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Convergence a hubspot partner crm for real estate and property development

Real Estate - Property Development CRM

1 Connected Platform:
Simple
Easy
Effective

Powered by HubSpot

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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.

Incentive Compliance - Performance Agreement Tracking

Manage your performance agreements so you can stay in compliance with each municipality.

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.

Frequently Asked Questions

Questions? We are here to help

How does this compare to a dedicated site and building platform like LOIS, GIS Planning, GIS Webtech, Resimplifi or Sitehunt?

 Dedicated site inventory platforms like LOIS (Location One) and Sitehunt handle property data and RFI management competently — but they are single-purpose listing tools. They do not include CRM functionality for managing site selector relationships, marketing automation for nurturing developer prospects, project pipeline tracking from inquiry through incentive compliance, or the ability to connect property data to your broader EDO mission. HubSpot configured for economic development delivers all of that in one connected system — your property inventory, site selector relationships, project pipeline, incentive compliance, and developer marketing all live together and inform each other. The practical result is that your sites and buildings become an active lead generation tool rather than a passive listing directory. 

Most importantly - HubSpot becomes even better and more powerful with out built-in integration with www.sitehunt.io 

Can we integrate with other GIS providers?  Yes.  What's the recommended GSI Solution - Anwser: Sitehunt every time.

Can we manage our community's available sites and buildings inventory directly inside the CRM?

 Yes. HubSpot configured for economic development 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. You can sync property data with GIS technology firms and push listings directly to your public-facing website through HubSpot's CMS — so your inventory is always current without duplicate data entry.  

Can brokers and property owners submit new listings directly into our system without staff involvement?

 Yes. A public-facing HubSpot form lets commercial brokers and property owners submit new listings directly — capturing property specs, contact information, and supporting documents — which flow automatically into the CRM for staff review and approval before publishing. A chatbot on your sites and buildings web page can also engage visitors after hours, collect inquiry details, and route prospects to the right property records — capturing leads from site selectors who are researching your community at 10pm when your office is closed.  

How does the system track how many times a site has been submitted to a project and what the response was?

 Every project submission is logged against the property record, so you can see the full history: which projects a site was submitted for, when it was submitted, whether it advanced to a site visit, and what the outcome was. This longitudinal data is critical for understanding why certain sites keep getting passed over — and for prioritizing infrastructure investment to make underperforming properties more competitive.  

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 with site selectors and corporate real estate consultants?

 Site selectors and corporate real estate brokers get full contact records 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. Surveys show that 90% of site selectors say your website is their number-one research tool in the early stages of a project — your HubSpot-powered site ensures they find current, detailed property data when they're looking.  

Can we track a project from the first site selector inquiry through the final location decision and incentive agreement?

 Yes — this is the core of the Business Attraction pipeline in HubSpot for Economic Development. A project record captures the site selector contact, the company considering your community, the properties submitted, the site visits scheduled, the competing locations, and the incentive package offered — all in one connected record. When a company selects your community, the project transitions seamlessly into an incentive compliance record that tracks jobs, capital investment, and milestones against the agreement — no handoff to a second system required.  

Can we manage the incentive agreements tied to real estate development projects — TIF districts, tax abatements, facade grants — inside the same system?

 Yes. Incentive agreements are tracked as their own records in HubSpot, linked to both the property and the company that received the incentive. Each agreement captures the incentive type, award amount, performance milestones (jobs, investment, square footage), reporting deadlines, and compliance status — with automated reminders that alert staff when a milestone report is due or a company is falling behind on commitments. This creates a fully auditable incentive compliance system without the need for a separate platform like CivicServe for this function alone.  

Can we track CDBG, EDA, or state-funded property development grants alongside our project pipeline?

 Yes. Grant records link directly to the property development projects they fund, so you always have a clear picture of which public dollars are supporting which development initiatives. Sub-recipient reporting workflows, disbursement tracking, and compliance documentation all live on the same grant record — and dashboards roll up grant-funded project performance for your quarterly federal or state reports.  

Can we market available sites and buildings to developers and investors through the same platform?

 Yes. HubSpot's marketing tools let you create targeted campaigns promoting specific properties to segmented developer and investor audiences. An industrial developer who visited your website and looked at three large-acreage sites can receive an automated follow-up sequence highlighting workforce data, utility capacity, and available incentives for those exact properties — without any manual outreach from your team. Landing pages for individual properties with embedded inquiry forms, maps, and downloadable flyers convert anonymous web traffic into identified prospects connected directly to the property record in your CRM.