Managed office space provider
The challenge
The company leases, designs and runs Grade-A managed offices. Leads came from the website and several other channels, and customer data sat in older systems. The sales team had no single view of an enquiry from first contact to signed lease.
What we did
- Migrated existing customer data into HubSpot and cleaned it on the way in
- Created properties specific to commercial real estate, such as seat count, location and move-in date
- Built automated workflows for inbound leads from every channel
- Set up lead scoring and segmentation so high-quality enquiries come first
- Designed a custom pipeline that follows the leasing process, with tasks and reminders at each stage
- Enabled revenue tracking and forecasting through dashboards
1 CRMfor marketing, sales and service
Scoredinbound leads, by fit and engagement
Forecastfrom the leasing pipeline