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Chance Brown.
Video· Aug 13, 2025 · 1:37 · 23 views

What Happens If I DON'T Use A CRM To Manage My Business?

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So, I'd like to tell a little bit of a story today about an agent whose business went from really great to not very great real quickly and for a reason you might not think was the case. My name is Chance Brown. I'm the broker owner of CB&A Realtors. The lesson of today is don't be your CRM. If you've ever heard me talk about it, I am a huge believer in CRM. I think it's the biggest asset that you have in your business. If you're not using one, I don't think you're really in the business of being a real estate agent or understand the power that it can bring to your business from an efficiency standpoint, from a consistency of revenue standpoint, flow, client relationship experience, all of the things. Not to mention, it's your exit strategy when you leave the business. But what I want to do is tell a cautionary tale. We have had over the course of the many years we've been in business several agents who kind of had a CRM, kind of use a CRM, but what we really learned was that they were the CRM. And so in their life, whether it was usually with kids, but not always, they were involved in whatever their kids did. And so they were constantly out and about meeting people and talking to people and being around them, whether it was sports or choir or band or what have you. and then their kids graduated and all of a sudden all of those things went away and there was no system or process in place to make up for it. And so while you can do all of those things, you've got to put those people in your CRM and you have to have targeted campaigns on to make sure that that ball doesn't get dropped when what creates the opportunity for engagement with that person all of a sudden goes away. So, lesson of the day, don't be your own CRM.

You may think that using a CRM is more of a pain than a benefit. But what happens to your business if you lose the community you got your clients from? For more information about joining our brokerage visit www.workatcba.com or call 832-678-4770.

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