-date information?