Transbnk Case Study

Finance

Transbnk - Financial Services - India

From Manual Processes to a Unified CRM

HubSpot Sales Hub Custom Objects & Reports Role-based Dashboards HubSpot CRM
Transbnk was scaling fast but behind the scenes, everything was held together with spreadsheets, WhatsApp threads and manual follow-ups. There was no CRM, no structure and no way to see what was actually working. Discover how MarkeStac built an entire revenue infrastructure from scratch and what that transformation meant for every team in the business.
From Manual Processes to a Unified CRM