B2B marketing tools

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

CRM and customer platforms

HubSpot
Tool review

HubSpot

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

Salesforce
Tool review

Salesforce

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

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.

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.

CRM add-ons

Aircall
Tool review

Aircall

Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.

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.

Leadinfo
Tool review

Leadinfo

Visitor identification that reveals companies on your site and syncs them to the CRM for faster outreach.

Lead generation

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.

Kanbox
Tool review

Kanbox

Kanbox turns your email into a CRM that tracks deals, follow-ups, and reminders.

Mailshake
Tool review

Mailshake

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

Apollo
Tool review

Apollo

Prospecting database with sequencing, handy for small teams that want leads and outreach in one place with basic enrichment.

Lemlist
Tool review

Lemlist

Cold email platform with warm up, sequencing and tracking, designed to keep domains healthy while booking meetings.

Driving traffic

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.

Landing pages / CMS

Unbounce
Tool review

Unbounce

Landing page builder with A B testing and dynamic text, solid for paid traffic when you need fast iteration.

Leadpages
Tool review

Leadpages

Landing page and lead capture tool with templates and easy forms, aimed at quick campaign launches.

Instapage
Tool review

Instapage

Landing page builder with fast templates, A B testing and collaboration, ideal for campaign pages at speed.

Justuno
Tool review

Justuno

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

OmniConvert
Tool review

OmniConvert

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

Squarespace
Tool review

Squarespace

Website builder with elegant themes, good for simple sites and landing pages that need little maintenance.

WordPress
Tool review

WordPress

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

Microsoft Clarity
Tool review

Microsoft Clarity

Free behaviour analytics with heatmaps and recordings, good for spotting friction at no cost.

VWO
Tool review

VWO

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

Webflow
Tool review

Webflow

Visual site builder with CMS and clean code export, powerful for marketing teams that want speed and control.

Hotjar
Tool review

Hotjar

Behaviour analytics that reveals where visitors get stuck, combining heatmaps, recordings and quick surveys.

Marketing automation

Customer.io
Tool review

Customer.io

Messaging platform with fine control over events and segments, good for product led journeys and complex triggers.

Drip
Tool review

Drip

Email and automation aimed at ecommerce, can work for simple B2B funnels that need easy flows and segmentation.

Brevo
Tool review

Brevo

Simple email and SMS marketing with basic automation, good for early stage nurture and newsletters without heavy cost.

Klaviyo
Tool review

Klaviyo

Email and SMS platform with detailed segments and flows, powerful for nurture when data is clean.

Mailchimp
Tool review

Mailchimp

Email marketing with basic automation and templates, easy for newsletters and simple nurture.

ActiveCampaign
Tool review

ActiveCampaign

Email and automation platform with strong segmentation and conditional logic, good for B2B nurture when you need power without a full CRM migration.

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.

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.

Perplexity
Tool review

Perplexity

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

MacWhisper
Tool review

MacWhisper

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

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.

Team tools

Coda
Tool review

Coda

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

Miro
Tool review

Miro

Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.

Slack
Tool review

Slack

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

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.

Loom
Tool review

Loom

Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.

LastPass
Tool review

LastPass

Password manager that stores and shares credentials securely, with policies that protect access.

Figma
Tool review

Figma

Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.

Google Workspace
Tool review

Google Workspace

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

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.

Productivity tools

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.

Airtable
Tool review

Airtable

Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.