You’re Already Paying for CRMs.
Now Make Them Pay You Back.
Most offices spend real money on Follow Up Boss, BoldTrail/kvCORE, CINC, or Chime. The problem isn’t the software. The problem is how little your agents actually squeeze out of it.
- Typical CRM spend: $500–$2,000+ per month
- Real daily users in most offices: 20–30% of agents
- One extra closing per year can cover the CRM and training
What Brokerages Are Really Spending on CRM
This is the part most team leaders and brokers never put on one page. When you do, the picture is obvious: tech spend is real; agent adoption is not.
| Platform | Solo / Small | Team (5–10) | Office / Brokerage | Enterprise |
|---|---|---|---|---|
| Follow Up Boss | ≈ $69 /user | ≈ $499 /mo (Pro) | ≈ $1,000 /mo (Platform, up to ~30 users) | Custom, typically $1,000+ /mo |
| BoldTrail / kvCORE | ≈ $299–$499 /mo (agent package) | ≈ $500–$1,200 /mo | ≈ $1,200–$1,800+ /mo | Custom brokerage ecosystem |
| CINC | ≈ $899+ /mo | ≈ $1,299–$1,500+ /mo | ≈ $1,800–$2,500+ /mo | Negotiated · usually paired with heavy PPC |
| Chime / Lofty | ≈ $449–$499 /mo | ≈ $899 /mo (often up to ~15 users) | ≈ $1,500–$2,249+ /mo | Custom enterprise bundles |
Even on the conservative side, a 20–25 agent brokerage is easily sitting in the $6,000–$24,000 per year range in CRM spend alone.
The Real Problem Isn’t the CRM. It’s Usage.
Most offices don’t have a tech problem. They have a skills and behavior problem. The system is capable; the agents are under-trained.
· 20 agents “have access,” 5 actually live inside the system.
· Notes and tasks are random, not structured.
· Smart campaigns exist, but nobody audits or optimizes them.
· Old leads die in the database instead of being revived.
· You are effectively paying 3–4× the per-agent cost for the ones who actually use the CRM.
· Follow-up is driven by emotion and memory, not process.
· Lead spend is higher than it needs to be, because nurture is weak.
In other words: the leak is not the subscription. The leak is the lack of training.
Where JGRES Training Turns Tech Spend Into Closings
My role is to work with your agents inside the platform you already pay for and force alignment between the CRM, the follow-up, and the conversations that create contracts.
· Clear daily workflow inside the CRM (not sticky notes).
· Lead stages and pipelines actually mean something.
· Smart campaigns, property alerts, and task plans used correctly.
· Better conversations because agents can see real history and intent.
· You can finally see which agents are actually working their book of business.
· Cleaner data and fewer “mystery” leads rotting in the system.
· Easier recruiting story: “We don’t just give you tools; we train you to dominate with them.”
· A CRM bill that feels like an investment, not a tax.
In most price ranges, a single additional closing per year – not per agent, per office – is enough to pay for the CRM and the training that makes it perform. Anything beyond that is pure return.
Why CRM Training Fails — And How to Actually Build an Agent Who Uses It
Most brokerages waste time teaching CRMs during orientation. Agents have no clients, no pipeline, and no context — so the training becomes button-pushing instead of business-building. The real issue isn’t the CRM. It’s the timing and the sequence.
1. The Core Problem
CRM training is offered before agents understand why they would use it. Without leads or experience, the platform feels abstract, overwhelming, and irrelevant. An empty CRM offers no feedback loop and no reward system.
- No clients to manage
- No follow-up experience
- No understanding of lead behavior
- No purpose behind the automations
2. Why Agents Can’t Implement CRM Training at Orientation
Without context, new agents can’t answer the most basic questions:
- Who am I sending this to?
- Why would they care?
- What do I say?
- What is the next step?
Tools make sense only when the business behind them exists. Not before.
3. The Correct Training Order (Adept Agent Method)
Step 1 — Teach What a Lead Actually Is
Before tech, agents must learn:
- Lead psychology
- Intent signals
- Motivation patterns
- Trust-building fundamentals
Step 2 — Teach Conversations & Strategy
Only after they understand human behavior should agents learn:
- Discovery questions
- Value-based messaging
- How to respond to behaviors, not scripts
Step 3 — Teach How Leads Appear in Real Life
- Zillow, Realtor.com, Homes.com
- Open houses
- Referrals
- International buyers
Step 4 — Teach How to Build Pipelines
Now agents can start creating:
- Squeeze pages
- Market reports
- Seller funnels
- PDF lead magnets
- Neighborhood funnels
Step 5 — Now Teach the CRM
At this point, the CRM stops being an empty refrigerator and becomes a business operating system.
4. What This Means for Brokerages
Brokers must stop trying to make agents “look trained” and instead focus on making them effective. CRM adoption happens only when agents understand:
- Who they’re talking to
- What value they bring
- What the next step is
- Why the CRM saves them time, money and sanity
5. The Adept Agent Implementation Timeline
| Week 1 | Lead psychology, expectations, and conversation foundations. |
| Week 2 | Real lead scenarios + intro to pipelines. |
| Week 4 | First squeeze pages, market reports, seller tools. |
| Week 8 | CRM automation training — now meaningful and actionable. |
6. The Bottom Line
Agents don’t need more tech. They need clarity, sequence, and skills. Teach the “why” first, the “how” second, and the CRM becomes the most powerful tool in their business.
Ya estás pagando por tu CRM.
Ahora haz que el sistema pague de vuelta.
La mayoría de las oficinas invierten en Follow Up Boss, BoldTrail/kvCORE, CINC o Chime. El problema no es el software. El problema es cuánto no aprovechan tus agentes esas herramientas.
- Gasto típico en CRM: $500–$2,000+ al mes
- Usuarios diarios reales: 20–30% de los agentes
- Un cierre adicional al año puede pagar el CRM y la capacitación
¿Cuánto están pagando realmente las oficinas por el CRM?
Esta es la parte que casi ningún broker pone en una sola página. Cuando lo haces, el panorama es claro: el gasto en tecnología es real; la adopción por parte de los agentes no.
| Plataforma | Solo / Pequeño | Equipo (5–10) | Oficina / Brokerage | Enterprise |
|---|---|---|---|---|
| Follow Up Boss | ≈ $69 /usuario | ≈ $499 /mes (Pro) | ≈ $1,000 /mes (Platform, hasta ~30 usuarios) | Personalizado, normalmente $1,000+ /mes |
| BoldTrail / kvCORE | ≈ $299–$499 /mes (paquete agente) | ≈ $500–$1,200 /mes | ≈ $1,200–$1,800+ /mes | Ecosistema a medida para brokerages |
| CINC | ≈ $899+ /mes | ≈ $1,299–$1,500+ /mes | ≈ $1,800–$2,500+ /mes | Negociado · normalmente ligado a PPC fuerte |
| Chime / Lofty | ≈ $449–$499 /mes | ≈ $899 /mes (hasta ~15 usuarios) | ≈ $1,500–$2,249+ /mes | Paquetes enterprise personalizados |
Aun siendo conservador, un brokerage de 20–25 agentes se encuentra fácilmente en el rango de $6,000–$24,000 al año solo en CRM.
El problema real no es el CRM. Es el uso.
La mayoría de las oficinas no tienen un problema de tecnología. Tienen un problema de habilidades y comportamiento. El sistema es capaz; los agentes no han sido entrenados al nivel correcto.
· 20 agentes “tienen acceso”, 5 realmente viven dentro del sistema.
· Notas y tareas son aleatorias, no estructuradas.
· Existen campañas automáticas, pero nadie las revisa ni optimiza.
· Los leads viejos mueren en la base de datos en lugar de reactivarse.
· Estás pagando 3–4 veces más por agente productivo de lo que crees.
· El seguimiento depende de la emoción y la memoria, no de un proceso.
· Gastas más en leads porque la nutrición y el seguimiento son débiles.
En pocas palabras: la fuga no es la suscripción; la fuga es la falta de capacitación.
Donde la capacitación de JGRES convierte el CRM en cierres
Mi función es trabajar con tus agentes dentro de la plataforma que ya pagas y alinear el CRM, el seguimiento y las conversaciones que terminan en contratos firmados.
· Flujo de trabajo diario claro dentro del CRM (no en notas sueltas).
· Etapas y embudos que realmente significan algo.
· Uso correcto de campañas automáticas, alertas de propiedades y tareas.
· Mejores conversaciones porque el agente ve historial e intención reales.
· Finalmente ves qué agentes están trabajando su base de datos.
· Datos más limpios y menos leads “fantasma” dentro del sistema.
· Mensaje de reclutamiento más fuerte: “No solo te damos herramientas; te enseñamos a dominar con ellas.”
· Una factura de CRM que se siente como inversión, no como impuesto.
En la mayoría de los rangos de precio, un solo cierre adicional al año – no por agente, por oficina – es suficiente para pagar el CRM y la capacitación que lo hace funcionar al máximo. Todo lo que viene después es retorno.
Preguntas frecuentes de brokers y líderes de equipo
¿Quieres ver tu factura de CRM junto a tu adopción real?
Envíame tu plataforma actual, el costo mensual aproximado y la cantidad de agentes. Te muestro cuánta oportunidad se está perdiendo y cómo la capacitación cierra esa brecha.
Ready to Start the Process?
If you’ve reviewed the full program and understand the sequence, the next step is simple: choose how you want to get started. Both paths begin with building clarity and establishing the right foundation for growth.