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Innowise è un'azienda internazionale di sviluppo di software a ciclo completo, fondata nel 2007. Siamo un team di oltre 2000+ professionisti IT che sviluppano software per altri professionisti in tutto il mondo.
Chi siamo
Innowise è un'azienda internazionale di sviluppo di software a ciclo completo, fondata nel 2007. Siamo un team di oltre 2000+ professionisti IT che sviluppano software per altri professionisti in tutto il mondo.

Soluzione digitale per il settore immobiliare: riduzione di 25% del tempo di gestione dei lead

Innowise created a digital platform offering a multilingual website, property search tools, secure payments, and an automated HubSpot CRM backend for a Swiss real estate agency.

Cliente

Industria
Immobili
Regione
Svizzera
Cliente da
2024

Our client is a leading real estate agency based in Switzerland, specializing in high-end property services. Their offerings include sales, rentals, and personalized property consultations, catering to a global clientele. The agency is renowned for its premium services and requires a robust digital presence to meet the expectations of its international audience.

Le informazioni dettagliate sul cliente non possono essere divulgate in base ai termini NDA.

Sfida

Improving operations by enhancing customer experience, automating processes, and achieving scalability

The client’s dependence on manual processes for managing customer interactions, property listings, and service requests had resulted in inefficiencies and constrained scalability. They approached Innowise to transform their operations through a comprehensive digital platform. The key project objectives were:

  • Streamlining customer experience: The client sought a user-friendly, multilingual website to facilitate property search and online payments for personalized consultations. Additionally, they required support for multiple currencies to cater to their international clientele.
  • Automating internal workflows: The lack of a CRM system forced agents to manually track leads, manage property inventories, and carry out marketing activities. That process was both time-consuming and prone to errors.
  • Enabling scalability: The client needed a solution to address current pain points and provide a scalable foundation for future growth.

Their expectations included creating an all-in-one platform that automated processes, enhanced customer engagement and provided agents with tools to manage their operations and communications efficiently.

Soluzione

Building a scalable real estate digital solution to overcome operational obstacles

We have built a powerful platform using HubSpot’s CRM and CMS tools, adding custom features and integrations. The solution includes two main parts: a user-friendly website and a powerful back-end system for agents.

Customer-facing website

To provide an exceptional experience for the client’s international customers, we have built a user-friendly website that combines advanced functionality with an elegant design. This platform simplifies property search and offers tailored tools to meet the diverse needs of its global audience.

Supporto multilingue

Our experts integrated multilingual capabilities into the website to meet the needs of English, German, and French-speaking users. HubSpot’s built-in multilingual tools served as the foundation, but we extended their functionality with custom enhancements to address specific requirements. For instance, property descriptions and legal documents were tailored to reflect regional nuances, ensuring content was accurate and relevant for each language group.

The website features a language toggle, allowing users to switch between languages without losing their place or data when navigating. All content updates are managed through a centralized CMS interface, so administrators don’t need to work on separate language-specific site versions. This approach reduces duplication of effort and provides consistency across all three language versions.

By building these features, we created a platform that accommodates a global audience and simplifies client content management, delivering a seamless and culturally appropriate user experience.

Interactive property quiz

Innowise developed an interactive property quiz to personalize the user experience and increase engagement. This tool asks users specific questions about their preferences, such as their budget range, desired property type (e.g., apartment, villa, or commercial space), and preferred location (e.g., city center, countryside). Based on their answers, the quiz instantly displays a curated list of matching properties from the database.

Technically, the quiz operates on a logic-based algorithm that cross-references user inputs with the property database. It dynamically updates results in real-time, so that users see only the most relevant options. All user inputs are automatically logged into the HubSpot CRM, allowing agents to review the data and follow up with tailored property suggestions or consultations.

This feature engages users with an interactive and intuitive process and helps the client capture high-quality leads by collecting actionable data. It bridges the gap between customer preferences and available properties, making it easier for both users and agents to find the perfect match.

Online payment integration

We integrated a secure online payment gateway to simplify the booking and payment process for personalized consultations. Users can now book consultation services directly on the website and pay using various methods, including major credit cards and region-specific payment options.

The payment system was built with PCI compliance, meeting strict security standards to protect sensitive customer information during transactions. Each completed payment generates an automated confirmation email with an invoice, sent directly to the user.

On the backend, the payment gateway connects seamlessly with HubSpot’s CRM. Payment details, such as transaction IDs and timestamps, are automatically logged into customer profiles. This automation eliminates the need for agents to manually enter data, reducing errors and saving time. Additionally, it provides agents with real-time visibility into payment statuses, enabling faster follow-ups and improved service delivery.

This integration transformed the consultation booking process into a fast, reliable, and user-friendly experience, benefiting both the client and their customers.

Custom design and branding

We designed the website to reflect the agency’s premium brand identity using HubSpot’s HUBL templating language and Tailwind CSS. Custom templates incorporated the agency’s colors, typography, and imagery, creating a cohesive aesthetic. The responsive design ensures smooth navigation across all devices, from smartphones to desktops.

Every element, from sleek layouts to high-quality property images, conveys sophistication and professionalism. This design fine-tunes user engagement and strengthens the agency’s reputation as a leader in high-end real estate.

Powerful backend

Innowise team built a robust backend using HubSpot’s CRM, and added custom integrations to polish the agency’s workflows. This system gives agents the tools to manage leads, track property listings, run marketing campaigns, and analyze performance data — all in one platform. 

Managing leads and clients

Our experts implemented and customized HubSpot’s CRM to make lead management and client interactions more efficient. Agents can track the full customer journey, from initial inquiries to final deals within a single system. The Hubspot CRM for real estate includes integrated call logging, allowing agents to place calls directly from the platform while automatically recording details like duration and outcomes. Call recordings are also stored, making follow-ups easier and more accurate. To streamline repetitive tasks, we configured automated workflows for lead assignments, follow-up reminders, and pipeline updates, freeing up agents to focus on nurturing relationships. All communication — whether by email, SMS, or calls — is centralized in the CRM. This way, agents have a complete view of client interactions and, as a result, provide more personalized service.

Handling property listings

We integrated the agency’s property database with the website and CRM, automating property management and keeping listings updated across all platforms. When agents update property details in the database, the changes instantly appear on the website and CRM, providing accurate information in real time. The integration uses AWS to securely store property data, offering high availability and scalability to handle increased demand. By automating synchronization, we removed the need for manual data entry, reducing errors and saving time while maintaining consistent and reliable property information for users and agents.

Strumenti di marketing

We refined the agency’s marketing capabilities by customizing HubSpot’s email, SMS, and social media tools. Agents can create, manage, and track campaigns directly within the CRM, eliminating the need to switch between platforms. For email campaigns, our experts implemented advanced segmentation based on user behavior, location, and preferences, allowing agents to deliver highly targeted and relevant messages. Through the SMS for HubSpot app, agents can send personalized text messages to leads, enabling quick and direct communication about new listings or promotions. HubSpot’s social media management tools allow agents to schedule and post updates on platforms like Facebook and Instagram without leaving the CRM, simplifying multi-channel marketing efforts. These tools provide a smooth-running workflow for launching campaigns and reaching potential clients.

Insights and analytics

Our team of experts integrated advanced analytics into the CRM, so agents can see detailed insights to refine their strategies. Dashboards display property interest metrics, showing which listings attract the most views and inquiries and helping agents focus on high-demand properties. The system also tracks user behavior, such as quiz completions and saved searches, that provides deeper insights into customer preferences. For marketing campaigns, agents can monitor performance through data on open rates, click-through rates, and conversions for email and SMS campaigns. These insights allow agents to adjust their messaging and strategies to achieve better results, thus facilitating data-driven decision-making throughout their operations.

Built for growth

Our engineers designed the back-end system to scale with the agency’s growth. The architecture can handle increasing data volumes, making it suitable for larger operations or expansion into new markets. Also, we created flexible custom modules that enable the agency to add new features, such as advanced marketing tools or region-specific property databases, without a complete system overhaul. Open API support allows the agency to integrate third-party tools or services seamlessly, keeping the platform adaptable to evolving needs and future business requirements.

Tecnologie

Backend

HubSpot CRM, PHP, JS

Frontend

HubSpot’s HUBL templating language, HTML/CSS, Tailwind CSS

Integrazioni

HubSpot Marketplace apps, third-party currency exchange API, AWS

Strumenti di collaborazione

Jira, Confluence, Slack

Processo

Scoperta e analisi

Based on stakeholder interviews, we have created a Vision & Scope document that outlines objectives for a multilingual website and a customized CRM.

Software architecture documentation

Our team developed clear and comprehensive documentation to bridge the gap between technical and non-technical stakeholders. This included architecture overviews, component and data flow diagrams, and technical specifications, so that every aspect of the system was thoroughly planned.

Progettazione e sviluppo

Building on the insights from the discovery phase, our designers created wireframes and prototypes to reflect the client’s vision. Simultaneously, developers constructed an architecture integrating HubSpot CMS and CRM, incorporating features like currency conversion and property synchronization to guarantee scalability and adaptability.

Integrazione e test

During the integration phase, QA specialists conducted rigorous testing, including stress tests for the payment gateway and property synchronization module. This process proved all components worked seamlessly and delivered reliable performance under various conditions.

Team

2

Ingegneri back-end

2

Ingegneri front-end

1

Ingegnere QA

1

Responsabile di progetto

1

Analista aziendale

1

Ingegnere DevOps

Risultati

25% reduction in lead management time and a substantial increase in sales

Our solution delivered tangible improvements across customer experience, operations, and marketing:Migliore esperienza del clienteThe multilingual website and personalized property search tools significantly boosted user engagement. In addition, the integration of online payments simplified consultation booking, reducing time and enhancing convenience and customer satisfaction.Operazioni ottimizzateAutomated workflows saved agents 25% of their time on lead management, allowing them to focus on important tasks. Real-time property data synchronization cut listing errors by half, ensuring accurate and consistent information across platforms.Improved marketing and insights

Email and SMS campaigns got better responses, and advanced analytics gave clear insights. These tools helped create smarter marketing strategies and fueled steady growth.

Durata del progetto
  • December 2023 - August 2024

25%

reduction in lead management time

30%

increase in sales

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