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Real Estate · Configuration

Real Estate on HubSpot

For the brokerage that wants one record across agents, marketing and reporting, with the pipeline built to how it actually closes.

The Stack

What Runs Where

9 layers, with HubSpot holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no real-estate engagement has been delivered yet.

System of record
HubSpot
Contacts, companies, deals, tickets, every email and call, and the reporting across all of it.
Intake
Forms and phone into HubSpot
Every enquiry becomes a record with a source and an owner.
Pipeline
HubSpot deals
Stages that mean something, with the rules as properties and workflows.
Follow-up
HubSpot sequences and workflows
Automated follow-up that stops the moment someone replies.
Reporting
HubSpot dashboards
Lead source, response time, pipeline and revenue in one place.
Lead sources
IDX, Zillow and portal leads
Every lead arrives as a record with the source, not as an email.
Phone
Aircall or the CRM's own line
Every call and text on the record.
Reviews
Review automation after closing
Fires after every closing, routed to one platform.
Visibility
Google Business Profile
The profile most agents claimed once and never revisited.

What We Switch On

Inside HubSpot

  • Pipelines and stages built from how the business actually decides
  • Owners, sources and required properties so no record is half-filled
  • Sequences for the enquiries nobody has answered yet
  • The last ninety days of jobs imported, deduplicated and costed
  • Dashboards the owner reads weekly
  • The review request as a workflow

What it does not do. HubSpot starts free and grows with the business; the paid tiers are a decision for later, made on the numbers.

The Path

One Job, Start to Finish

The lead

Arrives from a portal, the site or a referral as a record with its source.

The first text

Within the minute, from the owner assigned by the rule.

The plan

An action plan by lead type runs until someone answers.

The appointment

On the calendar and on the record.

The closing

The review request, and the past-client plan that keeps the sphere warm.

Connections

What We Wire In

Lead sources

IDX and portal leads as records with the source

Phone line

Calls and texts on the record

Google Business Profile

Reviews answered, the profile kept current

What It Costs

The Full Build

The general CRM is the system of record, built out to how the business runs: the Full Build, and the Score Card sets the number.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, FullFrom $12,000

Four weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$17,750 and up

$16,750 and up on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with HubSpot or any platform named here.

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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

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