HubSpot for Real Estate: The Ultimate Guide

By November 24, 2022 December 26th, 2022 Marketing

Do you need a real estate CRM software? Both new and established realtors alike find themselves asking this question at some point.

Chances are you have heard success stories and bad experiences when it comes to a CRM.

For many, integrating a CRM with everyday practices seems complicated or unnecessary. However, the benefits of using a CRM system are huge.

A real estate CRM software makes your business more efficient. How? It fine-tunes your marketing campaigns and provides real-time customer data and leads. Automation tools save you tons of time. This way, you avoid redundant tasks.

CRM enables you to run robust marketing campaigns and measure their effectiveness.

The benefits of a CRM software are undeniable. But does it work well for real estate? Is HubSpot for real estate a good choice? Keep reading to find out.

HubSpot for Real Estate
Do you need HubSpot?

HubSpot is the leading inbound marketing tool and CRM platform for many industries, including real estate. However, the platform may not be right for every real estate business.

HubSpot is a tool that offers specific benefits and solutions. To understand whether it’s a good fit for you, you need to evaluate your own needs first.

There are a few questions you can ask yourself to gauge how useful HubSpot would be for your business:

  1. Is your business marketing-intensive or sales-intensive? Who drives the buying process? For a marketing-intensive business, the customer leads the way. Your job is to improve brand recognition and build trust so that people choose you over other options. In this case, HubSpot can be an excellent tool to keep your business top of mind. Sales-intensive businesses may not require the robust tools and capabilities that HubSpot offers. That’s because the salespeople lead the process through personal outreach and sales strategies.
  2. What are your objectives? Real estate agents are striving to generate leads to sell properties. Also, they try to convince clients to use their business to sell their property. The timeline for these objectives is not set in stone. You are likely always trying to accomplish these tasks. That’s where HubSpot could be a great choice. It keeps a marketing-intensive digital strategy running all the time to help build your brand.
  3. Who is your target market? If you are working and selling in a developed or mature market, using HubSpot could help you gain an edge over your competitors. HubSpot can help you manage complex tasks like digital ads, SEO, winning prospects, and scoring leads. For developing markets, you could end up overspending on your CRM without getting the same impactful results.

While HubSpot is certainly not the best option for every real estate agent and business, it can be useful for many realtors.

If you are focused on marketing-intensive strategies, targeting a developed audience, and maintaining ongoing objectives, HubSpot is likely a good fit. It can handle all of these goals and more to help put your business ahead of the competition.

HubSpot Features

Now that we have established what HubSpot is, let’s look at what it can do for your business. HubSpot can help remove inefficiencies from your business. It keeps you organized and helps you track the progress of every deal and prospect.

You can customize tons of features to meet the needs of your business.

Here, we’ll focus on the top five that can make the most significant impact.

Templates, Snippets, and Personalization

How much of your day do you spend on repetitive tasks? Realtors use a lot of their valuable time on:

  • sending out sales inquiries,
  • following up with leads,
  • maintaining communication with current clients.

Typing out each email and responding to every message in your inbox can result in a good chunk of wasted time.

HubSpot offers tools that enable you to speed up your daily operations. Set up email templates for common communications. Save snippets of text that you use frequently.

Use personalization tools to make each message unique without having to type out every message. No need to waste time tracking down contact information.

Just create these high-quality messages once. And then send them countless times with a couple of clicks.

Conversation History

If your business handles more than 1 deal per month, there is a lot of information floating around in your brain.

Digging through your inbox to find threads of each conversation and piecing all of the details together can take a lot of time.

Instead, you can use HubSpot to keep track of every conversation you have with a client or prospect. Track specific information about the deals, questions asked, or issues resolved.

This way, you’ll be able to provide more personalized service in record time.


Never miss another opportunity again. With notifications in HubSpot, you can set up reminders to help you stay on top of your essential tasks.

You can set up custom reminders and notifications to follow up with clients by a specific time.

It’s easy to follow up with prospects and track activity within your CRM.

Notifications ensure that nothing falls between the cracks. You conduct your communications in a timely and efficient manner.

Deal Dashboard

How many spreadsheets, folders, and files are you currently using to keep track of all your deals?

With HubSpot, you can see all this information in one convenient location.

The deal dashboard can track your deals by their stage. You can also filter by incomplete tasks and who needs to make the next move.

The great thing about HubSpot’s deal dashboard is that you can customize it to your needs. It’s easy to integrate it with your existing workflow.

Read Notifications (Log & Track Emails)

HubSpot has impressive integration capabilities to log and track every email you send.

You can view how many times a recipient opened your email, when you end up in the spam folder, and more.

This information is invaluable when reaching out to prospects and scheduling follow-up communications. You can stay educated on when and how to follow up with your clients and prospects to make your efforts more effective.

HubSpot vs. Pipedrive

Pipedrive is another popular CRM software for real estate and a potential alternative to HubSpot.

Both software options offer valuable tools. However, there are some differences between the two.

Let’s review some of them.

Sales Management

Both HubSpot and Pipedrive offer visual sales reports. They help you track your pipeline and gain insights into your sales forecast.

With HubSpot, you can view a complete log of all sales activities, see all information on leads in one place, and use a dedicated module for sales management.

Pipedrive does not offer a dedicated sales management module. But it does provide tools to customize your pipeline metrics, view sales data by product, and enter custom sales goals.

Customer Service Management

HubSpot is capable of tracking customer interactions in the CRM automatically. It can show data on interactions, including emails, social media, and call logs. You can also contact your customers directly through HubSpot: place calls or send emails.

Pipedrive integrates with third-party sources to handle these same tasks.

Real Estate CRM Management

HubSpot and Pipedrive provide tools for you and your team to manage your real estate CRM. These tools include data entry, visual sales reports, and goal tracking features.

With HubSpot, your team can benefit from the improved efficiency.

You enter fewer data and track more information on your leads and deals. The single dashboard view is visible to all members of your sales team. Thus, everyone is on the same page.

For Pipedrive, the main features involve life cycle monitoring and adjusting sales goals by the sales cycle.

HubSpot’s Integration with Other Tools

HubSpot is a common tool and one that is well-developed.

It can integrate with countless other tools, including real estate tools that your business already uses.

For example, HubSpot has direct integration with Real Estate Webmasters. This enables you to build and manage a beautiful real estate website. Through the integration, you can seamlessly create Real Estate Webmasters leads, update leads, create groups, and update groups with HubSpot.


HubSpot may not be for everybody.

However, this CRM software offers incredible tools for many real estate businesses.

From tracking data and visualizing your sales, to staying on top of tasks and improving your efficiency through automation. There are a lot of options with HubSpot.

With integration features, you can continue using your preferred tools.

Streamline your business to be even more effective each day.

Matias Navarro

Matias Navarro

Matias Navarro is a digital marketing specialist with over 7 years of experience in SEO and marketing. He's responsible and 100% committed to delivering the best results possible for every project he takes on - no matter how challenging they may seem. When he's not busy helping clients achieve their desired outcomes, Matias enjoys spending time with his wife and two young children. He also likes practicing martial arts, playing guitar and keeping up to date with the latest trends in digital marketing.

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