New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Rea…

Hi @swissventures there are a few different ways HubSpot can be configured to work with a a Seller Agent model in real estate…

@swissventures thanks for sharing, the startup investing model is very similar, but different in one key aspect - that you ca…

Hi @Jnix284 , thanks for the reply. I’ve reached out to @RQuinn9 via DM. I’ve also submitted an idea on how the seller-agent …

@swissventures I reviewed your idea and while I can understand the use case for having a pipeline per house, that seems like …

@Jnix284 - thanks! I believe I understand what you mean. I’m unsure about how practical it is to have all the “Buyer/Home” co…

@swissventures this is really interesting insight, but since real estate isn’t your use case, it would probably be a lot easi…

Hi @Jnix284 , thank you for your quick reply and the connect to @RQuinn9 ! We don’t have a subscription yet but would consid…

@Jnix284 - you can replace “home” with “startup” and “buyer” with “investor”. We’re simply matching startups looking for fund…

Setting up CRM for a Seller Agent model (like in real estate)

jnix284 April 15, 2024, 2:11am 8

You’re welcome @swissventures, and thank you for the additional background, happy to help!

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