The Digital Duo That Changes Lives: Real Estate CRM and Intranet Setup

Why every solo agent and small team should start with just two tools.

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You don’t need 17 new platforms or a tech stack that costs more than your phone bill. You need a clear database and a simple site that inform your business. A strategic real estate CRM and intranet setup creates a powerful, scalable system for follow-up, visibility, and efficiency—especially for small teams.

That’s where I start with most of my clients—Database clean-up and Google Site builds.

Together, they give you structure, visibility, and momentum. Nothing flashy. Just solid, working systems that talk to each other and serve your business every day.

Step 1: Clean Up the Back End—Your CRM or Database

If your contact list looks like a junk drawer, you’re not alone. In my CRM cleanup service, we:

• Build a tagging strategy that reveals your call list each week

• Segment your past clients, leads, and sphere of influence for real-time action

• Sync your tasks to follow-up priorities so no one gets lost in the shuffle

And yes—we start with what you already have. No migration drama required.

Step 2: Create a Home Base—Your Google Site

Let’s clear something up: I don’t build IDX websites or SEO-heavy marketing pages. What I build is even more powerful for daily use.

I build internal Google Sites that function as your visual intranet—your command center for everything that powers your business. Imagine:

• A clean dashboard for all your team SOPs, vendor lists, and transaction workflows

• One-click access to your lead forms, scripts, and client-facing templates

• A central hub where your team, TC, or assistant can find what they need without asking you

It’s Google Drive on steroids—structured, simplified, and easy to navigate. It’s your business brain in site form. We keep it simple and scalable—so it grows with you, not against you.

What Ties It All Together?

Supporting Productivity is built on the belief that ...

You don’t need more tools—you need better system flow

Done-for-you doesn’t mean hands-off ...

It means hands-on support from someone who’s walked the road before you

Every business problem is solvable when your systems can talk, track, and teach ...

I bring civil engineering precision, military-life resilience, and a spreadsheet addiction to the table. And yes, I can build your site, fix your tags, and teach your assistant what to do with both.

📍Ready to get your digital foundation in place?

Explore the Database Audit Service or Book a Google Site Build Consult

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SP Rest Area

The highway signs are there to guide. You still have to choose your lane.