// how we work
A clear scope. Working systems. A confident next step.
We start with your business needs, agree on the work together and deliver systems your team can use. All collaboration takes place remotely, with clear updates and an online handover.
01We understand your business needs
We can help identify what needs to improve and what success looks like.
02You approve the scope
Agree on the deliverables, price and timeline before work begins.
03We deliver working systems
Receive working systems, documentation and a clear handover.
14 categories · 160 tools
- HubSpotFull-featured CRM with marketing, sales, and service modules.
- PipedriveSales-first CRM with clear pipeline visualization.
- Zoho CRMAffordable, broad, configurable.
- SalesforceEnterprise CRM — most powerful, most complex.
- AttioModern, fast, AI-native CRM built around data and relationships.
- FolkRelationship-CRM designed for agencies, consultants, and dealmakers.
- CapsuleLightweight CRM with strong basics.
- CloseInside-sales CRM with built-in calling and SMS.
- CopperCRM that lives inside Google Workspace.
- Less Annoying CRMSimple, affordable, well-named.
- InsightlyCRM with project management for service businesses.
- EngageBayAll-in-one CRM with marketing automation for SMBs.
- Monday Sales CRMCRM built on Monday's flexible work platform.
- ClayAI-powered prospecting and CRM enrichment.
- Next.jsCode-first React framework — fast, flexible, future-proof.
- WordPressThe world's most-used CMS — vast plugin ecosystem.
- WebflowVisual website builder with code-level control.
- FramerDesign-first website builder with strong motion built in.
- WixDrag-and-drop website builder.
- SquarespaceTemplate-driven builder strong on visual templates.
- ShopifyE-commerce platform with deep ecosystem.
- GhostModern publishing platform — fast, clean, subscription-ready.
- CarrdOne-page sites in minutes.
- VercelHosting and deployment platform — built for Next.js.
- NetlifyHosting platform for modern web with strong build tooling.
- Cloudflare PagesHosting plus a global CDN and security layer.
- AstroContent-focused web framework with multi-framework support.
- Cal.comOpen-source, developer-friendly scheduling.
- CalendlyThe original modern scheduling link.
- FreshaBooking platform for beauty and wellness.
- TreatwellBooking and discovery for beauty businesses in Europe.
- SimplyBook.meVersatile booking platform for service businesses.
- AcuityBooking platform with strong policies and forms.
- Square AppointmentsBooking + payments in one.
- SetmoreFree-tier-friendly booking with broad features.
- MindbodyStudio and wellness management with booking.
- VagaroStudio and salon management with strong reporting.
- GlofoxBoutique fitness studio platform.
- OpenTableRestaurant reservation platform.
- The ForkEuropean restaurant reservation platform.
- ResyRestaurant reservation platform popular with curated venues.
- n8nOpen-source automation with full code escape hatches.
- MakePowerful visual automation with broad integration library.
- ZapierThe easiest, most-integrated automation platform.
- PipedreamDeveloper-friendly automation with full code support.
- ActivePiecesOpen-source no-code automation.
- WorkatoEnterprise-grade automation platform.
- IFTTTSimple if-this-then-that automations.
- Tray.ioEnterprise integration and automation.
- BardeenBrowser-based automation with AI assist.
- BuildshipVisual API and workflow builder with AI tools.
- AircallModern cloud phone system with CRM integrations.
- RingCentralEnterprise UCaaS with broad capabilities.
- TwilioDeveloper-grade SMS, voice, and messaging APIs.
- VonageCloud communications APIs.
- WhatsApp Business APIBusiness messaging on the platform customers actually use.
- GoTo ConnectCloud phone + meetings + messaging.
- DialpadAI-enabled business communications.
- OpenPhoneModern business phone with shared numbers.
- JustCallSales-focused phone and SMS platform.
- GrasshopperVirtual phone for small businesses.
- SendbirdIn-app messaging and chat APIs.
- PylonModern customer ops platform — Slack-native support.
- Claude (Anthropic)Strong reasoning, long context, careful with sensitive content.
- ChatGPT (OpenAI)The most widely-deployed AI assistant.
- Gemini (Google)Deep integration with Google Workspace.
- Microsoft CopilotAI inside Microsoft 365 — Word, Excel, Outlook.
- PerplexityAI-native search with citations.
- Le Chat (Mistral)European AI assistant; data-residency-friendly.
- CursorAI-first code editor for technical teams.
- Claude CodeAnthropic's agentic coding assistant.
- OpenCLAWOpen-source AI workflow and agent platform.
- Hermes Agent (Nous Research)Open-weight agent with strong reasoning and function-calling.
- n8n AI AgentsAgent steps inside n8n's automation graph.
- Zapier AgentsAgent step inside Zapier's ecosystem.
- Make AI StepsAgentic steps in Make scenarios.
- CrewAIMulti-agent framework for role-based collaboration.
- LangChainFramework for building LLM-powered applications.
- LangGraphGraph-based orchestration for agentic workflows.
- Letta (formerly MemGPT)Stateful agents with memory.
- VoiceflowConversation design and voice/chat agent platform.
- VapiVoice AI infrastructure for phone agents.
- Retell AIVoice agent platform with realistic conversations.
- Bland AIPhone agent platform for outbound and inbound.
- AutoGen (Microsoft)Multi-agent conversation framework.
- MCP (Model Context Protocol)Open protocol connecting AI to data and tools.
- PlausibleCookieless, privacy-first web analytics.
- FathomPrivacy-first analytics with simple UI.
- Google Analytics 4The default — broad, integrated, complex.
- PostHogProduct analytics with session replay, feature flags, and experiments.
- Looker StudioFree dashboards on top of Google data sources.
- MetabaseOpen-source BI for self-hosted, SQL-based dashboards.
- HexNotebook-style analytics with collaboration.
- Power BIMicrosoft's BI stack.
- MixpanelEvent analytics with strong cohort and funnel tools.
- AmplitudeProduct analytics with strong behavioral cohorts.
- StripePayments — global, developer-friendly, deeply integrated everywhere.
- XeroCloud accounting popular outside the US.
- QuickBooksThe US-default accounting platform.
- WaveFree accounting for very small businesses.
- HoldedAll-in-one Spanish ERP for SMEs.
- PennylaneModern French/European accounting platform.
- PleoCompany expense and card platform.
- RampUS corporate cards and expense management.
- BrexUS corporate cards and finance stack.
- MercuryModern banking for US startups and SMEs.
- Wise BusinessMulti-currency business accounts.
- FreshBooksInvoicing and accounting for service businesses.
- SageEstablished accounting platform.
- ResendDeveloper-friendly transactional email.
- SendGridThe original transactional email platform.
- PostmarkReliable transactional email with great deliverability.
- MailchimpMarketing email platform with broad SMB adoption.
- Brevo (Sendinblue)Marketing + transactional + CRM in one.
- KlaviyoE-commerce-grade lifecycle marketing.
- ConvertKitCreator-focused email marketing.
- BeehiivModern newsletter and creator platform.
- LoopsModern transactional + marketing email built for SaaS.
- Customer.ioEvent-driven messaging for product teams.
- LemlistCold email outreach platform.
- InstantlyCold email at scale with deliverability tooling.
- NotionFlexible docs, wikis, and databases in one.
- CodaDocs with built-in tables and automations.
- AirtableDatabase-as-spreadsheet with strong views and automations.
- ClickUpAll-in-one work platform — docs, tasks, dashboards.
- SlabModern team wiki.
- SliteKnowledge-base with AI search.
- GitBookModern docs platform popular for SaaS.
- OutlineOpen-source team wiki.
- ConfluenceAtlassian's enterprise wiki.
- MemAI-native note-taking with memory.
- IntercomAI-first customer support and messaging.
- Help ScoutShared inbox with personal-feeling support.
- CrispModern messaging with strong free tier.
- TidioChat + AI assistant for SMB sites.
- PlainModern support built for engineering teams.
- PylonCustomer ops platform — Slack-native support.
- FrontShared inbox for teams using email as primary channel.
- FreshdeskHelp-desk with strong SMB pricing.
- ZendeskEnterprise help-desk.
- ChatwootOpen-source customer engagement.
- LinearModern issue tracking — fast, opinionated, beloved by engineering teams.
- ClickUpFlexible work platform — docs, tasks, dashboards.
- AsanaProject management for cross-functional teams.
- TrelloSimple Kanban boards — easy adoption.
- MondayVisual work platform with broad use cases.
- BasecampOpinionated, simple project management.
- HeightAI-native project tracker.
- PlaneOpen-source Linear alternative.
- JiraAtlassian's project tracker — engineering-heavy teams.
- GitHub ProjectsIssue tracking on top of GitHub.
- ShopifyThe default e-commerce platform — broad ecosystem.
- WooCommerceE-commerce on WordPress.
- SnipcartAdd a cart to any existing site.
- Lemon SqueezyMerchant-of-record for digital products.
- PaddleMerchant-of-record for SaaS and digital products.
- Stripe CheckoutHosted checkout with Stripe.
- BigCommerceE-commerce platform with enterprise-grade features.
- MedusaOpen-source headless commerce.
- SaleorOpen-source GraphQL commerce.
// selecting the right toolsThe right tools, properly integrated.
Most small businesses do not need more software. They need a small number of well-chosen tools, configured around how the business actually operates, and connected so information moves between them. Describe what you have in place today and we will identify what is missing.