--- title: Integrow Asset Management Fixed Lead Management and Marketing Visibility with HubSpot | Unleash Tech Worx description: Integrow Asset Management partnered with Unleash Tech Worx to move off manual, spreadsheet-driven lead tracking and onto a HubSpot CRM built around its actual sales process. --- [![logo](https://unleashtechworx.com/hubfs/logo.png)](https://unleashtechworx.com/?hsLang=en) - [Home](https://unleashtechworx.com/?hsLang=en) - [About](https://unleashtechworx.com/about-us?hsLang=en) - Careers - [Join The Team](https://unleashtechworx.com/careers?hsLang=en) - [HubSpot Bootcamp](https://unleashtechworx.com/hubspot-bootcamp?hsLang=en) - Solutions - [Services](https://unleashtechworx.com/solutions?hsLang=en) - [CRM Setup](https://unleashtechworx.com/service-crm-setup?hsLang=en) - [Consulting Services](https://unleashtechworx.com/service-consulting-services?hsLang=en) - [Marketing Automation](https://unleashtechworx.com/service-marketing-automation?hsLang=en) - [Service Automation](https://unleashtechworx.com/service-service-automation?hsLang=en) - [Success Stories](https://unleashtechworx.com/success-stories?hsLang=en) - Tools - [RevOps Calculator](https://revops.unleashtechworx.com/) - [Business Case Builder](https://businesscase.unleashtechworx.com/) - [ROI Calculator](https://roi.unleashtechworx.com/) - [Blogs](https://unleashtechworx.com/unleash-blogs?hsLang=en) - [FAQ's](https://unleashtechworx.com/faq?hsLang=en) - [Contact Us](https://unleashtechworx.com/contact-us?hsLang=en) Integrow # How **Integrow Asset Management** Fixed Lead Management and Marketing Visibility with HubSpot A HubSpot CRM implementation that replaced manual, spreadsheet-driven lead tracking with automated workflows, clearer engagement tracking, and faster lead conversion. **Client:** Integrow Asset Management **Employees:** 25 **Replaced:** Manual & Excel The Client ## Integrow Asset Management Integrow Asset Management partnered with Unleash Tech Worx to move off manual, spreadsheet-driven lead tracking and onto a HubSpot CRM built around its actual sales and marketing process — one that the team would actually adopt, with automation doing the work reps and marketers had been doing by hand. The Challenge ## The Challenge Before the implementation, Integrow relied on manual, spreadsheet-driven processes: **Inconsistent lead management:** Leads were tracked manually across the team, with no consistent process to follow. **Low conversion rates:** Without a structured pipeline, leads were slipping through without converting to closed deals. **Limited campaign visibility:** Marketing had no clear visibility into how campaigns were actually performing. **Unoptimized marketing spend:** Without reliable data, the team couldn't tell which spend was actually working. The Approach ## The Approach Unleash Tech Worx implemented HubSpot end-to-end and focused on driving real feature adoption, not just a technical setup: Comprehensive HubSpot feature adoption across sales and marketing Custom workflow creation tailored to Integrow's sales process Enhanced engagement tracking across every touchpoint Lead conversion process redesigned around automation Marketing campaign tracking wired directly into the CRM ## The Shift #### Before 1. Inconsistent, manual lead management 2. Low conversion rates from leads to deals 3. Limited visibility into marketing campaigns 4. Unoptimized marketing spend #### After 1. Comprehensive HubSpot feature adoption across the team 2. Custom workflows built around the real sales process 3. Enhanced engagement tracking on every touchpoint 4. Accelerated lead conversion 5. Automation the team actually uses ![](https://unleashtechworx.com/hubfs/raw_assets/public/utw-hubspot-theme%201/images/graphics/testimonials-wave-graphic.png) In their words “ We cannot recommend Unleash Tech Worx highly enough. They are a delightful partner who combines technical excellence with genuine care for their clients' success. ” Vikash — Integrow Asset Management ## Services Provided HubSpot CRM ImplementationWorkflow AutomationLead Management & ScoringMarketing Campaign TrackingSales EnablementUser Training ## The Outcome Integrow Asset Management moved from inconsistent, manual lead tracking to a fully adopted HubSpot environment — with custom workflows, clearer engagement tracking, and automation that's accelerating lead conversion across every campaign. 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