Tools and habits for getting work done: to-do lists, calendars, notes and meetings.
A CRM keeps every customer, email and deal where the whole team can see them. Pipedrive suits small sales teams, Zoho CRM gives the most for the least, Copper suits Gmail businesses and Capsule is the simple British option. HubSpot's free plan is fine for two, then the price climbs.
A form builder turns your questions into a page people fill in. Tally is the best free Typeform alternative for most people, Fillout suits forms that take payments, book calls or collect signatures, and SmartSurvey keeps survey answers in the UK. Typeform starts at £252 a year plus VAT.
A personal CRM is an address book that reminds you to keep in touch and remembers what people told you. Dex is the most complete paid app, Mesh (formerly Clay) has the best free plan, Monica suits anyone who wants to host their own, and your phone's contacts and reminders cover the basics for nothing.
An AI note taker transcribes your meetings and writes the summary and action items for you. If you meet on Teams, Zoom or Meet, the built-in notes may be enough; Fathom is the best free app, Granola the pick for no bot and Circleback for notes sent straight to your other tools.
A to-do list app keeps your tasks in one place, synced to every device. Free Apple Reminders or Microsoft To Do is enough for many people; Todoist (£59.99 a year) is the best paid all-rounder, TickTick the cheaper pick and Superlist the one for notes and tasks together.
A Calendly alternative is any app that turns your free time into a booking link. If you pay for Google Workspace or Microsoft 365 you may already have one; otherwise Cal.com is the closest free swap, Zoho Bookings the cheapest for teams and Zcal the fullest free plan.
