Paying $400 a month for a CRM that gets used as a contact list

Question

A pattern worth naming: an agent on one of the big real estate CRMs, plan around $400 a month, takes an honest look at what actually gets used. Contacts and notes, plus the search box. No sequences running and no forms connected, and the dialer has never been opened. The number that should bother that agent is paying platform pricing for something a free tool does. The open question is which mistake is being made. Is the right move to hire a consultant to build out what is already being paid for, or to cancel and start over on something cheaper? Worth settling before anyone pays a consultant to deliver the diagnosis.

aliyah_b · Answer

I priced this out for myself and the thing that changed my mind was the migration cost, not the subscription. Moving a few thousand contacts with their notes and tags into a new platform is a real project, and every consultant I've talked to quotes it separately from the build. So $4,800 a year on the wrong tool can still be cheaper than $4,800 plus a migration plus relearning everything. What I'd want to know first is whether the $400 plan includes the automation features at all, because on some of them the sequences and the phone stuff sit behind the higher tier and you'd be paying for a tier you can't use yet either way.

Paying $400 a month for a CRM that gets used as a contact list

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