Tools We Use & Recommend
These are the exact platforms we build with. Honest assessments — we only recommend tools we actually use on client projects.
Some links below are affiliate links. We earn a small commission if you sign up — at no extra cost to you. We only list tools we genuinely use.
Our Core Stack
Make.com
affiliate linkOur go-to automation platform. More powerful than Zapier, more affordable at scale. Handles complex multi-step workflows with ease.
How we use it: We use this on almost every project. If you only learn one automation tool, make it Make.com.
HubSpot CRM
affiliate linkThe best free CRM for small businesses. Tracks every contact, deal, and conversation. The free plan is genuinely good — most clients never need to upgrade.
How we use it: We set this up for nearly every client. Replaces spreadsheets and sticky notes with a proper sales system.
ActiveCampaign
affiliate linkBest-in-class email marketing with built-in CRM and automation. Powerful for businesses that need serious lead nurturing and customer journeys.
How we use it: Our top pick for businesses with email lists or complex follow-up sequences. Connects with everything.
Zapier
affiliate linkThe most well-known automation tool. Easier to learn than Make.com but more limited at scale. Great starting point if you want to DIY basic automations.
How we use it: We use Zapier when clients want to manage their own automations after delivery — the UI is more approachable.
Notion
affiliate linkAn all-in-one workspace for notes, docs, databases, and project tracking. Replaces a dozen tools with one clean interface.
How we use it: We use Notion for client SOPs, onboarding docs, and internal dashboards. Also connects to Make.com for automation.
Calendly
Eliminates the back-and-forth of scheduling. Share a link, clients pick a time, it syncs with your calendar. That's it.
How we use it: Every client we work with gets Calendly set up. Saves 2-3 hours of email per week on average.
Airtable
A database that feels like a spreadsheet. Perfect for inventory tracking, project management, CRMs, and anything that outgrows Google Sheets.
How we use it: We build custom tracking systems in Airtable when clients need something more structured than a spreadsheet but simpler than a full database.
Typeform
Beautiful, conversational forms that get higher completion rates than standard form builders. Great for lead capture, client onboarding, and feedback.
How we use it: We use Typeform for client intake forms that feed directly into Make.com automations — zero manual data entry.
Also Worth Knowing
Tools that don't earn us affiliate commissions but we recommend anyway.
Google Workspace
Email, Docs, Sheets, Drive — the backbone of most small businesses.
Slack
Team communication that keeps everything out of email.
Loom
Record quick video messages instead of long emails. Brilliant for async teams.
Canva
Design tool for non-designers. Great for social media, proposals, and presentations.
A Note on Our Recommendations
Some links on this page are affiliate links. If you sign up through them, we earn a small commission — it doesn't change your price in any way.
We only list tools we actually use on client projects. If we think a tool is overpriced or has better alternatives, we say so. Our goal is to help you build the leanest, most effective tech stack for your business — not to push you toward the highest-paying affiliate program.
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