01
The problem
Prelaunch needed a clear CRM, automated outreach and research flows, and transparent data transfer across products — without offline workarounds between systems.
- Unstructured lead and account data
- Manual outreach and research steps
- Offline handoffs between product CRMs
02
What we built
We set up HubSpot end to end: structured pipelines, categorized leads and accounts, automated outreach and research flows, and integrations between Prelaunch’s products so data moves without extra offline communication. Updates ship with step-by-step walkthroughs for the team.
Stack · HubSpot · API integrations
03
The result
- Clear HubSpot pipelines and categorized lead data
- Automated outreach and research flows live
- Cross-product CRM data transfer without offline sync
A clear CRM with automated outreach and research flows — the core challenges Prelaunch was stuck on — plus ongoing improvements as the partnership continues.