Recommended Tools
The tools below are the platforms I use to help small businesses automate operations, manage leads, and build scalable systems.
These tools are selected because they work together to automate workflows that reduce manual effort and improve customer follow-up.
If you’d like help implementing these tools into your business, you can request automation setup below.
Automation Stack I Use With Clients
Instead of recommending dozens of tools, I focus on a small automation stack that works reliably together.
GoHighlevel
GoHighLevel is the central platform used to manage leads, automate follow-ups, track sales pipelines, and communicate with customers.
It allows small businesses to manage marketing, sales, and customer communication in one system instead of juggling multiple disconnected tools.
- CRM and pipeline management
- Automated follow-up sequences
- Landing pages and funnel tools
Make
Make connects different apps and automates workflows between systems.
For example, when a lead submits a form, Make can automatically add the lead to your CRM, send notifications, and trigger follow-up automation.
- Visual workflow automation
- App integrations
- Multi-step automation scenarios
ClickFunnels
Visual workflow automation
App integrations
Multi-step automation scenarios
- Lead capture funnels
- Landing page builder
- Sales funnel automation
How These Tools Work Together
These platforms work together to create a simple automation system that captures leads, organizes customer information, and automates follow-up communication.
Instead of managing multiple disconnected tools, this stack allows small businesses to create a streamlined system that supports marketing, sales, and client communication.
Website Funnel
↓
Lead Captured
↓
CRM Management (GoHighLevel)
↓
Automation Workflows (Make)
↓
Follow-up Communication
Why These Tools
There are thousands of automation tools available today, but most businesses do not need complicated stacks.
These platforms were selected because they integrate well together, support scalable automation workflows, and are reliable for small business environments.
Using a focused set of tools allows businesses to simplify their systems while still creating powerful automation processes.
Need Help Installing Your Automation System?
If you’d like assistance implementing these automation systems, you can submit a request form below to see if your business qualifies.
Because implementation work is scheduled around my full-time role, evening and Saturday availability is limited and reserved for a small number of businesses each month.
Most automation systems can be installed in 2–3 structured implementation sessions.