When Prime Investments (Prime Opp) approached Crandon Partners, they were at a turning point. Their legacy CRM simply couldn’t keep pace with the volume and complexity of the investment deals they were moving forward. The team needed a system that matched the sophistication of their operation—something flexible, intuitive, and capable of supporting their rapidly scaling deal flow.
That’s where HubSpot and Grok AI came together to transform their process.
At Crandon Partners, we never drop a tool “as‑is” into a client’s workspace. We start by understanding your workflow—what you do, how you think, and what slows you down.
With Prime Opp, we mapped every step of their dealmaking process and then reshaped the standard HubSpot interface to match it. The result?
HubSpot wasn’t just implemented—
it was transformed into Prime Opp’s dealmaking command center.
Prime Opp was already using the chat interface of Grok AI from xAI to analyze deals and propose next steps. But they had a limitation: Grok couldn’t see everything happening around a deal, it involved a lot of copy and paste, and implementing Grok's recommendations was still a monumental manual effort.
So we fixed that...
By integrating HubSpot’s structured CRM data directly into Grok, we unlocked a powerful new layer of intelligence:
Grok now receives:
All this context feeds into Grok automatically.
And what does Grok do with it?
Prime Opp now has an AI that doesn’t just “analyze”—
it participates in the dealmaking process.
With HubSpot as their operational backbone and Grok AI as their strategic brain, Prime Opp now coordinates deals with a level of efficiency usually reserved for major investment banks.
But the magic is this:
They’ve kept the intimacy, speed, and hands‑on approach that makes boutique firms invaluable to their investors.
And the results:
The system we deployed allows them to move faster, communicate smarter, and make decisions with clearer insight—without adding layers of complexity.
Today, Prime Opp runs a CRM that:
It's the perfect example of what happens when the right technology meets the right design and when a firm invests not just in a tool, but in a strategy.