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FunnelVision

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App

FunnelVision

Fix hygiene. Zero chasing. Action in Slack.

Installationer
10+ installationer
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Krav

HubSpot-plan
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FunnelVision prenumeration
Pro plan

Översikt

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 By integrating directly with Slack, it flags pipeline risks the moment they happen - missing next steps, stuck deals, outdated fields - and allows owners to take action directly within Slack.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.

Egenskaper

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.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Companies

Företag

Företag

Contacts

Kontakter

Kontakter

Deals

Affärer

Affärer

HubSpot Fields

Attribut för affärer

Attribut för affärer

HubSpot Users

Användare

Användare

Recensioner

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Prissättning

Pro

5 000 GBP

/år

For everyone.

Unlimited users. Unlimited usage.

Pro

5 000 GBP

/år

For everyone.

Unlimited users. Unlimited usage.

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-11-26

Mer information

Byggd av
FUNNELVISIONCO LTD
Installationer
10+ installationer
Kategorier
Språk som denna app finns på
Engelska

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