Capstone Capital Partners

Streamlining Fund Management with HubSpot

Financial Services 2-10 employees

Sales Hub | Marketing Hub | Service Hub

Client Overview

Capstone Capital Partners is a family-owned direct private hard money lender in Texas. They’ve helped make many residential and commercial projects a success. Their goal is to provide a smooth, hassle-free loan experience for borrowers (and brokers) all across Texas (other states considered).

Challenge

Capstone Capital Partners needed a centralized system to manage their marketing and sales processes, improve lead generation, and streamline customer relationship management.

They faced challenges in organizing their marketing campaigns and tracking sales performance.

Specific Issues

Using Excel and Outlook for contacts and communication

Solution

On The Fuze implemented HubSpot Sales and Marketing Hubs to centralize Capstone Capital, allowing for better management, improving communication, tracking analytics, and refining fundraising processes

Implementation Steps

Integrated HubSpot CRM to track leads and manage customer interactions more effectively.
Set up marketing automation to improve lead generation and nurturing.
Developed workflows to streamline the sales process and ensure follow-ups were automated.

Tools Used

Sales Hub: For managing the sales pipeline and automating sales tasks.
Marketing Hub: To execute and automate marketing campaigns for better lead nurturing.

Conclusion

HubSpot’s Sales and Marketing Hubs have helped Capstone optimize their operations, leading to more efficient marketing and sales processes and improved overall business performance.

Exceptional Team to Work With

"We recently worked with Daniela and OTF and are extremely pleased with their service. Their professionalism and deep knowledge were evident from the start, ensuring a seamless implementation. They customized the platform to suit our specific needs, significantly enhancing our marketing and sales efforts. Furthermore, the ongoing support, timely responses, and highly organized structure have been invaluable."