by Ryan Thibodeaux, August 2024
In the ever-evolving landscape of CRM and automation tools, HubSpot has consistently been at the forefront of innovation, ensuring that businesses can streamline operations and improve efficiency. One of the …
Read Moreby Jonathan Bale, May 2024
On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …
Read Moreby Ryan Thibodeaux, December 2023
At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …
Read Moreby Ryan Thibodeaux, November 2023
In the complex web of investment management, relationships between entities, advisors, and clients are the lifeline of sustained growth and client retention. Investment firms, mutual fund managers, and private equity …
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