Tech stack audits and evaluations for revenue teams
Most teams pay for more tools than they use and get less than they paid for. We audit your stack end to end, find the overlap, the gaps, and the spend you can cut, then hand you a clear call on what to keep, kill, or replace. Built for go-to-market teams, useful for anyone drowning in tools.
Why stacks get out of hand
Every tool was a yes at the time. A point solution here, a free trial that quietly became a renewal there, a platform someone championed and then left. A few years in, you have forty logins, three tools that do the same job, and an integration nobody fully understands holding the whole thing together.
The cost is rarely just the invoices. It is the rep living in six tabs, the numbers that never match between systems, and the AI automation you cannot switch on because the foundation underneath it is a mess. An honest audit tells you what is earning its keep and what is billing you every month for nothing.
What a tech stack audit covers
Full inventory and spend
Every tool, seat, contract, and renewal date in one place, with what you actually pay set against what you actually use.
Overlap and gap analysis
Where two tools fight over the same job, and where a real gap is forcing manual work, a spreadsheet, or a copy-paste habit.
Integration and data flow
How data moves between your CRM, HubSpot, and everything else, where it breaks, and where it goes wrong without anyone noticing.
Keep, kill, or replace
A clear call on each tool with the reasoning, the consolidation opportunities, and the dollars attached. Where a RevOps rebuild beats new software, we say so.
Where we start
Inventory the stack
We pull every tool, owner, cost, and renewal into one map, including the ones that never went through IT.
Evaluate against the work
We score each tool on usage, overlap, fit, and cost against the jobs your team actually needs done.
Trace the data
We follow your data across systems to find the breaks, the duplicates, and the manual patches holding it together.
Deliver the roadmap
You get a prioritized plan: what to cut now, what to consolidate, and what to fix before you automate anything.
Frequently asked questions
Is this only for go-to-market teams?
No. The depth is in revenue stacks, because that is where tools multiply fastest: CRM, marketing automation, enrichment, sequencing, CPQ, attribution, and support. The same audit works for any team carrying more software than it can name. The method does not change, only the tools we are looking at.
What do we actually get at the end?
A clear inventory with real spend, a keep-kill-replace call on every tool with the reasoning, the overlaps and gaps mapped, and a prioritized roadmap. Not an 80-slide deck nobody reads. Something you can act on the same quarter.
Will you just tell us to buy the tools you sell?
We do not resell software, so the recommendation is whatever is right for you, including keeping what you already have. Often the best result is fewer tools used properly. Where automation or a CRM rebuild genuinely helps, we show the math instead of the pitch.
How long does an audit take?
Most run two to three weeks, depending on stack size and how many people we need to talk to. You see findings as we go rather than waiting for a big reveal, so the obvious wins can start before the full report lands.