tested in my own business and approved!
Tools I Recommend
First, full disclosure: I am a representative or an affiliate for every company on this page. This means when you sign up with them, I receive a commission. Please understand, the commission is NOT the reason I chose any of these products, nor is it the reason I continue to promote them. The commission is simply a way for me to provide you with great tools I’ve tested while helping these good companies expand their business and provide for my own business in the process. It is literally a win-win-win for us all.
I either use for myself or in my clients’ business every tool on this page. They are being used in real world situations and proven themselves valuable.
Because of my affiliations with these companies, I am also able to bring to anyone who purchases under my partnership additional training either free or at a low-cost. I am also, on occassion, able to provide discounts and expanded customer service.
Want to know what tools would be best for you?
CRM and Marketing automation
Keap and Infusionsoft by Keap
Smart Customer Relationship Management Software with email marketing, sales tools, business management and more.
Keap comes in three flavors:
Keap Grow is the tool I recommend as a starter CRM with email marketing. It is perfect for start-ups, side-hustlers, and small businesses who are beginning to explore the use of technology to help them in their sales process. Includes email marketing broadcasts, CRM, invoicing, appoinments, and tasks. Very easy to use. Starts at $49/month for 500 contacts.
Keap Pro is for small businesses who are ready to employ the first steps of marketing, sales, and service automation. Includes CRM, email marketing, campaign automations, invoicing, sales pipelines, appointments, and tasks. Also includes a business phone line and SMS messaging (which is AWESOME!). Intermediate marketing skills are best to use Keap Pro. Starts at $99/month for 500 contacts.
Infusionsoft by Keap is for businesses that need to fully employ marketing automation. Starts at $199/month for 2500 contacts.
Email Marketing made easy
Professional strength email marketing.
Constant Contact comes in two flavors:
Email Marketing is the tool I recommend for brand new businesses and businesses who are interested in a really easy to use, very effective one-to-many email marketing tool. This basic version is all you need to grow and serve your marketing list. Starts at $20/month for 500 contacts.
Email Plus is for small businesses who want to do more than just email marketing. This level expands to include basic email marketing automations (often called autoresponsders) as well as survey tools, automatic event RSVPs, and expanded integrations with ecommerce, Paypal and other tools. Starts at $45/month for 500 contacts.
Constant Contact or Keap, which should I choose?
If you have a sales process that hinges on one-to-one communications, choose Keap.
If you have a sales process that depends on one-to-many communications, choose Constant Contact.
If you have a sales process that depends on both, we need to talk to figure out which one would be the best fit for your business.
Online course fulfillment
Houses your online course, coaching, membership and community plus marketing and automation.
Kajabi comes in three flavors:
Basic which starts you out with 3 products (such as a course, community or coaching program), 3 sales pipelines, 1000 active members, 1 website and more. Starts at $119/month when paid annually.
Growth which ups the products and piplines to 15, the active users to 10,000 and gives you 10 admin seats. Starts at $159/month when paid annually.
Pro gives you 100 products and pipelines, 20,000 active members, 3 websites and 25 admin seats. Starts at $319/month when paid annually.
interactive list building
Quiz making software that helps you build your list.
Interact comes in three flavors:
FREE so you can try it out.
Lite which allows you to use logic branching, add some basic integrations but retains the Interact branding on the quiz embed and has a limit of 60,000 emails collected. Starts at $17/month when paid annually.
Pro which ups the number of collected emails to 120,000 and provides for whitelabel branding, conversion tracking and advanced analytics. Starts at $53/month when paid annually.