Advice Needed on Setting Up GTM Stack and CRM Tools Choices

Rahul W. · 2025-09-21 19:39:50.084956+00

Hey folks, I’m currently setting up my GTM stack and could use some advice from the community. CRM options I’m weighing: Attio and Clarify are front-runners. HubSpot is more of a last-resort fallback if I don’t have another choice. Current stack so far: • Email: Instantly • LinkedIn: HeyReach (considering) • Data: Prospeo, Apollo, Clay (considering) • Triggers: Trigify (considering) Questions I’d love input on: 1. What’s the best way to prioritize accounts — and what tools are you finding most effective for that? 2. Is Trigify base plan worth it?

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Advice Needed on Setting Up GTM Stack and CRM Tools Choices | RevGenius

Josiah S.
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Yeah, totally fair, “spreadsheet” probably doesn’t do Clay justice, it’s definitely a smart one. And I get what you mean on credit management when the workflows are set up right. What’s really interesting for me is the automation layer beyond list-building. For example, say an outbound campaign based on hiring signals drives someone to the website. How can you recognize that visitor, connect them back to their existing profile/journey, and then automatically extend the campaign while taking all of that into context? That's where I see many companies struggle or hit bottlenecks. To ensure that leads don't blindly get enrolled in a never-ending series of one-off campaigns, I often see human AEs or SDRs spend a considerable amount of time digging through the CRM and trying to surface all the data points needed to craft a timely and relevant follow-up message.
Vincent
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Hi Josiah S. ok cool that’s interesting and worth a deeper understanding. That’s interesting you compare it with “spreadsheet” as Clay might look that way but you can also fully automate workflows end-to-end (I do not work for them). Also the way credits are used to enrich leads is very flexible thus challenges such as enriching the same lead can totally be avoided when the workflow is built thoughtfully.
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Josiah S.
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Hey Vincent Tapistro is more of a GTM workflow platform than it is a spreadsheet/database. Think of it like having AI agents that watch the market, update account profiles in real-time, and then automatically kick-off the right sales or marketing workflow. Rather than manually building and enriching lists and pushing them to different platforms, you would create workflows to run personalized end-to-end GTM plays automatically in real-time. Tapistro also uses "prospect profiles" when you enrich leads that combine multiple signals/enrichments in one place. So you don't spend as many credits enriching the same leads over and over across different tables/campaigns. Once something is enriched, you can use that information in any workflow. Here's a quick breakdown on other differentiators: https://www.tapistro.com/tapistro-vs-spreadsheets
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Rahul W.
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Lets chat Josiah S. Could you dm me your calendar
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Vincent
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Josiah S. Tapistro seems to be very much like Clay right? How does it differentiate?
Josiah S.
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Hey Rahul W. some type of AI workflow could help to enrich your ICP accounts for scoring (fit, demographics, intent) and prioritization. One suggestion to keep costs down and simplify is to consolidate your stack. Not sure what you know about Tapistro, but it could replace your current tools and handle data, enrichment, signals/triggers, and email/LinkedIn outreach in a single platform. Happy to share more info or show how you could orchestrate GTM workflows that combine the six tools you mentioned.
smitha k.
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Hi Rahul W. There is a platform we use for our GTM operations internally thats takes of the GTM stack end to end, starting from lead generation to identifying high intent ICP leads to outreach. It has been quite seamless for us and has saved a lot of time. Happy to share more details over DM
Vincent
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So it’s important to weight the pros and cons of each options based on your current needs and what is really a priority
Vincent
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Chandana P. I don’t know Odoo however let’s be honest those platforms that do it all are ok but typically functionalities are pretty basic as it’s impossible for them to go deep into product development in every single aspect of the platform therefore there will be a point as you continue to grow where you will most likely need/want more advanced functionalities.
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Vincent
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Rahul W. you could try Clay free plan, you get 100credits per month, it’s certainly not a lot however that can help you to get a good feel for the ROI you might get out of it. Or you could invest a bit more and simply test it for a few month before going into a yearly commitment.
Chandana P.
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Has anyone tried Odoo? I'm in the same stage as you, Rahul W. but we're looking to onboard an all-in-one crm instead of going for individual tools
Rahul W.
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Since you said, clay will be around $350, is there a workaround for me to filter the leads for my ICP quickly?
Vincent
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Ok get it, well in that case yes trigify can or at least should easily be able to help you do this. Additionally if you’re following specific influencers or companies that typically post stuff that AEs engage with you can extract those with Clay. So then if that’s your focus you stack could be trigify - Clay - heyreach (no email engagement until you have a positive reply from AE through LinkedIn)
Rahul W.
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"Thanks, Vincent. Right now, all my meetings come from LinkedIn. I usually spot a relevant post, filter my ICP, and then launch a campaign through Heyreach. The real challenge is finding those posts, filtering them effectively, and pushing them into a sequence — which is exactly where I was curious about how Trigify could help."
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Vincent
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Ok got it Rahul W. if you’re early then there is not need to go for Clay right away as even their middle tier package starts around $350. With Instantly alone you could do pretty much all you need end to end. Depending on which market you go for then you select your data provider as not all have the same coverage in every region. Rather than trying to buy too much too quickly, start small, test your messaging and outreach and then build on top. Also consider where yourICP lives, AEs will most likely be active in LinkedIn so it does make sense to use a solution like hey reach however a sequencer like Lemlist would allow you to do both emailing + LinkedIn automation under one roof. So you could get instantly for infra + Lemlist (they also offer access to data so check it out first before to get more). Make sense?
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