Industries

CRM for
Real Estate

Shape your CRM around how your real estate business runs

We build and adapt your CRM to suit the way your business works. Manage enquiries, qualify leads, book viewings, track deals and get contracts signed all in one system that moves as fast as your team.

Trusted by Galliard, Vertus & Scape

Crm for real estate
Common issues

The challenges real estate teams face

Complex deals, high customer expectations and scattered data make it hard to stay in control, especially in archaic, disconnected systems that can’t adapt to change.

Disconnected systems

Leads, listings & customer data spread across tools, leaving you without a single source of truth.

Rigid
systems

Most real estate CRMs are built around generic workflows & can’t be tailored to suit your business.

Missed
follow-ups

When lead nurturing is left to manual input & basic sales tools, valuable enquiries are easily lost.

Poor
visibility

With data siloed in various tools, it’s hard to see what is & isn't working & where to focus next.

Our solution

We use HubSpot to create a CRM tailored to your business

Every real estate business works differently. We tailor HubSpot to match your processes — with communications positioned where you want them, deals tracked through stages of your choosing and reports showing the statistics that matter most to you.

Marketing hub campaign

Flexible and adaptable

Most real estate CRMs lock you into a rigid setup. HubSpot can be adapted to suit how your business operates, letting you shape pipelines, processes and reports around your teams — not the other way round.

Advanced tools that drive performance

Most alternatives stop at simple contact management, offering little more than a digital address book. HubSpot goes further with advanced sales, marketing and service tools — everything your team needs to accelerate their day-to-day work.

Prospecting agent
Breeze actions in workflows

AI tools that give you an edge

While traditional systems innovate slowly (or even stand still), HubSpot helps you move ahead. Use built-in AI to deliver customer service, draft sales emails that convert, analyse performance and surface insights that keep your business one step ahead of competitors.

Beautifully designed and effortless to use

Most CRMs are clunky, dated and frustrating to use, which slows teams down and makes adoption a battle. HubSpot’s clean, intuitive design is the opposite — simple to learn, easy to navigate and built to help your team work faster with less effort.

Email tracking
Meeting scheduler

Fast to evolve with no developer delays

Traditional real estate CRMs crawl through quarterly sprints just to make basic updates. HubSpot moves fast. You can change fields, workflows and dashboards in hours, without relying on developers.

Powerful reports that give you real insight

Most real estate CRMs have rigid reporting, locking you into preset dashboards that miss what matters. HubSpot lets you build reports in minutes, giving you clear visibility into performance, trends and the numbers that drive your business forward.

Sales hub sales dashboard
Testimonials

Real estate teams that made the switch

Hear from property businesses that moved away from rigid systems and now run their operations on a CRM tailored to how they work.

Katherine rose
Vervlife logo
Katherine Rose
Managing Director
VervLife

“Incremental has been absolutely fantastic at setting up & managing our CRM! We use HubSpot to manage our sales & lettings process, & Incremental’s knowledge of the system was vital in making sure we’re getting the best out of it. Their knowledge of real estate — build-to-rent in particular — was also hugely valuable.”

Ellie purvis
Scape profile picture
Eleanor Purvis
Senior Digital Marketing Manager
Scape

“A great agency partner to work with. Mark & his team got up to speed with our brief quickly, understood our requirements & the nuisances of our industry. Would recommend Incremental as a Hubspot partner.”

James pellington
Sable profile picture
James Pellington
Associate Director
Sable Capital

“Incremental helped us to implement HubSpot & integrate with our property management system. Mark was professional & helpful throughout, & helped design & implement a system which has increased our productivity massively. Would recommend & use again on other projects.”

Freya richard
Vertus profile picture
Freya Richard
Director
Vertus

“We’ve worked with Incremental for over five years on HubSpot & they’ve been key to keeping our real estate operations efficient. Their work helps us manage enquiries, track activity & keep our portfolio fully let year-round.”

Peter murphy
Right now residential icon
Peter Murphy
Founder & Managing Director
Right Now Residential

“We’re always looking for another edge to keep us ahead of the competition. Hubspot, with Incremental’s help, allows us to improve our applicant handling, team productivity & reporting for our institutional clients. Incremental have been a great support as we have rapidly scaled.”

Ellen petty
Cc icon white hs
Ellen Petty
Head of Marketing
Capital&Centric

“Incremental has provided invaluable support and guidance throughout the onboarding process & ensuring Hubpot is set up for our business needs. Mark’s been fantastic to work with & answers questions/requests promptly & clearly. Highly recommend him.”

Dominic sauls
Ark living profile picture
Dominic Sauls
General Manager
ARK Living

“Incremental is an absolutely fantastic partner to help you onboard HubSpot CRM. I would definitely use their services in the future & highly recommend them!”

Atik oumast
Enclave profile picture
Atik Oumast
General Manager
Enclave

“We knew we could get more out of HubSpot, but we weren’t sure where to start. Incremental jumped in, fine-tuned our setup & brought in solutions that have saved us time & boosted our results. Their expertise & hands-on approach made everything smooth & hassle-free.”

Robert orr
Motion homes profile picture
Robert Orr
Consultant
Morro Partnerships

“We brought Incremental in to get us set up on HubSpot & they were great from the start. The customer journey they designed fits how we work & how our clients interact with us. Mark was always easy to get hold of, explained things clearly & just got things done.”

Let's talk

Choose a CRM that fits your real estate business

Speak to our team about tailoring HubSpot to your business. We’ll walk you through what’s possible and how you can move faster with a CRM that adapts as you grow.

Sectors

We have experience across real estate sectors

We’ve worked with real estate businesses across a range of sectors, tailoring HubSpot to suit different models, teams and operational needs.

Find out more

FAQs

Answers to common questions about tailoring HubSpot, replacing rigid CRMs and supporting real estate teams as they grow.

Is HubSpot suitable for real estate businesses?

Yes. HubSpot is well suited to real estate businesses because it is highly flexible and can be adapted to different operating models. Whether you manage enquiries, deals, portfolios or long sales cycles, HubSpot can be configured to support how your business works rather than forcing you into a fixed structure.

How is this different from a dedicated real estate CRM?

Most dedicated real estate CRMs are built around rigid assumptions and limited workflows. While they may handle basic contact management, they often lack flexibility, advanced tools and room to grow. HubSpot offers a broader platform that can evolve with your business and support more complex processes as your needs change.

Can HubSpot be tailored to how we work?

Yes. HubSpot can be fully tailored to match your processes. Pipelines, properties, fields, automations and reporting can all be configured to reflect how your team manages enquiries, progresses deals and tracks performance. This allows your CRM to support your way of working rather than dictating it.

Do we need developers to make changes?

No. One of HubSpot’s key strengths is that changes can be made without developer support. Most updates such as adjusting pipelines, adding fields or refining workflows can be done directly in the platform. This means you can move faster and avoid long development cycles or sprint delays.

Can we manage enquiries and leads in HubSpot?

Yes. HubSpot captures and organises enquiries from multiple sources including forms, email and integrations. Leads can be qualified, assigned and followed up automatically, helping your team respond faster and avoid missed opportunities while keeping everything tracked in one place.

Can HubSpot track deals and pipeline stages?

Yes. HubSpot allows you to create custom pipelines with stages that reflect how your deals actually progress. This gives you clear visibility from first enquiry through to completion and helps teams understand what needs attention at each stage of the process.

What reporting does HubSpot offer?

HubSpot makes reporting flexible and accessible. You can build custom reports and dashboards that show the metrics and trends that matter most to your business. Unlike many real estate systems, you are not limited to preset reports and can adjust them as your priorities change.

Does HubSpot include marketing and sales tools?

Yes. HubSpot combines CRM, marketing, sales and service tools in one platform. This allows teams to manage outreach, automation, tracking and reporting without relying on multiple disconnected systems. It also gives your business more capability than most real estate specific platforms.

Can HubSpot help our team work more efficiently?

Yes. HubSpot reduces manual work through automation, task management and clear visibility across pipelines and activity. Teams spend less time updating systems and more time focusing on high value work, which improves productivity and consistency across the business.

How does Incremental help with HubSpot?

Incremental configures and optimises HubSpot specifically for real estate businesses. We focus on tailoring the platform to your processes, supporting adoption and ensuring the system continues to evolve as your business grows rather than standing still.

Ready to see how HubSpot could work for your real estate business?

About Incremental

We help businesses grow with HubSpot. We’re in the top 8% of HubSpot agencies worldwide and have a flawless 5-star rating from every one of our HubSpot clients.

5.0 out of 5.0

5.0 out of 5.0

Platinum HubSpot Partner
Platinum HubSpot Partner

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