CRM & Pipeline Management Built and organised a real estate CRM system to help an agent track lea...CRM & Pipeline Management Built and organised a real estate CRM system to help an agent track lea...
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CRM & Pipeline Management
Built and organised a real estate CRM system to help an agent track leads, manage pipeline activity and maintain consistent follow-up throughout the sales process.
I created a 9-stage lead pipeline in HubSpot and added 15 sample leads, capturing key information such as property interest, budget, and lead source. I also designed a follow-up workflow to help prevent inactive leads from being overlooked.
Key tasks:
Built and structured a 9-stage real estate sales pipeline
Added and organised lead records in HubSpot
Tracked property interests, budgets, and lead sources
Monitored lead progress through each pipeline stage
Created follow-up tasks for inactive leads
Set up an escalation reminder workflow for leads requiring additional attention.
Tools: HubSpot
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