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FunnelVision

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FunnelVision

Fix hygiene. Zero chasing. Action in Slack.

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요구 사항

HubSpot 요금제
HubSpot 계정 권한
필수 계정 권한 보기
FunnelVision 구독
Pro 플랜

개요

FunnelVision fixes CRM hygiene so your HubSpot data stays reliable without manual chasing. By integrating directly with Slack, it flags pipeline risks the moment they happen - missing next steps, stuck deals, outdated fields - and allows owners to take action directly within Slack.


You’ll know how to get around FunnelVision in seconds, not minutes. Our clean, intuitive design focuses on what matters most to you - making hygiene simple, visible, and effortless to fix.


Want to know if there’s been no activity three days after a meeting? Or if a deal amount has changed by 20%? FunnelVision’s configurable hygiene rules let you define what “healthy” means for you.


For RevOps teams, this means no chasing, less manual reporting, and a CRM that’s always board-ready. For Sales teams, this means you can make all updates from Slack and focus entirely on selling without tool fatigue.

기능

Slack interface showing updates requested by William for deals U and P. Includes missing information fields, a successful update message, and configured action types depending on request - date selector to move close date, free-text box to fill in "Next Steps".

Real-time Slack Alerts

Real-time Slack alerts removes the manual chasing of owners to update their deals. When a hygiene issue is surfaced in FunnelVision you can nudge the deal owner to action the item(s) in Slack. Proactive nudges can also be configured to automatically nudge owners when conditions are met.

Configuration interface showing how to setup a hygiene rule. Features include: free text box to name the rule;   dropdown box to select HubSpot property; dropdown box to select condition type; "Add Condition" to create AND/OR conditions; dropdown to select action type; automatic generated "Rule Summary" describing in plain English what the rule will do

Custom Hygiene Rules

Configure hygiene to what matters most to you. FunnelVision lets you create hygiene rules across any HubSpot property ensuring your specifications are accounted for. When rule conditions are met you can send a Slack request to the deal owner, flag the rule as a hygiene issue to appear in the dashboard, or send a message to a Slack channel.

A data dashboard showing hygiene issues in a dataset. Includes a leaderboard ranks users by issues per deal

Hygiene Dashboard

View a live summary of the most prominent hygiene issues across your pipeline. Includes a table of owners ranked by their data cleanliness to immediately see who's on top of their hygiene.

Dashboard displaying deals from HubSpot. Dropdown filters for: pipeline stage; deal owner; close date;  deals with issues (including type of issue). Table at bottom displays details of each deal with columns for: deal name; company; owners; amount; stage; close date; deal age; number of hygiene issues; action type. Features include: clicking on an individual deal to get more information; link to respective deal in HubSpot by clicking the logo; clicking action type in "action" column will send slack notification to the deal owner requesting an updating on highlighted hygiene issues.

Fix Issues Dashboard

The Fix Issues Dashboard compiles all hygiene problems in one place and lets you take control by routing the necessary fixes to their respective owners. Rather than building manual reports, simply review all the fixes needed to be made (based on your specifications) and request an update on all relevant deals.

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

Companies

회사

회사

Contacts

연락처

연락처

Deals

거래

거래

HubSpot Fields

거래 속성

거래 속성

HubSpot Users

사용자

사용자

리뷰

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가격 책정

Pro

£5,000

/년

For everyone.

Unlimited users. Unlimited usage.

Pro

£5,000

/년

For everyone.

Unlimited users. Unlimited usage.

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.11.26.

자세한 정보

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FUNNELVISIONCO LTD
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