+ (808) 935-3870

+ (808) 935-3870

Follow Us:

Real Estate Firm Staykeeper Automates Sales and Marketing with UpSurge, Achieves 30% Higher Email Open Rates and 20% More Website Leads

Case Study


Staykeepers is a UK-based organization that operates in the real estate sector. They specialize in both renting and selling buildings to clients. Additionally, they offer property management services for buildings that are owned by others.

The organization has a team of 51-200 employees who are responsible for various aspects of their operations, such as property management, sales, and customer service.


Staykeepers faced challenge with their manual sales and marketing process, which required significant time and effort from their employees. They used Mailshake for email outreach and Pipedrive for sales pipeline management, but the process involved creating individual emails to potential clients through Mailshake and then manually entering the relevant data into Pipedrive. This manual process was time-consuming and prone to errors, leading to lost opportunities and decreased efficiency.

To address this challenge, Staykeepers aimed to automate their sales and marketing process by integrating Mailshake and Pipedrive through an automated system. Their goal was to eliminate the need for manual data entry and reduce the risk of errors. By automating the process, Staykeepers could save time, increase efficiency, improve data accuracy, and allow their employees to focus on other important tasks, such as engaging with potential clients and closing deals.



After recognizing the challenge with their manual sales and marketing process, Staykeepers searched for a solution to automate the process. They looked through a list of potential Make and Zapier partners and connected with Upsurge.

Upsurge provided Staykeepers with a sales operation manager who set up HubSpot for them and generated over 100+ automations in Make (formerly Integromate).

To automate the process, Upsurge connected HubSpot and Mailshake through Integromate automation. The main database used was Pipedrive, and the system was automated in such a way that the relevant person was tagged, and the email was sent through HubSpot or/and Mailshake. Additionally, internal automation was set up in Pipedrive, and HTML signatures were created for team members in Pipedrive.

Finally, Upsurge also built a Chabot for the company’s website. The Chabot helped the company engage with their customers in real-time, answering their queries and providing them with the information they needed. The Chabot was integrated with the company’s CRM system, ensuring that all customer interactions were tracked and managed.


The solution provided by Upsurge resulted in several benefits for Staykeepers, including:

  1. Time savings: The automation system saved Staykeepers over 20 hours of manual data entry per week, resulting in increased productivity and time savings.
  2. Increased process speed: The integration of Mailshake, Pipedrive, HubSpot, and Make (formerly Integromate) automation allowed Staykeepers to speed up their sales and marketing processes, resulting in faster response times and improved customer satisfaction.
  3. Increased email open rates: The automation system allowed Staykeepers to personalize their email outreach, resulting in a 30% increase in email open rates. This increase in email open rates resulted in more opportunities for sales and revenue growth.
  4. Improved customer engagement: The implementation of a chatbot on their website allowed Staykeepers to engage with potential clients in real-time, resulting in improved customer engagement and a 20% increase in website leads.
  5. 24/7 availability: The chatbot on Staykeepers’ website allowed potential clients to get their questions answered and engage with the company even outside of regular business hours, resulting in increased customer satisfaction and a higher chance of converting leads into customers.

Case Study


The use of automation and CRM tools such as HubSpot, Mailshake, and PipeDrive enabled Staykeepers to increase efficiency, enhance customer satisfaction, and achieve measurable benefits. This highlights the importance of implementing a Customer Relationship Management (CRM) system and automating marketing and sales processes.

“Let us help you dominate in your industry by automating and managing your business processes and operations.”

© 2023 Up Surge  – All Rights Reserved