Tech · Tool directory

Sales, marketing and AI tool directory

The leading tools in every category, not just the ones I used. Search or filter by business size, then open any tool for its own page: what it does, who it suits, pricing and alternatives. Tools from my stack are marked.

At a glance

The Promptwise Advisory tool directory lists the leading sales, marketing and AI tools in every category, from CRMs and outbound platforms to email marketing and AI assistants, and filters them by the size of business each one suits best. Every tool has its own page covering what it does, who it suits, pricing, alternatives and common questions, and tools Adam Agresta used himself are marked.

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Sales, marketing, AI and operations
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Best fit for

Sales › CRM

  • HubSpot

    In Adam’s stack

    All-in-one CRM with free tier; easiest to start on and grow with

    SMEMid-marketEnterprise
  • The enterprise standard; endlessly customisable, needs an admin

    Mid-marketEnterprise
  • Simple, visual pipeline CRM built for salespeople

    SMEMid-market
  • CRM on monday.com’s flexible work platform

    SMEMid-market
  • Email marketing and automation with a built-in sales CRM

    SMEMid-market
  • Affordable, feature-rich CRM inside the Zoho suite

    SMEMid-market
  • CRM for organisations already on Microsoft 365

    Mid-marketEnterprise
  • Freshworks CRM with built-in phone and email

    SMEMid-market
  • Modern, data-driven CRM popular with start-ups

    SMEMid-market
  • CRM with built-in calling for inside sales teams

    SME

Sales › Prospecting and data

  • LinkedIn Sales Navigator

    In Adam’s stack

    Advanced search and alerts across LinkedIn’s members

    SMEMid-marketEnterprise
  • Apollo.io

    In Adam’s stack

    Contact database, enrichment and sequencing in one

    SMEMid-market
  • Large B2B database with intent data

    Mid-marketEnterprise
  • B2B data with strong phone-verified contacts

    Mid-marketEnterprise
  • Pulls together data from many sources to build and enrich lists

    SMEMid-market
  • Origami

    In Adam’s stack

    AI agents that research the live web to build lists

    SMEMid-market
  • Quick contact lookups with a browser extension

    SMEMid-market
  • Real-time contact search and list building

    SMEMid-market
  • Finds and verifies email addresses by domain

    SME
  • NeverBounce

    In Adam’s stack

    Verifies email lists before you send

    SMEMid-market
  • Email finding and validation from names, domains or LinkedIn

    SMEMid-market
  • Waterfall enrichment for verified emails and phone numbers

    SMEMid-market
  • Company and stakeholder mapping from LinkedIn data

    SMEMid-market
  • Full-web company data for TAM mapping

    SMEMid-marketEnterprise

Sales › Buying signals and intent

  • Person-level website visitor identification (US traffic)

    SMEMid-market
  • Company-level website visitor identification and B2B data, strong in Europe and beyond

    SMEMid-marketEnterprise
  • LinkedIn ad engagement tracking by company

    SMEMid-market
  • Social selling signals from LinkedIn engagement

    SMEMid-market
  • Web scraping platform for custom signals and data

    SMEMid-marketEnterprise
  • Signal aggregation across community, web and product

    Mid-marketEnterprise

Sales › Outbound and sales engagement

  • Instantly

    In Adam’s stack

    Cold email at volume with mailbox warm-up

    SMEMid-market
  • Enterprise sales engagement and forecasting

    Mid-marketEnterprise
  • Cadences, coaching and deal management for larger teams

    Mid-marketEnterprise
  • Apollo.io

    In Adam’s stack

    Contact database, enrichment and sequencing in one

    SMEMid-market
  • Personalised cold email and LinkedIn outreach

    SME
  • Cold email with unlimited mailboxes and warm-up

    SMEMid-market
  • Multichannel sequences with AI assistance

    SMEMid-market
  • HubSpot

    In Adam’s stack

    All-in-one CRM with free tier; easiest to start on and grow with

    SMEMid-marketEnterprise
  • Simple cold email for small teams

    SME
  • Gmail-based sequences and scheduling

    SMEMid-market
  • Automated LinkedIn outreach across multiple sender accounts

    SMEMid-market
  • Mailin.ai

    In Adam’s stack

    Cold email infrastructure: private inboxes and domains

    SMEMid-marketEnterprise
  • Mailscale

    In Adam’s stack

    Cold email mailboxes and domains with automated DNS set-up

    SMEMid-marketEnterprise

Sales › Calling and dialers

  • AI parallel dialler that only connects you when someone answers

    SMEMid-marketEnterprise
  • AI parallel dialler for outbound teams

    Mid-marketEnterprise
  • Cloud phone system that integrates with your CRM

    SMEMid-market
  • Cloud phone, SMS and AI call coaching for sales teams

    SMEMid-market
  • Twilio

    In Adam’s stack

    Programmable SMS, WhatsApp and voice

    SMEMid-marketEnterprise

Sales › Proposals and e-signature

  • Qwilr

    In Adam’s stack

    Interactive web-page proposals with sign-off

    SMEMid-market
  • LetSign

    Australian

    AI-agent proposals and contracts that clients sign and pay

    SMEMid-market
  • Proposals, quotes and e-signature with CRM sync

    SMEMid-market
  • The best-known e-signature platform

    SMEMid-marketEnterprise
  • Proposal templates and approval workflows

    SMEMid-market
  • Fast, design-led proposals for small teams

    SME
  • Straightforward e-signature from Dropbox

    SMEMid-market
  • E-signature inside Adobe and Microsoft workflows

    Mid-marketEnterprise
  • Contracts as live, editable documents

    SMEMid-market
  • Sales rooms with proposals, video and e-signature

    SMEMid-market
  • Contract lifecycle management for large organisations

    Enterprise

Sales › Call recording and revenue intelligence

  • Fathom

    In Adam’s stack

    AI notetaker with summaries and CRM sync

    SMEMid-market
  • Revenue intelligence, call analysis and forecasting

    Mid-marketEnterprise
  • Forecasting and pipeline inspection

    Enterprise
  • Notes, coaching and conversation insights

    SMEMid-market
  • AI follow-ups and CRM updates from calls

    SMEMid-market
  • AI notetaker across meeting platforms

    SME
  • Meeting recorder with AI notes

    SME
  • Live transcription and meeting notes

    SME
  • Call highlights and clips for sharing

    SME
  • Conversation intelligence inside ZoomInfo

    Mid-marketEnterprise

Marketing › Email marketing and automation

  • Email marketing and automation with a built-in sales CRM

    SMEMid-market
  • HubSpot

    In Adam’s stack

    All-in-one CRM with free tier; easiest to start on and grow with

    SMEMid-marketEnterprise
  • The familiar starting point for small businesses

    SME
  • The go-to for e-commerce and D2C brands

    SMEMid-market
  • Clean, design-led email marketing

    SMEMid-market
  • Email, SMS and WhatsApp at a low price

    SMEMid-market
  • Email for creators and newsletters (formerly ConvertKit)

    SME
  • E-commerce email and SMS

    SME
  • Enterprise B2B marketing automation

    Enterprise
  • Enterprise cross-channel marketing

    Enterprise
  • Behaviour-triggered lifecycle and nurture messaging

    Mid-marketEnterprise
  • Newsletter platform with growth and monetisation tools

    SMEMid-market
  • Gravatar

    In Adam’s stack

    Email-linked avatar shown across email clients and sites

    SMEMid-marketEnterprise

Marketing › SEO and AI search

  • Ahrefs

    In Adam’s stack

    Keyword, backlink and competitor research

    SMEMid-marketEnterprise
  • SEO, ads and content research, plus an AI visibility toolkit

    SMEMid-marketEnterprise
  • Google Search Console

    In Adam’s stack

    Free data on how Google sees your site

    SMEMid-marketEnterprise
  • Bing Webmaster Tools

    In Adam’s stack

    Free; Bing’s index feeds Microsoft Copilot

    SMEMid-marketEnterprise
  • Long-standing SEO suite with easy reporting

    SMEMid-market
  • Content optimisation for ranking pages

    SMEMid-market
  • Technical site crawler for SEO audits

    SMEMid-marketEnterprise
  • Traffic and market intelligence on any website

    Mid-marketEnterprise
  • AnswerThePublic

    In Adam’s stack

    Questions people search around any topic

    SME

Marketing › Social media management

  • Sprout Social

    In Adam’s stack

    Publishing, inbox, listening and reporting

    Mid-marketEnterprise
  • The original social media dashboard

    SMEMid-marketEnterprise
  • Simple, affordable scheduling

    SME
  • Visual planning for Instagram and TikTok

    SMEMid-market
  • Inbox, publishing and ROI reporting

    SMEMid-market
  • Scheduling and analytics with a strong free plan

    SME
  • Content calendar with approvals

    SME
  • Meta Business Suite

    In Adam’s stack

    Free tool for Facebook and Instagram

    SMEMid-market
  • Enterprise social marketing and care

    Enterprise
  • Enterprise social listening and consumer research

    Enterprise
  • YouTube

    In Adam’s stack

    Video platform for long-form content and AI citations

    SMEMid-marketEnterprise
  • Luma

    In Adam’s stack

    Event pages, registrations and reminders

    SMEMid-marketEnterprise
  • LinkedIn

    In Adam’s stack

    The B2B social network for content and outreach

    SMEMid-marketEnterprise
  • TikTok

    In Adam’s stack

    Short-form video platform for reach and awareness

    SMEMid-marketEnterprise

Marketing › Design, video and content

  • Canva

    In Adam’s stackAustralian

    Design for everyone, with brand kits and AI

    SMEMid-marketEnterprise
  • Figma

    In Adam’s stack

    Collaborative design and prototyping

    SMEMid-marketEnterprise
  • Professional design, video and photo tools

    Mid-marketEnterprise
  • CapCut

    In Adam’s stack

    Fast short-form video editing

    SME
  • Edit video and audio by editing the transcript

    SMEMid-market
  • Riverside

    In Adam’s stack

    Studio-quality remote recording

    SMEMid-market
  • Loom

    In Adam’s stack

    Async screen and camera video

    SMEMid-marketEnterprise
  • Vimeo

    In Adam’s stack

    Ad-free video hosting for your site

    SMEMid-market
  • Quick social graphics and video from Adobe

    SME
  • Browser-based video editing with subtitles

    SME
  • TinyWow

    In Adam’s stack

    Free browser-based file and image tools

    SMEMid-marketEnterprise

Marketing › Analytics and attribution

  • Google Analytics 4

    In Adam’s stack

    Free web analytics and conversion tracking

    SMEMid-marketEnterprise
  • Microsoft Clarity

    In Adam’s stack

    Free heatmaps and session recordings

    SMEMid-marketEnterprise
  • Heatmaps, recordings and on-site surveys

    SMEMid-market
  • Free dashboards from Google data sources

    SMEMid-marketEnterprise
  • Product analytics for apps and SaaS

    SMEMid-marketEnterprise
  • Product analytics and experimentation

    Mid-marketEnterprise
  • B2B revenue attribution

    Mid-marketEnterprise
  • Attribution and analytics for D2C brands

    SMEMid-market
  • Privacy-focused analytics you can self-host

    SMEMid-marketEnterprise
  • Enterprise digital analytics

    Enterprise
  • UTM Builder

    In Adam’s stack

    Builds tagged links for campaign attribution

    SMEMid-marketEnterprise

Marketing › Websites and landing pages

  • Design-led websites without code

    SMEMid-marketEnterprise
  • The most widely used website platform

    SMEMid-marketEnterprise
  • Fast, design-first marketing sites

    SMEMid-market
  • The leading e-commerce platform

    SMEMid-marketEnterprise
  • All-in-one sites for small businesses

    SME
  • Drag-and-drop websites with lots of apps

    SME
  • Landing pages built for conversion

    SMEMid-market
  • Landing pages for paid ad teams

    Mid-marketEnterprise
  • Netlify

    In Adam’s stack

    Fast hosting for sites, docs and shareables

    SMEMid-marketEnterprise
  • AI website personalisation and one-to-one account pages

    Mid-marketEnterprise
  • GoDaddy

    In Adam’s stack

    Domain registrar, including secondary sending domains

    SMEMid-marketEnterprise

Operations › Project and work management

  • Flexible work management boards for any team

    SMEMid-marketEnterprise
  • Projects, goals and workflows for growing teams

    SMEMid-marketEnterprise
  • Tasks, docs and goals in one app

    SMEMid-market
  • Notion

    In Adam’s stack

    Docs, wikis and databases in one workspace

    SMEMid-marketEnterprise
  • Simple Kanban boards

    SME
  • Jira

    Australian

    The standard for software and product teams

    SMEMid-marketEnterprise
  • Spreadsheet-style project management at scale

    Mid-marketEnterprise
  • Work management for complex projects

    Mid-marketEnterprise
  • Database-style apps and workflows

    SMEMid-marketEnterprise
  • Simple project management with flat pricing

    SME

Operations › Team communication and meetings

  • Slack

    In Adam’s stack

    Channels, huddles and thousands of integrations

    SMEMid-marketEnterprise
  • Chat and meetings inside Microsoft 365

    SMEMid-marketEnterprise
  • Google Meet

    In Adam’s stack

    Video meetings included with Google Workspace

    SMEMid-marketEnterprise
  • Team chat included with Google Workspace

    SMEMid-market
  • Zoom Workplace

    In Adam’s stack

    Meetings, webinars and team chat

    SMEMid-marketEnterprise
  • Enterprise meetings and calling from Cisco

    Mid-marketEnterprise
  • Loom

    In Adam’s stack

    Async screen and camera video

    SMEMid-marketEnterprise
  • Zight

    In Adam’s stack

    Quick screen recordings and annotated screenshots

    SMEMid-market

Operations › Docs, files and knowledge

  • Google Workspace

    In Adam’s stack

    Gmail, Drive, Docs and Sheets with Gemini

    SMEMid-marketEnterprise
  • Outlook, Word, Excel, SharePoint and Copilot

    SMEMid-marketEnterprise
  • Notion

    In Adam’s stack

    Docs, wikis and databases in one workspace

    SMEMid-marketEnterprise
  • Confluence

    Australian

    Team wiki from Atlassian

    Mid-marketEnterprise
  • Docs that work like apps

    SMEMid-market
  • Verified knowledge surfaced where teams work

    Mid-marketEnterprise
  • File storage and sharing

    SMEMid-marketEnterprise
  • Secure content management for larger organisations

    Mid-marketEnterprise

Operations › Scheduling

  • Calendly

    In Adam’s stack

    The best-known booking links

    SMEMid-marketEnterprise
  • Open-source scheduling you can customise

    SMEMid-market
  • Instant booking and routing from web forms

    Mid-marketEnterprise
  • HubSpot

    In Adam’s stack

    All-in-one CRM with free tier; easiest to start on and grow with

    SMEMid-marketEnterprise
  • Scheduling that lets invitees overlay their calendar

    SME
  • Booking pages included with Microsoft 365

    SMEMid-market
  • Client booking and payments from Squarespace

    SME
  • Group polls to find a time

    SMEMid-market

Operations › Payments, billing and finance

  • Stripe

    In Adam’s stack

    Online payments, invoicing and subscriptions

    SMEMid-marketEnterprise
  • Airwallex

    In Adam’s stackAustralian

    Multi-currency accounts, FX and company cards

    SMEMid-marketEnterprise
  • Cloud accounting loved by Australian small businesses

    SMEMid-market
  • MYOB

    Australian

    Accounting and payroll built for Australia

    SMEMid-market
  • Widely used cloud accounting

    SMEMid-market
  • Subscription billing and revenue operations

    SMEMid-marketEnterprise
  • Payments in person and online

    SMEMid-market
  • Low-cost international transfers and accounts

    SMEMid-market
  • Merchant of record for software companies

    SMEMid-market

Operations › Automation and integration

  • The easiest way to connect thousands of apps

    SMEMid-marketEnterprise
  • Visual automation for more complex workflows

    SMEMid-market
  • Open-source automation you can self-host

    SMEMid-marketEnterprise
  • Automation inside Microsoft 365

    Mid-marketEnterprise
  • Enterprise integration and automation

    Enterprise
  • Integration platform with AI agents

    Mid-marketEnterprise

Operations › RevOps and data sync

  • Syncs data between databases, warehouses and business apps

    Mid-marketEnterprise
  • Logs sequencer activity from email and LinkedIn tools into your CRM

    SMEMid-market
  • Reverse ETL from your data warehouse into business tools

    Mid-marketEnterprise
  • Reverse ETL and audience activation from your warehouse

    Mid-marketEnterprise

AI › AI assistants

  • Claude

    In Adam’s stack

    Strong at writing, analysis, coding and long documents

    SMEMid-marketEnterprise
  • The most widely used AI assistant

    SMEMid-marketEnterprise
  • Built into Google Workspace and Search

    SMEMid-marketEnterprise
  • AI inside Word, Excel, Outlook and Teams

    Mid-marketEnterprise
  • AI search with cited sources

    SMEMid-market
  • European AI assistant

    SMEMid-market
  • xAI’s assistant connected to X

    SME

AI › AI agents and automation

  • OpenClaw

    In Adam’s stack

    Open-source, always-on agent you host yourself

    SMEMid-market
  • Claude working through tasks across your files and apps

    SMEMid-marketEnterprise
  • Agentic coding from Anthropic

    SMEMid-marketEnterprise
  • Relevance AI

    Australian

    Build teams of AI agents without code

    SMEMid-marketEnterprise
  • AI agents connected to Zapier’s app library

    SMEMid-market
  • Open-source automation you can self-host

    SMEMid-marketEnterprise
  • AI assistants for email, meetings and admin

    SME
  • Build agents for Microsoft 365

    Mid-marketEnterprise
  • AI agents inside Salesforce

    Enterprise

AI › AI notetakers

  • Fathom

    In Adam’s stack

    AI notetaker with summaries and CRM sync

    SMEMid-market
  • Notes that build on what you type during the call

    SMEMid-market
  • Live transcription and meeting notes

    SME
  • AI notetaker across meeting platforms

    SME
  • Meeting summaries and engagement analytics

    SMEMid-market
  • Meeting recorder with AI notes

    SME
  • Notes, coaching and conversation insights

    SMEMid-market
  • Summaries built into paid Zoom

    SMEMid-marketEnterprise
  • Revenue intelligence, call analysis and forecasting

    Mid-marketEnterprise
  • AI notetaker with automated follow-ups

    SMEMid-market

AI › AI content and creative

  • Claude Design

    In Adam’s stack

    Create slides and visuals through chat

    SMEMid-marketEnterprise
  • AI-generated decks, docs and web pages

    SMEMid-market
  • AI marketing content with brand controls

    Mid-marketEnterprise
  • Enterprise AI writing platform with governance

    Enterprise
  • AirOps

    In Adam’s stack

    AI content workflows for search

    SMEMid-market
  • AI avatar videos and translation

    SMEMid-market
  • AI video for training and communications

    Mid-marketEnterprise
  • Realistic AI voices and dubbing

    SMEMid-marketEnterprise
  • AI image generation

    SME
  • Edit video and audio by editing the transcript

    SMEMid-market

AI › AI search visibility

  • Psyke

    Australian

    AI platform producing LLM and AI search-optimised content

    SMEMid-market
  • AI visibility analytics for larger brands

    Mid-marketEnterprise
  • Tracks brand mentions and citations across AI engines

    SMEMid-market
  • Searchable

    In Adam’s stack

    AI visibility tracking, audits and content tools

    SMEMid-market
  • Affordable AI search monitoring

    SME
  • AI visibility inside Semrush

    SMEMid-marketEnterprise
  • Brand mentions in AI answers, inside Ahrefs

    SMEMid-marketEnterprise
  • AI search presence monitoring for brands

    Mid-marketEnterprise
  • FreeSOV

    In Adam’s stack

    Free share-of-voice tracker with your own API keys

    SME

221 tools across 4 categories. This is a curated shortlist of widely used options, not a paid ranking, and “best fit” is our judgement of where each tool is strongest. Pricing is shown as published by each vendor (or verified by Adam for tools in his stack) with the date it was checked; always confirm on the vendor’s site before you buy. Australian-founded companies are marked.

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FAQ

Frequently asked questions

What is the best CRM for a small business in Australia?

For most small and growing Australian businesses, HubSpot is the easiest CRM to start on and grow with, thanks to its free tier and all-in-one design. Pipedrive suits simple, high-volume sales, and Salesforce suits larger or more complex teams.

What is the best cold email tool?

Instantly is a strong choice for cold email because it supports unlimited sending accounts and built-in warm-up. Smartlead and Reply.io are common alternatives, and HubSpot sequences work well for lower-volume, CRM-based outreach.

What is the best email marketing platform?

ActiveCampaign is powerful for automation at its price, HubSpot Marketing Hub shares data with your CRM, Klaviyo leads for ecommerce, and Mailchimp or MailerLite suit simple newsletters.

Does every tool have its own page?

Yes. Every tool in the Promptwise Advisory directory has its own page covering what it does, who it suits best, key features, things to consider, pricing as published by the vendor, alternatives in the same category and common questions.

Which tools has Adam actually used?

Tools marked In Adam’s stack are the ones Adam Agresta would run as the commercial lead of a B2B SaaS team. Their pages include his own notes and AUD pricing. Everything else is listed on merit and is not a paid placement.

How are tools rated by business size?

Each tool is tagged for the business sizes it suits best: starting out, ready to scale or established. Filter the directory by size to see only the tools that fit your stage.

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