Case Study • Accounting
With HubSpot as its North Star for becoming a single source of truth, Grassi partnered with Introhive to centralize relationship data, strengthen collaboration, and enable growth at scale across the firm.
151k
Relationships mapped
82k
Contacts added
253k
Meetings ingested
As a 100% independent, employee-owned multi-service firm, Grassi has over 40 years in business and more than twice the industry average for client satisfaction. Since Grassi’s value is deeply rooted in its relationships and institutional knowledge, the firm aimed to centralize that knowledge in HubSpot, enriched with Introhive data, to create a single, reliable view of its client relationships.
Like many firms, Grassi’s client information was living in many different places. It sat siloed within individual inboxes, spreadsheets, and disconnected systems across hundreds of professionals, making it difficult to maintain a single consistent and reliable view of clients, prospects, and the relationships tied to them.
Grassi set clear, measurable objectives to transform their relationship intelligence capabilities.
MAPPED RELATIONSHIPS DELIVERABLES
Real-time visibility
“It’s not about just implementing a tool like Introhive or HubSpot. It’s about enabling people and enabling that growth at scale. In a relationship-driven firm like ours, growth is dependent on having visibility, coordination, understanding, and timing. Having a strong relationship data foundation that tells us when, where, and how we’re reaching out, which allows us to be proactive, not reactive.”
Beth More
CMO
Grassi
PRODUCTIVITY
1,900,000
Emails ingested
PRODUCTIVITY
53,000
Meetings ingested
CRM QUALITY
82,700
Total contacts discovered
GROWTH
151,900
Relationships mapped
RISK REDUCTION
71,400
Relationships mapped at Director level and above
“Our professionals are better prepared and our conversations are more meaningful and relevant. Ultimately, that helps our credibility and builds trust from the first conversation. Our clients notice when we understand their business, and they want us to.”
Beth More
CMO
Grassi
Learn how Introhive can help transform your client data into actionable intelligence to accelerate growth and strengthen relationships.