From Spreadsheets to Full-Scale Sales Automation: How Periti Moved Ireland's Largest Property Developer to HubSpot

When you're building homes for thousands of families across Ireland (with a landbank for up to 9,000 properties and a €200 million investment behind you), your CRM needs to work as hard as you do. For Evara, the largest private residential developer in the country, that moment of reckoning arrived when their existing MarTech stack simply couldn't keep pace with their ambitions.

Evara's mission is to transform undeveloped land into thriving communities. Achieving that at scale requires more than vision; it demands a technology foundation capable of managing complex, high-value customer journeys end to end. That's where Periti Digital came in.

Evara's Biggest Challenges 

Despite rapid growth, Evara's sales and marketing operations were constrained by the limitations of Active Campaign and a patchwork of Excel spreadsheets. Four critical pain points were slowing the team down:

• Technology gap - Their MarTech stack lacked the depth needed to support enterprise-scale operations and integrations.

• Scalability challenges - No unified system existed for tracking the end-to-end customer journey of high-value leads.

• Sales & marketing silos - Neither team had visibility into the other's activities, a common bottleneck in fast-growing organisations.

• Manual lead distribution - A slow, manual lead-routing process was creating delays between intake and first contact, costing conversion opportunities
  

The Periti Solution

Periti designed and executed a comprehensive HubSpot implementation, with Marketing and Sales Hub Enterprise, built around Evara's specific operational requirements. Periti's full-scale solution included:

• Migration from Active Campaign to HubSpot - 25,000 high-value contacts were migrated cleanly and completely, establishing HubSpot as Evara's single source of truth.
• Scalable integrations - Periti integrated HubSpot with Evara's property websites for automated data parsing, then added a Microsoft Dynamics ERP integration to streamline financial processing.
• Data centralisation - By unifying sales and marketing data in one platform, both teams gained the real-time visibility they needed to collaborate effectively.
• Automated lead distribution - A fully automated lead routing workflow eliminated delays from intake to first contact, improving response times, pipeline flow, and conversion rates.

The Impact on Evara's Operations

25,000

High-value contacts migrated

4,000

Registrations created per month

100%

Increased visibility into sales

Full visibility

Stakeholders now access real-time updates and ad-hoc insights on demand. Flexibility to respond to evolving requirements, fast.

Agency insights

Real estate agencies were onboarded onto HubSpot via a sophisticated rights model — previously, their activity was entirely invisible.

Sales automation

With demand-side control established, Evara is now expanding automation on the sales side to relieve both the Completions team and Sales agents.

The Bottom Line

"Brian quickly understood our needs and goals, and then developed and streamlined an implementation plan. I would highly recommend Periti as an implementation partner."

-Helena H., Sales & Marketing Director, Evara

This project is a clear illustration of what the right CRM implementation can unlock — not just cleaner data, but a genuinely transformed operating model. For Evara, the shift to HubSpot meant moving from reactive, siloed processes to a connected, scalable platform capable of supporting Ireland's most ambitious residential development programme.

If you're interested in learning more about how HubSpot can transform your sales, marketing, and operations initiatives, don't hesitate to reach out!