The most significant cost in moving to a new CRM is in the testing, training and setup. These costs don't disappear and dwarf the actually monthly costs. If you don't start the process properly you WILL BUY the third one you try...because of frustration and the aforementioned costs.
You really, really, really need to know what and where your business is going in the next five years.
What role do you expect your CRM to play? Will is be your contact repository or will your CRM be the communication catalyst of your enterprise? What do you REALLY need to stay in touch with your database? What granularity would be most beneficial to your business regarding your business direction? Do you need multiple address, email addresses, gender, pet names, anniversary dates, birith dates and mortgage data?
Are you oblivious, aware or resistant to new technologies that are beyond early implementer phases and are now the engine behind the curtain that is keeping the 'biggies' in business?
You need to analyze what you need and create the proper test database (CSV file) to validate the system you choose to put on trail. Without a specific testing program, you have volunteered for the trial and error program and will MOST CERTAINLY exceed the allotted trail period.
I currently use WiseAgent.com Low cost, they don't nickle and dime and the features they provide you should be using. The stuff only 15% of agents use is not present. Free trail without credit card. Tell 'em Annette sent you.
For advanced resources you should take a real close look at SugarCRM. You will like the price. They do have a free (limited features) version for real estate professionals. This selection will change the trajectory of your goals for the next few years. As you might imagine, getting outside the box of tradition will require more focus on the part of the professional.
Finally, Hubspot would merit a look. This is a one-liner by design.
All three of these companies offer way too much to attempt to bulletize here.
Start right. Analyze your needs, want and direction.
Create your test database.
Then give each one of these a call with your bullet list.
You only want to do this once every five years. How you start WILL determine how you finish.
Best of success,
Annette Lawrence, Broker/Associate
Remsx Realtec Group
Palm Harbor, FL