If you’re running a SaaS sales team and drowning in spreadsheets, dashboards, and half-baked “revenue platforms,” you’re not alone. The B2B go-to-market (GTM) software space is crowded with promises, but not every tool actually helps you close more deals or get your team working smarter.
This guide cuts through the noise to give you a real-world look at Bricks—Bricks—a newer tool that claims to knit together your sales workflows, analytics, and planning. We’ll dig deep into what Bricks actually delivers, what falls flat, and how to decide if it’s worth your team’s time and money.
Who This Guide Is For
- SaaS sales leaders (VPs, directors, founders) looking for clarity, not fluff
- RevOps and sales ops folks tired of wrestling with messy data
- Teams who want to get more organized without adding yet another clunky tool
If you’re hoping for a silver bullet, you won’t find it. But if you want a straight-shooting review and some practical advice, keep reading.
Quick Overview: What Is Bricks?
Bricks pitches itself as an “all-in-one” GTM operating system for B2B sales teams. The core idea: instead of stitching together four or five tools (CRM, pipeline analytics, forecasting, playbooks), you get one place to manage and track your sales process.
Here’s what Bricks claims to handle: - Pipeline management: Track deals, stages, and next steps - Forecasting: Project revenue, flag risks, and spot gaps - Playbooks & automation: Codify repeatable motions, assign tasks - Analytics: Dashboards for reps, managers, and execs - Integrations: Sync with Salesforce, HubSpot, Slack, and more
On paper, it’s ambitious. But does it actually deliver? Let’s break it down.
Setting Up Bricks: What to Expect
1. Getting Started (The Reality)
Bricks’ onboarding is smoother than most. You sign up, connect your CRM, and within an hour or two, you’ve got your pipeline live in Bricks. The UI is clean—no mystery meat navigation or pointless animations.
But—and this is important—the real work comes in mapping your sales stages, deal types, and custom fields. If your CRM is a mess (and whose isn’t?), expect to spend a few hours cleaning things up so Bricks doesn’t just mirror your chaos.
Pro tip:
Don’t skip the data mapping step. Garbage in, garbage out is still the law.
2. Integrations (Hits and Misses)
Bricks connects to Salesforce and HubSpot out of the box. The integration is read/write, so updates flow both ways. That’s great, but if you’re using a less common CRM or a homegrown system, you’re out of luck for now.
Other integrations—Slack, Google Calendar, email—are fairly basic. Don’t expect deep workflow magic. For example, you can get Slack alerts for deal updates, but you can’t trigger complex automations.
What works:
- CRM sync is mostly reliable (after initial setup headaches).
- Calendar integration is handy for seeing meetings in context.
What doesn’t:
- No native support for Outreach, Salesloft, or marketing automation platforms yet.
- API is invite-only (read: not really open).
Using Bricks Day-to-Day
3. Pipeline Management
This is the heart of Bricks. You get a kanban-style view of deals by stage. Drag and drop works as expected, and you can filter by owner, deal size, product, etc. It’s fast and doesn’t lag—even with big pipelines.
Strengths: - Easy to see stuck deals and next actions - Bulk updates save time - Notes and activity logs actually get used (because they’re not buried)
Weak spots: - No built-in call logging or email tracking (relies on your CRM) - Custom fields are limited—if you track lots of niche data, prepare to compromise
4. Forecasting
Bricks touts its forecasting as “AI-powered.” In reality, it’s a mix of weighted pipeline math and some simple regression. It’ll flag deals that are at risk (e.g., no activity in X days), and you can tweak assumptions.
What’s good: - Visuals are clear—easy to spot gaps or sandbagging - You can run “what if” scenarios (e.g., what if we lose this deal?)
What’s not: - Accuracy depends entirely on pipeline hygiene—if your reps don’t update deals, the forecast is useless. - No magic insights. Don’t expect Bricks to tell you why you’re missing quota.
5. Playbooks & Automation
You can build simple playbooks (sequences of steps for deal types). Think: after a demo, send a follow-up, schedule next call, log notes. Assign tasks to reps with due dates.
The reality: - Good for enforcing basic process consistency - Not robust enough for complex sales cycles (multi-threaded deals, multi-stage signoff, etc.) - No conditional logic or branching—just checklists
If you want true sales automation, you’ll still need something like Outreach or Salesloft.
6. Analytics & Reporting
Bricks’ dashboards are readable and don’t overwhelm you with widgets. Out-of-the-box reports include: - Pipeline coverage - Win/loss rates - Activity by rep - Forecast vs. actuals
You can slice by team, date range, and deal type. Export to CSV works (yes, you can still use Excel).
Limitations: - Custom reporting is minimal—can’t build totally custom dashboards - No cohort analysis or deep funnel breakdowns
Where Bricks Shines (And Where It Doesn’t)
What Works
- Simplicity: It’s easy enough that reps actually use it. Adoption is the real battle with any sales tool.
- Pipeline visibility: Managers get a clear line of sight. No more “can you send me your latest numbers?” emails.
- Onboarding: You’re up and running in a day, not a month.
What Doesn’t
- Complex workflows: If your sales process is more maze than funnel, Bricks will feel limiting.
- Integrations: Still early days for anything beyond Salesforce/HubSpot.
- Customization: If you need edge-case fields, reports, or automations, you’ll hit walls.
What To Ignore
- The “AI” hype. Bricks isn’t magic; it’s just less painful than most.
- The idea that it’ll fix your data hygiene. That’s a people problem, not a software problem.
- Fancy dashboards. They’re nice, but they won’t close deals for you.
Is Bricks Right for Your Team?
Bricks is best for SaaS sales teams that: - Want a straightforward GTM platform, not a Frankenstack - Use Salesforce or HubSpot as their CRM - Value clarity over customization
It’s not for you if: - You need deep integrations with call/email automation tools - Your sales process is highly bespoke or regulated - You love building custom dashboards and automations
Pricing is mid-market—cheaper than Salesforce add-ons, pricier than barebones pipeline trackers. No free tier, but you can get a 14-day trial.
Pro Tips for Rolling Out Bricks
- Don’t skip the prep: Clean up your CRM first. Seriously. Otherwise, you’re just moving messes around.
- Start small: Try it with one team or region before rolling out company-wide.
- Train managers first: If they don’t use Bricks, no one else will.
- Keep your old system for a month: Don’t rip the band-aid off until you’re sure Bricks is working for your workflow.
Final Thoughts: Keep It Simple, Iterate Often
Bricks won’t turn a bad sales process into a good one. But it can help you see what’s actually happening and nudge your team toward better habits—if you keep it simple and don’t chase every new feature.
If you’re sick of tools that promise the moon and deliver a pile of admin work, Bricks is worth a look. Just remember: no software fixes messy data or lazy sales habits. Start with what you need, roll it out slowly, and be ready to adapt as your team learns what actually helps them close more deals.
Keep it simple, pay attention to what your team actually uses, and don’t be afraid to change course. That’s how you actually move the needle.