GTM Hub Complete Guide: CRM, Sales & Pipeline
Master the Dewx GTM Hub. Manage contacts, build pipelines, run outreach campaigns, and close more deals with AI-powered sales automation.
In This Guide
GTM Hub Overview
The GTM Hub is your go-to-market command center inside Dewx. It brings together CRM, sales automation, outreach, and pipeline management in one module — eliminating the need for separate tools like Salesforce, Pipedrive, or HubSpot Sales.
Unlike standalone CRMs that only store data, the GTM Hub is connected to every other part of Dewx. Your Portal inbox shows CRM context for every message. Your OPS Hub generates invoices when deals close. The AI assistant Dew analyzes your entire pipeline and suggests next actions.
For a broader view of how GTM fits within the platform, see our business operating system guide.
GTM Hub capabilities:
Contact & Company Management
Every relationship starts with a contact record. The GTM Hub stores contacts, companies, and the relationships between them. Every email, call, deal, invoice, and note is automatically linked — building a complete history of each relationship.
Contacts are not just names in a database. They are living records that update automatically as interactions happen across every channel. This means your sales team always has full context before reaching out.
Contact records
Individual people with all their contact details, communication history, deal associations, and custom fields. Every interaction is logged automatically.
Company records
Organizations with linked contacts, deals, and company-level data. See total revenue, active deals, and team relationships at a glance.
Smart views
Filtered views that show contacts matching specific criteria. Create views for hot leads, stale deals, VIP customers, or any custom segment you need.
Deal Pipeline
The deal pipeline is the heart of sales management. It gives you a visual representation of every active opportunity — where each deal stands, what needs to happen next, and how much revenue is in your pipeline.
The GTM Hub supports multiple pipelines for different sales processes. An agency might have one pipeline for new client acquisition and another for upsells. Each pipeline has customizable stages that match your actual sales process.
Visual Kanban board
Drag-and-drop deals between stages. See your entire pipeline at a glance with deal values, contacts, and age displayed on each card.
Custom stages
Define stages that match your process — not generic defaults. Name them, set probabilities, and add required fields for each stage transition.
Multiple pipelines
Run separate pipelines for different products, services, or sales processes. Each pipeline has its own stages and reporting.
Deal automation
Trigger actions when deals move stages. Send emails, create tasks, notify team members, or generate invoices automatically.
Pipeline analytics
See conversion rates between stages, average deal velocity, and bottlenecks. Identify where deals stall and optimize your process.
Team assignments
Assign deals to team members, set round-robin routing for new leads, and track individual performance against goals.
Outreach & Sequences
Outreach sequences automate your follow-up process. Instead of manually remembering to send follow-ups, you build a sequence once and enroll contacts. The sequence handles timing, personalization, and tracking automatically.
GTM Hub sequences are smarter than basic drip campaigns because they connect to your CRM. If a contact replies, the sequence pauses. If a deal closes, the sequence stops. Everything adapts to real behavior. Learn more in our email strategy guide.
Email sequences
Multi-step email campaigns with custom delays, personalization tokens, and A/B testing.
Smart pausing
Sequences automatically pause when a contact replies, books a meeting, or their deal status changes.
Template library
Pre-built templates for common outreach scenarios — cold outreach, follow-up, re-engagement, and upsell.
Personalization
Use CRM data in email templates — name, company, deal value, last interaction, and custom fields.
Engagement tracking
Track opens, clicks, replies, and bounces. See which emails perform best and optimize accordingly.
Team collaboration
Share sequences across the team. Managers can review performance and provide feedback on outreach.
Multi-channel
Combine email, LinkedIn, and task steps in a single sequence for multi-touch outreach.
Send time optimization
AI analyzes engagement patterns and sends emails at the optimal time for each recipient.
Lead Scoring & Qualification
Not every lead deserves equal attention. Lead scoring helps your team focus on the contacts most likely to convert — saving time and increasing close rates.
The GTM Hub combines rule-based scoring (you define criteria) with AI-based scoring (machine learning identifies patterns from your historical data). Together, they give you a reliable indicator of lead quality.
Define your ideal customer profile
Set criteria for your best customers — industry, company size, budget, and pain points. Contacts matching this profile score higher.
Track engagement signals
Email opens, link clicks, page visits, and form submissions all increase a lead's score. More engagement means more interest.
Set score thresholds
Define what score makes a lead "hot" (ready for sales) vs "warm" (needs nurturing) vs "cold" (not ready). Route leads accordingly.
Automate routing
When a lead hits a threshold score, automatically assign them to a sales rep, add them to a sequence, or create a follow-up task.
Let AI refine scoring
Over time, Dew AI analyzes which leads actually convert and adjusts scoring weights automatically. The system gets smarter with every closed deal.
Sales Reporting & Analytics
You cannot improve what you do not measure. The GTM Hub provides real-time dashboards that answer your most important sales questions without exporting data to spreadsheets.
Pipeline value
Total value of all active deals by stage. See how much revenue is in your pipeline and where it is concentrated.
Conversion rates
Stage-to-stage conversion rates reveal where deals stall. If 80% of proposals turn into wins but only 20% of demos become proposals, you know where to focus.
Deal velocity
Average time from lead creation to close. Track whether your sales cycle is getting faster or slower and identify bottlenecks.
Team performance
Individual rep metrics — deals closed, revenue generated, activities completed, response time. Identify top performers and coaching opportunities.
Revenue forecast
AI-powered forecast based on pipeline data, historical close rates, and deal probability. Know what revenue to expect in the next 30, 60, and 90 days.
AI-Powered Sales Features
The GTM Hub leverages Dew AI to make your sales team more effective. These are not gimmicks — they are practical AI applications that save real time and improve real outcomes.
Email drafting
Dew drafts personalized outreach emails using contact and deal context. Review and send in seconds instead of writing from scratch.
Deal risk analysis
AI flags deals that are at risk based on stalled activity, missed follow-ups, or negative engagement signals.
Meeting summaries
After calls and meetings, Dew generates summaries with action items and updates the CRM record automatically.
Predictive lead scoring
Machine learning models score leads based on patterns from your historical data — not generic rules.
Next best action
Dew suggests what to do next for each deal — follow up, send a proposal, schedule a demo, or escalate.
Connected Integrations
Because the GTM Hub is part of Dewx, it connects natively to every other module. No third-party integrations needed for core functionality. For external tools, the GTM Hub supports webhooks, API access, and popular integrations.
Portal (inbox)
Every email and message appears in the contact's CRM timeline. Reply from the inbox or the CRM — both stay in sync.
OPS Hub (finance)
Generate invoices from deals, track payments against deal values, and see revenue per customer.
CX Hub (projects)
Convert won deals into projects automatically. Customer handoff from sales to delivery is seamless.
DewFlow (automation)
Build complex sales workflows — lead routing, follow-up sequences, deal stage actions, and notifications.
Gmail & Outlook
Bi-directional email sync. Emails sent and received are logged in the CRM automatically.
WhatsApp & LinkedIn
Multi-channel communication tracked in the same contact record alongside email.
Webhooks & API
Connect to external tools via webhooks or REST API. Push and pull data to your website, marketing tools, or custom systems.
Zapier & Make
For edge cases requiring external automation, connect through Zapier or Make integrations.
Setup Guide
Getting started with the GTM Hub takes less than an hour for basic setup. Here is the recommended sequence for a smooth launch.
Configure your pipeline
Create stages that match your sales process. Start with 4-6 stages (Lead → Qualified → Proposal → Negotiation → Won/Lost). You can always add more later.
Import your contacts
Export from your current CRM or spreadsheets, clean the data, and import via CSV. Map fields to GTM Hub fields and verify a sample before bulk import.
Connect email
Link your Gmail or Outlook account for bi-directional sync. Past emails will not sync, but all future communication will be tracked automatically.
Set up your first sequence
Create a welcome or follow-up sequence using the template library. Start with 3 emails and expand based on results.
Build automation rules
Set up lead assignment rules, stage-change notifications, and follow-up reminders using DewFlow. Start with 2-3 basic rules.
Train your team
Walk through the daily workflow: check pipeline, respond to leads, update deal stages, log activities. The learning curve is about 2 hours.
Why Choose the GTM Hub
The GTM Hub is not just another CRM. It is the sales engine of your business operating system. Every advantage comes from being part of an integrated platform rather than a standalone tool.
Compare this to the alternative: a separate CRM, separate email tool, separate invoicing, separate project management. Every handoff between tools creates friction, data loss, and manual work. For a detailed comparison, see Dewx vs alternatives.
Why the GTM Hub wins:
- CRM + inbox + finance + AI in one platform — zero integration overhead
- Deals flow to invoices, projects, and onboarding automatically
- AI assistant works across all your data, not just the CRM
- Flat-rate pricing — no per-seat costs that punish growth
- Built for SMBs, not stripped-down enterprise software
- Migration support included on every plan
GTM Hub Guide FAQ
What is the GTM Hub in Dewx?
The GTM Hub (Go-to-Market Hub) is the sales and CRM engine inside Dewx. It handles contact management, deal pipelines, outreach campaigns, lead scoring, and sales automation. Unlike standalone CRMs, the GTM Hub is natively connected to your inbox, finance tools, and AI assistant — so your entire go-to-market operation runs from one platform.
How is the GTM Hub different from a standalone CRM?
Standalone CRMs require integrations for email, invoicing, and project management. The GTM Hub has all of these built in. When a deal closes, the invoice is generated automatically. When a lead emails you, it appears in both your inbox and their CRM record. There are no sync issues, no broken integrations, and no data silos.
Can I migrate from my current CRM to the GTM Hub?
Yes. The GTM Hub supports CSV import for contacts, deals, and companies. Most migrations from tools like HubSpot, Pipedrive, or Salesforce take 1-2 weeks including data cleaning. Dewx provides migration support on all plans to ensure a smooth transition.
Does the GTM Hub include email outreach and sequences?
Yes. You can build multi-step email sequences with personalized templates, send time optimization, and engagement tracking. Sequences connect directly to your CRM data, so personalization is automatic. Replies from sequences appear in your unified inbox alongside regular messages.
How does AI work in the GTM Hub?
The AI assistant Dew helps with lead scoring, email drafting, deal predictions, and activity summaries. Dew can analyze your pipeline and flag deals at risk, suggest optimal follow-up times, draft personalized outreach emails, and generate meeting summaries. AI works across all your data, not just the CRM.
Ready to power your go-to-market?
The GTM Hub is CRM, outreach, and pipeline management — all powered by AI. Start closing more deals with less manual work.