Do you want to take your real estate business to the next level? 

Well, using CRM tools and features can benefit your business significantly by allowing you to manage leads, contacts, and deals efficiently. In fact, 39% of real estate professionals already utilize these tools.

Not to mention, research shows that investing in a CRM can yield an impressive return of $8.71 for every dollar spent. So, why are you still stuck using Excel or Google Sheets to manage your data?

Imagine having all your data in one place, easily accessible and customizable to fit your unique needs. Imagine being able to automate repetitive tasks and have more time to focus on closing deals. Imagine being able to track your progress and measure your success in real time. 

Did it sound exciting? Well, these are just a few benefits of using a CRM, and we're excited to show you how it can transform your real estate business. So, buckle up, and let's explore HubSpot for Real Estate together!

What is CRM?

A customer relationship management (CRM) platform is the key to unlocking the full potential of your sales and marketing efforts.

Think about it: as a realtor, you're constantly juggling multiple client relationships, leads, and transactions. It can be overwhelming to keep track of everything without a system in place. But with a realtor CRM, you can easily manage your contacts, track leads, and streamline the sales process.

But what exactly is a CRM? Simply put, it's software that helps you organize, automate, and optimize your interactions with customers. Whether you specialize in residential or commercial properties, a real estate CRM can help you sell faster and smarter.

Now, let's dive deep into the world of HubSpot CRM for real estate professionals. You'll learn the benefits of using the HubSpot CRM, how to set it up for your business, and what kind of marketing and sales tools are available. 

By the end of this article, you'll have a clear understanding of how the HubSpot CRM can take your real estate business to new heights. So, don't wait any longer and find out how to automate and optimize your real estate business with the HubSpot CRM now!

What are the benefits of having a CRM in the Real Estate Business?

  • One of the biggest perks of having a CRM in the real estate business is the ability to better manage and track leads. With a CRM, you can easily keep track of who has shown interest in your listings, which properties they're interested in, and what their buying or selling timeline looks like. 
  • Another benefit of using a CRM in the real estate industry is the ability to automate tedious and time-consuming tasks. From scheduling follow-up emails to updating contact information, a CRM can take care of these tasks for you, so you can focus on what you do best: selling properties. 
  • Additionally, a CRM enables you to consolidate customer data in a centralized database, making it easy to access and use to create reports and insights that help you identify potential sales opportunities and trends.
  • A CRM can also help to improve communication with clients. With its powerful contact management tools, you can keep track of your client's history, their communication preferences and even segment them into different groups, based on their interest, budget, or anything else you want.

HubSpot for Real Estate

Let’s see how you can incorporate your business needs in HubSpot:

Contact Management

The real estate industry is all about connecting people with fitting properties, and the HubSpot CRM will help you do just that. With the HubSpot CRM system in place, you can easily manage all your contacts, associate them with deals, and understand your customers better. This allows you to make informed decisions and tailor your approach to each individual customer, helping you close more deals.

But that's not all; the HubSpot CRM software also helps you stay organized and on top of your sales activities. You can easily update records, log sales activities, and even add company and contact records all in one place. This means you won't have to spend hours searching through stacks of paper or sifting through scattered notes to find the information you need.

And the best part, you can use the data you collect from each interaction with contacts to create targeted and effective campaigns tailored to close better deals.

How can you create Customers or Leads in HubSpot?

With HubSpot's powerful CRM, you can easily organize, synchronize, and integrate all of your marketing and sales contacts in one convenient database. This not only saves your team time and effort but also provides valuable insights into the growth of your relationships.

One of the key benefits of using HubSpot CRM is the ability to segment your contact lists and create filters, which allows you to target specific groups of people with tailored messaging. Additionally, you can easily track the lifecycle stage of your contacts and ensure that your sales and marketing teams are aligned and working together effectively.

At the heart of every successful business is a clean, organized database of contacts. HubSpot CRM gives you the tools to store and manage all of your contacts' information, including their name, email, phone number, contact owner, lifecycle stage, and lead status. This ensures that all of your team members have access to the most up-to-date information and can make data-driven decisions that drive your business forward.


How can you store Information about your Leads and Customers?

Storing records may seem like a daunting task for Real Estate businesses, with so many different pieces of information and records that require specific fields for storage. But, with HubSpot CRM, the process is made easy.

Wondering what these default properties are? Well, HubSpot CRM has default properties like phone number, city, first name, and last name, just to name a few, that make it simple to store your clients' information. However, that's not all! HubSpot also offers a feature called building custom properties, where you can tailor the properties to fit your specific business needs and easily update records and information in the system.

Real Estate companies can benefit from using both the default and custom properties offered by HubSpot. For example, a Real Estate company can use the default properties to store their clients' contact information while using custom properties to store information specific to their business, such as the number of bedrooms in a property or the square footage of a home.

Below is an example of default properties provided by HubSpot to store information in HubSpot CRM. 


Now, imagine being able to design a custom property that perfectly fits your business needs. Imagine every contact in your CRM having access to this custom-made property tailored specifically for your business. Well, this is exactly what the custom property feature in HubSpot allows you to do.

When it comes to real estate, every property is unique, and having a CRM that can store all the different types of properties is essential. For example, if you need to give your customers buying advice for mortgages or lease options, or if you want to segment clients based on location, the custom property feature in HubSpot is the perfect solution.

Take a look at the below example of a custom-type property created for a Real Estate Property location:


Creating a custom property in HubSpot is easy! Simply select the field type that best fits the type of data you want to collect and store. But wait, it doesn't stop there. Once the property is created, you can even customize the styles and options of certain field types to make it truly your own.

This is how you can segment the Database/Date Set/ Audience.

The Real Estate business requires segmenting contacts based on properties to gain a deeper understanding of their potential clients and tailor their approach accordingly. 

And with HubSpot CRM, filtering records has never been easier. It empowers you to target specific audiences and perform day-to-day operations precisely and efficiently. Not only will this improve your service to potential customers, but it will also increase your chances of closing deals.

With HubSpot's filtering capabilities, you can easily create a list based on this custom property and provide personalized emails tailored to their specific needs.

Here is an example of filtering for real estate businesses where the team has many contacts but wants to know specifically about those contacts who require advice regarding applying for mortgages. 


After applying the filter, you'll be able to see a curated list of contacts who are ready and waiting for your expert guidance. And the best part? You can also customize the views on your contacts page in HubSpot CRM. 

Additionally, you can save this view for easy access and reference, making it easy to keep track of all your potential mortgage clients. With a separate tab for filtered contacts, you'll never have to waste time searching for the leads that matter most. 


Real estate companies can create lists to segment contacts that can be used in sending marketing emails to targeted clients, by workflows to nurture clients, and many more. Lists can be of two types Active lists and Static Lists. 

Based on its criteria, active lists update their members automatically. When a record meets the requirements, it will be added to the list; when it no longer does, it will be removed.

Active lists should be used in the following situations:

Sending out individual marketing emails based on the behavior and properties of each contact. A dynamic list automatically manages the constantly changing inventory of subscribers if you send out a newsletter regularly.

Calling contacts outbound based on their behavior and property values.

  • Arranging contacts into lifecycle stages to continuously identify the characteristics and behaviors of references at each location.
  • Segmenting records based on properties like the HubSpot score, which frequently change over time.
  • Records that meet predetermined criteria when the list is saved are included in static lists. Since static lists don't automatically change, they won't include any new records that fit the criteria. Static lists can have records added and removed manually.

Static lists should be used in the following situations:

  • Adding records to a workflow manually.
  • Sending out one-time emails, email campaigns that businesses don't run very often, and a list of contacts that stay the same (such as event attendees, staff lists for an internal newsletter, or trade show lists).
  • Grouping records manually that might not meet shared list criteria.
  • Using segmentation to remove records from your account in bulk.

Real Estate businesses can apply filters in lists to get more robust selection options that can help them segment contacts. You can use data from related objects like deals, CRM activities, interactions with marketing, asset membership, and even specific integrations.

You can use the AND or OR form for all desired filter options to segment your contacts and ensure that you're reaching the right people with the right message.

Here is an example of prepared lists that real estate businesses can perform in HubSpot to segment contacts based on requirements and can target and nurture leads. 


Pipeline Management

How can you manage Deals in CRM?

With the Deals tool in HubSpot, real estate professionals can effortlessly keep track of potential revenue throughout the sales process. You can easily associate and manage your deals with other records, such as contacts and companies. Besides, HubSpot can associate the relevant activities with the deal record once records are connected to a deal.


The HubSpot deal tracking software not only helps you keep track of revenue generation but also allows you to monitor the sales pipeline of your business like never before. Plus, you can easily apply filters to your deals to gain more in-depth insights and information.

But that's not all! The software also allows you to create custom deal properties, so you can store specific records and information in the system. This allows you to develop multiple deals simultaneously while ensuring accurate sales forecasts and maximizing revenue by prioritizing the most important deals.


The Deal Dashboard of HubSpot helps real estate professionals track their deals and monitor the deal pipeline as they move from one stage to another. With HubSpot CRM, you can customize the dashboard view to fit your specific needs and even save that view for future reference. 

And when you open a particular deal in HubSpot, you have access to all the details you need – from records in properties and associated contacts to integrations and activities happening in the deal. This means you can keep a close eye on every deal and make optimizations as needed, all without losing track.


Customization of Sales Funnel

The world of real estate sales can be a tricky one, as it's not common for people to buy multiple properties. This means that real estate professionals must be proficient in nurturing their clients and building trust to drive sales and revenue.

As potential buyers move through the sales funnel, the probability of closing a deal shifts. In the early stages, there is less information exchanged and less certainty about whether a property will be a good fit. However, as the process continues and more information is shared, it becomes increasingly clear that the customer will benefit from the purchase. 

Although, at times, the probability of closing the sale drops to zero. However, as long as the deal hasn't been moved to the “Deal Lost” stage, there is still a chance that it will ultimately succeed. 

Real estate businesses have witnessed the sales funnel solve several issues for sales leadership, like:

  • The sales funnel helps determine how much future sales would cost.
  • It made it possible for sales teams to create statistics based on the size of deals and the number of deals needed to exceed quota mathematically.
  • It helped establish a method for instructing salespeople on moving customers through a logical sales process and into a closing sequence to maximize rep productivity and cost per lead.

The sales funnel in real estate is unique for every company and their specific procedures. And we know that the sales funnel plays a crucial role in generating leads for the industry.

But did you know that with HubSpot, real estate companies can create and customize their own sales funnel within their CRM? Not only that, but you can also track and monitor every lead automatically going through the funnel.

With HubSpot CRM, you can fully customize your deal pipeline to fit the specific needs of your business. You can use deal phases to categorize and track the development of all your ongoing deals. Each deal stage is paired with a probability that reflects the likelihood of closing the transaction at that stage.

This stage probability is then used to calculate the weighted amount displayed in the board view, which is determined by multiplying the total amount in each stage by the stage probability. Say goodbye to generic sales funnels and hello to tailored and trackable deals.


Client Communications

Engaging with Customers via different Channels

With HubSpot, you can easily capture and retrieve all the information you need to keep your real estate team running smoothly. By creating records for contacts, firms, transactions, tickets, or custom objects, you can stay organized and ensure consistency throughout your organization. Imagine having all the information you need at your fingertips – no more searching through piles of papers or trying to remember details from a conversation. 

A record has three major sections:

Left sidebar: The Left sidebar of your record provides actions and the About section with the record's characteristics. A contact record's left sidebar additionally displays Communication subscriptions and Website activities.


Activity Timeline: The center column of your record contains all actions linked with the record. The middle panel displays actions related to the record in chronological order, with impending events at the top. Businesses can see and filter activities based on their requirements. 


Right sidebar: The right panel of your record displays previews of connected records and attachments related to the association of objects with the record, memberships, and integrations. 


Meeting Scheduling has never been Easier

With HubSpot's meetings feature, scheduling appointments has never been easier. Not only does the meeting planner integrate with the tools your real estate team already uses, but it also syncs with your HubSpot contacts database. 

This means that with every meeting arranged, your database automatically updates and grows. Say goodbye to the frustration of scheduling and hello to more time to focus on the important tasks at hand. Upgrade your appointment game and streamline your scheduling process with HubSpot today!


Real Estate businesses can automate their sales process by using the appointment planner.

By using the appointment planner, you can automate your sales process and free up precious time for you and your team to focus on closing deals. You can easily send your appointment booking link to prospects, and they can schedule immediately on your availability calendar. No more back-and-forth emails, phone calls, or missed appointments. 


Personalized Email for Client Nurturing

HubSpot CRM allows your sales team to nurture its clients while increasing brand awareness and loyalty. With the help of HubSpot's cutting-edge marketing automation service, one-to-one email, your sales team can create tailored messages based on each client's unique behavior and transaction history. These personalized emails are sent at the perfect moment and have been proven to outperform traditional mass mailings.

Your real estate agency can access these sales templates directly from the CRM or even from the inbox. By utilizing these one-on-one sales email templates, your team can streamline their efforts and achieve great results. 


Personalized Marketing Automation

SEO Optimization

What is the first thing individuals do when searching to purchase or rent a new home? Well, they go online. In fact, an astonishing 51% of all home searches begin on the internet! That's why creating a killer landing page is essential to any real-estate business. But why stop at just creating a great landing page? 

HubSpot's in-built SEO recommendation tool can help you take things to the next level. This powerful tool offers tailored recommendations that lead to more organic traffic to your website over time. Whether you want to analyze your website as a whole or focus on a specific page, this tool has got you covered.


Creation and Customization of stunning Landing Pages with HubSpot 

Landing pages are specifically designed pages that are the key to initiating quick discussions and collecting valuable information about your visitors. Not only do they help sustain an online presence in the industry, but they also have the power to convert visitors into leads and drive business growth.

But don't just take our word for it – the data speaks for itself. According to studies, implementing landing pages can increase conversion rates by a whopping 5-15%. That's why including a clear call-to-action button on your landing page is crucial. This will guide visitors toward taking the next step and becoming valuable leads for your organization.

To make the process even easier, HubSpot offers a variety of landing page templates for real estate firms. These templates are designed to attract visitors and provide exceptional services. Plus, by creating an engaging landing page, you'll be able to gather valuable data, generate more leads, and optimize conversions by allowing visitors to download the supplied information such as eBooks, webinars, white papers, services, and so on. 


Lead Capturing through Landing Pages, Forms, and CTA's

Using HubSpot's website capabilities, Real Estate firms can create a consistent online experience for their company. With an easy-to-use drag-and-drop editor and pre-built themes, building and modifying content across your website has never been simpler. Not only that, but with the HubSpot tracking code, you can measure visitor activity and form submissions to truly understand your website's effectiveness. 

But that's not all – HubSpot also allows you to host specific elements of your website, such as landing pages to convert leads or a blog to grow your subscriber base. 

HubSpot also supports themes and templates that can help you take your website design to the next level. A theme is a pre-packaged collection of templates and other elements designed to make content generation easier. To manage the design of the website and its pages, begin by picking a theme and then updating its parameters.

Businesses may also create standalone templates, such as page and blog templates, that are independent of the theme. In addition to HubSpot's default themes, developers may use the CLI to build and edit themes locally, or they can explore HubSpot's Asset Marketplace to acquire new themes and templates.


It's not enough to increase visitors to your website; Real Estate businesses also need to expand their databases. A free form builder can help you save time by collecting essential contact information from your visitors.

Without needing to have any technical knowledge, firms can simply develop custom forms for their website using HubSpot's form builder. Every visitor that completes forms will be added to their database, allowing firms to nurture them with tailored messages and email campaigns.

All you need to do is, drag & drop each element into place to ensure that the online forms adhere to your brand rules and unique requirements. Then customize each form with unique fields, field types, and CTAs that correspond to your objectives. You can also build website forms and landing pages and directly connect them with their HubSpot CRM to capture leads.


Real Estate businesses customize their CTAs for each visitor and watch their conversion rates increase. You can personalize CTAs with any contact database feature, such as persona, industry, lifecycle stage, and more, to dynamically present the most appropriate and successful CTAs to take leads farther down the funnel.

Businesses may also personalize CTAs for anonymous users depending on their location, device, referral source, or the preferred language to make the experience more personalized for everyone, including first-time site visitors as well.


Promoting  Content through HubSpot Social Tool

Tired of juggling multiple platforms to manage your Real Estate firm's social media presence? Look no further than HubSpot's all-in-one social media management application! From the same place you build your campaigns, you can release content to various social networks with ease.

Plus, with keyword monitoring, you'll never miss a mention of your business. And the best part? All of your social media interactions can be linked back to your CRM, allowing you to have contextual conversations and report on social media ROI.

Connect your real estate business's social accounts to your blog and automatically share new content as it's published. And with tips for the best times to post, you can plan your content for maximum engagement.

But that's not all – HubSpot's campaigns tool allows you to tag relevant marketing assets and content, making it easy to analyze the performance of your overall marketing efforts and understand how your social postings contribute to your success. 

promoting -content-through-HubSpot-Social-Tool

Nurturing  Leads through Email Automation

Real estate firms can adopt HubSpot CRM to differentiate themselves from their competitors in terms of providing true brand values. With the power of email automation, you can easily convert leads into customers, delight current customers, and even encourage repeat business. 

But that's not all – with email marketing automation, you can automate time-consuming tasks such as building email lists, delivering generic messages, and scheduling events. This allows marketers and salespeople to devote more time to issues that demand their attention. Imagine having more time to close deals and grow your business – all thanks to HubSpot CRM. 


By using the HubSpot marketing automation tool, companies have seen a staggering increase in their revenues, all while streamlining their processes for an impressive 85% increase in monthly traffic. But that's not all – you can automate your email drip campaigns without a single line of code. With HubSpot, select triggers, criteria, and actions to ensure the perfect message is delivered to the perfect audience at the perfect time. 

Want to see how your campaigns are performing? Pair them with goals for an in-depth analysis. But HubSpot doesn't stop there; it allows you to visualize, tweak, and customize workflows for every single individual in your contact database. And that's not all; HubSpot can automate many other processes, like lead scoring, lead rotation, webhooks, and much more.


Real estate firms can create automated emails based on smart content and can customize the design of the marketing email through HubSpot's inbuilt designing tool where users add CTAs and link to the respective URLs. 


With HubSpot's email scheduling feature, you can now schedule emails based on your contact's engagement level, and nurture leads like never before. And the best part? You don't need any coding skills to create customized emails. The drag-and-drop interface makes it easy for anyone to build professional-looking emails in minutes.

But it's not just about automation; it's about personalization too. With the email editor tool, you can tailor your emails to your contact's preferences, increasing the likelihood of them opening and engaging with your messages. It's a win-win situation – save time while building stronger customer relationships.


Campaign Management to check the ROI

While a great plan is crucial, it's not enough on its own. Team alignment is key to campaign success, and that's where HubSpot comes in. 

The HubSpot campaign tools give marketers everything they need to design, manage, and collaborate on campaigns all in one place. Imagine a coordinated marketing approach where your firm communicates with a unified voice, moving your consumers through their journey with minimal friction and achieving outstanding results. 

But let's be real; coordinating across channels and teams can be a nightmare for real estate sales and marketing teams. With HubSpot, you can say goodbye to that headache. Create and track customized campaigns using all of your current assets, like blog posts, social media, forms, advertisements, CTAs, emails, web pages, and workflows. 

Get a 360-degree view of your campaigns and team workload with a single central dashboard. Prioritize tasks and build custom campaign reports to examine performance all in one location, allowing you better to understand campaign performance and report on important success criteria. Don't let misaligned teams hold you back, choose HubSpot for your campaign management needs.


ADs Management through HubSpot for targeting valuable Audiences

With HubSpot's ad conversion events, campaign management, and lookalike audiences, real estate firms can take control of their advertising efforts and see accurate results. You can create custom lists based on your CRM data to target visitors at different stages of their journey and then use that data to guide your ad campaigns and enhance conversions. Better targeting equals more relevant content, a better customer experience, and a higher return on ad expenditure (ROAS).

But that's not all – HubSpot's ad platform goes beyond basic analytics like impressions, clicks, and cost-per-click. With attribution reporting, you can understand how your advertisements are performing at different stages of the buyer's journey and connect them with the overall performance of your marketing campaign. 


Using Workflows to power up the Inbound Strategy of Real Estate Businesses

As technology advances, the real estate industry must keep up or risk being left behind. Last year, a staggering 51% of home buyers found their dream homes online, and that number is only set to rise. Your potential clients are expecting a seamless and easy-to-use experience when searching for a property, and they'll choose businesses that can deliver that. But it's not just your clients; 48% of businesses are too struggling to keep up with the ever-evolving technology. 

If real estate business still operates in the “good old days,” the property managers will most likely spend half or more of their time on manual processes such as completing and filing real estate documents, coordinating meetings and appointments, emails, monthly and annual operations, managing client databases, and so on.

If your internal workflow isn't as productive as it should be, there's no point in automating your sales and marketing procedures if your team is unable to handle the influx of customers it will bring. 

The number of internal operations that may be automated is enormous, and it is directly related to the specialty and peculiarities of your company. Here are a few instances of business process automation:

1. Automate Email Notifications to the Sales Team
2. Sending Automated Emails to Clients for Lead Nurturing
3. Assigning Leads to different Representatives based on Property Location
4. Following up with closed lost Deals to find new Opportunities
Following Up with Closed Lost Deals to Find New Opportunities

Forecasting and Reporting

Single Source of Truth for Sales, Marketing, and Service Data for Real Estate

HubSpot's sales reporting platform provides detailed insights into your pipeline, allowing you to estimate performance accurately and guide your team to meet their goals. And the best part? It seamlessly integrates with your CRM to create reports that truly reflect your sales process and give you valuable visibility into your pipeline. 

But that's not all – with HubSpot, you can easily develop custom reports to answer even the most complex questions by linking your CRM contact, business, and deal data with your marketing, sales, and service data. And with the ability to input data through custom objects and link to your favorite apps through the HubSpot App Marketplace, the possibilities are endless. 

HubSpot's report library provides standard reports that you can add to your dashboards or save to your reports list. These reports cover a wide range of issues, including website performance and sales analytics. Here are a few examples of HubSpot reports builder:

Deal Leaderboard – Amount closed by a Rep with Stage Breakdown


Reports on Contacts moved through Lifecycle Stages


Report on Revenue across all Deal Stages


Creation of custom Reports by HubSpot all-in-one custom Report Builder

Growing real estate businesses require speedy responses to one-time inquiries. That's a huge task when you have to wait for help from an analyst every time you need a new report or conduct all of your reporting in spreadsheets. 

With custom reports, you can examine every aspect of your business and tailor your reporting to your specific needs. And with the ability to evaluate several data sources within HubSpot using the custom report builder, you can access valuable insights from your marketing and sales activities. 

Imagine being able to track your revenue based on deals and lead status – all in one place. But that's not all – the custom report builder also allows you to surface data from objects, assets, and events that you wish to report on. And with the flexibility to choose your primary data source, you can ensure that your report includes all relevant information. 

A report with a main source of contacts and a secondary source of deals, for example, will only include deals related to contacts. To include all deals in the report, including unrelated agreements, choose deals as the primary data source. 


Add data to your report by selecting certain attributes, activity metrics, and events. The accessible fields will be determined by the data sources you choose for the report. The number of fields that may be added to a report depends on the report type. For example, below is a suggestion for a custom report built on the Count of Contacts Breakdown by Property Kinds


Here are a few more examples of Custom Reports built in HubSpot which can be beneficial for Real Estate businesses:

Contacts applying for Mortgages based on Location
Properties Status of Contacts Breakdown by Services/Projects
Count of Deals for Type of Property(Residential Properties) Breakdown by Location
Contacts interested in Projects/Services based on Location (Seattle)

Similarly, Real Estate firms can create their own custom reports based on requirements using HubSpot to remain ahead of their competitors while saving time and money from creating long spreadsheets.  

Building multiple Dashboards to share Metrics within Teams

Are you tired of sifting through countless reports to understand your real estate firm's performance? Look no further than HubSpot's flexible dashboards! 

Consolidate all the metrics that matter onto a single canvas for quick and easy understanding. Create high-level executive dashboards for management or personalized team dashboards to track progress toward goals. And with the simple drag-and-drop layout, customizing your dashboard to suit your needs has never been easier. 

But that's not all – HubSpot's dashboard template collection provides pre-built options for marketing, sales, and service dashboards, making it easy to get started. And with the ability to share via Slack or email and project during meetings, keeping your team in the loop has never been more convenient. 

Stay organized by creating new dashboards for specific reporting purposes, sharing with other users in your account, and cloning or removing existing dashboards. And with the ability to change visibility and access your dashboards on the go with the HubSpot mobile app, staying on top of your reports has never been more effortless. 


Service Management

Ticket Automation through HubSpot 

The all-in-one ticketing system from HubSpot gives you context for every engagement, allowing you to maintain SLAs, prioritize incoming requests, and deliver a top-notch customer experience. And the best part? It's built directly on top of HubSpot's CRM, giving you a comprehensive understanding of your customers at all times. 

With HubSpot's ticketing software, you can provide efficient and effective customer service by automating the production and routing of tickets, adding customer data to your CSM, and escalating issues as needed. So, say goodbye to wasting time managing spreadsheets and processes and instead focus on what really matters – resolving your clients' concerns. 


A shared inbox consolidates all the business tickets into one location. To ensure everyone is on the same page, take notes, add tags, and retain a historical record of updated concerns. Provide more information within the context of the ticket to provide your customers with a prompt, accurate response.


Building Chatbots for capturing Leads

Are you struggling to keep pace with the demand for real-time communication from website visitors, prospects, and customers? Say hello to HubSpot's chatbot creation tools! These powerful tools allow you to create messaging bots that can help qualify leads, schedule appointments, answer common customer service questions, and more. This means that you and your team can focus on the interactions that truly matter. 

But that's not all – with HubSpot's chatbot tools, you can easily configure the bot to transfer the conversation to a live agent once it's been qualified, create support tickets, add people to lists and processes, and so much more. Your team will now have more time to focus on high-priority interactions while your chatbot handles the rest. 


With HubSpot's chatbot service, you have the power to create a personalized and unique experience for your customers. Choose a template that suits the purpose of your business bot and personalize the conversation to align with the language and tone of your brand. 

But that's not where the customization stops! With the graphic editor, you can change the copy and add questions and multiple-choice replies to make your bot one-of-a-kind.

And if you're tech-savvy, you can use HubSpot's free chatbot platform to build your bot from the ground up. Imagine having a chatbot that truly represents your business, talks just like you, and is unique to your brand. 


Collecting Feedbacks for Real Estate Customers

Are you looking to build a loyal customer base for your real estate business? Do you want to know how your customers truly feel about your customer service and support representatives? Look no further than HubSpot's feedback tools! 

HubSpot can help you choose the right feedback platform and distribution channel, whether it be email, chat, or a website link, to increase response rates and create a valuable data baseline over time. And with pre-built Net Promoter Score (NPS), Customer Effort Score (CES), and customer satisfaction (CSAT) questionnaires, you can measure client loyalty at every touch point. 

But that's not all – with HubSpot's Feedback Survey Tool, you can identify opportunities to improve specific points in the customer journey, compare your customers' satisfaction to industry norms, and even spot trends to develop an even better customer service plan. And for those looking for a more customized experience, create your own survey with custom questions and options such as star ratings, radio selects, and single-line text fields. 


Building Help-Centre for your Clientele

HubSpot knowledge base tool helps real estate businesses convert the most commonly requested support inquiries and issues from customers into a searchable knowledge library of help articles and documentation. Personalize the look and feel of your knowledge base to align with your brand, categorize articles for easy searching, and preview how they appear on different devices. 

But that's not all – when your customers turn to Google for answers, your knowledge base articles are optimized to rank high in search results, ensuring they quickly and easily find the information they need. Not only does this benefit your clients, but it also helps your real estate team save time by providing answers to queries they may not know, reducing back-and-forth dialogues. 

With HubSpot's free CRM, you can track which knowledge-base articles your customers have visited, so your team can focus on providing personalized and accurate information. 


Empowering Clients to take Control of Service Experience through Customer Portal

Are you tired of dealing with frustrated customers who want to keep track of their service experience and handle problems on their own? 

HubSpot has got you covered with its customer portal feature! This powerful tool is linked to your shared inbox, allowing for continuous communication between customers and reps, providing access to your company's knowledge library, and can be customized to offer an unparalleled customer experience.

Think of it as a hub for all your customer's needs, where they can track and manage all their open and closed support tickets or even create new ones at their own pace and have the peace of mind that their problems are being addressed. 


Plus, with seamless integration with the HubSpot CRM platform and shared inbox, it eliminates the risk of duplicative work and allows your reps to focus on providing personalized service. Take it to the next level by connecting your knowledge base to the portal and using workflows and productivity tools like snippets to provide quick resolutions for busy customers. Give your customers the power and autonomy they crave with HubSpot's customer portal feature.

Ready to expand your Real Estate Business with HubSpot?

The real estate industry has come a long way in recent years, and a big part of that growth can be attributed to the power of HubSpot. From building and managing a uniform online presence to gaining valuable insights into sales pipelines, HubSpot has provided the tools and resources necessary for real estate firms to take their business to new heights.

Also, with features like customer portals, real estate firms can provide their customers with the autonomy they crave and create an unparalleled customer experience. With HubSpot, the sky's the limit for the real estate industry's growth and success.

So, what are you waiting for? Get in touch with our HubSpot experts now and scale your real estate business like never before!

Frequently Asked Questions

HubSpot's CRM is a valuable tool for realtors looking to build stronger connections with their clients. It enables real estate professionals to monitor every interaction, starting from the first contact and continuing through the entire sales process. This functionality ensures that realtors can maintain a comprehensive record of client engagements, providing them with insights and data to tailor their services effectively, thereby enhancing their ability to meet client needs and foster trust. Ultimately, HubSpot's CRM is a helpful solution for realtors striving to form and nurture closer client relationships, which is vital in the competitive real estate industry.

The priciest CRM for real estate is Apto and ClientLook, costing $129 per user each month. On the other hand, the least expensive options are Pipedrive, Freshsales, and Zoho CRM, all priced at $14.90 or $15 per user per month. These systems help real estate professionals manage client relationships, transactions, and sales processes, with varying features and costs to suit different budgets and needs.

Many real estate agents use Customer Relationship Management (CRM) systems for managing client relationships and business. A recent survey found that a significant majority, 72.5% of real estate agents, already have a CRM system in place. Additionally, nearly 70% of brokerages provide their agents with CRM systems. If you're not using one yet, you're in the minority, but it's a tool that can help streamline your real estate business and improve your client interactions. Consider adopting a CRM to stay competitive in the real estate industry.

Yes, Keller Williams uses a Customer Relationship Management (CRM) system to assist its agents in various aspects of their work. They have made enhancements to their CRM platform and app with the aim of providing agents with advantages in lead generation, marketing, and managing their daily tasks more efficiently. This CRM tool helps agents organize their client data, track leads, and streamline communication and marketing efforts, ultimately making their work more effective and productive.