If you work at a mid-sized company and you’re trying to get your go-to-market (GTM) act together, you know the pain: Too many tools, too many spreadsheets, too much “process.” You want real visibility, fewer headaches, and a plan that actually gets followed. There’s a ton of GTM software out there promising to be your command center. One you might’ve heard of is Getrafiki. Does it actually help you get your team moving in the same direction, or is it just another dashboard you’ll forget about in six months? Let’s get into it.
Who This Review Is For
- Mid-sized B2B companies (think 50–500 people)
- GTM, sales, or marketing leaders who are tired of “flying blind”
- Teams who want fewer meetings, clearer plans, and less busywork
If you’re a startup with three people or a giant enterprise with a consulting budget the size of a small country, this is probably not for you.
What Does Getrafiki Actually Do?
Getrafiki sells itself as an all-in-one GTM (go-to-market) operating system. That means it tries to pull together planning, execution, collaboration, and analytics — so you can build your strategy and actually see if you’re sticking to it.
Here’s what’s inside:
- GTM Planning: Visual roadmap builder, campaign templates, and a way to map out who does what.
- Collaboration: Task assignments, shared calendars, and basic chat.
- Analytics: Dashboards for pipeline, campaign performance, and attribution.
- Integrations: Hooks into CRM (like Salesforce or HubSpot), marketing automation, and sometimes even Slack or Teams.
The idea is you start in Getrafiki when you’re mapping your plan, and keep using it as you execute, so nothing gets lost between “the deck” and the real world.
Setting Up: The Truth About Onboarding
Let’s keep it real: No tool in this category is “plug and play.” Expect to spend a couple of hours minimum getting your team set up.
What’s smooth:
- The UI is clean. You won’t get lost in menus.
- Importing existing campaigns or contacts is straightforward.
- Out-of-the-box templates for common B2B GTM motions (think: new product launch, ABM campaigns).
What’s less smooth:
- Integrations can get hairy. If your CRM is customized, expect some tinkering.
- There’s a learning curve for folks who aren’t used to project management tools.
- The help docs are decent, but not deep. You’ll need to play around.
Pro tip: Don’t roll this out to everyone at once. Start with a pilot squad — marketing, sales, and ops — and iron out the kinks before inviting the rest.
Features That Actually Matter (and What to Ignore)
You’ll see a laundry list of features on the website. Here’s what actually moves the needle for a mid-sized B2B team — and what’s just fluff.
Worth Your Attention
1. Campaign Planning and Visibility
- Single Source of Truth: All your campaigns, timelines, and owners in one place, so you’re not chasing people for status updates.
- Visual Roadmap: See what’s launching when. It’s basically a Gantt chart, but friendlier.
- Dependencies: You can flag when a sales sequence depends on marketing finishing a webinar, for example.
2. Execution Tracking
- Task Management: Assign work, set deadlines, and see who’s dropping the ball.
- Reminders and Nudges: Not quite as naggy as Asana, but enough to keep things moving.
3. Pipeline & Attribution Dashboards
- Real-Time Metrics: Quick view of booked meetings, pipeline generated, and campaign ROI.
- Attribution: It’s not magic, but you can see which campaigns are actually moving the needle (as long as your data is clean).
4. CRM and Marketing Integrations
- Basic Sync: Pull in contacts, accounts, opportunities, and campaign data.
- No-Code Setup: If you’re on standard CRMs, setup is a few clicks.
What’s Overhyped
- AI Recommendations: Like most B2B tools, the “AI” is mostly glorified rule-based suggestions. Don’t expect it to replace your marketing ops analyst.
- Chat/Collaboration: It’s fine for comments, but your team is still going to use Slack or Teams for real conversations.
- “Executive Insights”: These dashboards look fancy, but if your execs don’t trust your source data, they won’t trust Getrafiki’s charts either.
Real-World Pros and Cons
Let’s get brutally honest. Here’s what you’ll love and what might drive you nuts.
The Good Stuff
- You can actually see what’s happening: No more “what’s the status?” meetings every other day.
- Fewer dropped balls: Task tracking and reminders are just enough to keep folks accountable.
- Better alignment: Sales and marketing have to look at the same plan, not two different spreadsheets.
- Decent reporting: You’ll get visibility on campaign ROI, as long as your data flows in cleanly.
The Not-So-Good
- Another tool to check: If your team is already buried in tools, this might feel like “just one more login.”
- Customization is limited: Templates are helpful, but if you have a weird process, you’ll probably hit some walls.
- Integrations can break: If your CRM changes or you have heavy custom fields, expect to spend time troubleshooting.
- No magic bullet: If your process is a mess, Getrafiki won’t fix it for you. It just makes the mess more visible.
Pricing: Not Cheap, Not Outrageous
Getrafiki isn’t bargain-bin software. Pricing is usually per user, and you’ll pay more for advanced analytics and integrations. For a mid-sized team (say, 20–50 users), expect to spend a few thousand dollars a month. Is it worth it? If you’re replacing a patchwork of tools and saving time, maybe.
Watch out for:
- Annual contracts: Most discounts require a yearly commitment.
- Add-on fees: Want extra integrations or more seats? The price jumps fast.
- Implementation help: You might need to pay extra if you want white-glove onboarding.
How To Actually Get Value From Getrafiki
Here’s the playbook that’ll save you time and headaches:
- Pilot First: Pick a small team (sales, marketing, ops) and run one campaign end-to-end in Getrafiki. Fix what’s broken before rolling out wider.
- Clean Your Data: Garbage in, garbage out. Make sure your CRM and marketing data are in decent shape before you sync.
- Define Your Process: Decide who owns what, and use Getrafiki to make it official. The tool won’t fix fuzzy responsibilities.
- Integrate Only What Matters: Start with CRM and your main marketing tool. Don’t bother connecting every possible app until you see value.
- Train Your Team (Briefly): A 30-minute group walkthrough is usually enough. Don’t overthink it.
- Review Weekly: Use the dashboard in your team meeting to check status and blockers — not as a “gotcha,” but to keep things moving.
Pro tip: Ignore the urge to customize everything at first. Stick to the basics, see what works, then tweak.
Should You Buy It? And What To Watch Out For
Getrafiki is a solid choice if:
- You’re tired of managing GTM plans in endless spreadsheets and email threads.
- You want real visibility, not just “activity” metrics.
- Your team is willing to adopt (yet another) tool — and you can clearly show them what’s in it for them.
It’s probably not worth it if:
- Your process isn’t defined. The tool won’t fix chaos.
- You only run a handful of simple campaigns per year.
- You’re already using a project management tool that works for you.
Red flag: If your leadership just wants “more dashboards” but isn’t willing to change how teams work together, no software (including Getrafiki) will save you.
The Bottom Line
Getrafiki is a step up from spreadsheets and endless status meetings, but it’s not some magic GTM fairy. For mid-sized B2B teams who want more visibility and less chaos, it’s worth a look — if you’re willing to do a little process cleanup first. Keep it simple, start small, and don’t try to automate everything on day one. Iterate as you go, and you’ll get more out of whatever GTM software you pick.