Driving Growth with Smarter Automation and Custom Integrations
Industry: Property Investment & NDIS Housing
Timeline: 12 Weeks
Platform: HubSpot CRM, Sales Hub & Marketing Hub
Services: CRM Implementation, Custom API Integrations, Sales Automation, Reporting Dashboards
Overview
NDIS Property Australia is a national organisation helping investors, developers, and care providers navigate the Specialist Disability Accommodation (SDA) property market. As operations grew, the business needed a system to connect marketing campaigns, sales tracking, and reporting in one place.
DigitalScouts was engaged to design a tailored HubSpot solution that could integrate with existing property databases, automate sales workflows, and provide full visibility across the marketing and sales funnel.
The Challenge
NDIS Property Australia relied on a mix of spreadsheets, email campaigns, and a legacy CRM that couldn’t scale with their growing sales pipeline.
Key challenges included:
-
Disconnected systems across marketing, lead tracking, and deal management.
-
Manual data entry causing delays and reporting inaccuracies.
-
Limited visibility into ROI and campaign performance.
-
No single source of truth for property listings, leads, and partner data.
The leadership team needed a centralised platform to improve communication between marketing and sales while ensuring clean data and reliable reporting.
The Solution
DigitalScouts implemented HubSpot Sales and Marketing Hubs to unify data and automate processes from first enquiry to deal close.
The project included:
-
Custom API integrations connecting HubSpot to the client’s property and investor databases.
-
Automated deal workflows to manage enquiries, property availability, and proposal follow-ups.
-
Tailored marketing automation for email sequences, event promotion, and lead nurturing.
-
Advanced dashboards for leadership to track pipeline performance, conversion rates, and source attribution.
-
Sales enablement training to help the team manage contacts and deals confidently in HubSpot.
The project was completed in twelve weeks, followed by hands-on training and reporting setup across departments.
The Results
The implementation delivered measurable operational and commercial improvements.
| Metric | Before HubSpot | After HubSpot Implementation |
|---|---|---|
| CRM adoption | Disconnected spreadsheets | 100% adoption across sales and marketing teams |
| Lead follow-up | Manual and inconsistent | Automated workflows ensuring same-day response |
| Deal tracking | Limited visibility | Full visibility across all properties and investors |
| Campaign ROI reporting | Fragmented data | Unified reporting dashboards in HubSpot |
| Time spent on admin | High manual effort | 65% reduction through automation |
What the Client Said
“The DigitalScouts team brought deep HubSpot expertise to our project, helping us set up custom integrations, tailored marketing and sales workflows, and reporting aligned with our specific business needs. Their support was responsive, collaborative, and strategic from day one.”
— Debbie Kindness, General Manager, NDIS Property Australia
What This Means for Your Business
NDIS Property Australia’s transformation shows how the right CRM and automation setup can empower property and investment teams to scale faster. By aligning marketing and sales under one platform, DigitalScouts helped create a streamlined system that delivers clear reporting, higher efficiency, and better client engagement.
Book a consultation with DigitalScoutsto learn how HubSpot can simplify your operations and reporting.
Frequently Asked Questions
About Author
.png?width=150&height=150&name=Sq%20Logo%20(1).png)
Digitalscouts helps B2B companies grow through smarter marketing, automation, and CRM systems. We align strategy, sales, and technology to deliver measurable results for growing businesses.
NEXT
Case Study: How Hardi Aged Care Streamlined Operations with HubSpot
