Martech template
Marketing tech stack template
A practical starting point for documenting your marketing technology stack — organized by category, with common defaults for CRM, analytics, tag management, ads, and automation. Open the template in MarStack's stack manager and customize it for your team.
Default stack categories
MarStack's marketing tech stack template includes the categories most teams need to document. Each row supports tool notes and monthly license cost — so this template doubles as a martech inventory, not just a tool list.
| Layer | Category | Example tools |
|---|---|---|
| 1 | CRM / source of truth | HubSpot, Salesforce, Pipedrive |
| 2 | Website / CMS | WordPress, HubSpot CMS, Webflow |
| 3 | Tracking / data collection | GTM, Segment, RudderStack, GA4 |
| 4 | Analytics & reporting | GA4, Data Studio, PostHog, Power BI |
| 5 | Marketing automation | HubSpot, Customer.io, Marketo |
| 6 | Digital ads | Google Ads, Meta Ads, LinkedIn Ads |
| 7 | SEO, social, integrations | Search Console, Hootsuite, Zapier |
Example stacks by company type
B2B SaaS
HubSpot CRM + GA4 + GTM + PostHog + Customer.io for product-led lifecycle email.
Agency client
WordPress + GA4 + Looker Studio + Meta Ads — document before the attribution audit.
Ecommerce
Shopify + Klaviyo + GA4 + Google Ads — map retention and acquisition tools separately.
Enterprise
Salesforce + Adobe Analytics + Segment + Power BI — note overlap before renewals.
Next steps
- Open the stack manager — defaults load automatically.
- Remove categories you do not use; add tools from the Most popular list per row.
- Add monthly cost and notes on each tool for budget planning.
- Run a Site Audit to compare documented tools vs live tags.
Start from the template
Open Stack Manager — categories and defaults are ready to edit.
Open marketing stack manager