Efficient Capital Labs (CRM Implementation)

FinTech

Series A

Global

RevOps as a Service

Transformed fragmented GTM ops in 90 days

Unified CRM, lifecycle governance, outbound infrastructure, and forecasting.

the starting point

CRM adoption was low and inconsistent.
Pipeline definitions varied across teams.
Reporting and forecasting lacked trust.
Outbound tools were disconnected from CRM.

what we did

Audited and rebuilt CRM architecture.
Unified lifecycle stages and pipeline definitions.
Implemented routing, SLAs, and automation.
Integrated outbound infrastructure into HubSpot.
Built attribution, forecasting, and pipeline health dashboards.

outcomes

Forecast accuracy

95% fcst

HubSpot adoption

75% CRM

Manual reporting

50% saved

Tool cost saved

90 days

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