HubSpot Implementation Success Stories in Real Estate

Real Estate Case Studies

Real estate businesses sell long, slow, high-value transactions

Property businesses — student housing, commercial property, real estate investment, prop-tech — manage long lead times and high-value relationships.
Real Estate clients include Almero Student (student housing) and Complete ASAP, alongside real-estate functions inside JLG Group.
Each transaction matters disproportionately — no margin for missed leads or dropped relationships.

Configured to property pipelines, not generic templates

Customer_Platform_Illustrations_Color_LightBG

HubSpot configured to push the boundaries of the licence rather than just implement what was asked (Almero Student).
Forward-thinking suggestions, innovative practical solutions, willing to pivot and adapt.
Communication, response times and check-ins built into the operating rhythm.

Discovery, partnership, long-term value

'Extension of our team' rather than a supplier — Almero noted the depth of partnership.
Coaching, upskilling and support beyond the original scope — investing in the client's team capability.
Knowledgeable, innovative, genuinely invested partner for property businesses.

Name ASAP
INDUSTRY Real Estate
size 50 people
location UK

Great, responsive service

PYB were very helpful throughout the implementation and onboarding process. They were always responsive to emails and flexible to suit our needs. If you're looking for a HubSpot implementation/onboarding provider, you can't go wrong with PYB.

James Bilton

Marketing Manager

Name Almero Student
INDUSTRY Real Estate
size 50 people
location UK

5 Stars – Outstanding Experience with PYB UK!

Working with Plus Your Business (PYB) UK has been an absolute pleasure. From the very beginning, their team demonstrated a genuine passion, care, and commitment to helping us get the most out of HubSpot. They didn’t just implement what was asked—they pushed the boundaries of what’s possible within our license level and opened our eyes to the platform’s full potential. Their forward-thinking approach and ability to suggest innovative, practical solutions really stood out. They were never rigid—always willing to pivot, adapt, and go the extra mile when needed, without nickel-and-diming us or pushing additional charges. That kind of integrity and partnership is rare and deeply appreciated. Communication was consistently excellent, with fast response times and regular check-ins to ensure everything was on track. What made the biggest difference, though, was how collaborative the relationship felt. PYB weren’t just a supplier—they became an extension of our team, coaching us through processes, upskilling our people, and offering support even in areas beyond the original scope of work. If you're looking for a HubSpot partner who’s knowledgeable, innovative, and genuinely invested in your success, I couldn’t recommend PYB UK more highly.

Ahmed Hassan

Project Manager

Name Luxury Cottages
INDUSTRY Real Estate
size 10 people
location UK

Amazing company to work with!

Elisa and Martin have been an absolute pleasure to work with over the last couple of months. Their understanding of HubSpot and its capabilities is unparalleled and they are happy to go the extra mile to find out anything that might be relevant to you and your business. I would wholeheartedly recommend working with them and couldn't fault their approach or work ethic.

Alistair Malins

Founder & CEO

Read Case Study

Ready to discuss your HubSpot project?

Let's take our relationship up a level.

Simply fill in the form below...

(I'll get back to you ASAP)

Prefer another way?

Real Estate HubSpot FAQs

Property businesses manage enquiries, viewings and long relationships across portfolios and stakeholders. Sales progression and repeat investors matter as much as the first enquiry. These answers cover how Plus Your Business configures HubSpot for property and real estate specifically.

Can HubSpot track property enquiries from first contact to completion?

Yes. We build the pipeline around viewing, offer and completion stages. Each enquiry stays on the record through the process. Teams see where every deal stands rather than chasing scattered notes.

"PYB were very helpful throughout the implementation and onboarding process. They were always responsive to emails and flexible to suit our needs."

- James Bilton, Marketing Manager, Complete ASAP.

Can HubSpot model properties, units and the people linked to them?

Yes. We use Custom Objects to model properties, units and their contacts. Each enquiry, viewing and tenancy links to the right record. Teams see the full history against a property in one place.

Can HubSpot integrate with property management or booking systems?

Yes. We integrated Almero Student's HubSpot with Concurrent so enquiry and booking data flows between systems. We connect HubSpot to property platforms through APIs. The team works from one record instead of rekeying.

"They pushed the boundaries of what's possible within our license level and opened our eyes to the platform's full potential."

- Ahmed Hassan, Project Manager, Almero Student.

Can HubSpot handle long property relationships and repeat investors?

Yes. Every contact stays on the record across years. Repeat investors and returning tenants are recognised rather than treated as fresh leads. The relationship history sits in one place.

Can HubSpot manage enquiries from portals, website and phone together?

Yes. Enquiries from listings, the website and phone land in one pipeline. Automated tasks prompt timely follow-up. No lead is lost because it arrived through a different channel.

Can HubSpot support property marketing and nurture?

Yes. We set up Marketing Hub for listings, newsletters and nurture against the right contacts. Campaigns report back to the same record as the pipeline. You see which marketing produced enquiries, not just clicks.

We are new to CRM. Can you get a property team running?

Yes. We take property teams live with onboarding that fits how they already work. The team gets responsive support through setup. You are not left to work the system out alone.

"From the very beginning, their team demonstrated a genuine passion, care, and commitment to helping us get the most out of HubSpot."

- Ahmed Hassan, Project Manager, Almero Student.

How is property and client data kept secure?

HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams. This matters when investors and partners assess how their information is handled.

How long does a property implementation take?

Most projects reach initial functionality in four to six weeks. We prioritise the enquiry and sales progression pipeline. Integrations and further automation follow in phases.

What HubSpot products does a property business typically need?

Sales Hub for the enquiry pipeline. Marketing Hub for listings and nurture. Operations Hub with Custom Objects for the property data model. We confirm tiers during scoping.