News & Insights / CRM

Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic …

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 …

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 …

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 …

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 …