Case Studies

HubSpot CRM Migration for a Community Bank | Mole Street

Written by Harry Maule | Jul 27, 2026 4:29:00 PM

Client Overview

Pinnacle Bank is a state-chartered community bank founded in 1934, serving sixteen counties across northeast Georgia from its headquarters in Elberton. The bank runs retail branches, commercial lending, treasury management, mortgage, marketing, finance, and compliance teams.

Its bankers depend on accurate customer data to open accounts, manage relationships, route referrals, and resolve disputes across a growing footprint of roughly $2 billion in assets and 25 to 28 branches.

Industry: Financial Services (Community Banking)

Solution Delivered: HubSpot Enterprise CRM Migration, Multi-System Integration & Service Hub Implementation

Products Used: CRM, Marketing Hub, Sales Hub, Service Hub, Salesforce/nCino Integration, SFTP Data Pipeline, Postalytics, HubDB