Alternative InvestmentFrom spreadsheets to a fully integrated HubSpot operation, in 8 days.
Alternative investment platform and cask exchange marketplace, Ireland.
The Challenge
Where LYQD were when they came to us
- Running their entire CRM out of spreadsheets. No pipeline visibility, no automation.
- Leads and deals tracked manually with no structure
- Newsletter in Mailchimp with no sales system integration
- Ad data (Meta, LinkedIn, Google Ads) in Looker Studio, disconnected from everything
- No document tracking for investment materials sent to prospects
What Rumlo Did
How we solved it
- Designed CRM process on HubSpot: separate buyer/seller contact and deal types, MQL to SQL qualification, automated prospecting sequences
- Migrated newsletter from Mailchimp into HubSpot; rebuilt templates, migrated lists, set up segmentation
- Connected Meta, LinkedIn, and Google Ads so ad performance is tracked alongside sales in one place
- Integrated HubSpot with LYQD's cask exchange portal: user activity feeds into CRM in real time
- Rebuilt Looker Studio dashboards natively inside HubSpot
- Deployed document tracking so the team sees exactly when prospects open investment materials
The Result
What changed.
- Complete CRM visibility across buyers and sellers for the first time
- Automated prospecting. No more manual follow-up.
- All advertising channels tracked in one dashboard
- Live platform data feeding into CRM from the cask exchange
- Document tracking giving real-time prospect engagement visibility
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Before working with Rumlo, we were running our entire customer CRM out of spreadsheets. Maurice came in, understood our model immediately, and built us a HubSpot setup that actually works for us. It was a complex project and it was delivered cleanly. We now have full visibility across our pipeline, all in one place, for the first time.
James Jardella
CEO, LYQD.io
Maurice came in, understood our model immediately, and built us a HubSpot setup that actually works for us. It was a complex project and it was delivered cleanly. We now have full visibility across our pipeline, all in one place, for the first time.
James Jardella
CEO, LYQD.io