RESOURCE CENTER
Here are some of our top toolkits to help put you on the path to creating the systems and processes that unlock your growth, and eventually allow you to scale while removing yourself from the day-to-day.
Tech Stack Recommendations
| Considerations | Recommendation | ||
|---|---|---|---|
| CRM | Team Size | Email Provider | |
| 1 person | Gmail | Streak | |
| 2-10 | Gmail | Copper | |
| Anything Else | Pipedrive | ||
| Project Management | Projects / Accounts | Project Type | |
| 0-10 | Clickup | ||
| 10+ | Fixed Cost | Basecamp | |
| Production-Based (video, audio) | Monday | ||
| Volume / User Based | Asana | ||
| Scheduling | Number of Sales Calls Per Rep | ||
| 1-20 | Once Hub | ||
| 20+ | Accuity | ||
| Calendly | |||
| Accounting | Revenue | ||
| 0-6 figures | Freshbooks | ||
| 6+ | Quickbooks |