B2B Growth toolstack

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.

Toolstack illustration working smarter

My current tool stack

Most recent reviews

Spectacle
Tool review

Spectacle

Multi touch attribution built for SaaS. Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

Zapier
Tool review

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

WordPress
Tool review

WordPress

Open source CMS with huge plugin choice, ideal when you need flexibility and can manage updates and performance.

n8n
Tool review

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Demand generation tools

Surfe
Tool review

Surfe

Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.

Lusha
Tool review

Lusha

Data provider for emails and numbers, handy for filling gaps in prospect lists before sequencing.

Taplio
Tool review

Taplio

LinkedIn toolkit for ideas, scheduling and analytics, handy for consistent posting with a clean workflow.

Kanbox
Tool review

Kanbox

Simple storage and sharing tool for files and notes, best for small teams that want basic organisation.

Mailshake
Tool review

Mailshake

Simple cold email tool with sequences and tracking, good for lean outbound motions.

Spectacle
Tool review

Spectacle

Multi touch attribution built for SaaS. Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

SEMrush
Tool review

SEMrush

SEO suite for keyword research, audits and content planning, useful for ongoing search work.

SurferSEO
Tool review

SurferSEO

SEO writing tool that suggests terms and structure to help pages rank while keeping copy readable.

Marketing funnel tools

Thinkific
Tool review

Thinkific

Course platform focused on clean student experience with solid tools for lessons and certificates.

Spectacle
Tool review

Spectacle

Multi touch attribution built for SaaS. Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

Fireflies.ai
Tool review

Fireflies.ai

AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.

MacWhisper
Tool review

MacWhisper

On device transcription for audio and video, quick and private, useful for notes and content.

Sales tools

DocuSign
Tool review

DocuSign

E signature platform with robust templates and audit trails, trusted for closing deals cleanly and quickly.

Dropbox Sign
Tool review

Dropbox Sign

Lightweight e signature tool with easy templates and clean UX, good for small teams that need fast signatures.

Salesforce
Tool review

Salesforce

Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.

Lemcal
Tool review

Lemcal

Clean scheduling tool with branded pages and smart availability, good for teams that want polish and control.

Keap
Tool review

Keap

Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.

Folk
Tool review

Folk

Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.

Justuno
Tool review

Justuno

On site promotions and forms that help capture leads and run offers with targeting and design control.

PandaDoc
Tool review

PandaDoc

Proposal and document tool with templates, pricing tables and e signature that speeds closing.

Cal.com
Tool review

Cal.com

Open scheduling tool with routing rules and brand control, useful when you want flexible booking that plays nicely with your stack.

Monday.com
Tool review

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

Pipedrive
Tool review

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

HubSpot
Tool review

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Calendly
Tool review

Calendly

Well known meeting scheduler with simple routing and reminders that reduce no shows and make booking easy for buyers.

Strategy & decision-making tools

OmniConvert
Tool review

OmniConvert

CRO platform with A B testing, surveys and personalisation, helpful for websites with steady traffic.

VWO
Tool review

VWO

Experimentation platform with testing, heatmaps and rollout tools, good for structured CRO at B2B scale.

Operations tools

Trainual
Tool review

Trainual

Training and SOP platform that organises processes, roles and checklists so teams learn consistently.

Coda
Tool review

Coda

Document platform that blends text, tables and automation, great for playbooks, calculators and living specs in one place.

Slack
Tool review

Slack

Team chat that speeds collaboration when channels, notifications and etiquette are set with care.

Zapier
Tool review

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

Trello
Tool review

Trello

Kanban boards for projects and tasks, easy to start and share, best for light workflows.

Process Street
Tool review

Process Street

Process tool for repeatable checklists with form fields and automations, good for onboarding and QA.

Notion
Tool review

Notion

All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.

Pipedream
Tool review

Pipedream

Integration platform that runs code and workflows, great for custom automations beyond no code limits.

Google Workspace
Tool review

Google Workspace

Productivity suite for mail, docs and storage, easy admin and sharing that suits most B2B teams.

Freedom
Tool review

Freedom

App and site blocker that helps protect focus time by pausing the noise across devices.

ClickUp
Tool review

ClickUp

All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.

Asana
Tool review

Asana

Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.

Automation tools

n8n
Tool review

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Make
Tool review

Make

Visual automation platform that connects tools and moves data with control and scheduling.

Zapier
Tool review

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

Pipedream
Tool review

Pipedream

Integration platform that runs code and workflows, great for custom automations beyond no code limits.

AI tools

Claude
Tool review

Claude

AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.

Perplexity
Tool review

Perplexity

AI search that cites sources, useful for fast research and content prep with links to verify.

Notebook LM
Tool review

Notebook LM

AI research tool that indexes your sources and answers from them, useful for briefs and prep.

ChatGPT
Tool review

ChatGPT

AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.

Productivity tools

Spectacle
Tool review

Spectacle

Multi touch attribution built for SaaS. Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

SaneBox
Tool review

SaneBox

Email assistant that filters noise and adds reminders so important mail surfaces when needed.

Todoist
Tool review

Todoist

Personal task app with quick capture, filters and calm design, great for managing work and habits.

Inbox When Ready
Tool review

Inbox When Ready

Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.

Freedom
Tool review

Freedom

App and site blocker that helps protect focus time by pausing the noise across devices.

B2B growth studio

Solid growth for B2Bs in 90 days

Small improvements across your customer journey add up to 214% growth. Based on 15 years in growth, I execute fast on the root causes holding back growth.