Case Study

Complete CRM and Website overhaul for Fund Recs

Fund Recs is a leading SaaS provider of reconciliation software for the global funds industry. Their HubSpot setup was basic, with limited structure around lifecycle stages, segmentation, attribution and reporting. Their website also lacked clarity and was difficult for the internal team to manage. We worked with Fund Recs to transform both, creating a more structured CRM and rebuilding the website around their brand and services.

fund-recs-logo

Building a stronger foundation for growth

We started by assessing Fund Recs’ HubSpot setup, including their marketing and sales workflows and underlying data structure. This led to a comprehensive CRM optimisation and CMS website relaunch.

The work included:

  • Full CRM data model redesign, including TAM segmentation, persona tagging and automated data enrichment

  • Lifecycle and pipeline reconfiguration, with improved lead source attribution

  • Lead scoring combining ICP fit and engagement to surface priority prospects

  • Training and enablement across marketing, sales and leadership

  • Full rebuild of the Fund Recs website on HubSpot CMS, with reusable templates and a streamlined content architecture

fund-recs-challenge
fund-recs-hero

Bringing the Fund Recs brand vision to life

Alongside the CRM optimisation, we rebuilt the Fund Recs website in HubSpot CMS.

The team already had a clear brand vision and specific ideas for how they wanted to present their services. We translated that vision into a working HubSpot website, creating the templates, modules and page structures needed to bring the designs and content to life.

Particular attention was given to presenting Fund Recs’ different services in the way the team had envisioned, while creating a reusable and streamlined content structure behind the scenes.

The result is a website that reflects the Fund Recs brand and gives the team a flexible HubSpot foundation they can continue to manage and develop.

A CRM built to support future growth

Fund Recs now has a more structured and reliable HubSpot setup, giving the team better visibility into its data, pipeline and revenue-generating activity. With clearer processes, segmentation and reporting in place, the CRM provides a stronger foundation as the business continues to grow.

category

Clear segmentation

Accurate categorisation of new and existing contacts by segment and persona.
timeline

Better reporting

Improved reporting across MQLs, lifecycle conversion, and sales attribution.
database

Clean data

Data cleansing and automated data enrichment via Clay.

target-arrow

Lead qualification

Increased inbound velocity and reduced sales friction through better qualification

users-group

Better user journey

Website now supports campaign execution, gated content, and demo booking flows.

heart-handshake

Enablement

Internal teams now empowered to manage pages, forms, workflows, and analytics independently.

Great team to work with

5-stars

"We engaged Growth London for a CRM optimisation project on the recommendation of a former colleague, and it was a fantastic decision. Although we’d been using HubSpot for some time, we hadn’t yet unlocked its full potential. The team at Growth London helped us completely reimagine our approach to TAM segments, client types, and deal flow. Their deep expertise and experience with similar companies allowed them to deliver valuable insights - not only in refining HubSpot’s technical setup but also as consultants who offered fresh perspectives on our business, market, and deal strategies. After the CRM project’s success, we turned to Growth London again to redesign our website. They took our vision and delivered an outstanding site, responsive to our requests and thoughtfully built with templates for easy future updates. Jonathan, Pirkka, Hanna, and the entire team were a pleasure to work with. The best endorsement I can give is that if we have future projects in this space, Growth London will be our first call."

Services provided:

CRM optimisation, website re-design

Brian Lehane Brian Lehane/ Managing Director, Head of Strategy/ Fund Recs

Interested to learn more?

See how we can help you tackle your HubSpot CRM challenges, improve the way your teams work and get more from the platform. Explore our services or get in touch to discuss what you’re looking to achieve.

View our services Get in touch