Your CRM Wasn’t Built for Fund Distribution — That’s the Problem

Most CRMs were built for one product. One buyer. One deal.

You’re not selling widgets - you’re distributing ETFs, Mutual funds, Private funds and SMAs across platforms, territories, advisor teams and channels.

So why are you running your growth infrastructure on a CRM that thinks sales happen in a straight line?

That’s why we exist.

At Goodwood, we build purpose-built CRM systems in HubSpot — designed around how investment products are actually sold, marketed, and serviced.

🚫 “Off-the-Shelf” = Off the Mark

Let’s be clear: Generic CRMs aren’t built for your business.

• You’re managing dozens of share classes
• Selling through intermediaries, custodians, and wirehouses
• Operating across territory-based sales teams
• Relying on external sales attribution data
• And living within compliance constraints that would terrify most marketers

And yet… many firms try to stitch something together internally.Or worse — assign CRM ownership to whichever department is “good with tech.”

The result?

• Conflicting objects and properties
• Broken firm–advisor–team relationships
• Duplicates and disconnected data
• No trust in reporting
• No adoption from the people who matter most

🧠 Strategy + System Expertise = The Goodwood Advantage

CRM success in fund distribution takes two things most firms don’t have in-house:

1. Technical command of HubSpot at the enterprise level
2. Deep understanding of the investment product sales lifecycle

We bring both.

• 7+ years of advanced HubSpot experience (custom objects, integrations, automation, reporting)
• HubSpot Solution Architecture Design Accredited
• 25+ years in investment management — across ETFs, SMAs, private funds, and complex platforms

✅ What a Purpose-Built CRM Actually Looks Like

1. A Data Model That Matches the Field

We implemented the following hierarchy for a $10B ETF sponsor:
Wholesaler Territory → Investment Firm → Branch → Team → Advisor

This model powers:

• Clean attribution from Broadridge and SalesPage
• Platform- and territory-level segmentation
• Rollups of activity and flows at every level
• Dashboards that match how your field team thinks

2. Sales Enablement Built for Distribution Teams

For a $5B SMA provider, we rolled out:

• Advisor filters by AUM, channel, and product access
• CRM cards with flow data, engagement activity, and quick actions
• Territory dashboards aligned to internal comp plans
• Mobile-ready meeting tracking and next-step automation

The result? Wholesaler adoption soared — because the CRM finally reflected their world.

3. Integrated Advisor Intelligence

Your CRM is only as smart as your data sources. We integrate with:

• Dakota
• AdvizorPro
• Fintrix
• ZoomInfo
• SourceScrub

That means cleaner data, better segmentation, and fewer wasted touches.

4. Compliance-Aware Marketing Automation

For a multi-strategy private fund platform, we built:

• Share class–specific workflows
• Compliance-reviewed templates with version control
• Gated content by user role and channel
• Audit-ready email logging with activity scoring

Campaigns moved faster — and compliance stayed in control.

5. Sustainable Infrastructure You Actually Own

We don’t build black boxes. Every system includes:

• Documentation
• Data refresh and enrichment protocols
• Role-based governance
• Post-launch training for sales and marketing
• No-code update paths for scaling

You run your CRM. You don’t rent it from us.

🎯 Bottom Line

If you manage investment products, your CRM isn’t a contact list. It’s a distribution control center. When built right, it drives:

• Clean advisor and platform-level insights
• Engagement tied to fund flows
• Efficient coverage across territories
• Marketing that’s targeted, compliant, and automated
• A system your team actually wants to use

📣 Ready to See What a Real CRM Looks Like?

We’ll show you how to build a system that reflects how your firm sells — and scales.