Tools I recommend
The software I actually recommend.
Tool-agnostic, honest, and emotionally attached to only a few subscriptions. I recommend what fits how your firm works, not what has the best ads, and you always buy licences directly from the vendor.
A few links are partner links. If you sign up through them, I may earn a commission at no extra cost to you. It never changes what I recommend. Affiliate disclosure.
Partners
Certified and verified
Partner status means direct access to the vendor’s team and early knowledge of what’s changing, so your setup stays ahead.
Verified Partner
SmartSuite
A flexible work platform for CRM, projects and client operations in one connected system. Audited for SOC 2, ISO 27001, GDPR and HIPAA. The one my team sets up most often.
Certified Partner
Missive
Shared inboxes and team chat around email, so client conversations don’t live in one person’s inbox.
Verified Consultant
ClickUp
Projects, tasks, docs and dashboards in one workspace. I know it inside out, including the settings nobody should touch.
Where work lives
Work and project management
Where projects, tasks and client work live.
Monday.com
Visual boards and workflows for teams that like to see the whole picture.
Client portals
Client portals and internal tools
Give clients and your team their own view.
CRM
CRM and sales
Leads, deals and client relationships.
LinkedIn Sales Navigator
Find and follow the right people at your target accounts.
Automation
Automation and AI
The connections and assistants that do the repetitive work.
Email, calls
Email, calls and collaboration
Everyday communication inside and outside the team.
Forms, scheduling
Forms, scheduling and agreements
From first contact to signed engagement.
Knowledge, training
Knowledge, training and SOPs
So the know-how lives in the system, not in one head.
Finance, time
Finance, time and payments
Invoicing, payments and the hours behind them.
Marketing, content
Marketing, content and web
Newsletters, social, design and your website.
One more thing
Choosing the tool is the easy part.
Keeping it set up, connected and actually used is where most firms struggle. Before you buy anything, ask whether you’re paying for what it does today or for the promise of what it could do next month.
Ready when you are