Growth, CRM, and automation for Real Estate & Realtors

Our experience says it all

Real estate deals are complex. Your processes shouldn’t be.

Real estate leasing and sales is defined by long buying journeys, large stakeholder groups, and big-impact decisions. Strong relationships matter, but without clear data and connected systems, you can’t predict customer behavior to make the right move at the right time. Or deliver the personalized experience your customers expect.

If your real estate or realtor company is still stuck in silos, with marketing, commercial, and actual property data in separate systems, you’re not alone. But the results are costly: reactive decisions, inefficient follow-up, and lost business.

This is where Invise can help. We’ll build a structure that connects it all, making sure marketing, leasing, and property data all work proactively to drive scalable growth.

It all starts with data

Your business depends on information, but disconnected systems make it hard to use it. If you spend your time manually exporting, importing, and reconciling data instead of acting on it, you’re building inefficiency; not progress. Discover what this means for different teams – and how Invise can help.

For the marketing department

You want to target your communication, but resort to generic messaging and one-size-fits-all newsletters based on imported lists. You want to understand the impact of your work, but are unable to track key metrics.

It’s not your fault. You’re just lacking the right tools.

We help you connect your systems and access the data you need to pick up relevant stakeholder signals – from companies expanding into new markets to families needing larger homes.

The results? Real estate marketing with accurate segmentation and personalized messaging, generating opportunities that your commercial team can act on immediately.

For commercial teams and realtors

Real estate leasing and sales rely on timing. But with manual processes, disconnected systems, and fragmented data (with insights stuck in spreadsheets and email threads), you won’t know when to make the right move with the right stakeholder.

As a result, your sales efforts become reactive; not data-driven. This leads to time wasted and opportunities missed.

How we fix it? By connecting your marketing, CRM, and property systems, building a coherent flow – from initial interest to signed contract. You’ll get real-time insights on which prospects are active, where they are in the process, and what your next step should be.

The wins for your team? Shorter sales cycles, optimal timing, and more closed deals with less administrative effort.

For property management and customer satisfaction

Every property manager knows that proactivity is the key to strong tenant relationships. But with customer information spread across different systems, you risk being one step behind on everything from contract renewals to service issues.

We’ll help you get ahead by gathering all relevant data in one place and setting up smart workflows and automated reminders for key events. This lets you spot both risks and opportunities when there’s still plenty of time to act.

The results are fewer surprises and happier tenants – without increasing your administrative workload.

Integrated with your everyday life

What makes real estate deals different from other sales?

In a real estate company, realtor firm, or leasing team, you work with long sales cycles, high-value decisions, and stakeholders whose timing changes fast. Rather than selling a product, you guide people through moments that matter. This puts unique demands on your commercial systems.

With Invise as your partner, you’ll be able to use HubSpot as an engine for personalized, trigger-based communication – fully connected to your existing property systems and CRM.

For property owners and commercial leasing

Your systems carry your business. But too often, they’re built for property administration; not commercial growth. When key information lives in Dynamics, property systems, and Excel sheets, you can’t leverage it for targeted communication with tenants and stakeholders.

With HubSpot, we can:

Let Dynamics or your property system remain the “master” for property and asset data, while HubSpot uses it to automate the entire customer journey.
Build dynamic segments that adapt communication to prospects, tenants, or property managers based on profile and behavior.
Capture interest from websites, forms, and external sources such as Objektvision or Vitec, ensuring no leads are lost on the way.
Identify potential renewals, churn risks, up- and cross-sell, and tenant satisfaction initiatives using data from your property system.
Create logic around key dates, such as contract length, extensions, and renegotiations, to let HubSpot trigger the right dialogue well before an agreement expires.

The result is a commercial flow where leasing, property management, and marketing share a unified customer view instead of chasing information in separate systems.

For realtor firms and advisory sales organizations

As a realtor, your deals don’t come from cold outreach. You need to be there for the seller, buyer, or tenant with the right offer at the right moment. A CRM that only logs contacts is not enough.

In HubSpot, we help realtor organizations to:

Build smart buyer and seller journeys with communication driven by behavior and situation; not manual follow-up.
Create advanced but easy-to-manage segments like previous viewers, repeat buyers, sellers with expiring agreements, or customers approaching move-in or move-out dates.
Support each realtor’s personal sales style with playbooks, reminders, and automated activities that leave more time to build relationships.
Track the entire journey from first interest to completed deal in one system, with clear data per office, team, and individual.

Rather than adding another database, HubSpot ensures realtors are relevant for stakeholders in the right channel at the right time.

Our role in the transformation

While your core systems have the structure, reporting, and integrations required for property management, they won’t help your sales and marketing teams win new deals for your real estate company or realtor firm.

That’s where Invise comes in. Our role is not to replace what works, but to connect your property and contract data with your commercial reality.

We design the architecture and integrate HubSpot with Dynamics, Vitec, Objektvision, and other existing systems to build data-driven workflows where every customer interaction remains personal.

A partner who knows business, technology, and industry

We’ve worked with leading real estate companies across Europe – from residential developers and commercial property owners to brokerage organizations. Our strength lies in combining business understanding, technical expertise, and a clear focus on results.

As a HubSpot Elite Partner, we support the entire commercial spectrum: strategy, CRM architecture, marketing, data, integrations, design, and AI.

We build solutions that make a difference – measurable, scalable, and tailored for the real estate industry.

From strategy to systems and everything in between

At Invise, we enable real estate companies to build complete growth systems that connect marketing, sales, customer data, and technology.

We'll help you to:

Set up CRM and processes in HubSpot, customized for real estate sales and brokerage
Automate stakeholder management, quotation flows, and customer communication
Integrate HubSpot with business, booking, and property systems
Build dashboards and reports that show what actually drives revenue
Create campaigns and content that convert the right audiences
Implement real personalization and AI for smarter customer experiences

Frequently asked questions

Do you only work with HubSpot?

No, we don’t. HubSpot is often the center of commercial operations, but we work with the entire ecosystem, including integrations with real estate systems, business systems, BI tools and external platforms.

Do you also help our real estate developers?

Yes, we do. We set up CRM processes, pipelines, automations and reporting that make business more efficient and data-driven.

Can you build integrations with our existing systems?

Absolutely. We develop and implement integrations between HubSpot and the systems you use, so that data flows smoothly and reporting is complete. Platforms such as Dynamics, Vitec and Objektvision are common to integrate.

Talk to an expert

nordling_tmb — Our team is available for advisory services in the Real Estate business

We help real estate companies grow by combining strategy, technology, and business. With over ten years of experience in HubSpot, CRM, and digital sales, we know what it takes to connect marketing, sales, and data to drive real results.

Real growth for Real Estate organizations