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Tools & Stack Map
What tools do you use to capture leads?
What tools do you use to track sales and deals?
What tools do you use to manage projects and tasks?
What tools do you use for invoicing and payments?
What information do you miss when making decisions?
Where is the “single source of truth” about a client today?
In a CRM tool
In a spreadsheet
In our project management tool
In our accounting / invoicing system
Spread across several tools
We don’t really have a single source of truth
How many hours per week does your team spend manually syncing tools or updating data?
Less than 2 hours / week
2–5 hours / week
5–10 hours / week
10–20 hours / week
More than 20 hours / week
No idea
Which tool do you like the least and why?
Which tool do you like the most and would hate to lose?
If you could connect 2 tools perfectly with one click, which ones would they be?
Contact details
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