The CRM Struggle with Chuck Richards

Struggling to manage your leads? You’re not alone. Chuck Richards, Senior Product Manager over CRM and AI at Real Geeks, joins us to unpack why so many agents avoid CRMs, how to set one up for success, and the traps that waste time instead of saving it. During our conversation we cover: Why agents resist CRMs (and how to get past it) The difference between “just having a CRM” and using it well Common mistakes agents make with lead management How AI is transforming real estate CRM systems If you’ve ever said, “I’ll get to my CRM later,” this episode is for you. For more details and links to everything mentioned today check out our blog post HERE. Be sure to also check out Chuck ‘s previous appearances —each one packed with actionable ideas to help you work smarter with your CRM. CRM 101 – New to CRM or need a refresher? In this episode, Chuck breaks down exactly what a CRM is, why it matters for real estate agents, and how it can become the foundation for your growth. Perfect if you’re just starting out or want to make sure you’re using your CRM to its fullest potential. You’ve Got a CRM! Now What Do You Do? – Owning a CRM is only the first step. Chuck shares practical best practices for identifying hidden opportunities in your database and turning existing leads into active clients. Workflows and Automation in Real Estate – Take your CRM game to the next level. We cover the basics of automation, the difference between workflows and automations, and creative ways to streamline your follow-up so you can focus on building relationships. Ready to see how Real Geeks can help you scale? Talk to our team today

You can listen to The CRM Struggle with Chuck Richards online on Radio and Podcast. Open the player on this page to stream the available audio.

The CRM Struggle with Chuck Richards is an episode from Keeping It Real by Kevin McCarthy.

This episode is 33:48 long.

This episode was published on Aug 20, 2025.

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