This ended up costing me many thousands of dollars more but I didn’t want to hold up the process arguing about it, and since I was new and thought I might be missing some reason a lawyer was needed.

For saving a couple of hundred dollars a year we gain the "privilege" pay $1K-3K in general  deductible and $4K-6K in hail/wind deductible (and likely 80% of the cost of a new roof here in TX).

After further consideration, I decided that this partnership wasn’t a good fit.We aren't chasing every dollar.

Just attach a dollar amount to the problem, and negotiate it. 

Ok Bryan, I didn't know you squeezed a dollar that hard!

I would say for most people on this forum, working with a competent EA who knows real estate tax is going to save them 10s of thousands of dollars in fees, and 100s of thousands of dollars in tax over their lifetime. 

If you want to spend a lot of time, $ and effort without a lot of bang for your dollar, go with Salesforce. otherwise there are a lot of good products out there (some mentioned above). i really like Insightly - because it is easy to use, lots of great simple reports and followup features, and you can link different people to to each other so you know who knows who... 

let me ask you this.Have you done 2 million dollar spec construction deals in the past ??

I am worried that Trump may lose, and Kamala will destroy the U.S. with inflations, her stupid policies that weaken the dollar, the immigration will continue, etc...

I would look over your advertising dollars before isolating on one.