Sales & CRM

Enhancing real estate success with HubSpot

13 min read


In this article, we'll explore the use cases for HubSpot in the real estate industry, covering sales, CRM, marketing, service, and website management. Whether you’re a brokerage firm, a real estate agent, or a property developer, discover how HubSpot can transform the way you engage with clients and manage your operations.

In the fast-paced and competitive world of real estate, staying ahead and maximising efficiency at every stage is crucial. However, real estate companies and professionals often face numerous challenges when it comes to customer relationship management (CRM).

These challenges include keeping track of numerous clients and leads, managing vast property listings, ensuring timely and personalised communication, and streamlining internal processes among various teams and agents. Additionally, in an industry where preferences and demands change rapidly, having an efficient system to analyse and interpret data to inform decisions is vital.

That's where HubSpot, the leading CRM platform, comes into play. With its tailored features and intuitive interface, HubSpot offers a single source of truth that aligns your team, streamlines operations, and boosts growth. It effectively addresses the unique challenges faced by real estate professionals and offers solutions that are not only practical but also scalable.

Connecting real estate success stories with HubSpot's capabilities

As real estate professionals strive to stay ahead in today's competitive landscape, adopting sophisticated strategies and leveraging advanced technologies has become a necessity.

In the real estate sector, HubSpot's comprehensive platform offers tailored solutions to enhance every stage of the business, from marketing and sales to service, websites, and business operations.

Let’s explore the use cases and highlight the specific benefits and outcomes achieved through the utilisation of HubSpot's Sales & CRM, Marketing, Service, and Website and Portals features. 

Sales & CRM: a closer look at HubSpot's CRM for real estate

HubSpot's ease of use is particularly advantageous, for example we’ve seen adoption is much higher for employees like real estate brokers, who want to focus on selling rather than data entry. The platform's intuitive nature minimises the need for extensive training, allowing brokers to quickly adapt and achieve a rapid return on investment.

Key features of HubSpot include:

  1. Centralised Property Management: HubSpot simplifies the way you manage your properties. By storing all property details in one place, you can easily keep track of them, leaving you more time to engage with clients and focus on growth.

  2. Multi-Sided Marketplace: Leverage HubSpot's pipelines to handle buyers and sellers, tenants and rental properties, and commercial properties. Easily track and manage properties and spaces within the CRM.

  3. Account Management: With HubSpot, you can streamline lease and rental renewals, removing any chance of miscommunication and making the renewal process efficient and stress-free for both you and your clients.

  4. Franchisees Support: HubSpot understands the need for uniformity across franchises. Each franchisee can have their own CRM that syncs effortlessly with the headquarters, enabling seamless collaboration while maintaining brand consistency.

  5. Intelligent Property Matching: Match properties to customer/prospect profiles, providing personalised recommendations and improving conversion rates.

  6. Brand Consistency: Utilise snippets, playbooks, and sequences to ensure brand consistency across all interactions with clients.

  7. Seamless Appointment Scheduling: HubSpot's Meetings tool allows your clients to effortlessly schedule property viewings, enhancing their experience and making your services more accessible.

  8. Commission Model Management: Effectively manage commissions and shared referrals across branches, fostering a collaborative environment.

  9. Integration Capabilities: HubSpot's integration capabilities enable real estate businesses to leverage other internal software and platforms effectively. Key integrations include:
  • NetSuite Integration: Seamlessly integrate with NetSuite for streamlined invoicing purposes.
  • Easy Integration: HubSpot can be easily integrated with other internal software systems, providing a unified workflow and improved efficiency.

HubSpot's Marketing Automation for Real Estate

In the rapidly evolving digital world, real estate marketers must harness cutting-edge tools and tactics to engage potential customers, foster leads, and spur conversions. HubSpot equips real estate marketers with the power to actively engage prospects, cultivate leads, and propel conversions forward.

Key marketing features include:

  1. Enhanced Email Automation: Implement programmable emails that can dynamically pull in the latest properties or relevant information, allowing for personalised and up-to-date communication with prospects.

  2. Property Matching and Automated Emails: Automate property matching and send automatic emails such as weekly digests and instant notifications for new listings, keeping prospects engaged and informed.

  3. Personalised Conversion Assets: Create conversion assets like valuation requests, quizzes to find the perfect home, and investor clubs, delivering tailored experiences to potential buyers.

  4. Reviews and Referral Automation: Automate the process of collecting reviews and referrals through text, email, and social media, harnessing the power of word-of-mouth marketing.

  5. Broker/Agent Routing Chatbots: Implement intelligent chatbots that can route prospects to the appropriate broker/agent, improving response times and enhancing customer experience.

With HubSpot's marketing automation features, real estate marketers can streamline their processes, deliver personalised experiences, and drive meaningful engagements with prospects.

By automating property matching, utilising personalised conversion assets, automating review and referral requests, and implementing intelligent chatbots, you can optimise your marketing efforts and achieve better results.

HubSpot's Service Tools for Real Estate

In the highly competitive real estate industry, delivering exceptional post-sale and leasing experiences is crucial for long-term success. HubSpot understands this need and offers a range of service tools designed to streamline operations and elevate customer satisfaction.

Let's explore some of the key features that make HubSpot an invaluable asset for real estate professionals:

  1. Rental/Lease Management: Streamline repairs and maintenance tickets for rental and lease properties, ensuring prompt resolution and customer satisfaction.

  2. Inspection Management: Manage property inspections efficiently, maintaining high standards and ensuring compliance.

  3. Financial Approval Management: Simplify the financial approval process for sales and leasing, reducing manual effort and enhancing efficiency.

  4. Post-Sale/Leasing Feedback: Utilise NPS (Net Promoter Score) or CSAT (Customer Satisfaction Score) surveys to gather feedback and gauge customer satisfaction.

By streamlining processes, ensuring compliance, simplifying financial approvals, and gathering feedback, HubSpot helps you build strong customer relationships and solidify your reputation as a trusted real estate provider.

Website and portals: enhance your digital presence with Hubspot

When it comes to boosting your digital presence in the real estate industry, HubSpot offers powerful tools for website management and property listing portals. With HubSpot, you can take your online presence to the next level.

Here are two key features that will help you maximise your digital impact:

  1. Property Listing Website: HubSpot allows you to create a fully functional property listing website that runs seamlessly within the platform. By leveraging custom objects, you can showcase your properties in a visually appealing and user-friendly manner. With HubSpot's intuitive interface, you can easily manage and update property listings, ensuring an engaging experience for your website visitors.

  2. Listing Syndication Script: With HubSpot's custom object capabilities, you can take advantage of a listing syndication script. This powerful feature enables you to distribute your property listings across multiple platforms and portals, reaching a wider audience and generating more leads. By automating the syndication process, you can save time and effort while expanding your online reach.

By utilising these HubSpot features, you can enhance your digital presence and attract more potential buyers and tenants to your real estate listings.

With a seamless property listing website and efficient listing syndication, you'll be able to increase visibility, drive engagement, and ultimately achieve greater success in the digital landscape.

Real-Life case studies: leveraging HubSpot's features for real estate success with Huble

At Huble, we have helped numerous real estate companies achieve remarkable results by leveraging HubSpot's Sales & CRM, Marketing, Service, and Website and Portals features. Let's explore some real-life case studies that demonstrate how our expertise and HubSpot's capabilities have transformed these businesses:

From 23% to 90% CRM Adoption

Avision Young, a global real estate services firm, faced challenges with multiple CRM systems and disparate data sources.

Huble stepped in to align their global teams to a single process, ensuring data migration and transformation into a standardised format. We conducted extensive training sessions for over 1,500 brokers, enabling them to embrace the CRM and new processes effectively.

Achieving a 300% improvement in lead response time

Knight Frank, a leading real estate consultancy, had a disjointed tech stack and two separate sales teams.

Huble worked closely with them to align the teams, migrate data from Excel, and integrate with Outlook. We ensured correct user permissioning and data segmentation to maintain accurate and reliable systems.

In the first six months following the migration from DotDigital, over 1,000 new leads were generated, demonstrating the effectiveness of the new CRM system.

Empowering franchisees with independent data

A real estate franchise, required a solution to synchronise data from over 400 CRM instances with their headquarters CRM.

Huble provided comprehensive HubSpot training to agents across the franchise, enabling them to leverage the platform effectively. We developed an RSS feed integration with HubSpot's Marketing Hub, automating the creation and distribution of property emails.

Additionally, the team manages their blog within HubSpot, ensuring seamless content management.

Efficiently routing leads as deals

A leading online real estate marketplace sought to streamline their lead routing process.

Huble facilitated technical integrations to automatically create a deal within HubSpot's Sales Hub once an inquiry was submitted.

We implemented automatic lead rotation rulesets to ensure leads were assigned to the appropriate real estate agents, optimising response times and enhancing customer experience.

Digital Marketing in Senior Living/Retirement

A senior living and retirement community provider partnered with Huble to develop comprehensive customer acquisition journeys.

By creating buyer personas, crafting engaging content, and configuring marketing automations, Vitality effectively targeted their audience. We implemented HubSpot's Marketing and Sales Hubs, allowing for seamless coordination between marketing and sales efforts.

Additionally, we executed SEO strategies and managed paid media campaigns to drive digital marketing success.

Efficiently managing developments

A residential construction company, required assistance in developing and executing a digital marketing strategy.

Huble worked closely with their team to define their digital marketing objectives and implement effective tactics to create demand. We also provided consultation on sales processes and best practices, setting up HubSpot's Sales Hub and delivering comprehensive training to users. 

Additionally, we helped their teams build a database for future stock by profiling leads and utilising data to identify potential demand for new developments.

These real-life case studies exemplify the power of HubSpot's features in revolutionising the real estate industry.

By partnering with Huble and leveraging the capabilities of HubSpot's platform, these companies have achieved exceptional results, including increased CRM adoption, improved lead response time, efficient franchise management, streamlined lead routing, successful digital marketing campaigns, and effective management of development projects.


With its comprehensive suite of features tailored specifically for real estate professionals, HubSpot empowers businesses to grow, streamline operations, and achieve CRM sophistication.

From sales and CRM management to marketing automation, service excellence, and website portals, HubSpot provides a unified platform that drives success in the dynamic world of real estate.

Embrace HubSpot as your partner in growth and unlock your business's full potential in the digital age. Are you ready to unlock the potential of HubSpot for your real estate business? Contact our team today to find out how we can help.

Not using HubSpot yet?

Book a demo with our team today.

Latest Insights

Sales & CRM

96 min read

The true cost of HubSpot: Exploring HubSpot's Total Cost of Ownership

This guide takes a look at the total cost of ownership (TCO) of HubSpot as well as the TCO of Marketing Hub, Sales Hub, Service Hub and Content Hub.

Read more

Sales & CRM

17 min read

How to plan for a successful HubSpot Implementation

Key aspects of planning and managing HubSpot implementation. We'll guide you through every step to ensure a successful HubSpot implementation.

Read more

Sales & CRM

20 min read

HubSpot HIPAA compliance: everything you need to know

Explore HubSpot's HIPAA compliance. We cover the basics of HIPAA, challenges HubSpot faced, and HubSpot's new tools to meet compliance requirements.

Read more

Marketing & Growth

23 min read

Enhancing your marketing processes with HubSpot AI

Learn how you can integrate HubSpot’s AI assistants into your marketing processes to optimise your efforts and supercharge efficiency. 

Read more

Sales & CRM

27 min read

HubSpot user adoption: a comprehensive guide to boosting CRM adoption

Explore strategies, best practices, and tools to drive user adoption in HubSpot, ensuring a smooth transition and maximising user engagement.

Read more

Sales & CRM

15 min read

How to structure your marketing department for success

To keep ahead of the digital curve, companies are rethinking their marketing department. Learn how best to structure your marketing team.

Read more

Sales & CRM

45 min read

Your ultimate guide to HubSpot Website Design

Should you build your website in the HubSpot CMS? This comprehensive guide explores the benefits of moving your website to HubSpot.

Read more

Sales & CRM

37 min read

An Introduction to CRM and how it can transform your business

The vast majority of businesses aren’t getting the value from their CRM that they could be. Use this guide to make more effective CRM decisions.

Read more

Sales & CRM

31 min read

50 simple HubSpot hacks for guaranteed company growth

As a HubSpot Elite Solutions Partner, we want to make it easier for you to get started with HubSpot: 50 HubSpot hacks that you can use right now!

Read more

Marketing & Growth

10 min read

Why it might be time to consolidate marketing agencies

Learn why & when to consolidate your marketing efforts with an agency specialising in strategy, creative solutions & technical expertise.

Read more