Insights from
the ops side
CRM guides, RevOps strategy, and founder updates — written by practitioners, not marketers.
Why I Built Tower CRM
After implementing CRM systems at hundreds of B2B companies, I kept hitting the same walls: too complex, too expensive, or too basic. Here's what I learned — and why I decided to build something better.
Michael Rabin How to Automate Insurance Prospect Follow-Up — The 3-3-3 Sequence in Tower CRM
Most insurance prospects don't buy on the first call. The agents who close them are the ones with a consistent follow-up system. Here's how to build one that runs automatically.
The Best Dialer for Independent Insurance Agents — And Why Your CRM Should Be Listening
Most independent insurance agents use a dialer and a CRM that don't talk to each other. Every call gets logged manually, summaries get forgotten. Here's a better setup.
The Best CRM for a Small Real Estate Team in 2026
Most real estate CRMs are built for large brokerages or solo agents. The 2–5 agent team has different needs — lead routing, shared pipeline visibility, and team accountability without enterprise overhead.
Follow Up Boss + Mailchimp + a Dialer — Or Just Tower
Small real estate teams are paying $400/month for three tools that don't talk to each other. There's a simpler setup that does more for less.
Why Your Real Estate CRM Should Be Calling Leads, Not Just Tracking Them
Most real estate CRMs route leads and log calls. They don't make them. The agents closing more deals aren't working harder — they're responding faster. Here's the setup that does it automatically.
How Independent Insurance Agents Track Commissions Without a Spreadsheet
Most agents track commissions in a Google Sheet sitting next to their CRM. Tower CRM has commission tracking built in — pre-configured, connected to your deals, and reportable by producer.
Stop Retyping Policy Data from Dec Pages — Tower CRM Reads the PDF
Every time a policy binds or renews, most agents retype the same information from a carrier PDF into their system. There's a better way.
How Independent Insurance Agents Should Compare Quotes — And Why Price Alone Is Wrong
Most agents compare quotes by price. The agents who retain clients long-term compare by premium, deductible, liability limit, and carrier strength — together. Here's how Tower CRM does it automatically.
Zoho vs HubSpot vs a Purpose-Built Insurance CRM: What New Agents Actually Need
The advice to 'just use Zoho or HubSpot' for a new insurance agency sounds practical. Here's why it backfires — and what actually works for independent P&C agents.