Hubspot for real estate investors

[EthanLahav]

Hello everyone

I am very new to hubspot and it's super overwhelming with all the features out there

I am curious to know if there are case study's available and tutorial videos as well as templates for someone who is a real estate investor to utilize hubspot the best possible way

Thank you

[Jnix284]

Thanks @MiaSrebrnjak  and welcome to HubSpot @EthanLahav , you definitely made a great choice to grow your RE investment business!

The resources Mia listed are a really great starting point, I would highly recommend mapping out how you plan to use the CRM - what is a lead? a customer? etc. in addition to creating buyer personas, buyer journey, etc. as most real estate businesses have multiple channels depending on how your business is structured (for example: tenant vs landlord) which doesn't exist in B2B.

My first implementation using HubSpot was in 2016 as the Marketing Director for a regional homebuilder, where we also had non-typical needs for the CRM (prospects vs homeowners vs realtors) and I have helped a few real estate agents and property management companies to get setup since then.

I'm happy to help if you need someone to bounce ideas around or have specific questions.

[EthanLahav]

That would be super helpful if you could spend like 30 minutes with me
setting this up so I can then continue on my own
THank you

[Jnix284]

Hi @EthanLahav you're welcome, if you'll send me a DM in the community we can set something up!

[MiaSrebrnjak]

Hi @EthanLahav,

Thank you for reaching out to the Community!

I wanted to share these resources that could be helpful:

• This webpage lists a couple of use cases and benefits of using a CRM in the real estate industry. 
• Our customer success team is hosting a webinar this week that will help you start using the software and get the most out of your HubSpot tools, more info here. 
• I also recommend checking our Get Started Guide which includes Academy video tutorials & courses. 
• Blog article:The Ultimate Guide to Real Estate –Learn everything you need to know about the real estate process and how to market a real estate business as an agent.

Hi @CNina-Soto, @Olivia_Bagnall, @Jnix284, do you have any other tips or resources you could share? Thank you!

Cheers
Mia, Community team