Rule #1. DO NOT USE BROKERAGE PROVIDED CRM.
Should you choose to leave, you will be attached by a tapered shank with a helical thread.
Rule #2. Be aware, the greatest cost of a CRM is validatation and implementation. You did intend to test the system within the 30 trial period...right? Seriously, there are some CRM's that are simply too dangerous to use.
Rule #3. KNow what your business requires. Bells and whistles and other shiny objects are time-holes that are the oppositie of productivity tools.
Most CRM's will not support your busienss requirements of the coming years. There is undwerway a tectonic shift in the dimension of your business. The functions of the overwhelming providers of CRMs will NOT align well with your business requirements. You will find yourself retrofitting a legacy system to you business requirements that WILL change in the coming two years. If you perceive no change in your needs. then those 1998 CRMS will work just find.
RealtyJuggler and WiseAgent (the one I use) should be amoung your first looks. I would recommend WiseAgent. (I receive no compensation from WiseAgent. But, if you mention my name I might get a bigger Christmas Card.)
The learning curve is expectionally short. The quality of writing is EXCEPTONAL if you choose to leverage their fully editable and bilingual newsletter......and leverage as blog material source.
If you only want to switch CRM one time in the coming ten years, and wish to actually find yourself squarely postioned the middle of the highway you must take, you should serioulsy consider paying more for SugarCRM or Hubspot.
Best of success,
Annette Lawrence, Broker/Associate
Remax Realtec Group
Palm Harbor, FL