A CRM the sales team actually opens every morning.
How Homenest turned WhatsApp chaos and broker notebooks into a single pipeline with automated follow-ups.
Challenge
Property leads were scattered across WhatsApp, calls, web forms, and brokers' personal notebooks. There was no visibility into who owned which lead, and follow-ups slipped through the cracks daily.
Solution
Designed a qualification pipeline in HubSpot, automated lead capture from ads and the site, wired WhatsApp into the CRM, and gave brokers a mobile-friendly view of every deal.
Process
How we shipped it.
- 01
Sales process mapping
Shadowed brokers, mapped real-world lead handling, and defined a pipeline that fit how they actually sell.
- 02
CRM build
Set up HubSpot with custom properties, deal stages, lead scoring, and territory routing.
- 03
Channel integration
Connected web forms, Meta lead ads, and WhatsApp via Twilio into a single inbox.
- 04
Automation
Built nudge sequences, SLA alerts, and broker assignment rules.
- 05
Training & rollout
On-site training, mobile setup, and a written SOP every broker can reference.
Tech stack
Built on tools your team can run.
Services delivered
Outcomes
What changed for the business.
- Faster lead follow-up with automated SLAs
- Better visibility for sales leadership
- Increased sales productivity per broker
- Single source of truth across every channel
Gallery
Inside the build.
“Listings, lead capture, and a CRM that our sales team actually uses. The pipeline runs itself now.”
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