Guide
Guide to Getting the Most Out of HubSpot
How to set up, use and get more value from the HubSpot tools you already pay for.
Grow your door count without adding more chaos.
A growth process brokers can use and leadership can see.
Connect the path from inquiry to home sale.
Lead follow-up and agent pipelines that keep up.
HubSpot, connected to the property systems you already use.
Get cited in AI search.
Answer engine optimization for companies that compete in search.
Scoped builds, fixed where it makes sense.
HubSpot administration, optimization and marketing support that stays after go-live.
Explore partnershipsThe order every engagement follows.
A growth process
brokers will use.
One source of truth for prospecting, follow-up, deals and commissions, built around how brokers work, with reporting your leadership can trust.

The short answer
Geekly Media is a Diamond HubSpot Partner that builds the sales process and CRM commercial brokerages run on. We set up a HubSpot deal pipeline that follows how a sale actually moves, from owner prospecting and the listing pitch through marketing, LOI, contract and close. Then we connect listing inquiries from LoopNet, Crexi and your website, automate broker follow-up, and give leadership one view of every listing and deal.
What gets in the way
What we build
Deal pipeline
Each column is a deal stage in HubSpot, from owner prospecting to closing. Under each one are the owner and buyer milestones that move a listing forward, so brokers know the next step and leadership can see where every deal stands.
The broker researches ownership and starts owner outreach.
The broker presents a valuation and marketing plan to the owner.
The listing goes live and buyer activity is tracked on the deal.
Offers come in and the broker negotiates terms for the owner.
The purchase agreement is signed and due diligence starts.
The sale closes and the commission is recorded on the deal.
How we work
Step 1
Revenue target, market focus and team size set the plan.
Step 2
We trace a handful of recent deals from first contact to close and find where they slowed.
Step 3
Brokers and leadership agree on stages, owners and handoffs in plain language.
Step 4
We set up the CRM, sequences and dashboards, then train the team.
Marketing for brokerages
Your brand should help brokers win the listing pitch.
Owners look up a brokerage before they take the meeting, and buyers want listings they can act on. We build marketing that does both, then tie it to the deals it creates in HubSpot.
Request a marketing consultationListings that publish to your site from HubSpot and send every inquiry to the right broker.
Market updates and property-type content that help owners and buyers find you in search and in AI answers.
New-listing alerts, market updates and owner newsletters sent from HubSpot to the right lists.
See which campaigns produced listing appointments and closed deals, not just clicks.
Why Geekly
We build the process with your brokers, not around them.
We don't hand you a playbook and leave. We map how your deals move, build it in HubSpot, train the team and stay to refine it.
Speak to a GeekGeekly started as RentBridge, an automation company built for the housing industry. Co-founder Michael Park spent more than 18 years in property management, real estate and real estate law.
We configure HubSpot around how your brokers sell, with pipelines, sequences, dashboards and integrations to tools like Buildout and LoopNet.
Brokers help set the stages and handoffs before we build, and training is part of every project.
We keep refining pipelines, reports and campaigns as your team and goals change.
Pricing
Pick a starting point. We'll scope the rest to your goal.
We configure HubSpot around your brokerage's sales process, then train your team to run it.
Includes
For brokerages that want the process designed before it's built. We map how deals move today, find the gaps and build the fix.
Includes
A dedicated strategist and a plan that brings in listings and buyers, measured against the deals it creates.
Includes
Resources
Guide
How to set up, use and get more value from the HubSpot tools you already pay for.
Blog post
How to use a SWOT analysis to find where your firm can grow next.
Guide
How to respond to negative reviews and protect your reputation.
Other industries we serve
Brokerage is one part of commercial real estate. Here's how we help the teams around it, from investors and acquisitions to the managers who run the buildings.
HubSpot, marketing and RevOps for every side of CRE, from brokerage to asset management.
See HubSpot for CRECapital raising, investor relations and a clean handoff for every new acquisition.
See investor relations in HubSpotTenant relationships, renewals and investor reporting in one system.
See commercial property managementSites that capture listing inquiries and send each one to the right broker.
See websites for brokerage teamsFrequently asked questions
We design the process with the people who will use it and keep it as light as the work allows. Brokers help set the stages, owners and handoffs before we build anything, and training and adoption are part of the project, not an afterthought. A system brokers skip does not help anyone.
We build it around your sales process, not a leasing workflow. Most brokerages land on stages close to prospecting, listing pitch, marketing, offers and LOI, under contract and closed. Buyer activity like listing inquiries, signed confidentiality agreements, offering memorandum reviews and tours is tracked on the deal, so you can see which listings are drawing real interest.
Yes. The goal is a shared system where relationships and activity are visible to the team on the terms your firm sets. Brokers keep ownership of their contacts, and leadership still gets one source of truth for the pipeline.
Yes. We can build commission tracking into HubSpot alongside your deal pipeline, so commission details live on the same record as the rest of the deal instead of in a separate spreadsheet.
Yes. We connect HubSpot to the platforms your firm already uses, syncing property data from Buildout, leads from LoopNet and tenant status from Yardi, so listing inquiries reach the right broker fast and nobody retypes data.
Yes. With the HubSpot content management system, listings can push to your website automatically, so your property showcase stays current and every inquiry lands in the CRM.
Yes. We scope to the constraint. If reporting is the step holding you back, we start there, with dashboards for activity, pipeline and results that replace the monthly scramble.
Full-service HubSpot onboarding and implementation starts at $5,750. Our Sales Enablement Workshop, which adds a process review and gap analysis before the build, is $15,000. Ongoing Marketing Strategy starts at $4,000 per month and Revenue Operations Strategy at $6,000 per month. We scope every engagement to your goal.
We are a Diamond HubSpot Partner with roots in real estate. Geekly started as RentBridge, an automation company built for the housing industry, and our co-founder Michael Park spent more than 18 years in property management, real estate and real estate law. We stay with your team after launch, refining pipelines, reports and campaigns as your goals change.
Speak to a Geek
Tell us how deals move today. We will show you where we would start.