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CRM Real Estate

CREATIO AG

CREATIO AG develops property in Switzerland. Staff had to gather property enquiries, emails and documents from separate tools. Enquiries now become HubSpot deals automatically, project folders are created, and meeting summaries are prepared for the team.

Key Outcome

Property enquiries become HubSpot deals, with linked project folders and prepared meeting summaries.

Tracked hours
212
Tasks
219

Tracked hours by project, as a share of the client total

Tools used

  • HubSpot
  • Make
  • MCP
  • Astro
  • Tailwind CSS
  • Claude

What we built

  1. 01

    Property enquiries

    Matching properties from newsletters and incoming emails become HubSpot deals automatically.

  2. 02

    Project folders

    A folder is created and linked to the matching deal for the team to use.

  3. 03

    Document review

    Incoming attachments are collected for review before being filed into project folders.

  4. 04

    Meeting preparation

    Recent contact history becomes a summary on the day of a meeting.

  5. 05

    Email follow up

    Selected email conversations reach Notion for the team to track.

  6. 06

    Website enquiries

    Website forms send property, contact and career enquiries straight into HubSpot.

CREATIO AG develops property in Switzerland. Staff had to gather enquiries, documents and recent emails from separate tools. Property enquiries now become HubSpot deals automatically, with linked project folders and prepared meeting summaries. The team can also find records and manage project work through chat.

Projects

  • Brain MCP

    The team can find property records, update HubSpot deals, manage email and file documents through Claude. Shared project knowledge and tasks stay available across team conversations.

    Read case study

  • Property Website Relaunch

    CREATIO's team can publish property pages, rentals and articles in German and English. Website enquiries go straight into HubSpot, and visitors can browse the faster site on their phones.

    Read case study

  • Property Enquiry Automation

    Property enquiries become HubSpot deals and receive linked Google Drive folders. Incoming attachments wait for review, and recent contact history is summarised before meetings.

    Read case study

Recently touched

  • 2026-10-30 Delta context save for Notion-backed project_context Done
  • 2026-10-28 Monthly code review — October 2026 (Creatio MCP, Claude-generated output) Done
  • 2026-10-23 Monthly code review — September 2026 (Creatio MCP, Claude-generated output) Superseded
  • 2026-10-19 Notion-backed context and task tracking for Creatio (metabrain pattern, Notion instead of YouTrack) Done
  • 2026-10-18 Ablage sorting: HubSpot-driven targets (auto-added projects + folder links) and reviewed sorting rules; fix gdrive _drive shadowing Done