Questions agents ask before they switch

Updated October 28, 2026

Short, plain answers to what agents ask us on the phone. Each one says what we do and what to ask any CRM.

How do you switch real estate CRMs without losing leads?

Move everything at once, turn the old follow-up off before the new one starts, and keep your website addresses and phone number. Read the answer

Is it safe to move your client database to a new CRM?

Yes, when four things are true: the data stays yours, only your team can read it, it is backed up every night, and you can take all of it back out yourself. Read the answer

Should a real estate team use one system or separate tools?

For most teams, one system. Read the answer

Should a real estate dialer rotate phone numbers?

For new leads and old lists, yes. Read the answer

What lead stages should a real estate CRM use?

Stages that set themselves from what really happened. Read the answer

What is a smart call list in a real estate CRM?

A saved filter that shows who to call, like new leads not called yet or people back on your website. Read the answer

A question about any of this? Email Truman

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