About the Author

Over my 20 years of development work with real estate CRMs, I've noticed that agents sometimes don’t fully use their CRMs' features. They might use a few features, such as printing mailing labels, sending bulk email, sending an eCard, or using a drip sequence. But often, they are unaware of how a real estate CRM can systemize their sales process. This systematic approach helps real estate agents turn weaker leads or those that don’t convert quickly into deals. You can also use your real estate CRM to smooth out the seasonal swings in real estate sales, so you can thrive in the off months as well as during the busy season. A real estate CRM allows part-time agents to more easily switch between multiple jobs. Perhaps you are a teacher who sells real estate in the summer, or a homemaker who uses real estate to earn income while the kids are in school.

You should not feel obligated to read the book in order. Some sections will likely speak to you, so I recommend starting with those. Although my goal was to present the benefits of a real estate CRM in a logical flow, each chapter can be read independently. If you are a new agent unfamiliar with many of the concepts covered in the book, I recommend reading the chapters in order. For example, the concept of a geographic farm is introduced early and then expanded upon throughout the book.

No, I'm not a real estate agent. I have worked in software technology as a developer for many years. With a degree in Computer Engineering and experience at large companies such as Apple, Procter & Gamble, and AOL, my skills focus on software development. After earning a Master of Business Administration (MBA) from George Washington University, I started a software company, RealOrganized, Inc., in 2004, specializing in developing and selling a real estate CRM called RealtyJuggler. The original concept for RealtyJuggler came from my partner, Davette Everly. Davette, a top real estate agent in the area, recognized that most real estate software programs were overly complex. She said that agents often needed to hire assistants to run their CRM software. With our combined talents, we created the real estate CRM RealtyJuggler. While I am not a real estate agent, I have made it my career to listen to agents’ problems and help make technology easier to use.

Yes! William is my son, who recently graduated from Colorado State University with dual degrees in Electronic Art and Computer Science. This (aside from being my son) has uniquely qualified him to handle the laundry list of tasks required to publish a book. William has been instrumental in ensuring that everything is edited and published (including these Q&As).

Yes! I created Quarterstaff alongside my partner at the time, Ken Updike. We published the game ourselves for a few years, and it was also published by Infocom, which was then part of Activision. We originally created the game while we were in school at the University of Michigan. The game is heavily inspired by the role-playing game we played a lot in college: Dungeons & Dragons. I spent several years after college in the video game industry and enjoyed every second of it. In many ways, computer games have always been at the forefront of technology. For example, the AI models we see in common use today, OpenAI, Google Gemini, and Anthropic had their earliest start in the computer gaming industry as non-player characters.