Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Stack Subscription - Start with Stack or Stack for Enterprise plans
Overview
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Stack helps you optimize your sales cycle and process with
Playbook generation - just upload documents and sync your CRM and we will create a playbook for your team in minutes
Ideal Client Profile - we look at your closed deals and help you know which profiles are winning deals the most, so you can talk to more of them
Qualifications - outline what makes or breaks a deal and make sure the reps are asking these questions at the right time
Stacked Rated deals - look at your active pipeline and know which deals to double down on, and which to stop wasting time on
Won deal insights - find out what your best performing sources, regions, and reps are so you can learn what's working best
Live coaching - helps sales reps practice calls ahead of time with buyer profiles and scenarios that often come up in your business
Revenue Goals - know at any time how the deals in your pipeline look, and if you are on track to meet your revenue goals for this cycle
Features
Embed Sales Playbooks (Custom Deal Info)
Get best practices of each sales activity - who's involved, what to ask, gates to move forward, collateral to use, next steps - in the hands of your reps in HubSpot. They will use this for meeting preparation, for reference while they are on calls, and when filling out meeting & call notes.
Identify "Overdue" Deals (Custom Reporting)
Easily filter to deals that need your attention because they have been in a stage too long. Use this during weekly team pipeline meetings, individual pipeline meetings with sales reps, and to identify trends for management reporting.
Reality Check Your Funnel Projections
Quickly determine how many prospects need to be in each stage of the funnel for you to hit your sales targets. Use this during yearly and quarterly planning, as well as during performance reviews with your sales reps.
Ensure Compliance of Sales Messaging
Capture prospecting questions, FAQs & answers, and key company messaging to easily distribute to your reps in HubSpot to keep their communication compliant. Messaging on new initiatives such as product launches and company/market expansion is updated and pushed to sales reps in real time.
Sales Best Practice Templates to Build Out Sales Steps
For each pipeline in HubSpot, ensure your sales stages and sales activities are optimally defined and organized. Start with our pre-defined templates.
App Functionality
Shared Data
Playbook | ||
Stage Duration |
Reviews
- May 21, 2021
Instant Clarity to improve Sales Strategy & RevOps
You know the feeling where you know exactly what to do after you have an "Aha!" moment? Well, that's what happened after installing Stack and working with the folks at Stack. Stack gave us new way to view our RevOps and made it obvious what we need to fix first to improve and shorten our sales cycle. Now, we're focused on fixing some easy, near term wins for our team while we take a fresh look at our overall Sales Strategy driven by Stack. The team feels on the same page and are excited about what's ahead!
We're using Stack to improve our Sales Strategy and improve our RevOps.
Stack gave us new insight on our RevOps & Sales Strategy. What's even better is Stack gave us the tool to refine our strategy and make sure our RevOps continuously improves.
Rivenbark, P.
Technology - Software - 51 to 200 employees
- May 14, 2021
supercharges HubSpot's CRM and pipeline management
Stack solves an essential part of sales pipeline management and analysis: deal stage definition, overall velocity, expectation setting, and accountability (we call it pipeline "compliance"). Most sales cycles have an expected duration, including measuring that duration by stage. The likelihood that a particular deal closes tends to go down the longer past the average duration it sits in the pipeline. It's impossible to do any of this analysis and management with HubSpot (we tried extensively). Stack solves this, full stop, and automates the process as well. ESSENTIAL. This is of course on top of all the playbook functionality that is well beyond the out of box stuff from HubSpot. Highly recommend for any team trying to improve their deal velocity.
sales pipeline management
Improve your deal velocity through better pipeline management.
Hammouda, R.
Technology - Software - 26 to 50 employees
Pricing
Start with Stack
$33
/seatFor small sales teams just getting ramped up
Sales cycle builder
Sales activity builder
Sales funnel metric calculator
Out of compliance sales dashboard & custom reporting
30 min onboarding session
Minimum 3 users
Start with Stack
$33
/seatFor small sales teams just getting ramped up
Sales cycle builder
Sales activity builder
Sales funnel metric calculator
Out of compliance sales dashboard & custom reporting
30 min onboarding session
Minimum 3 users
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/25/2026