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For Teams

Marketing, IT, and Finance — Finally on the Same Page

Marketing buys the tools, IT supports them, finance pays for them — but nobody shares the same view. Give every department a shared architecture with change requests, approvals, and the audit trail that makes cross-functional decisions stick.

Sound familiar?

Cross-functional teams face unique challenges when managing a shared Martech stack.

Siloed decision-making

The problem

Marketing buys a new tool. IT doesn't know. Data team discovers it months later when integration breaks.

The solution

Team workspaces give everyone visibility. Department ownership shows who's responsible for what. No more surprises.

The Owner lens: every tool on the stack labelled with its department, and a legend showing each department's share and lead

No change management process

The problem

Someone swaps a vendor and things break downstream. There's no review, no approval, no record of why the change was made.

The solution

A change request goes from draft to review to the canvas, with tasks for the work afterwards and a closing record at the end. Approvers vote where they are, in the Inbox or on their phone.

A change request at the Draft stage: the type, title and reason filled in, and a readiness list naming what is still needed before it can be submitted

No shared source of truth

The problem

The architect has one version in Lucidchart, the budget owner has another in a spreadsheet, and the exec has an outdated PowerPoint.

The solution

One interactive diagram that everyone references. Each save syncs to the cloud, so the team sees the current saved state of the stack.

A ten-tool stack on the canvas, from consent and server-side tagging through Twilio Segment and Snowflake to Amplitude, Braze and Google Ads, with every connection named and the node palette open

Cross-team coordination is painful

The problem

Getting marketing, IT, data and finance aligned on a stack change takes endless meetings and email chains.

The solution

Each change request has its own discussion. Mention a colleague and it shows up in their Inbox, next to the decisions and tasks waiting on them, and in Slack if you connect it. And decisions get made in writing instead of in another meeting.

The workspace notification policy: for each category, whether it may go in-app, by email and to Slack

Built for team collaboration

Every feature is designed to help cross-functional teams govern their stack together.

Team Workspaces

Shared space for your team's stack diagrams with role-based access control.

Change Requests & Approvals

Draft, review, apply, track and close. Approvers can be members or outside stakeholders on a link; once approved, apply the change to the canvas and track the work as tasks.

Inbox, Comments & @Mentions

Discuss each change in its own thread. Decisions, tasks and mentions waiting on you collect in your Inbox.

Department Ownership

Assign tools to departments and track accountability.

Shared Stacks

Stacks shared into the workspace are visible to every member; your drafts stay private until you share them.

Role-Based Access

Owner, Admin, Editor and Viewer roles to control who can change what.

How a change gets agreed

Marketing drafts it, IT and finance vote from the room, an email link or a phone, and the stack only changes once it is approved. Every step stays on the record.

A change request from draft to closed. The draft names the change, the reason and the approvers, with a readiness list. Approvers vote in the room, by email or on a phone, until all four have approved. Apply shows the affected part of the stack before and after, updates it, and offers Revert this change. Track lists the tasks with owners and due dates. Close records the outcome, done as planned, with who decided and when.

How teams use Stack Builder

From mapping to governance in four steps.

1

Map your current stack

Build a shared visual representation of your entire Martech architecture.

2

Assign ownership

Tag each tool with the responsible department and owner.

3

Request changes

Team members draft change requests to add, remove or replace tools, change data flows or move ownership.

4

Review and approve

Approvers review the change request, discuss it, and approve, request changes or abstain.

Frequently Asked Questions

How many team members can I add?
As many as you need, from a minimum of 3 seats. Team is $35 per seat per month, or $360 per seat per year ($30 a month). Enterprise is sold on annual plans from about $12k, agreed with us.
What roles are available?
Owner (everything, including billing and deleting the workspace), Admin (manages members and settings), Editor (edits stacks and creates change requests) and Viewer (read-only).
Can different departments see different diagrams?
Departments are ownership labels, not access boundaries: every member sees the stacks shared into the workspace. Keep a stack private by not sharing it into the team, or use a separate workspace.
How do change requests work?
A member drafts a change request: what changes, why, and which tools it affects. Approvers comment and vote to approve, request changes or abstain; an outside approver can vote on a link without an account. Once the approval rule is met, the change is applied to the canvas, the work is tracked as tasks with owners and due dates, and the request is closed with a record of what happened. Tasks can be pushed to JIRA.
Is there an audit trail?
Yes. Change requests, comments and votes are recorded with who and when, and saved versions keep the history of the stack. Member, role and sharing changes appear in the team audit log.
Can we try it with a small team first?
Yes. Start with the minimum of 3 seats and add more as your team adopts the workflow. Individuals can try the builder on the Free plan first.

Build your stack together

Give your team a shared source of truth, with change requests, approvals and an Inbox for what is waiting on each person.

No credit card required. Free plan available.