Real Estate CRM

[HKasper]

I'm trying to use Hubspot as a Real Estate CRM. I am an admin for a team of 5 people. Does anyone have any real estate specific tips? Thank you!

[kvlschaefer]

Hi @HKasper,

Thanks for reaching out to the Inbound Sales Group!

I wanted to refer you to this related thread where @Jnix284 and @Olivia_Bagnall offer advice on how to set up a sales pipeline for a real estate brokerage. 
@Ben_M and @JoAnnAtTheShore gave some handy workflow tips in this thread.

I also wanted to share this thread on tracking commercial real estate. @Bryantworks offers some advice there as well 🙂  You can find some handy resources from @MiaSrebrnjak and @Jnix284 in this thread too! 

Would any of you have any tips you could share with @HKasper?

Thank you!

Best,

Kristen

[Jnix284]

Hi @HKasper, what kind of real estate?

Buyer/Listing agent? commercial? leasing/property management? all?

It would help to know a bit more about the sales process and buyer journey to offer more relevant tips 🙂

[JDelaCruz9]

@HKasper I know how. Could I get your email to send you the steps? 

[HKasper]

Sure it's *email address removed by moderator