Background
Pure Property Management is a nationwide property management company with a decentralized team structure. Each location typically includes a Business Development Representative (BDR) and an Operations Specialist. These roles collaborate to convert leads into clients through a structured discovery and quoting process.
The Challenge
Before finalizing contracts, prospective property owners often had pricing and investment-related questions. However, Pure lacked a streamlined way to communicate this info professionally and consistently.
They needed a custom quoting solution that could:
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Display property-specific financial projections,
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Reflect live CRM data,
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Be shareable via link, and
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Integrate into their sales process seamlessly.
The Solution: HubSpot Custom Quote Template
Implementation Highlights
Custom CMS template in HubSpot, powered by CRM and HubDB data.
Interactive quote experience showing:
- Contact details
- Property info (via Unit Record + Google Maps API)
- Investment projections
- Fees breakdown
- Notes to buyer
- Quote acceptance functionality
Key Features
- CRM-powered live web page quote
- Editable contact and property information via form submission
- Quote acceptance/rejection triggers automation:
Accepted → pipeline stage update + task assigned + downloadable PDF + follow-up email
Rejected → redirects to book a meeting + stage update
User Journey Example
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BDR gathers property info during a discovery meeting.
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Info is entered into an internal calculator.
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A quote is generated showing:
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Rental rate
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Management, leasing, and maintenance fees
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Investment projections
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The client receives a live link to review and optionally accept the quote.
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Upon acceptance:
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The deal progresses to “Quote Accepted”
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A PDF is sent
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Sales rep follows up for PMA (Property Management Agreement) signing
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Imapct
- Improved clarity for property owners evaluating investment opportunities
- Streamlined sales pipeline, with automation for every quoting stage
- Excited sales team, especially among personas like professional investors
- No need for e-signature or payment collection, focusing purely on pricing transparency
