FinTrack CRM Automation
FinTrack Advisors, Hyderabad
Overview
FinTrack Advisors is a financial advisory firm with 8 sales executives. They were tracking leads in a shared Excel sheet, sending follow-ups when they remembered, and losing deals because they couldn't see the pipeline clearly.
The Challenge
No visibility into the sales pipeline. Leads were falling through the cracks — contacted once and forgotten. Proposal creation took 45 minutes per client. No data on which lead sources were converting.
Our Solution
Set up HubSpot CRM with custom properties for their advisory services, built automated lead scoring based on asset size and inquiry type, created a 5-touch automated email sequence triggered on lead stage, built proposal templates that auto-populate from CRM data, and set up Slack alerts for hot leads and deal stage changes.
The Outcome
In the first 3 months post-implementation: average lead response time dropped from 6 hours to 45 minutes, deal close rate improved from 22% to 38%, and each sales exec saves 12+ hours weekly on admin. The pipeline is now fully visible and forecasting is reliable.
How we delivered it
Sales Process Audit (Days 1–2)
Mapped the entire sales process from lead to close, interviewed 4 sales executives, identified the 3 biggest workflow bottlenecks.
HubSpot Configuration (Days 3–7)
Custom properties, pipeline stages, deal scoring, contact segmentation, and email sequence templates built to their specifications.
Automation Build (Days 7–10)
Zapier workflows for Google Ads → HubSpot, website form → sequence enrollment, deal stage → proposal trigger, and close → onboarding handoff.
Team Training (Days 11–12)
2-hour group training session, individual walkthroughs for each exec, cheat sheet documentation, and 2-week support period.
Reporting Setup (Days 13–14)
HubSpot dashboards for pipeline health, source attribution, rep performance, and 30/60/90-day forecasting.
Tech Stack
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