SDR operating stack
HubSpot CRM handles pipeline and contact source of truth; Apollo handles prospecting and contact enrichment layer; Looker Studio handles manager reporting layer; Zapier handles light handoff automation. Together, they should cover the buying job before the implementation playbook adds process.
Outbound-heavy teams that need a simple pipeline, contact import guard, and manager reporting.
$45-$300/monthSimple CRM with one import and one pipeline owner.
Adds seats, manager reporting, and migration cleanup time.
Only when automation and handoff ownership are proven.
Move five real deals through the stages before importing everything.
$0-$90/mo est.Compare optionsStack tool 2ApolloProspecting and contact enrichment layerAdd only contacts the pipeline owner can qualify and route inside the CRM.
$49+/mo est.Compare optionsStack tool 3Looker StudioManager reporting layerAnswer one forecast question without spreadsheet cleanup.
$0/moCompare optionsStack tool 4ZapierLight handoff automationAutomate only the handoff that already works manually.
$0-$30/mo est.Compare optionsProspecting data stays outside the CRM, creating contact routing risk and a pipeline full of leads nobody can qualify.
Managers manually rebuild pipeline reports outside the CRM, which makes forecast decisions stale and the system optional.
The first working handoff becomes manual copy-paste, delaying sales tasks before the team proves the process is repeatable.
First thing to ignoreAdvanced automation until imports, rep updates, and one forecast report work.
Do not buy a larger CRM tier until daily deal updates and manager reporting both work.