Explore software for B2B teams that I have used on client projects, or I am using them myself currently. Each tool has a review that help you decide if it's a fit for you, what to consider before you buy and my review & tips.
Outgrow creates calculators, quizzes, and assessments to engage visitors, capture leads, and personalise recommendations on websites.
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Zoominfo provides comprehensive B2B contact and company data with advanced search, intent signals, and native CRM integration for enterprise sales.
Shipping platform connecting carriers and e-commerce automates labels, tracking, and returns for online stores managing logistics across Europe.
E-commerce platform for selling digital products simple store setup for creators selling courses, ebooks, or downloads without complex platforms.
Reply.io combines email, LinkedIn, calls, and WhatsApp into multichannel outreach sequences with AI-powered assistance and team analytics.
Manychat builds chatbots for Instagram, WhatsApp, and Facebook Messenger to automate customer conversations, capture leads, and drive sales.
Gorgias centralises customer support for e-commerce with Shopify integration, macros for common questions, and revenue-tracking analytics.
Customer support with ticketing and automation solid for teams needing organised support without enterprise complexity.
Freshchat provides live chat, chatbots, and customer messaging across web, mobile, and social channels for support and sales teams.
Freshcaller provides cloud phone system with call routing, IVR, and call management integrated with Freshworks support and CRM tools.
Freelance marketplace for quick creative work excellent for one-off tasks like design, video editing, or content when you need affordable help fast.
Dealfront identifies companies visiting your website, combines with intent data, and enriches with company details for B2B sales prospecting.
Contentsquare analyses digital experience with AI-powered insights, heatmaps, and session recordings to identify friction points in user journeys.
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Google Sheets is a cloud-based spreadsheet tool for data analysis, collaboration, and automation. It's free, works in your browser, and integrates with the entire Google Workspace ecosystem.
Surfe syncs LinkedIn profiles directly into your CRM with one click, capturing contact details, notes, and activities without manual data entry.
Training platform that organises SOPs, processes, and role documentation so teams know what to do and how to do it great for scaling companies.
Lusha provides instant B2B contact enrichment with email and mobile numbers via browser extension and bulk lookup for sales prospecting.
Aircall provides cloud phone system with CRM integrations, call routing, and analytics for sales and support teams working remotely.
AI assistant for long-form writing and analysis better than ChatGPT for research, strategic docs, and working with uploaded files.
Teachable hosts online courses with student management, payment processing, and basic marketing tools for educators monetising expertise.
Kajabi builds complete online course businesses with course hosting, website, email marketing, and sales funnels in one platform.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
Dropbox Sign provides electronic signatures with simple workflows, templates, and team features integrated with Dropbox for straightforward signing needs.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.
Taplio provides LinkedIn content scheduling, analytics, and engagement features with AI-powered post ideas for building personal brands.
Thinkific hosts online courses with extensive customisation, marketing tools, and student community features for growing course businesses.
Kanbox automates contract and document signature workflows with routing, approvals, and integrations built for European B2B companies.
Mailshake automates cold email and social outreach with simple sequencing, deliverability monitoring, and team collaboration for B2B sales.
Document platform that combines text, tables, and automation like Notion but with stronger formulas and buttons for interactive playbooks.
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
Online whiteboard for mapping ideas, journeys, and plans excellent for async workshops and brainstorms when teams can't gather in person.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Team messaging that speeds collaboration when used well but can create notification chaos works best with clear channel structure and etiquette.
Apollo combines a B2B contact database with email sequencing and tracking in one platform for outbound sales teams.
Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.
Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.
Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.
SEMrush is an all-in-one SEO platform covering keyword research, competitor analysis, backlink tracking, and content optimisation for organic growth.
Unbounce creates landing pages with drag-and-drop building, A/B testing, and dynamic text replacement optimised for paid advertising conversion.
Leadpages builds landing pages, pop-ups, and alert bars quickly with templates and basic A/B testing for lead generation campaigns.
Instapage builds post-click landing pages with A/B testing, personalisation, and collaboration features for paid advertising campaigns.
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
Justuno captures email addresses and reduces abandonment through pop-ups, banners, and exit-intent offers with advanced targeting and testing.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
Email and automation aimed at ecommerce, can work for simple B2B funnels that need easy flows and segmentation.
Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.
Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.
SurferSEO analyses top-ranking content to provide data-driven recommendations for on-page optimisation and content structure for target keywords.
Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Cal.com provides meeting scheduling with calendar sync, booking pages, and workflow automation, available open-source or hosted for teams.
AI search with citations faster than manual research and more reliable than ChatGPT alone, excellent for content prep and quick fact-checking.
On-device transcription for audio and video quick, private, and accurate for meeting notes and content without sending files to cloud services.
AI research tool indexing your sources excellent for briefing documents, analysing uploads, and getting answers from materials you provide.
OmniConvert combines A/B testing, personalisation, and customer surveys to optimise conversion rates for e-commerce and SaaS companies.
Email assistant that filters noise and adds reminders so important mail surfaces when needed.
Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.
Squarespace builds complete websites with beautiful templates, hosting, and e-commerce features for creators, small businesses, and portfolios.
WordPress powers websites through open-source software with thousands of themes and plugins, offering ultimate flexibility for any web project.
Microsoft Clarity provides free session recordings, heatmaps, and user behaviour analytics without traffic limits or time restrictions.
VWO provides A/B testing, personalisation, and behaviour analytics to optimise website conversion rates through data-driven experimentation.
Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.
No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.
Webflow builds custom websites visually without code, offering designer control, CMS capabilities, and hosting for professional web projects.
Straightforward kanban boards for visual task management easy to start, easy to share, best for light workflows that don't need heavy structure.
Personal task app with quick capture, filters and calm design, great for managing work and habits.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Leadinfo identifies companies visiting your website, shows which pages they viewed, and enriches with contact details for sales prospecting.
Workflow tool that turns SOPs into interactive checklists with forms and automation excellent for repeatable processes that need consistency.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.
Code-friendly automation running Node.js workflows excellent when you need custom logic, API integrations, or automations that Zapier can't handle.
Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.
Screen recording for quick updates and walkthroughs faster than meetings, clearer than text, excellent for async teams and client communication.
Lemlist is a cold email platform with advanced personalisation, warm-up features, and deliverability tools for B2B outbound campaigns.
Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Password manager storing credentials securely with team sharing and policies essential for security hygiene when teams share logins responsibly.
Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.
Productivity suite combining email, docs, and storage familiar, reliable, and straightforward for teams who want tools that just work without fuss.
Hotjar captures user behaviour through heatmaps, session recordings, and feedback polls to understand how visitors use your website.
App and site blocker that helps protect focus time by pausing the noise across devices.
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
AI assistant for research, outlines, and drafts fast when prompted clearly, excellent for speed and idea generation in daily marketing work.
All-in-one work platform that combines tasks, docs, and dashboards powerful for teams who want everything centralised but be ready for complexity.
Calendly automates meeting scheduling with availability sync, booking pages, payment collection, and workflow integrations for professionals.
Task management that balances structure with usability, popular with marketing teams who need clean boards and timelines without complexity.
ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.
Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.
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