Grow Your Business With These
Recommended Tools of the Trade

If you are a serious professional you want to use the best tools available. Save yourself some time – I have spent several years testing dozens of programs, some of which sucked really bad, some of which were so-so, and some of which were just awesome. Real game-changers.

All of the recommended tools below I have personally tested and tried out.

I am actively using many of the tools listed here, and some of them are absolutely essential to running my or my clients’ businesses.

Yup, some of the links below are affiliate links. That means if you click on them and purchase items or services linked to, in some cases I will receive a referral commission. This will never increase the cost for you, but it helps support this site and allows me to continue to provide free, well researched content. I only recommend products that I have experience with and use (or used to use) in my own business. Thank you for your support!

CRM and Automation

A Customer / Contact Relationship Management (CRM) and Automation platform should be the center piece of your sales and marketing processes.

Powerful, Scalable CRM and Automation

In my opinion Ontraport is the best, most powerful, most complete all-in-one CRM / sales and marketing automation platform for small businesses today. Ontraport the company is innovative, agile and has a great culture. Ontraport the product is all that you need to get started with pro-level sales and marketing automation. Give it a spin!

Powerful Marketing Automation

Within only a few years this amazing tool has earned lots of good press and flocks of loyal fans amongst users and marketing automation experts alike – thanks to its slick and intuitive interface, its sophisticated tracking abilities and its generous costs of entry, making it really easy for smaller operations to get started with top quality automation.

Powerful, Scalable CRM and Automation

Infusionsoft is a powerful engine that reliably and successfully runs thousands of businesses (my own automation journey began with it many years ago). Lately they have lagged behind in providing important improvements, but it still is a relevant tool with a huge ecosystem of 3rd party apps.

Marketing Automation

Autopilot is not much of a CRM but it really kicks butt with a slick and intuitive customer journey automation builder, modern interface, loads of native integrations and decent reporting. Its focus is on being the automation engine for established CRMs like Salesforce, Pipedrive or Hubspot CRM.

Enhance and Augment Functionality

No automation tool is ever truly complete for all imaginable use cases in the world. That is why sometimes you need a 3rd party tool to enhance existing functionality, provide functionality that is missing or functionality that is very specialized.

Reports, Metrics, KPIs on Steroids

Wicked Reports is hands down the best, most thorough provider of attribution data for small business automation tools. Tracking every click and purchase, it provides ROI and metrics across the entire customer lifecycle. It works with Ontraport, Infusionsoft, Active Campaign, Drip, Clickfunnels and others.

Make Infusionsoft Better

Macanta is a life saver and sometimes the only solution for the ongoing struggle of trying to make Infusionsoft do things that it should be doing but can’t. It does a bunch of cool stuff, but the two major use cases are customized user interfaces for users who should only see limited data (without taking up a user seat), and creating data objects that can be connected in the fashion of a true database.

Amazing Toolbox of Goodies

PlusThis is a true Swiss Army Knife for online marketers. It adds tons (50+) of useful functionality to Ontraport, Infusionsoft, ActiveCampaign, Hubspot and Drip, like action links, add-to-calendar, countdown timers, field math, contact validation, event check-in, email triggers, video triggers, facebook audience triggers, google sheets exporter, just to name a very few.

Event Management for Infusionsoft

You use Infusionsoft? You run a lot of (recurring) events and workshops? DynamicSync to the rescue! Build your recurring events as one evergreen campaign and let DS handle the rest, including text messaging, event dashboard, ticketing and tracking, auto-populating signup forms etc.

Full Featured Text Messaging for Infusionsoft

Description coming soon.

Interactive Marketing Tools

Create mobile-friendly experiences that convert using quizzes, surveys, polls, assessments, interactive images and slides. Use them in videos as well, including video branching and chaptering. Works with Infusionsoft, Ontraport, ActiveCampaign, Salesforce, Hubspot, Aweber, iContact (and possibly others)

Appointment Scheduler for Infusionsoft

Description coming soon.

Facebook Ads Syncing Solution

SyncSumo connects automation platforms with the Facebook advertising platform so that you can get the most out of Facebook Lead Ads and Custom Audiences. Works with Ontraport, Infusionsoft, ActiveCampaign, Mailchimp, Aweber, GetResponse, Mailer Lite and several webinar platforms.

Membership Sites

Secure membership sites that provide exclusive premium content and access are key to growing many business models these days and here are the best.

Wordpress Membership for Infusionsoft

Memberium is consistently the most recommended and praised plug in for connecting Infusionsoft with WordPress in the Infusionsoft Certified Consultant community. Memberium gives you the power, control and flexibility to build a successful membership site or course that’s fully automated. Memberium makes it easy to build a simple membership site. It is well thought through, stable, and comes with a huge bag of useful functionality.

Tiered Access to Premium Content

It’s no surprise that Ontraport would be included here. They ended 2019 with a bang as membership sites can now be created within Ontraport without messy plugins.

Hosting and Domains

Running an online business requires – in most cases – one or several website domains, websites and reliable webhosting. These are our top picks:

Web Hosting with Stellar Support

The best, the fastest, the friendliest 24/7 customer service that I’ve experienced anywhere! SiteGround has tools that make managing WordPress sites easy: one-click install, managed updates, WP-Cli, WordPress staging and git integration. Also, SiteGround is NOT owned by the behemoth EIG group, which is a good thing according to people who know much more about it than me (google it…)

Domain Registrar, Web Hosting

I like Ionos not only for its clean, easy, intuitive interface, but even more so for the fact that they are not trying to upsell little odds and ends at every step and every corner. Registering a domain is fast and easy, and every domain comes with private registration, SSL and an email address included for free. Their prices are competitive as well.

Check out these other reviews and comparisons

Comprehensive Side by Side Comparison Table

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