Beginner's Guide to Dewx GTM Hub: CRM, Deals, and Outreach

GTM Hub is where you manage your go-to-market operations — contacts, companies, deals, pipelines, and outreach campaigns. Think of it as your CRM, but smarter and connected to every communication channel.

Key Takeaways

• GTM Hub manages your entire sales process from lead to close
• Contacts and deals are automatically linked to Portal conversations
• Dew AI scores leads, suggests next actions, and drafts outreach
• Pipelines are visual and customizable for any sales process
• Outreach campaigns send personalized sequences across email and LinkedIn

Core Concepts

Contacts

A contact is any person you interact with:

• Leads who inquired about your service
• Active clients you're working with
• Partners and referral sources
• Past clients for re-engagement

Each contact profile shows:

• Name, company, role, and contact info
• All conversations across all channels (linked from Portal)
• Deal history (past and active)
• Notes from your team
• Tags and custom fields
• Dew AI insights (engagement score, best time to contact)

Companies

Group contacts by company. See:

• All contacts at that company
• Total deal value (historical and active)
• Communication timeline across all contacts
• Company-level notes and documents

Deals

A deal represents a specific opportunity — a project, contract, or sale you're pursuing:

• Value: Expected revenue
• Stage: Where it is in your pipeline
• Contact: Who you're working with
• Close date: When you expect to close
• Probability: Likelihood of winning (auto-calculated or manual)
• Activities: Tasks, meetings, and follow-ups

Pipelines

A pipeline is the visual board showing all your deals organized by stage:

Lead → Qualified → Meeting → Proposal → Negotiation → Won

Each card on the board is a deal. Drag deals between stages as they progress.

Setting Up Your First Pipeline

Step 1: Define Your Stages

Default stages work for most businesses, but customize to match your process:

Service business example:

1. New Lead — Inquiry received
2. Qualified — Budget, need, and timeline confirmed
3. Discovery — Deep-dive meeting completed
4. Proposal — Proposal sent
5. Negotiating — Terms being discussed
6. Won — Contract signed ✅
7. Lost — Didn't close ❌

E-commerce B2B example:

1. Prospect — Company identified
2. Contacted — Initial outreach sent
3. Interested — Positive response
4. Sample Sent — Product sample shipped
5. Order Pending — Pricing agreed
6. Won — First order placed

Step 2: Add Your First Deals

Go through your current pipeline mentally:

• Who are you actively talking to about a potential sale?
• What's the approximate value?
• Where are they in the process?

Add each as a deal. Start with your 5-10 most active opportunities.

Step 3: Set Up Automations

Automate repetitive pipeline actions:

• Deal enters "Qualified" → Assign to sales rep, create "Schedule discovery call" task
• Deal enters "Proposal" → Send proposal template via email, set 3-day follow-up reminder
• Deal enters "Won" → Trigger onboarding sequence, create project in CX Hub
• Deal idle for 7 days → Send automated follow-up, alert deal owner

Outreach: Automated Prospecting

GTM Hub includes outreach capabilities for proactive lead generation:

Email Sequences

Create multi-step email campaigns:

1. Define your target audience
2. Write email templates (Dew AI generates personalized versions for each contact)
3. Set timing (e.g., Day 1 → Day 3 → Day 7 → Day 14)
4. Launch — emails send automatically with personalization
5. Track opens, clicks, and replies in real-time

LinkedIn Outreach

Connect LinkedIn and automate connection requests and messages:

1. Import LinkedIn prospects
2. Create a connection + message sequence
3. Dew AI personalizes each message based on the prospect's profile
4. Track acceptance rates and conversations

Smart Sequencing

Combine channels in one sequence:

Day 1: LinkedIn connection request
Day 3: Email introduction
Day 5: LinkedIn follow-up message
Day 8: Email with case study
Day 12: Final email with direct CTA

Important: Always follow anti-spam guidelines. Respect opt-outs. Focus on value, not volume.

Dew AI in GTM Hub

Lead Scoring

Dew AI automatically scores contacts based on:

• Communication frequency and recency
• Email open and click rates
• Website visits
• Deal stage progression speed
• Sentiment in conversations

Higher scores = hotter leads. Focus your time accordingly.

Next Best Action

Dew AI suggests what to do next for each deal:

• "Follow up — last contact was 5 days ago"
• "Send proposal — meeting went well, they asked for pricing"
• "Re-engage — this lead has gone quiet, try a different approach"
• "Close — all signals positive, ask for the signature"

Deal Forecasting

Based on historical data, Dew AI predicts:

• Win probability for each deal
• Expected close date
• Monthly revenue forecast
• Deals at risk of stalling

Daily GTM Hub Workflow

Morning (10 minutes):

1. Open GTM Hub dashboard
2. Check Dew AI's daily briefing (deals needing attention, new leads)
3. Review today's tasks and follow-ups

Throughout the day: 4. Update deal stages as conversations progress 5. Log meetings and notes 6. Use Dew AI to draft proposals and follow-ups

End of day (5 minutes): 7. Review tomorrow's pipeline — any deals going cold? 8. Check outreach campaign results

FAQ

How is GTM Hub different from HubSpot or Salesforce?

Three key differences: (1) Every contact is connected to their full communication history across all channels (WhatsApp, email, LinkedIn, etc.) — no separate "log a call" step. (2) Dew AI is deeply integrated, not a bolt-on. (3) It's designed for SMBs (simple, fast, affordable) rather than enterprises (complex, slow, expensive).

Can I import contacts from another CRM?

Yes. Export contacts from your current CRM as CSV and import directly into GTM Hub. Dewx maps common fields automatically (name, email, phone, company, deal value). Custom field mapping is available for unique fields.

How many pipelines can I create?

Unlimited. Common setups: one for new business, one for renewals, one for partnerships. Some businesses add: one for referrals, one for enterprise deals (different process than SMB deals).

Can multiple team members work in the same pipeline?

Yes. Assign deals to specific team members. Filter by assignee. Collision detection prevents two people from working the same deal simultaneously. Activity logs show who did what.

What happens when a deal is won?

Configure what triggers on "Won": create a project in CX Hub, trigger an onboarding sequence, send a welcome package, update the contact's status from "Prospect" to "Client," and notify the delivery team.