Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsA HubSpot portal of its own for a property investment manager.
Haben manages property investments for direct, adviser and institutional investors, and runs regular capital raises.
The challenge.
Haben shared a HubSpot portal with a related business.
It needed its own portal for investor relations, its adviser channel and capital raises.
What Kongo built.
New portal
A dedicated HubSpot portal with Haben’s data moved across, plus Sales and Marketing Hub.
Investor lifecycle
Current, Potential and Past Investor stages set automatically from total invested.
Enquiries
An expression-of-interest form that creates a lead for Investor Relations.
Raises and events
Capital raise segments and journeys, event RSVP journeys and an investor relations dashboard.
Website
The Haben website moved onto HubSpot CMS, with a subscription preference centre.
“He provided excellent advice and solutions throughout the process and helped set us up for success.”
What changed.
Haben runs capital raises and investor events from its own portal. Investor identity data stays in the registry.