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Which team uses which tool. Placement decides who sees each update.

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Every tool is on a teamEvery tool has a costEvery paid tool has an owner
Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

Record sales calls with HubSpot transcription

HubSpot
May replace Otter.aiIncludedSales
What it does

Sales Hub Professional includes 750 hours of call transcription a month.

How to start

Call through HubSpot’s calling tool and review transcripts on the contact record.

Owner

Jordan Ellis, who owns HubSpot

Is it in use?No answer yet.
Status
Open
No activity yet. This is a sample company, so changes are turned off.
Vendor source(opens in a new tab)