Configuring HubSpot for a sales-focused estate agent

Right Now Residential case study

Quick facts

  • Customer journey designed
  • HubSpot account built to suit
  • Strong focus on sales efficiencies
  • Team training delivered
  • Ongoing support delivered

Client Overview

Right Now Residential (RNR) is a London-based estate agent that specialises in connecting people with their perfect homes. With a strong focus on sales, RNR handles dozens and dozens of leads daily, making efficient operations essential to their success.

Challenges

Before partnering with us, RNR used a mix of basic systems across different parts of their business. This disjointed setup caused inefficiencies, missed opportunities and limited their ability to grow. Peter, the Founder and CEO, saw the need for a unified system to streamline operations and scale with the company.

Our Approach

We onboarded RNR to HubSpot, creating a tailored setup that consolidated their operations and put sales at the heart of their processes. Our solution was designed to handle their high lead volume efficiently while freeing up time for negotiators to focus on the best opportunities.

Key Solutions Delivered

Integrations with major property portals:

We integrated HubSpot with Rightmove, Zoopla and OnTheMarket, enabling automatic ingestion of leads into the CRM. This eliminated the need for manual data entry and ensured every enquiry was logged accurately.

Enquiry management:

Each lead was automatically linked to the relevant property, whether it was part of their general private rental sector (PRS) stock or a specific build-to-rent development.

Lead assignment:

Leads were automatically assigned to the correct negotiator based on the property in question, streamlining the handover process and ensuring leads went straight to the right person to handle their enquiry quickly.

White-labelled communications:

For build-to-rent developments requiring a specific approach, we set up automated white-labelled confirmation emails and other essential communications.

Pre-qualification:

We implemented pre-qualification processes to assess leads based on the property they enquired about and their submitted budget. Sub-par budget leads were added to an automated email sequence, maintaining customer service standards while saving time and allowing negotiators to prioritise high-value leads.

Viewing booking simplification:

Using HubSpot’s meeting scheduler, we simplified viewing bookings as address details, arrival instructions and other key information were already defined, saving negotiators from needing to type them out each time, as they would have to using Outlook.

Deal management:

We set up a deal pipeline that allowed negotiators to easily progress opportunities through stages, from initial enquiry to closing.

Results

The tailored HubSpot setup has transformed how RNR operates, delivering significant value across the board.

“As a dynamic and innovative agency, we are always looking for another edge to keep us ahead of the competition. Hubspot, with Incremental’s help, allows us to improve our applicant handling, team productivity and reporting for our institutional clients. Incremental have been a great support as we have rapidly scaled.”
— Peter Murphy, Founder & CEO

Efficiency gains:

Automation has reduced manual workload, enabling negotiators to handle high lead volumes with ease.

Improved lead management:

Leads are captured, qualified and assigned seamlessly, ensuring no opportunity is overlooked.

Enhanced customer experience:

Automated communications and streamlined processes mean faster, more professional service for clients.

Scalability and growth potential:

The robust HubSpot system provides the foundation for RNR to grow as their business expands.

Learn how we helped 100 top brands gain success