Built for the Complexity of Commercial Real Estate
Commercial real estate runs on relationships between brokers, tenants, ownership groups, and investors, and managing all of them inside a generic CRM creates more problems than it solves. Simple Strat specializes in configuring HubSpot to match how CRE teams actually operate.
From structuring property hierarchies and tracking multiple offers per listing to automating commission calculations and reporting on investor engagement, we build HubSpot around your business, not the other way around.
Whether you're a brokerage, a development firm, property manager, or an investment firm, we bring the technical depth and CRE context to make HubSpot a system your team actually trusts and uses.
Property Relationship Architecture
We build parent/child property structures with association labels that correctly link ownership groups, property managers, brokers, and tenants, without duplicating records or losing deal context.
Custom Deal Pipelines
for Listings
Track multiple offers and interest levels per listing, differentiate sale vs. lease transactions, and configure deal stages that reflect how your team moves from prospect to close.
Commission &
Co-brokerage Tracking
Use calculated properties to automate commission splits across co-brokerage arrangements which eliminates manual spreadsheets and gives leadership visibility into compensation at scale.
Third-party Integrations
Connect HubSpot to the tools your team already uses like Crexi and LoopNet, so new listing inquiries flow directly into your pipeline without manual entry.
Investor & Portfolio Reporting
Get visibility into investor relationships, engagement history, and portfolio performance, so leadership has the reporting they need without pulling data from multiple systems.
Let's Build a HubSpot That Works Like Your Business Does
Real estate relationships are complex. Your CRM shouldn't make that harder. We specialize in configuring HubSpot for teams managing brokers, tenants, ownership groups, and multi-asset portfolios.
Why Choose Simple Strat?
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Diamond Solutions Partner: We're among fewer than 3% of HubSpot partners globally to hold Diamond status, meaning deeper expertise, better support from HubSpot, and more resources for your team.
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CRE-specific architecture: We've built HubSpot for CRE from the ground up, including custom objects, association labels, complex deal structures, and the relationship hierarchies that generic setups can't handle.
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Built-in integrations: We connect HubSpot to the tools CRE teams already rely on, from property management systems to listing platforms like Crexi and LoopNet.
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Dedicated expertise: We pair you with a dedicated HubSpot Solutions Consultant who knows your portal and understands your business. No handoffs to account managers or junior hires.
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"Working with SimpleStrat has been a great experience, largely thanks to Jenny and the way she approaches her work. From the very beginning, she jumped right in and made an immediate impact, helping us navigate transitions smoothly while staying patient and adaptable as our needs evolved. Jenny’s communication skills truly stand out. She keeps everything clear, timely, and easy to understand, which has made collaboration seamless across our team. Her detailed notes after meetings ensure nothing falls through the cracks and give us a reliable reference point as we move forward. Beyond that, her hospitality and attentiveness set her apart. She takes the time to understand our goals and consistently checks in to make sure every detail is handled thoughtfully. It’s clear she genuinely cares about delivering the best possible outcomes for us. Overall, Jenny has been an invaluable partner—organized, responsive, and deeply committed to our success. We’ve really appreciated her support and look forward to continuing our work together."
Barnes, K.
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"Working with Camille has been an absolute game‑changer for our team. She was originally brought on to support our marketing efforts, but it quickly became clear that her value extended far beyond that role. As our team uncovered issue after issue stemming from a poorly configured HubSpot instance, Camille stepped in—again and again—to help diagnose problems, untangle broken processes, and guide us toward scalable, sustainable solutions. She has played a huge role in cleaning out our CRM, rebuilding foundational elements, and setting up clear, effective workflows. Her solutions are not only well‑structured but thoughtfully simplified, making our system significantly easier for the entire team to use and maintain. We’re a more unconventional HubSpot user with many unique use cases, and Camille has helped us navigate every one of them with creativity, patience, and technical expertise. She’s effectively become our in‑house HubSpot expert—filling a major knowledge gap on our team—and her ability to explain, document, and operationalize complex configurations has been invaluable. We truly couldn’t have gotten our HubSpot environment back on track without her."
Call, B.
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"We are very satisfied with the reporting that Will did for us. He went above and beyond to figure out a solution to our complex problem. He is very knowledgeable and quick to provide an answer or a fix to a report. We are so glad we have SimpleStrat to help us with the ins and outs of HubSpot and how to make it more efficient!"
Cornwell, A.
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"Our company has been using HubSpot CRM for a few years and recently completed a 9-hour consultation program led by Will DePeri. Will was excellent at leading us through workshops and training sessions to clean up our lifecycle stages, Zapier integrations, and more. We are now able to use HubSpot more efficiently and generate accurate reports for data analysis. We highly recommend this consultation program if you are ready to dive into more ways that HubSpot could be used to elevate your company operations!"
Williams, A.
HUBSPOT SOLUTION
From Manual to Automated: Lease Renewal Management
Simple Strat designed an automated date normalization system using HubSpot Workflows and Zapier Formatter that standardizes prorated lease dates to the first and last of the month, triggering accurate renewal workflows 90 days out without any manual calculation.
HUBSPOT SOLUTION
Easily Bring Data from HubSpot into Google Sheets
Simple Strat built a HubSpot workflow integration that automatically pushes deal data into Google Sheets every time a record is updated, giving leadership a live, formula-driven report of tours, memberships, and deals won.
CASE STUDY
How a Property Tech Company Fixed HubSpot to Increase Adoption and Streamline Sales
See how HomeViews optimized HubSpot, improved team adoption, and streamlined sales processes to drive efficiency and actionable insights for growth.
