Case Study: CREtelligent improves marketing, sales, and customer support with HubSpot implementation from Capitol Tech Solutions

CREtelligent grows business by 300% with Capitol Tech Solutions

Capitol Tech Solutions provided HubSpot implementation services for CREtelligent, a commercial real estate due diligence software company. The customer sought to optimize its marketing outreach and sales lead funnel, initially using a ZOHO CRM that required custom workflows and integration with a marketing automation system to improve lead scoring and tracking.

The solution from Capitol Tech Solutions involved a full migration from ZOHO to HubSpot, including the implementation of custom objects, lead assignment workflows, and an automated scoring system. This was followed by a second phase implementing HubSpot's customer success features for support tickets, a knowledge base, and a live chat widget. As a result, CREtelligent saved time for its teams and, according to a press release, grew its business by over 300 percent in 2021, adding 4,000 new users to its platform.

CREtelligent