Do you know what HubSpot CRM for Real Estate is?

The HubSpot CRM is software that helps real estate professionals improve their productivity. With HubSpot’s support, you’re likely to sell better and faster. Whether you operate in the residential or commercial market, manage a national or international client portfolio, or have diverse property listings, this tool allows you to centralise all your contacts, financial data, and reports in one place.

We’ve already outlined all the benefits of HubSpot for Hospitality, but the truth is that this system is equally effective across other business areas. Discover what CRM is, which sales and marketing tools to use, and how to make CRM your best ally in buying and selling properties.

The real estate market in Portugal is thriving, reaching unprecedented levels. Real estate agencies need to keep up with this growth to avoid being left behind. That’s why having an effective, reliable, and user-friendly CRM is so important. SmartLinks, as a Platinum Partner of HubSpot, is here to help!

HubSpot Use Cases for Real Estate

There’s nothing better than a practical example to understand the advantages of HubSpot CRM for real estate. We’ve drawn inspiration from success stories shared by the platform itself.

Case Study: Avison Young

Avison Young is a full-service global real estate consultancy with over 200 employees across more than 120 markets. The US-based company ranked first in the Urban Development category in the prestigious annual Most Innovative Companies in the World list for 2022.
The consultancy invested heavily in digitisation, technology, and data solutions to provide the best services to its clients. By switching to HubSpot CRM, Avison Young consolidated its sales, marketing, service, operations, and content into a single HubSpot CRM platform. The results were immediate and significant: user adoption in North America grew from 23% to 90% in just four months.

Like any other real estate agency, its agents needed comprehensive information about their clients to deepen relationships and increase sales, wherever those clients were located. The company was growing through acquisitions, obtaining data from other agencies. Excel spreadsheets, disparate CRMs, and information-sharing gaps hindered organisational progress.

After researching different CRM tools, the decision-makers chose to consolidate Avison Young’s global offices using HubSpot’s most comprehensive package.

Because it is easy to use and has an interface that encourages user adoption, it had the necessary features to make work more efficient. Some agents were already using HubSpot’s free version, which eased the transition.

By consolidating global sales, marketing, content, and operations into a single CRM platform, agents now have full client information at their disposal. This enables them to identify new growth opportunities, anticipate client needs, and enhance team collaboration.

This ability to identify cross-selling opportunities had a direct impact on results. Avison Young increased its market share and presented clients with diverse solutions. Account managers can now access data on each agent’s sales activities, such as the number of calls made, contacts added to the system, meetings held, and follow-ups conducted.

This sales data also provides accurate revenue forecasting at all levels, eliminating the need for Excel. The system analyses the agents’ annual revenue targets and uses them to predict monthly revenues, monitoring trends periodically.

Case Study: HubSpot CRM for Real Estate in Portugal

At SmartLinks, we’ve had the opportunity to witness firsthand the full potential of this CRM when applied to the real estate sector.

In this case, it’s not a real estate agency but rather an investor and builder of a major development planned for the riverside area of Lisbon. With HubSpot CRM, the company can promote this and other projects under development, such as apartment floor plans with respective layouts, available commercial spaces, features, and pricing, to potential intermediaries and final clients.

Internally, account managers can access vital information and manage data and tasks, such as:

• Recording visits;
• Viewing properties already sold or under offer;
• Tracking paid and outstanding amounts;
• Accessing communication history between agents and clients;
• Documenting finish preferences;
• Monitoring project deadlines;
• Following up on client tasks;
• Setting sales goals;
• Closing deals;
• Generating reports;
• Ensuring client satisfaction!

FAQ

• What is HubSpot?

HubSpot is a software company specialising in inbound marketing, sales, and customer service. It was founded in 2006 by MIT graduates Brian Halligan and Dharmesh Shah.

• What is a CRM?

CRM stands for Customer Relationship Management. It encompasses a set of practices, business strategies, and technologies focused on managing customer relationships across marketing, sales, services, operations, and other areas.

• What can HubSpot CRM do for a real estate project?

HubSpot offers inbound marketing and sales management tools that simplify daily tasks. It enables operations in residential and commercial markets, manages national or international client portfolios, and provides access to contacts, financial data, and reports.

• Where can I find more HubSpot case studies?

HubSpot loves sharing success stories to inspire entrepreneurs worldwide. Find more examples here of businesses that have used this platform to work smarter and grow.

• Is HubSpot suitable for large companies?

One of HubSpot CRM’s advantages is its suitability for any business, regardless of size or industry. Even a microbusiness can benefit significantly by using HubSpot Starter, gaining in business management and marketing automation. Companies can upgrade to more advanced versions as they grow.

Note: Article updated on 18 March 2025 – SmartLinks is now a HubSpot Platinum Solutions Partner.