All Case Studies
BUSINESS LENDING
Cobalt-Magenta Funding
HubSpot Institutionalization & Lending Workflow Automation
Alternative Capital Provider·New York, NY
$210K
Expanded Engagement
3
Pipeline Products
100%
Automated Intake
2yr+
Ongoing Partnership
Transformed an alternative capital provider's CRM from a basic contact database into a full lending operations platform — automating lead intake, deal scoring, document collection, and post-funding management.
The Challenge
Cobalt-Magenta had outgrown their initial HubSpot configuration. Their lending workflows required complex deal stage logic, multi-product pipelines, and automated document collection. The CRM needed to support their business model of origination, underwriting, and portfolio management — not a standard sales funnel.
What We Built
- Redesigned CRM architecture with multi-product pipeline logic for different funding types
- Built automated lead scoring and deal routing based on application criteria
- Implemented document collection workflows with automated follow-up sequences
- Designed OOO nurture email automation and drip campaigns for prospect engagement
- Created operational dashboards for pipeline velocity and funding metrics
CRM ArchitectureWorkflow AutomationMarketing AutomationRetained Operations
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