THE MUST-HAVEs EVERY AGENT NEEDS IN THEIR TECH STACK

BUSINESS TOOLS & RESOURCES

Client Giant
Client experience matters, and Client Giant makes it effortless. I use it to send thoughtful, automated gifts that keep me top of mind (without lifting a finger).


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CLIENT GIFTING
Follow Up Boss
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This is my go-to CRM for real estate clients. I use it to build smart follow-up systems that turn leads into closings—without dropping the ball.


REAL ESTATE CRM
ClickUp
I use ClickUp to organize my entire business—from client projects to internal systems. It’s my digital HQ and the reason I don’t live in a million sticky notes.


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TASK MANAGEMENT
Coffee & Contracts
If you’re looking for real estate content that’s plug-and-play, Coffee & Contracts is a solid option. I recommend it to agents who want consistent, on-brand posts without creating everything from scratch.


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MARKETING TEMPLATES

Recommended Tools


From content creation tools that help you show up confidently on camera, to books that sharpen your mindset, to the everyday items that make the backend of business feel smoother—this is the gear I actually use behind the scenes.


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Essentials That Power My Business Behind the Scenes

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