Real Estate CRM Selection Help

Lisa Sisko

“Thanks again for recommending RV to me.  You really listened to what we needed and I would never have found them on my own.”

Lisa SiskoTOP 1% Producer Serving Northeast Ohio SuburbsThe Lisa Sisko Team

Making a CRM Choice

Complete a Questionnaire!

An alternative to speaking with me directly, you can complete this questionnaire and I’ll give you my top three picks for you and your specific needs, in order of preference.

Click here for the questions!

Schedule a Call

A one hour consultation – $150. Depending upon the stage of your research, I may go online with you and screen share. I have an active account with all the CRMs you see here so I will take you right inside any one you want. You can look at several if you like and I will  ask questions and then just let you talk. I will hit upon all the questions in the questionnaire, but then get into more nuances of you and your business.

NOTE: If you make an appointment and can not attend please cancel within 24 hours prior. Failure to do so will result in a $25 fee for the second appointment.

Have other questions about real estate technology? I can help you there too.

  • Have a web site? Looking for a Web site? Get some advice. Not referrals to developers – advice about what to get and why.
  • What’s your email address? Is it permanent?
  • How are you currently following up with your prospects and your sphere of influence? Is it sufficient?
  • Does your broker offer a web site or a CRM? You probably should not use either of them! Why not?

I can answer these and hundreds of other questions. I have been teaching real estate technology since 1991 to individual agents, in offices, at round tables, webinars, and real estate schools. Although CRM has been my primary focus, I have loved teaching real estate technology for over 25 years and have a great deal to share.

Phone consulting

Team Consulting

If you are a team of three or more, or a brokerage…

…you have needs and considerations that single agents don’t. That means additional and different questions to help you find the right CRM for you. I will start with the people you have on your team, the roles they play, and the aptitudes of each. If you have a rainmaker distributing leads, then lead assignment and follow-up is another conversation you will have. One of the toughest aspects of getting a CRM for a team or brokerage is adoption. It doesn’t do you any good to find the right CRM if no one wants to use it, so you will discuss adoption techniques as well. If you’re a broker, the whole concept of getting one CRM for everyone is a conversation you should have. There are pro’s and con’s to that concept as well as who pays for each license and could you just promote a CRM and incentivize adoption. It’s a big decision and you want to try to make it only once by getting it right the first time.

Choosing and Using a Real Estate CRM – a PDF Book

Most people I talk to really don’t know what a CRM is or what it can do for you. Many have one or are getting one because they have heard from so many people that it’s the smart thing to do. I wrote this 100+ page book to help you understand all about the many features available in CRMs. I wrote it so after you get a CRM, you don’t find yourself saying I wish I knew that CRMs could (fill in the blank). It does not compare various CRMs because they change too often. For that you have to do your due diligence here on the site, or if you want to save a ton of time, you fill out the questionnaire or call me at 215.813.2495.