What is our sales stack

Just like the rest of the company, our list of tools is constantly evolving.

Some of these tools didn't work out for us in the past, but that doesn't mean they won't work for us in the future. Others are working very well today, but might not scale with us as we grow.

Nothing here is set in stone.

Active

We use Attio for the CRM capabilities and lead qualification workflows. As most CRMs do, Attio makes it frictionless to share context with the team without them having to ask for it. The reason we chose Attio is that it works better for our current company stage and team size.

We use Clay for lead enrichment. It helps us add more attributes from each sign up, so we can better understand who is a better fit for sales engagement.

We use Granola for meeting notes. It makes it easier for us to focus on the conversation and still have all the data we need handy to enter into our CRM or share with others via Slack.

Inactive

We used HubSpot as a CRM, but it didn't really fit our needs at the time (2024).

We used Koala for lead qualification, but they were acquired and shut down (2023).

Known Gaps

• Call recording (Gong / Otter.ai) - we currently don't record sales calls, which is something we want to start doing in order to learn what works and what doesn't
• Shared inbox (Superhuman Sales) - although we have some Google Groups and a shared inbox for support, we don't have the equivalent for sales
• Outbound (LinkedIn Sales Navigator) - most of our pipeline is inbound, so we currently don't generate sales pipeline through proactive outreach