Revenue & CRM Architecture
The blueprint for your commercial success. We map your firm's complex reality into a clean, scalable data model within HubSpot.
The Problem
Most CRM implementations fail because they are treated as software installations rather than data modeling projects. Off-the-shelf templates don't account for the nuances of:
- Multi-entity fund structures
- Intermediary & consultant relationships
- Complex co-investment logic
- Strict compliance visibility rules
Our Approach
We start with a blank whiteboard, not a template. We interview your team to understand how capital actually flows, then translate that into a rigorous entity-relationship diagram (ERD).
Deliverables
Detailed Systems Architecture Diagram
Custom Object Definitions & Associations
Field Mapping & Standardization Dictionary
Role-Based Access Control (RBAC) Design
Ready to build?
This is the first step in our engagement model. Let's discuss your current state.
Book Architecture Review