HubSpot for brokerages and property teams, set up and run for you
We set up your portal, migrate your contacts and deals, connect it to the tools your agents use, and manage it month to month.
Sound familiar?
- Your agents log into a different tool for every step of a deal.
- Leads from listing sites land in the CRM, but some never reach an agent.
- The CRM, the transaction system and the back office each hold a different version of the deal.
- Whoever set up the CRM has left, and the routing rules are a mystery.
What we do
HubSpot onboarding and setup, migration from your old CRM or spreadsheets, integrations with your lead sources and transaction tools, and ongoing account management from a monthly block of hours.
Our work
We set up, migrated, connected and now manage the HubSpot account of a real estate company.
Common questions
Can you take over from our current CRM partner or admin?
Yes. We start with a review of the setup as it stands, document what's there, and take over from that point.
What does an hour of management cover?
Day-to-day CRM work: new workflows and properties, reports and dashboards, user changes, fixes, data clean-up and small builds. Larger work, like a new integration, may be quoted as a separate project.
Is the Systems Review free?
Yes. It's a call about your systems, and you get a written scope and quote afterwards.
Talk to us about your systems
Book a free Systems Review. Tell us how your team works today and what you want built, connected or run. If we're a fit, you get a written scope and quote.
Book a free Systems Review