CRM Services

Agents, teams, brokerages, CRM developers and event organizers. If you need help with choosing a Real Estate CRM, learning a CRM, organizing your operation, or just learning more about technology in Real Estate, I can help you with your specific needs to help improve your bottom line.

Making a CRM Choice

Free Help Finding a CRM

Complete a questionnaire for free email advice, call me for free and screen share to look at CRMs, or for more complex requirements schedule some fee paid consulting time.


Learn Real Estate CRM


I started using a DOS Real Estate CRM called Real Estate Specialist to run his business in 1988. The only other one available at the time was Howard & Friends. I was closing 40 – 50 properties per year with a part time assistant and a buyer agent.  I have since worked extensively with many CRMs with many agents, teams and brokers all over the world to help them become more efficient with the insanely large number of details and processes that we deal with as real estate agents.

If you’re happy with the pace at which you are progressing and the extent to which you are using your CRM, so be it. If you want to get better at either or both, you may want to look at getting some help.

CRM Consultant

Developer Consulting

Are you developing a new CRM for Real Estate? Or do you have one and could use some insights into the industry that you may not have? Do you want to go into it with blinders on, or do you want to know the answers to the following questions and more? I have worked extensively with the vast majority of the CEO’s and developers of Real Estate CRMs in this industry since 2006 and some before. One thing that always boggled my mind was that very few had much more than a passing familiarity with a handful of CRMs despite the fact that there are dozens of them. In 2006, 15 new Real Estate specific CRMs came out. 15! Do you know how many of them knew about the others? None. I asked every one of them. How can you develop a product without knowing what the competition is?

  • 11 12 13 14 15 16 17 18 19 Real Estate CRMs have gone out of business in the last ten years – why?
  • What is the history of Real Estate CRM?
  • What are the current trends in Real Estate specific CRM?
  • What are the most common mistakes CRM developers make?
  • What kind of support should you have?
  • Who is your primary competition based on your feature sets?
  • Who is your market?
  • How big is your market?
  • How does your price point compare?

CRM Operations

Real Estate Operations Management

Are you already very organized but it’s all on paper? Or are you just not organized but want to be? How many times have you gone to some event and walked away with a page full of great ideas? How many times have you implemented all of those ideas? Some of those ideas? None of those ideas? Why not? Because day-to-day business gets in the way. Something can always take priority despite the best intentions.

What most people need is someone to actually implement the ideas you’ve been wanting to, to get your business organized and humming like a finely tuned machine. No more “When I get the time”. Together, we will make the time and stick to it. That’s the difference.


3d man CRM education

Technology Consulting

I certainly don’t know everything about everything, but after 25+ years in the industry I know a little about a lot of things, and lot about some things. My forte is CRM of course, but I have been following and teaching technology in general since 1992 when first asked to organize technology and CRM round tables for my local board. Since then I have been the roving technology consultant for the RE/MAX region of SEPA & DE, created technology courses for RECS and my local real estate school and worked with many hundreds of agents from all over the world on a daily basis. If I don’t know something I will tell you and I will point you to the best person I know who specializes in that niche. There are a lot of topics out there where a relatively short conversation can get you on the right path to a lot of future decisions. Let me help!


CRM Speaker

Real Estate Industry Expert Speaker

Many consider me the industry’s leading expert on Real Estate CRM. I started using it as an active agent in 1988 with a DOS program called Real Estate Specialist (RES). When my sales took off as a result, I was asked to teach it at the Montgomery County Association of Realtors at round tables in 1989. I discovered I liked teaching! A lot! Are you planning an event, a webinar, or an office meeting and you need a speaker?