Real Estate Partnership Builds Modern Sales Engine With HubSpot

The problem: outdated tools and disconnected processes

A Texas-based real estate partnership specializing in resort-style manufactured housing communities faced a challenge that many growing companies encounter: their systems no longer supported their pace of growth.

By 2025, the partnership had expanded to six communities across Texas, representing 2,617 home sites. But while their physical communities were thriving, their internal sales operations were stuck in the past.

The sales team, made up of four business development representatives, relied on a legacy CRM that limited transparency and created manual work at every turn. The tool lacked customizable pipelines and deal stages, leaving reps without a clear way to track deals, manage walk-ins, or forecast accurately.

Key pain points included:

• No unified system for managing deals and activities
• Manual workarounds for applying discounts and checklists
• Notes that failed to sync between contacts and deals, threatening data accuracy
• An inability to build reliable reports and forecasts

In short, their sales team was working hard—but without the tools to see where they stood or where they were headed.

The solution: a hands-on CRM implementation

The company partnered with media junction® to migrate to HubSpot and design a sales system built for growth. Instead of a cookie-cutter rollout, the project focused on replicating the client’s unique workflows inside HubSpot while also modernizing their approach to reporting and automation.

Highlights of the solution included:

• Custom pipelines: A deal pipeline tailored to their sales stages, plus a ticket pipeline for internal checklists.
• Data integrity workflows: Automation to copy key information between contact and deal records.
• Automation and training: Sequences, templates, and shared calendars to streamline rep outreach and scheduling.
• Governed reporting: Dashboards showing team performance, close rates, and gross profit—giving leadership confidence in their data.

This wasn’t just software installation. It was a strategic onboarding that blended configuration, hands-on training, and a focus on data governance.

The results: efficiency and clarity

• A centralized sales system: Eliminated manual tracking and unified workflows.
• Clean, reliable data: Processes now supported accurate reporting.
• Empowered adoption: Reps had a better grasp of how to use HubSpot day-to-day, from prospecting to forecasting.
• A roadmap for growth: A clear plan for scaling as the company adds new communities.

What once felt like an uphill battle with spreadsheets and workarounds became a streamlined workflow that supported growth instead of slowing it down.

Why it matters

For companies in real estate and beyond, scaling isn’t just about adding more locations or customers. It’s about ensuring your internal systems keep pace with your ambition. By investing in a modern CRM setup and empowering their team with training, this partnership positioned itself to make data-driven decisions and sustain long-term growth.

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