Service
Industry CRM assessment
Lenders, law firms, agents, advisors and trades often need a CRM built for their industry. We assess whether a general CRM, configured well, would serve you better.
Who it's for
Mortgage, legal, real estate, wealth and home services businesses.
What you get
- A clear recommendation: general CRM, industry CRM, or both
- The integrations that decide it (LOS, practice management, IDX, accounting)
- Cost ranges for each path
How it works
- Review workflows and compliance needs
- Map required integrations
- Compare general and industry options
- Recommendation
Questions buyers ask
Why do industry CRMs cost more?
They bundle industry integrations and compliance features. Law practice tools start at $49–$90 per user; mortgage CRMs run roughly $95–$165 where prices are known, versus $9–$14 for entry-level general CRMs.
Talk through your CRM decision
A 30-minute consultation to review your process, shortlist and budget.