How to
A sales tech stack audit that takes an afternoon.
A useful stack audit collects five things per tool: cost, active seats against purchased, renewal date, notice period, and which leadership number it feeds. Anything feeding no number is a decision waiting to be made.
The five columns.
Annual cost. Seats purchased and seats with a login in the last thirty days. Renewal date. Notice period. Which of the three numbers leadership uses this tool feeds.
Five columns, every tool, one afternoon. Anything more elaborate does not get finished.
Sort by the last column.
Tools feeding none of the numbers leadership actually uses go to the top. Some will be legitimate, such as anything the team genuinely relies on day to day. Most will not.
Check what breaks before cancelling.
A tool nobody logs into may still be writing to the CRM, feeding a workflow, or holding an integration together. Silent dependencies are the reason cancellations go wrong.
Turn off the writes first and wait a fortnight before cancelling.
Do it before renewal season, not during.
Notice periods mean the decision has to be made months before the date. An audit run in renewal week finds problems it is too late to act on.
Questions
What should a tech stack audit include?
Cost, active seats against purchased, renewal date, notice period, and which leadership number each tool feeds. Five columns is enough and more does not get finished.
How often should you audit your sales stack?
Once a year, timed a quarter ahead of your heaviest renewal month so notice periods are still actionable.
It arrives in Slack
Every morning, each rep gets one message naming the deals on their own book that moved overnight, biggest mover first, with the reason beside each number and the deals that have gone quiet underneath.
$99 a month, cancel any time.. Everyone on the team. No per seat charge. Connect a CRM and it runs. No implementation fee. 14 day trial. No card.
Related reading
How to find the sales tools you pay for and nobody uses
Every stack has shelfware. The four checks that find it in an afternoon, and what to do before the renewal date.
What to cut first when consolidating a sales stack
Consolidation projects usually cut categories when they should cut overlap. The order that works and the constraint that decides it.
How to evaluate a sales tool in two weeks
Four questions to ask before the demo, and what the answers tell you regardless of what they are.
Sending marketing activity to sales in Slack, usefully
Form fills and email opens posted into a sales channel get ignored. Which marketing activity is worth a message and how to route it.
Reviewed September 20, 2026 against the product as it behaves today.