Tool 03 · Quiz
CRM Recommendation Finder
Your best fit
All-in-one CRM and marketing automation
One system for your contacts, pipeline, texting, email, booking and follow-up automations. More to set up, but it replaces several separate tools.
Why we suggest this
Tools to compare
GoHighLevel
All-in-one CRM
CRM, marketing automation and lead follow-up in one platform.
Make
Workflow automation
Visual workflow automation that connects the apps you already use.
Disclosure: We may earn a commission if you sign up through links on this page, at no extra cost to you. It doesn’t change what we recommend. How we make money.
Your best fit
Simple sales pipeline CRM
A clean place to track deals from inquiry to closed, with reminders. Quick to learn, without the full marketing suite.
Why we suggest this
Tools to compare
Disclosure: We may earn a commission if you sign up through links on this page, at no extra cost to you. It doesn’t change what we recommend. How we make money.
Your best fit
Workflow automation platform
Connect the apps you already use so data moves between them automatically. No more copy-pasting between forms, spreadsheets and accounting.
Why we suggest this
Tools to compare
Make
Workflow automation
Visual workflow automation that connects the apps you already use.
QuickBooks
Accounting
Accounting, invoicing and financial workflows for small businesses.
Disclosure: We may earn a commission if you sign up through links on this page, at no extra cost to you. It doesn’t change what we recommend. How we make money.
Your best fit
Basic contact and task management
Start simple: one shared contact list, a task list, and calendar reminders. Grow into a bigger system once the habits are in place.
Why we suggest this
Start simple
You likely don’t need a paid platform yet. A shared contact list, a calendar and a simple task list will cover the basics. When follow-up starts slipping, revisit the Lead Follow-Up ROI Calculator to see if an upgrade pays off.
