Too many firms approach CRM like a tech project — not a growth strategy.
They spin up HubSpot or Salesforce with internal resources. A few trainings. Some templates. A rough idea of how the system should work.
But six months later, the wheels come off: broken workflows, messy data, low adoption, and zero confidence in reporting.
It’s not because your team isn’t smart.
It’s because CRM isn’t just a tool — it’s infrastructure. And building it right takes the same level of rigor you apply to compliance, investment ops, and fund structuring.
Most DIY CRM efforts — especially in Salesforce — are owned by:
The result? A Franken-system that serves no one and frustrates everyone.
If you're selling funds — not building software — why architect your own CRM?
Without centralized CRM ownership, systems devolve into internal conflict:
Eventually, marketing can’t scale. Sales won’t adopt. Leadership can’t trust dashboards.
A CRM built for fund distribution must support:
HubSpot’s object model offers the flexibility to support this — if it’s designed intentionally from the start.
Without it, your system will outgrow itself quickly — and retrofitting Salesforce later is often more expensive than starting over.
In most DIY setups, the answer is: nobody.
We’ve seen systems with:
Not because anyone failed — but because no one was set up to succeed.
High-net-worth families don’t manage their own allocations. Fund managers don’t run compliance off the side of their desk. You hire experts for the areas that matter most.
Your CRM is no different. It’s your growth engine. And if it’s mismanaged, everything downstream suffers — marketing performance, sales enablement, advisor engagement, fund flow reporting, and territory planning.
We’ve worked with firms on both sides. Here’s what we’ve learned:
With a purpose-built HubSpot system, wholesalers, marketers, and leadership actually use the CRM — because it reflects how they work.
We design CRM infrastructure the way you design portfolios — with alignment, precision, and long-term ROI.
If you're serious about growth, stop treating CRM like a side project. It’s not a “tech tool” — it’s the infrastructure behind every dollar you raise.
We’ll show you what a high-performing HubSpot system really looks like — and how to build one that actually works for your team.