The Commercial Organization relies on an integrated set of systems to support our
workflows across Sales, Solution Engineering, Customer Success, Sales
Partnerships, and Professional Services. This page is the reference for what we
use and what each tool is for. HubSpot is our source
of truth; everything else feeds it or extends it.
| Tool | Primary use |
|---|
| HubSpot | Source of truth for deal management, pipeline, subscriptions, contacts, tasks, quoting, meeting scheduling, and email sequences. |
| HubSpot Playbooks | Guide discovery calls and keep qualification and documentation consistent. |
| Clay | Lead and account enrichment, plus automation workflows for prospecting. |
| Google Sheets | Pricing calculations and deal-specific commercial structures. |
| Tool | Primary use |
|---|
| Claude | Synthesizing account data, deep-dive strategic research, and planning personalized outreach. |
| Warmly | Website-visitor intent and lead identification (data from RB2B and Vector.co). |
| ZenABM | Account-based marketing targeting and campaign measurement. |
| Swan AI | LinkedIn and email sequence automation for outbound campaigns. |
| Tool | Primary use |
|---|
| Slack | Primary channel for internal communication; Slack Huddles for quick internal calls. |
| Google Meet | Standard for external customer-facing video calls and scheduled internal meetings. |
| HubSpot Scheduling | Booking meetings through personalized links in email or website flows. |
| Google Calendar | Scheduling, calendar visibility, and HubSpot integration. |
| LinkedIn Sales Navigator | Research and outreach to prospects on LinkedIn. |
| Tool | Primary use |
|---|
| Google Drive | Central repository for shared documents, spreadsheets, and resources. |
| Google Slides | Preparing and delivering customer-facing presentations. |
| Fathom | Meeting recording and transcription, with HubSpot integration for call logging and summaries. |
| Tool | Primary use |
|---|
| FlowFuse Cloud | Live demo and sandbox environments for evaluations and trials. |
| Self-hosted trial licenses | Issued to qualified prospects evaluating the enterprise edition on-premise. |
This list evolves as our toolset changes. Tool-specific usage guidance lives in
the relevant function and process pages — for CRM conventions see
HubSpot.