Prince Edward Island, PEI
Realtor tech support in Charlottetown, Prince Edward Island
CRM setup, secure email, protected devices and friendly support for realtors, teams and brokerages in Charlottetown and nearby communities.
Agent-first tech support in Charlottetown
Charlottetown is the capital of Prince Edward Island. Our whole approach is built around how agents in Charlottetown actually work: out of the car, between showings, often from a phone. We build tidy tech stacks, quick follow-up automations and sensible security that fits a real-estate day. You get one friendly team to call, backed by senior strategy from Ali Sedighi, MBA at SAZ.ca.
New to real estate in Charlottetown?
Your first year is expensive enough without paying for software you do not need. We help new Charlottetown licensees choose a small, sensible stack: a professional email address on your own domain, a CRM from day one, a simple website, a shared calendar and a password manager. Then we show you how to use it in a one-hour session. Many new agents tell us the best part is knowing exactly who to ask when something breaks.
Selling in Charlottetown: the digital side of the job
Neighbouring communities such as Calgary, St. John's and Barrie send buyers and sellers through Charlottetown all year, and most of them start online. Your website, your Google profile, your social accounts and your CRM all need to tell the same story and pass leads along. We connect those pieces so a click on an ad or a neighbourhood page ends up as a named lead in your pipeline, ready for a follow-up.
Teams and small brokerages in Charlottetown
Growing a team in Charlottetown means more phones, more logins and more risk. We build repeatable onboarding so each new agent gets the same accounts, devices and training, and fair lead routing so nobody argues about who owns a lead. When an agent leaves, a short offboarding checklist removes access the same day. Brokerages get shared drive structures and retention checklists to help meet their own compliance duties.
Services most requested in Charlottetown
Mobile Device Management
Keep client data safe on phones and tablets with simple, privacy-respecting controls: passcodes, encryption, app rules and remote wipe for work data.
Learn more →Phone Systems for Teams
A business phone system for teams: one number, shared lines, call routing by agent, voicemail to email and texting that logs to your CRM.
Learn more →Cyber Protection for Agents
A practical security bundle for solo agents and small teams: updates, antivirus, wire-fraud drills, password manager and a plan for the day something goes wrong.
Learn more →IDX Website & Hosting
A fast, mobile-first IDX website with search, valuation and landing pages that feed straight into your CRM, hosted with proper security and backups.
Learn more →Device & Laptop Setup
Laptops, phones and tablets configured, encrypted and ready to work on day one, with your apps, accounts and printers already connected.
Learn more →Social & Marketing Tech Integration
Connect your social accounts, ads, landing pages, email newsletter and CRM so every like, click and form fill ends up as a tracked lead.
Learn more →Support that knows your setup
Calling a generic help desk is slow and frustrating. Because we set up your stack, we already know how your CRM, email and phone are connected. For Charlottetown agents, that means a ten-minute fix instead of an hour of explanation. A monthly health check also catches expiring licences, missed updates and failing backups before they become urgent.
From scattered apps to one clean system
If your contacts live in a phone, a spreadsheet and two CRMs, you are not alone. We consolidate them into one list with clear tags for buyers, sellers, past clients and sphere, then add automated follow-up that sounds like you. For Charlottetown agents who also use AI tools, we add simple rules about what client information can and cannot be pasted into a chatbot.
What it costs for a Charlottetown agent
Per-agent support plans start from $89 per month, team plans scale with headcount and one-time setups start from $750. A typical solo-agent CRM and email setup lands near the low end of that range, while a full team stack with phones and onboarding automation costs more. We quote a fixed price after a free 30-minute consultation, add 5% GST, apply a 10% launch discount and never lock you in.
Wire fraud and phishing: the Charlottetown agent checklist
Scam emails often copy the tone of a lawyer, notary or lender. Our security setup for Charlottetown agents includes spoof protection, a password manager, a short phishing awareness session and a printed wire-fraud script: verify every payment instruction by calling a known number. It takes an afternoon to put in place and can prevent a very expensive mistake. The same habits help you meet your privacy duties under PIPEDA, together with the Personal Health Information Protection Act (PHIPA) for health information custodians.
Quick answers
Do you replace my brokerage's IT?
No. We complement it. Many agents use the brokerage's transaction platform and add their own CRM, website and devices. We stay within your brokerage's policies and help you document how your tools connect to theirs.
Do you work with agents in Charlottetown?
Yes. We support realtors, teams and small brokerages in Charlottetown and the surrounding area remotely from Vancouver, by phone, video and remote session. For hardware we help you choose a laptop or phone and ship it set up and ready to use.
How fast can a Charlottetown agent get set up?
A typical CRM and email setup takes one to two weeks from kickoff, mostly depending on how quickly we receive access to your accounts. Urgent security fixes, such as turning on multi-factor sign-in, can often be done in a single afternoon.
What privacy rules apply to agents?
Agents handle personal information governed by privacy law such as PIPEDA, together with the Personal Health Information Protection Act (PHIPA) for health information custodians, plus brokerage and regulator requirements. We are not a law firm, but we help you apply good practice: limited collection, controlled access, safe storage and timely deletion.
What does it cost for an agent in Charlottetown?
Per-agent plans start from $89 per month and one-time setups start from $750, plus 5% GST. We send a written fixed-scope quote after a free 30-minute consultation and apply a 10% launch discount to new clients. There is no lock-in.
Keep exploring
- Phone Systems for TeamsService
- Google Workspace for RealtorsService
- Email & Calendar SecurityService
- Team Onboarding TechService
- Luxury AgentsSector
- Real Estate TeamsSector
- New AgentsSector
- Google Workspace vs Microsoft 365 for Real Estate AgentsInsight
- Luxury Listings and Private File Sharing: Discretion by DesignInsight
- IT services in Prince Edward IslandProvince
Ready for tech that just works?
Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.