← Zebra Embassy
CRM Project

Zebra Embassy · Ongoing Support

How Metawork built a HubSpot-based system for a venture capital firm — centralized portfolio company tracking, investor relationship management, and team collaboration workflows.

Duration 2 months
Tasks 10
Meetings 5

Recently touched

  • 2026-06-10 HubSpot Agents Done
  • 2026-06-10 Automated Research Workflow (HubSpot & OpenRegister) Done
  • 2026-06-10 Automated Handover Note (Post-Sales) Done
  • 2026-06-10 Automated Closed-Lost Analysis & Learnings Done
  • 2026-05-28 Request HubSpot permissions from Daniel — contacts, deals, workflows Done

Other projects in this case study

  • HubSpot Onboarding

    Complete CRM setup and team workflow implementation for a venture capital firm managing portfolio companies, investor relationships, and deal pipelines.

    Read case study