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CRM

Keystone Desk: HubSpot extension for property sales

Custom objects and apps that turn HubSpot into a property-aware CRM linked to listings and viewings.

Sector
Real Estate
Typical client
Residential sales and rentals network
Typical timeline
10 weeks
Typical team
2 engineers, 1 consultant
Property listings with viewing demand, offers and portal performance
Sales progression board from offer accepted through to completion
Shared viewing calendar coordinating negotiators, applicants and vendors

About this project

Property agents need to manage applicants, viewings and long sales chains, while their CRM was usually built for a generic sales team. The gaps get filled with spreadsheets and memory.

The extension adds property-specific records, viewing coordination and sales progression to an existing CRM. Agents keep the system they know and gain the workflow it was missing.

Objectives

  • Model properties, viewings and offers within HubSpot
  • Respond to portal enquiries within minutes
  • Avoid the cost and risk of a custom CRM rebuild

What’s delivered

  • Custom objects for properties, viewings and offers
  • Listing-portal lead capture and routing
  • Automated viewing reminders over SMS
  • Branch-level performance reporting

Target outcomes

<5 min

lead response goal

+25%

viewings booked target

0

per-seat cost increase

100%

leads captured automatically

Technology

  • HubSpot
  • Node.js
  • Twilio
  • Zillow API
  • Looker Studio

Services involved

Have a similar challenge?

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