After over three years with a startup Real Estate CRM, I’ve decided to change directions and relax a bit. Being in a SAAS startup is a very time and energy consuming effort. I’ve decided to slow down a bit and do what I enjoy most, this web site! I started providing unbiased reviews and consulting here in 1999 so it’s now been 20 years!
Just prior to joining the company over three years ago, I had literally spent nine months building this new site. I had a great many plans that I was never able to put into place. Now I get to do that, BUT, I now have new and different knowledge and perspectives that I did not have before.
Initially as Vice President of Customer Success I was responsible to provide technical support and to build, organize and staff the tech support department. We achieved consistent high praise for our support. This showed me the internal workings of a CRM with respect to when things break, and how they get fixed, as well as why and when features are implemented and how. I was then also responsible for training new employees as well as to train new users of the CRM. I built extensive workflows and content in the CRM to aid in on-boarding new users, making and following up on appointments, training schedules, class content, follow-up content, etc.
I was the fourth person to join the company and being in the leadership meetings from the beginning gave me a great many insights into how SAAS CRM organizations run, develop and grow. It was a fascinating experience that completed my crazy education in “All Things Real Estate CRM” in every sense of the meaning of the phrase.
The bottom line is that I have now:
- used Real Estate CRMs starting with a DOS CRM called Real Estate Specialist since 1988
- been a residential agent who after only five years in the business, was selling and closing 45 – 55+ homes/yr. with an assistant and a buyer agent
- was a new construction agent for a large builder
- was a mortgage loan originator
- was Vice President of Customer Success for a very successful Real Estate CRM
Prior to real estate sales, I was in Cryptographic electronics and then Computer and Print Production Operations Manager for a direct mail house.
My point? I not only understand computer hardware, I then gained experience in operations management and have been in every aspect of Real Estate. This truly unique set of skills enables me to help you organize and manage your business in every way possible, with insights not possible by most. It’s what I do best and what I enjoy most. Contact me for help learning and implementing your CRM and organizing your processes with activity plans and or workflows.
Please bear with me as I continue to refresh the information here, update the CRMs, as well as adding a few, and expand on the services I offer. I’m excited to get out there and help agents and teams again and very much looking forward to it!