Outsourced CRM onboarding
One dedicated specialist migrates your records, configures your pipelines and trains every user at a fixed rate.
See the onboarding serviceMove from HubSpot to a property-centric CRM.
HubSpot is excellent for sales and marketing automation. rePrecinct adds the necessary layer of property, campaign, and requirement data for commercial agencies.
PROPERTY-CENTRIC CRM
Contacts
Companies
Deals
Properties
Campaigns
Requirements
Lease Expiries
Making property the primary context.
In HubSpot, the deal is the central record. In rePrecinct, the property record stays useful before, during and after a specific deal or campaign.
HubSpot SOURCErePrecinct TARGET
ContactsContacts
CompaniesCompanies
DealsTransactions
Custom propertiesProperty attributes
HubSpot custom objects can be mapped to rePrecinct native entities.
Rebuild the workflow around commercial property.
CONNECT
MAP
MIGRATE
VALIDATE
The move finishes with onboarding and training. A rePrecinct specialist can run that for you.
Bring structured requirements out of notes and custom fields.
BEFORE: UNSTRUCTURED DATA
HubSpot "requirements" are usually notes or contact properties.
AFTER: STRUCTURED ATTRIBUTES
TENANT NEEDIndustrial / Office
AREA REQUIRED500 - 5,000 sqm
LEASING STATUSActive
MATCHINGAutomatic
HubSpot to rePrecinct Migration FAQ
A rePrecinct specialist runs your HubSpot onboarding.
Onboarding is where a move succeeds. One dedicated specialist maps the data, builds the workflow and trains your team, so agents work in rePrecinct from day one.
- Your data mapped, cleaned and validated against the commercial workflow.
- Your team trained by role, so agents work confidently in week one.
- Campaigns, requirements and reporting live before go live day.
See what your HubSpot setup would look like in rePrecinct.
Bring one example contact, property and live requirement to the demo.
