CRM Readiness Assessment

Three signals: agents are duplicating data into spreadsheets to do their job, leads sit unattended for more than 24 hours because routing fails, and reporting takes a person more than half a day per week. Any one of those is a strong upgrade signal; two is overdue. The audit will surface which of those is hitting you hardest.

HubSpot wins for teams under 50 sales seats, fast-moving residential and lettings, and marketing-driven funnels, easier to roll out, friendlier UX, lower TCO. Salesforce wins for enterprise commercial, multi-region operations, and anything that needs deep custom logic, complex permissions, or heavy integrations. There's no universal answer; it depends on your scale and process complexity.

For real estate, 6–10 weeks gets you a properly-configured rollout with one or two integrations and a trained team. Add 4–6 weeks per major integration (telephony, marketing automation, accounting, MLS feeds). Anyone promising 'go-live in two weeks' is selling you a demo, not a system that ships value.

Almost never as a starting point. We recommend custom CRM only when an off-the-shelf platform demonstrably can't model a critical workflow, usually around bespoke commercial deal structures, multi-currency portfolios, or unusual co-broking models. For 90% of real estate teams, customising HubSpot or Salesforce delivers 95% of the outcome at 20% of the cost and risk.