Our configurations extend native HubSpot functionality to meet the specific needs of investment bankers across the deal lifecycle. They can be implemented in any new or existing HubSpot portal and further customized to suit your firm's needs
360° Relationship Intelligence
Achieve full visibility into each Company and Contact's touch-points across your firm, including your interactions on specific deals
Custom Deal Pipelines, Properties & Records Layouts
We make HubSpot look, feel and perform like it was made for investment bankers. Preconfigured Sellside, Buyside, Deal Origination, Capital Raise and Consulting/Valuation deal pipelines available
Outlook Integration
Deploy the HubSpot Outlook app centrally in your organization for Outlook tools; sync email and meetings to Contacts, Companies, Deals, Bidder Records and more
Workflows & Outreach Sequences
Powerful pre-built Workflows drive many of our configurations and we'll help you build more of your own. You'll also have access to HubSpot's 1:1 email sequences along with templates to automate your outreach
A.I. Tools
HubSpot is a leader in bringing latest-gen A.I. functionality to its platform. Fully-integrated tools include CoPilot, Agents and Content tools, and integrations offer endless possibilities
3rd Party Apps, Data Syncs & Enrichment
Directly integrate with Pitchbook, CapIQ, Crunchbase and more than 1,700 marketplace apps and data sources. Additional subscriptions may be required.
Dashboards & Analytics
Track the KPIs that matter most with clear, purpose-built Dashboards and Reports for managing relationships, deal pipelines and your firm.
Rapid Implementation & Onboarding
Get going in DAYS, not weeks or months! Most clients begin with templated configurations, fine-tuned to meet their specific team's needs.
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What is HubSpot?
HubSpot is an AI-powered CRM, marketing and customer platform for growing companies. HubSpot's modular approach to a completely connected platform enables businesses to begin capturing additional value Day 1, while being ready to scale up to additional functionality when ready. Soundfront's Investment Banking configurations make most use of HubSpot Sales Hub Professional and Enterprise features, along with Marketing Hub.
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