HubSpot
24 Sep 2026

How TRooInbound Rebuilt the Operating Backbone for Nostro (now FunderPro)

$22M+

Paid to traders:
More than $22M has been paid out to traders on the platform, tracked in real time through payout and account data synced directly into HubSpot.

$15M+

Paid to affiliates:
More than $15M has been paid out to affiliates through the partner program, with commissions calculated and paid automatically every week.

Project Overview

Project Name

HubSpot Ecosystem Build for Nostro (now FunderPro) – Marketing Hub Enterprise, Sales Hub Professional, Service Hub Professional, Data Hub Professional

Project Scope

Full HubSpot implementation and onboarding across four Hubs: a real-time data infrastructure built on custom objects, a complete migration from Intercom to Service Hub, unified marketing and ad tracking, customer lifecycle automation, revenue-critical Funded and Payout pipelines, and an executive reporting suite.

Industry

Financial Services (Proprietary Trading)

Work Duration

8 weeks

Resource Used

CRM and Integration

Technologies

Country

United Kingdom

Our Capabilities

Data Infrastructure and Architecture

Custom object model syncing traders, accounts, trades, risk events and payouts in real time
Full HubSpot implementation across Marketing Hub Enterprise, Sales Hub Professional, Service Hub Professional and Data Hub Professional
Real-time sync between the client’s proprietary trading platform and HubSpot
Single operational backend replacing multiple disconnected systems

Lifecycle and Pipeline Automation

Behavioural segmentation across six trader states
Real-time triggered workflows with personalised, time-limited discount codes
Funded and Payout pipelines with e-signature, KYC and risk data on the record
Lifecycle marketing automation across email, SMS, WhatsApp and in-app

Support, Integrations and Reporting

Complete migration from Intercom to Service Hub with omnichannel support
SendGrid, Trustpilot, Veriff and bidirectional database integrations
RevOps reporting across revenue, ROI, CAC and affiliate performance
Six real-time, role-based executive dashboards for investor and board reporting

Client Overview

Nostro, now operating as FunderPro, is a proprietary trading firm that funds skilled retail traders with simulated capital. Traders pay for an evaluation challenge, trade a demo account under defined rules, and, upon passing, get access to a funded account where they keep up to 90% of profits, paid out as rewards.

The platform offers One Phase, Classic 2-Phase, Pro 2-Phase, and Instant (no-evaluation) challenge types, scaling up to $200K per account and up to $5M through its scaling plans. Traders operate across MT5, cTrader, and TradeLocker, and receive daily, weekly or bi-weekly payouts, a faster cycle than the industry standard. To date, the platform has paid out more than $22M to traders and more than $15M to affiliates through a program offering up to 20% revenue share with weekly automatic commissions.

Nostro (now FunderPro) also operates NextTrade, an FSC-regulated CFD broker arm for self-directed trading, and is regulated under Nostro Ltd (Malta) and Nostro Saint Lucia Ltd. The business maintains an active trader community across Discord, Instagram, TikTok, YouTube, X, and Telegram, and runs on high transaction volume, with thousands of traders, challenges, payouts, and risk events moving through the platform at any given time.

Their Challenges

Before this engagement, Nostro (now FunderPro) ran its operations across several disconnected systems: an internal admin panel, Intercom, ad platforms, KYC tooling, and separate email software. This left the business without a single source of truth for its Risk, Ops, Marketing, Service, Dev, and Management teams to work from.

High transaction volume: Thousands of traders, challenges, payouts, and risk events moving through the business at once, with no system built to track all of it in one place
Manual lifecycle tracking: Trader behaviour tracked manually rather than automatically, making it difficult to segment traders or trigger timely, personalised outreach at scale
Fragmented support: Support spread across Intercom and multiple channels, email, Instagram DM, Messenger, X, WhatsApp and live chat, with no unified routing, SLA tracking or AI-assisted response system
Disconnected revenue pipelines: Funded account and payout processes not connected to e-signature status, KYC verification or trading risk data, slowing down two of the business’s most revenue-critical workflows
Limited executive visibility: No consolidated reporting layer across marketing, platform performance, support, financial performance or compliance, making investor and board-level reporting harder to produce

Our Strategies

We approached the build in two phases, moving from foundational infrastructure to a full customer intelligence layer.

Phase 1: HubSpot Setup and Data Infrastructure

With full read and write access to the client’s database and API endpoints, we set out to replicate the entire admin dashboard inside HubSpot in real time, making HubSpot the single operational backend for the business.

Phase 2: Full Customer Lifecycle and Intelligence Layer

Once the foundation was in place, we layered in acquisition tracking, behavioural segmentation, real-time triggered workflows and revenue-critical pipeline automation, turning HubSpot from a system of record into a system of action.

Our Planned Solutions

Data infrastructure and a single operational backend

Custom objects syncing Users/Traders, Accounts (MT5/RMS), Trades (summarised), Risk Events, Payout Requests, Payout Certificates, Transactions, Minimum Trading Day Status, Consistency Score, Challenge Type/Stage, Account Type, Affiliate Data and SaaS Clients
A data model designed so Risk, Ops, Marketing, Service, Dev and Management all work from one system

Service Hub: a complete Intercom replacement

Full migration of the Help Center, Knowledge Base, ticketing categories, live chat (website and platform), WhatsApp and email, ticket routing rules, SLAs and historical data

Marketing Hub: unified channel tracking

All ad accounts connected: Meta, TikTok, Google, YouTube, LinkedIn and X
Analytics unified across GA4, Meta Pixel, TikTok Pixel and UTM tracking
Social channels, Instagram, TikTok, YouTube, X, Facebook and LinkedIn, connected for scheduling, monitoring and cross-channel analytics

Lifecycle automation and behavioural intelligence

Acquisition tracking with UTM and campaign attribution across first-touch, last-touch and multi-touch models, with auto-segmentation into cold, warm and hot lead buckets
On-platform behaviour segmentation across six trader states: signed up and never activated, activated and never purchased, single purchase, repeat purchase, consistently profitable, and affiliate or referrer, supported by custom objects, automated lists and a health and propensity score
A real-time behavioural trigger system covering abandoned cart, a failed or near-passed challenge, a near payout, inactivity, a soft risk breach, and win-back scenarios, driving personalised workflows with unique, time-limited, single-use discount codes across email, SMS, WhatsApp, and in-app

Revenue-critical pipelines

A Funded pipeline with automated agreement e-signature, KYC status sync, MT5/RMS risk data on the record, and stage-based messaging
A Payout pipeline with an automated approval flow, certificate pull-through, and Trustpilot review automation with reviewer tracking

Omnichannel support

Migration of email, Instagram DM, Messenger, X, WhatsApp and live chat into one support environment, with AI-suggested and auto replies, SLA tracking and team-based routing

Integrations

SendGrid, with a full audit trail, replacing Brevo in favour of native HubSpot marketing email
Trustpilot automation, bidirectional database sync, and Veriff KYC sync

Reporting and executive visibility

Data Hub and RevOps dashboards covering revenue, ROI, payout and breach ratios, CAC by channel, the conversion funnel, refund ratio, affiliate performance, and challenge conversion from Evaluation to Funded to Payout, with forecasting
Six executive dashboards: Marketing Management, Platform Performance, Customer Support, Financial Performance, Compliance and Risk, and a top-level Mission Control view, all real-time, filterable, mobile-accessible, and export-ready for investor and board reporting

Additional capabilities recommended for the next phase

Predictive AI scoring for repeat purchase likelihood, refund risk, payout likelihood and ROAS
Automated fraud and risk flagging
Further Trustpilot and social growth automation
Slack alerting and dev-task automation through ClickUp or Jira
A full affiliate hub and multi-touch attribution across a trader’s complete channel path

The Result

HubSpot became the single operational backend for Nostro (now FunderPro), replicating the platform’s admin dashboard in real time through a custom object model spanning users, accounts, trades, risk events, payouts, certificates, transactions, consistency scores, challenge stages, and affiliate data.

Service Hub fully replaced Intercom, bringing the Help Center, Knowledge Base, ticket routing, SLAs, and live chat, WhatsApp, and email support into one system with AI-assisted responses. Marketing Hub unified ad, analytics and social tracking across every major channel the business runs on, while lifecycle automation gave the team real-time, behaviour-triggered workflows built around six defined trader states.

The Funded and Payout pipelines now carry e-signature, KYC and risk data directly on the record, removing manual handoffs from two of the business’s most revenue-critical processes. On top of it all, six real-time executive dashboards give Marketing, Support, Finance, Compliance, and Management a single, export-ready view of the business, built for investor and board reporting.

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