Transaction Workflow Management

‍Hubspot: While some of Hubspot’s workspaces can be customized around the transaction and data workflows of investment banking, its sales focus makes it much more difficult to do so compared to other platforms that focus generally on capital market deals and teams.

‍MadeMarket: MadeMarket offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools designed around the distinct workflows and demands of both sell-side and buy-side transactions.

‍Pipeline Management

‍Hubspot: Similarly, Hubspot’s pipeline management features are designed for customer-centric, sales-driven processes. As a result, they require much more customization and place certain limits on what bankers can do.

‍MadeMarket: Our platform’s workspaces and data tools are designed around the unique stages and demands of an investment banker’s deal flow. From industry-specific pipeline KPIs to purpose-built dashboards and project management tools, MadeMarket is ready-built for bankers on day one.

‍Contact Management

‍Hubspot: Generally, Hubspot’s contact information management systems are not designed around the kind of data and relationship structures investment bankers require in a CRM.

‍MadeMarket: MadeMarket’s platform is designed to make it easier for bankers to quickly upload high-quality contact data. On top of a variety of features that automatically capture and update contact information from your email and calendar, our contact data entry features, like our data entry features in general, are ready-built around the relationships and workflows of an investment banker.

‍Data Analytics and Reports

‍Hubspot: While Hubspot offers a variety of advanced analytics capabilities designed around their lead generation, marketing, and sales functionalities, the platform doesn’t offer the kinds of data and reporting capabilities most bankers can find in a capital markets or investment banking CRM.

‍MadeMarket: In contrast to Hubspot other CRMs, MadeMarket’s data tools and reports are purpose-built around the relationship, business, and workflow metrics that matter most to bankers, throughout the lifecycle of a deal. At the same time, our ready-built tools make it easier for bankers to quickly organize their data into buyers lists, client reports, and more.

‍Relationship Analytics

‍Hubspot: Similarly, Hubspot offers a variety of advanced data tools designed to help businesses understand their leads and customers, though these analytics are not built to understand the unique kinds of relationships in capital markets or investment banking.

‍MadeMarket: Similarly, our platform’s Relationship IQ feature is designed to help bankers better understand the strength of their relationships, while producing the best leads for a new opportunity. Like other platforms, our relationship analytics features are built from the analysis of your firm’s contact and communication histories.

‍External Communication

‍Hubspot: Unlike many CRMs, Hubspot includes a variety of advanced marketing capabilities built into its platform, including AI-driven content generation and marketing analytics, designed to centralize sales and marketing on one platform. They aren’t, however, designed for the kinds of marketing campaigns and outreach efforts bankers often engage in.

‍MadeMarket: Our platform comes ready-built with a variety of outreach, marketing, and communication tools for investment bankers, throughout the lifecycle of a deal. These include an email campaign builder for sourcing and deals, a transaction outreach and documents tracker, and an email integration that automatically updates task and project workspaces in your CRM from within your email.

‍Integrations

‍Hubspot: The platform offers over 1,800 integrations, some of which include Gmail, Google Calendar, Wordpress, Salesforce, Outlook, and Zapier.

‍MadeMarket: Featured integrations include CapLinked, Chrome, Constant Contact, Crunchbase, DealReach, Gmail, MailChimp, Office 365, Outlook, PandaDoc, PitchBook, Salesforce, Sourcescrub, and Zapier.