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AI and Automation Services for Real Estate and B2B Teams

Use AI where it helps your team.

We find the places where AI can save time or improve quality in your marketing, sales and operations, then set it up with the right guardrails inside your tools.
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Price
Custom quote
Typical timeline
4 to 8 weeks
Best for
Teams ready to put AI to work in daily tasks
You get
AI use cases in your tools, with guidelines

The short answer

What does Geekly's AI and automation work include?

Geekly finds the places where AI can save your team time or improve the quality of its work, then sets it up inside HubSpot with clear guidelines and human review. We cover use case discovery, HubSpot AI features such as Breeze assistants and agents, AI steps inside workflows, guardrails and team training. We work with real estate, housing and PropTech companies, and with B2B teams ready to use AI in daily tasks. Most projects take 4 to 8 weeks.

Warning signs

When AI is everywhere except in the daily work

Curiosity is a start. A plan gets results.

Most teams we meet have tried AI on their own. A few people use chat tools for drafts, nobody knows what is allowed and none of it connects to the CRM. These are the patterns that tell us AI needs a plan and a home inside your process.

Speak to a Geek about AI

  • Scattered experiments

    Different people use different AI tools in different ways, and nothing they learn gets shared with the rest of the team.

  • No rules for what goes in

    Nobody has said what data is safe to put into an AI tool, so some people avoid AI entirely and others take risks.

  • Hours on first drafts

    Your team still writes follow-up emails, call summaries and listing descriptions from a blank page.

  • AI features left switched off

    Your HubSpot subscription includes AI tools, and nobody has had time to set them up or train the team.

What is included

A practical AI program

AI helps most when it supports a defined process. We start with the goal and the work, choose the use cases that matter and build them into the tools your team already uses.

  • Use case discovery

    We review how your team spends its time and rank the places where AI can save hours or improve quality, by value and effort.

  • AI in HubSpot

    Setup of the HubSpot AI features that fit your plan, such as Breeze assistants, agents and content tools, configured for your data and voice.

  • Workflow design

    AI steps added to workflows, such as summaries, drafts and data cleanup, with a person reviewing the work that matters.

  • Guidelines and guardrails

    Written rules for what AI handles, what people approve and what data stays out of AI tools.

  • Team training

    Hands-on sessions built around your use cases, so each person knows when to use AI and how to check the results.

  • AI architecture and enablement

    A plan for how AI fits your systems over time, including which tools to keep, connect or retire.

How it works

From idea to daily use

Every use case earns its place.

AI work stalls when it starts with the tool. We start with the goal and the work your team does every day, pick the use cases with the clearest value, then build, test and train before anything goes live.

  1. Set the goal

    We agree on what AI should improve: time saved, quality, response speed or consistency.

  2. Choose use cases

    We list the ideas, rank them by value and effort, and pick the first few to build.

  3. Set guardrails

    We write the guidelines for data, review and approval before anything is built.

  4. Build and test

    We set up each use case in HubSpot or your tools and test it with real examples from your team.

  5. Train and review

    Your team learns the new way of working, and we check results regularly to refine or expand.

By industry

AI for the work your market does

We already know your world, so we know where AI saves real time. Property managers answer the same owner questions every week. Brokers write listing descriptions and market updates. Here is where AI tends to focus for the audiences we serve.

Is this right for you?

A good fit if you want AI that your team will use

Good fit

  • Your team does repetitive writing, research or follow-up
  • You want clear guidelines for AI use
  • People already experiment with AI tools on their own
  • Your HubSpot plan includes AI features you have not set up
  • You already use HubSpot

Better to wait

  • Not a fit: Your core process is not defined yet (start with Workflow Automation)
  • Not a fit: You want AI to take over work with no human review
"They were able to walk us through a process and build a ticketing system and automation for our rent collections, late rent/eviction process. We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business."
Pete Neubig, Empire Industries

Other ways we can help

Other ways we can help

Frequently asked questions

Questions about AI & Automation

What does AI and automation work include?

Use case discovery, setup of HubSpot AI features, AI steps inside workflows, guidelines and guardrails, team training and a longer-term plan for how AI fits your systems.

Will AI replace our team?

We build AI to support your people, with a human reviewing the work that matters.

Is our data safe?

We set guidelines for what goes into AI tools and use the privacy settings of the platforms involved.

Do we need HubSpot?

Most of our AI work happens in HubSpot. Tell us your tools and we will confirm what is possible.

Which HubSpot AI features do you set up?

The ones that fit your subscription and your goals, such as Breeze assistants, agents and content tools. We confirm what your plan includes before we scope the work.

How long does it take?

Most projects take 4 to 8 weeks. We confirm the timeline when we set the scope.

How much does it cost?

Every project is quoted to your scope, based on the number of use cases, the systems involved and the training required. We share an estimate after a discovery call.

How do you know AI is helping?

We agree on a measure for each use case before we build it, such as time saved, response speed or a quality check, then review it with you after launch.

What do you need from us?

Time with the people who do the work, access to HubSpot and related tools, and someone to approve the guidelines. Most clients spend one to two hours a week.

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Ready to put AI to work?

Tell us where your team spends time. We will show you where we would start.