PropTech & Real Estate

Your marketplace generates millions in leads, but you cannot see which client is leaving or why

Real estate marketplaces and management platforms operate with fragmented data across CRM, spreadsheets, and disconnected tools. Revenue Hub unifies your B2B and B2C operations into a single source of truth so you can stop reacting and start anticipating.

Challenges We Know Well

Because we've already solved them for companies like yours.

Data silos and zero traceability

Legacy CRM, email tools, product databases, and disconnected financial spreadsheets. You lose complete traceability of the client lifecycle: from prospecting to post-sales, no one has the full picture.

Multiple disconnected sources of truth

Reactive and manual churn management

Retention is managed in spreadsheets disconnected from the CRM. There are no early risk alerts or ways to quantify the amount at risk in real time. By the time you learn a client is leaving, they are already gone.

Cancellations invisible until month-end

Inconsistent data architecture

There is no clear definition between Product, Project, and Contract. Sales are recorded as a lump sum, losing the granularity needed to understand which specific project is being canceled or renewed.

Impossible to know which product drives churn

Marketing and Sales accidentally sabotaging each other

To optimize license costs, contacts are mass-deleted, eliminating the interaction history. The sales team is left blind regarding the previous behavior of prospects.

Commercial history permanently erased
Real Case

Leading real estate marketplace in LATAM

Challenge

Consolidated scale-up with hundreds of thousands of contacts and tens of thousands of active properties. They operated with data scattered across a legacy CRM, email tools, and manual spreadsheets. Retention was managed reactively and they could not distinguish whether a cancellation was partial (one project) or total (the entire client).

What We Did

Complete unification of marketing, sales, and post-sales into a single company record. Standardization of thousands of products into line items with granularity by type (Plan, Project, Advertising Package). Retention pipeline with real-time visibility into at-risk amount, cancellation reason, and management outcome.

Results
100%
Traceability recovered
360-degree client view: marketing, sales, and post-sales unified
100%
Churn visible in real time
At-risk amount, cancellation reason, and management outcome quantified
Hrs/week
Manual workload eliminated
Automation of retention tickets and financial reports
Architecture implemented in 90 days
Going from feeling that clients were leaving to seeing in real time which specific project is at risk and why completely changes the conversation between Sales, Finance, and Product. Data stopped being a forensic report and became an immediate action trigger.
Commercial Leader
Real Estate Marketplace, LATAM

Revenue Operations with HubSpot for PropTech & Real Estate

01

Complex entity hierarchies

Holding > Legal Entity > Project > Unit. A contract can span multiple projects and a cancellation can be partial. Revenue Operations designs the architecture so billing and churn reflect this reality.

02

Hybrid sales models

Recurring subscriptions for brokerages and transactional sales for developers require differentiated pipelines but unified financial reporting. Without this architecture, MRR is a mystery.

03

B2C that feeds B2B

Leads from users searching for homes are your B2B product. The quality and traceability of those leads directly impacts corporate client retention. Revenue Operations connects both worlds.

Revenue Operations for PropTech & Real Estate Marketplaces in LATAM

Real estate marketplaces and PropTech platforms in Latin America operate one of the most complex commercial structures in the B2B ecosystem: they simultaneously manage massive traffic acquisition (B2C), corporate contracts with developers and brokerages (B2B), and revenue models that combine recurring subscriptions with transactional sales. Without a unified data architecture, this complexity becomes operational chaos.

Revenue Hub works with leading PropTech platforms in LATAM unifying their complete commercial operation. Our experience includes standardizing product catalogs with thousands of records, implementing retention pipelines with real-time churn visibility by project, and integrating user behavior signals to trigger automatic commercial actions -- such as detecting cancellation intent before it occurs.

In a sector where a single contract can span multiple projects, where a cancellation can be partial rather than total, and where the quality of B2C leads determines B2B client retention, operational improvisation carries an enormous financial cost. Revenue Hub builds the single source of truth that connects Marketing, Sales, Customer Success, and Finance so data stops being a forensic report and becomes an immediate action trigger.

Ready to Transform Your Commercial Operations?

Book a 30-minute conversation. No strings attached. We'll honestly tell you if we can help.

¿Necesitas ayuda? Habla con nosotros