Find your number
Score where your product sits on the 1 to 10 commoditization scale. It changes everything else.
Free Guide · CRM for Insurance & Mortgage
Know your number before you buy a CRM
Insurance, mortgage and advisory sales sit on a scale most CRM advice ignores. Get your number right and the software choice makes itself.
- Why your CRM choice depends on one number, not your industry label
- The two questions that split every insurance, mortgage or advisory CRM choice: team size and one off versus recurring
- Pipedrive, Attio or Salesforce, matched to your number and your sale type
One scale, three questions, three tools
Check your size and sale type
Team size and one off versus recurring revenue narrow the field before you look at a single vendor.
Pick your CRM
Pipedrive, Attio or Salesforce, matched to your number, your size and your sale type.
Download · Free PDF
Get the CRM Cheat Sheet for Insurance & Mortgage Pros
Three pages you can read in one sitting. Find your number, check your size, and pick the CRM that actually fits, before you talk to a single vendor.