Rebuilt an alternative capital provider's HubSpot as a lending operations platform: multi-product pipelines, automated intake, scoring and routing, document collection, and post-funding management.
The Challenge
Cobalt-Magenta had outgrown their initial HubSpot configuration. Their lending workflows required complex deal stage logic, multi-product pipelines, and automated document collection. The CRM needed to support their business model of origination, underwriting, and portfolio management — not a standard sales funnel.
What We Built
- Redesigned CRM architecture with multi-product pipeline logic for different funding types
- Built automated lead scoring and deal routing based on application criteria
- Implemented document collection workflows with automated follow-up sequences
- Designed OOO nurture email automation and drip campaigns for prospect engagement
- Created operational dashboards for pipeline velocity and funding metrics