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PropTech platform

A first forecast and cleaner CRM data

Results

  • ±15–20% first forecast vs actuals

  • Automated CRM data checks

The situation

There was no forecast model, CRM data was unreliable, and commissions were calculated by hand.

What we changed

  • Built the first sales forecast model, which landed within ±15–20% of actuals.
  • Rebuilt HubSpot with automated data checks.
  • Set up commission reporting.
  • Set up outbound.

How we worked

We worked embedded with the commercial team and built directly in their HubSpot. Everything was documented and handed over to the people who run it.

Contact

Show us where your numbers stop adding up.

Book a discovery call

Prefer email? Write to artem@metrixforge.com

On the 30-minute discovery call

  • Your current setup: CRM, reporting, forecasting and the processes around them
  • Where it breaks, and what it is costing your team
  • Whether we are the right fit, and which service would help first

Afterwards

If it’s a fit, you get a written proposal with scope, deliverables, timeline and fee within 48 hours. If it isn’t, we’ll say so.