Lead Sources
IDX and portal leads as records with the source
Real Estate · HubSpot
HubSpot Setup for Real Estate Teams
For the brokerage that wants one record across agents, marketing and reporting, with the pipeline built to how it actually closes.
At a Glance
- Platform
- HubSpot
- Build
- Full, From $12,000
- Built In
- About Four Weeks
- First Engagement
- $16,750 and up
The Stack
What Runs Where
Nine 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
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 audit sets the number.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, FullFrom $12,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$16,750 and up
$15,750 and up with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with HubSpot or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.