Commmercial Real Estate CRM
Available Modules and Functionality
Sites and Buildings
Tap our AI Powered Sites and Buildings tool - respond lightning fast to RFI's with intelligent automation.
Project Management
Track and manage all projects with ease.
Dashboards and Reports
The reports on your dashboards update on their own - export to .pdf or powerport.
Goals
Track and manage progress towards set goals and objectives.
Social Media Scheduler
Automate posts and track engagement. Plan, publish, and analyze social content from one centralized platform.
SEO Optimization
Boost visibility, drive organic traffic. Actionable insights, performance monitoring.
AEO
Answer engine optimization to help your website rank with AI search.
Content Creation
Create content using built-in AI tools that design based on your brand and brand voice. Your marketer's new Best Friend.
Marketing Services
Work with our marketers or have our team do it for you. Copy, Ads, Design, Campaigns, Blogs, Social.
Real Time Analytics Dashboard
Instant performance clarity. Track key metrics, make data-driven decisions.
Leases
Lease commercial properties - includes invoicing.
Frequently Asked Questions
Questions? We are here to help
Can we manage our available sites and buildings inventory directly inside the CRM?
Yes. The system includes a dedicated Sites & Buildings module where you maintain your full property inventory — available land, industrial buildings, office space, retail vacancies, and development-ready parcels. Each property record stores detailed specs (acreage, square footage, zoning, utilities, access, ownership), GIS data links, site maps, photos, flyers, and a complete history of every project submission and site selector inquiry tied to that property.
How does the system track how many sales "deals" are associated with a listing?
Yes, you can see the full history of all sales opportunities associated with each listing and with each client.
Can the system manage multiple types of property development projects — commercial, industrial, redevelopment, land acquisition, and affordable housing — simultaneously?
Yes. HubSpot's pipeline framework supports parallel, purpose-specific pipelines for every property development track your team manages:
- Commercial Development — retail, mixed-use, downtown revitalization
- Industrial Site Development — shovel-ready site preparation and certification
- Property Redevelopment — brownfield cleanup, adaptive reuse, building conversions
- Land Acquisition — tracking negotiations, due diligence, and closing
- Lease Management — office, industrial, and retail lease tracking with billing integration
- Residential Development — affordable housing initiatives and workforce housing programs
Each pipeline has its own stages, tasks, and reporting — and all of them connect to the same contact and company records, so a developer you're working with on an industrial project also shows up correctly in your investor/member records and BRE history.
How do we track the full lifecycle of a redevelopment project from site identification through construction completion and occupancy?
Each redevelopment project gets its own deal record with custom stages mapping your specific process — Site Identified, Feasibility, Environmental Review, Incentive Negotiation, Permitting, Construction, Certificate of Occupancy, and Reporting. Automated task checklists trigger at each stage to ensure nothing falls through the cracks, all correspondence and documents are stored on the record, and dashboards give your director a live view of every active project across the pipeline — from earliest stage through completion.
How does the system help us build and manage relationships?
Your contacts will have a contact and company record in the CRM with tracking on every interaction — emails opened, website pages visited, projects submitted, site visits completed, and deals won or lost. Automated marketing sequences keep your community top of mind between active projects: quarterly community updates, new site availability alerts, workforce data highlights, and incentive program announcements — all targeted specifically to site selector interests rather than mass-blasted to your entire list.
Can we market available sites and buildings through the same platform?
Yes. HubSpot's marketing tools let you create targeted campaigns promoting specific properties to targeted audiences.