Choosing a CRM system is one of the most important decisions you can make on the supplier side of your estate agency business. Simon Whale has been a mainstay in the CRM space for agency for the last two decades. Discover his Ten Top Tips for choosing the best CRM system for your business.
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We asked some of the best known agents for their advice on choosing the right CRM system
"We heard on the grapevine that our current CRM system was going to be discontinued and therefore set out a plan to go and find a new one. We read lots and lots of online reviews and went on lots of various forums to see who is using what and their thoughts. I thought it was going to be simple but there are so many out there it’s an impossible task unless you want to spend weeks doing your own research.
However, in steps the fabulous team at Kerfuffle. First of all, they sit down with you and work out what you want and need out of a CRM, they then produce a very detailed document going through everything you require, they then give you 3 or 4 options that they believe fits within your agency, they even set up the demos with the companies. This is a totally unbiased service and they recommend what is right for you and not what is right for them or the company they are referring.
A great exercise for any Estate Agent even if you aren’t thinking of changing. Great service from a great team, Thank you."
Stephen Grace, Kingshills
"Been looking to switch CRM. I have spent hours and hours researching, etc. I have a 10 minute chat with Simon Whale (and I'm savvy ish), it's an absolute lifesaver. Should have done it at the start."
Simon has been a mainstay in the CRM space for agency for the last two decades. He was previously a director at Reapit where he helped them become the market-leading provider before selling the business in 2017.
In that time Simon has built strong relationships with suppliers and agents which secures the very foundation of Kerfuffle’s philosophy - 'bringing agents and suppliers together in a partnership that works for everyone.'