An $800-a-month automation tier, replaced by a system built around how they actually work.
Dallas apartment locating, paying HubSpot $800 a month for automation that did not fit how they worked. Replaced with a purpose-built client dashboard and welcome emails, with HubSpot kept as the CRM underneath.
What shipped
HubSpot's $800/mo automation tier dropped, HubSpot kept as the CRM
Client dashboard live in production
Welcome email the moment a client's search is ready
Admin tools built around their real workflow
See it working
The breakdown
The problem
CPK Collective, a Dallas apartment locating brokerage, paid HubSpot about $800 a month for automation that did not fit how they work. Clients texted brokers for updates the CRM already had.
Clients see their own search
About 106 clients log in to a dashboard showing their search status, tour schedule and properties report, read live from HubSpot through a server function so the CRM key never reaches the browser.
Notes become tour cards
Brokers keep writing freeform notes the way they always have. The dashboard turns them into structured tour cards with times, and changes shape from searching to moving in as the client’s stage changes.
The welcome email, without the $800 tier
A scheduled function emails each client the moment their search is ready, 91 times since June. Brokers edit site content from a Google Sheet. HubSpot stays as the CRM at its base price.
The stack
Built by Jump Automations.