So you’re swimming in spreadsheets, chasing down leads, and wondering if there’s a better way to run your B2B sales process. Someone mentioned “streamlining” with a shiny new tool, but you’re wary of hopping on another software bandwagon that promises the world and delivers…well, not much. If that’s you, keep reading. This is an honest, nitty-gritty review of Packedwithpurpose’s B2B GTM (Go-To-Market) software—a tool aimed at big teams wrangling even bigger sales cycles.
Who This Review Is For
If you’re part of an enterprise sales team—or lead one—that’s outgrown manual processes, this is for you. Maybe you’re not ready to rip and replace your CRM, but you know you need to run a tighter, faster sales machine. You want the truth about what this tool can (and can’t) do, without the buzzwords.
What is Packedwithpurpose, Really?
Let’s cut through the marketing fluff. Packedwithpurpose claims to be a “comprehensive B2B GTM platform” for enterprise sales. In plain English: it’s a software tool designed to help sales teams organize, track, and close deals faster, with less hassle.
Here’s what it actually does (based on real use):
- Centralizes sales playbooks, templates, and processes
- Helps manage pipeline stages and deal reviews
- Automates some of the repetitive admin stuff (think: reminders, follow-ups, doc generation)
- Integrates with major CRMs (Salesforce, HubSpot, etc.)
- Offers team collaboration features—notes, alerts, shared dashboards
Is it trying to be your CRM? No. Does it replace your email or demo tools? Nope. It sits between those, trying to keep your sales team on the same page and moving deals along.
Setup and First Impressions
Getting started: You’ll need admin access and about an hour to get the basics up and running. The onboarding flow is straightforward—guided setup, not a maze of forms.
- Integrations: Native hooks for Salesforce, HubSpot, and Slack. If you’re using something exotic, expect some light API wrangling.
- Import: You can pull in contacts, accounts, and existing pipelines. It’ll match and dedupe, but double-check—no import is ever perfect.
- Playbooks: Out-of-the-box templates for sales processes (discovery, qualification, closing, etc.), but you’ll want to customize these.
Pro tip: Don’t try to roll this out to your whole team on day one. Pilot with a small group, iron out the kinks, and scale from there.
Key Features: The Good, The Bad, The Meh
1. Sales Process Automation
- What works: The tool shines when it comes to automating the boring stuff—auto-scheduling follow-ups, assigning next steps, nudging reps when deals stall.
- What doesn’t: The automation logic can be a little rigid. If your sales process is weird or highly custom, you’ll need to tweak a lot.
2. Playbooks & Templates
- What works: Having a single place for everyone to follow the same process is a godsend if your team has gotten a bit…creative with how they log deals.
- What doesn’t: The default playbooks are generic. If you want “the way we do things here,” budget time for customization.
3. Pipeline Management
- What works: The pipeline view is clean, easy to filter, and actually shows meaningful data (not just “deal value”).
- What doesn’t: Sometimes lags when pulling in big lists from your CRM. Not a dealbreaker, but annoying if you’re in a hurry.
4. Team Collaboration
- What works: Shared notes, @mentions, and alerts help keep everyone in the loop. Less “did you follow up yet?” on Slack.
- What doesn’t: Comments can get buried if your team is big—notifications are basic and can’t be fine-tuned much.
5. Reporting & Analytics
- What works: The dashboard gives you a quick read on pipeline health, bottlenecks, and rep activity. Good for sales managers.
- What doesn’t: If you want to slice data six ways, you’ll hit the limits fast. Exports are CSV only. No fancy BI connectors.
What’s Actually Useful (and What’s Hype)
Forget the Brochure—Here’s Where It Helps
- Standardizing sales processes: If every rep is winging it, this pulls everyone onto the same track.
- Keeping deals moving: Automated reminders and tasks mean fewer things fall through the cracks.
- Onboarding new reps: Faster ramp-up with templates and clear steps.
Where You’ll Hit Friction
- Customization: You’ll need someone willing to own setup and ongoing tweaks. It’s not “set and forget.”
- Change management: If your team isn’t used to process tools, expect some groans and pushback at first.
- Feature sprawl: There’s a temptation to try every bell and whistle. Don’t. Stick to what solves your actual problems.
Who Should (and Shouldn’t) Use Packedwithpurpose
Best for: - Enterprise sales teams with more than a handful of reps - Companies with complex, multi-stage sales processes - Teams who outgrew spreadsheets but don’t want to build custom tools
Probably not for: - Tiny teams who can get by with a shared Google Sheet - Orgs allergic to change or new software - Anyone hoping for an “AI-powered sales genie” (no, it won’t close deals for you)
Real-World Workflow: How Packedwithpurpose Fits In
Let’s say you’re running a 10-person sales team:
- Set up your sales playbook: Start with their templates, then add your own stages, definitions, and criteria.
- Sync with your CRM: Pull in active deals and contacts. Clean up any weird imports.
- Assign deals to reps: The tool tracks who owns what, with deadlines and next steps.
- Automate the basics: Set rules for reminders, stage moves, and handoffs.
- Track progress: Use the dashboard for pipeline reviews—no more playing “who’s got what” in meetings.
- Coach and iterate: Identify where deals stall out, adjust your playbook, and keep improving.
You’ll still need to use your CRM, email, and demo tools. Packedwithpurpose is a layer on top to keep the process moving and everyone aligned.
Common Pitfalls (and How to Avoid Them)
- Trying to do too much, too soon: Start simple. Get one team or process working, then expand.
- Not customizing playbooks: The defaults are fine for demoing, but real value comes from making it fit your business.
- Skipping training: Even “intuitive” tools need a walkthrough. Schedule a session, answer questions, and get feedback early.
- Ignoring adoption: If reps hate it, it fails. Listen to gripes and fix what you can—don’t just force it down the team’s throat.
Pricing and Support
Pricing: Not cheap, but not outlandish for enterprise tools. Per-user, per-month. No free tier. Expect to talk to sales for a quote. If you’re a small team, you’ll get sticker shock.
Support: Email and chat support are responsive. Docs are okay, but missing some real-world use cases. You’ll probably need a call or two with their onboarding team to get the most out of it.
The Verdict: Worth It?
If you’re an enterprise sales org with messy processes, Packedwithpurpose is honestly helpful—if you’re willing to put in some setup work and get the team on board. It won’t magically fix bad sales habits or replace your CRM, but it’ll make things less chaotic and more predictable.
If you’re expecting a silver bullet, keep looking. But if you’re tired of sales slipping through the cracks and want a central place to run your playbook, it’s worth a look.
Keep It Simple and Iterate
Bottom line: Don’t get seduced by features you don’t need. Start with your real bottlenecks, get those working, and build from there. Sales tools are only as good as the process and people behind them—so keep it simple, review what’s working, and tweak as you go.
Good luck. And don’t let another deal slip just because someone forgot to follow up.