The Growth Toolbox / CRM & automation
Choose a task, find a tool you can start using for free, and follow a practical first workflow.
Browse 8 tools ↓Get the manual process right first. Then connect tools around a clear owner, a defined record and a visible failure route.
8 tools
CRM & automation · Free plan · Discovery pick
Build a small automation with a visible trigger, handoff and error path.
Recommended for: Testing a lead-routing or research handoff before making it a permanent process.
See examples & get started ↗CRM & automation · Local / self-hosted · Discovery pick
Build a controlled workflow when your technical team needs more ownership of the implementation.
Recommended for: Technically owned automation with a maintenance and recovery plan.
See examples & get started ↗CRM & automation · Free plan
Keep a small marketing operation organised around shared records and clear owners.
Recommended for: A shared campaign or experiment record with clear ownership.
See examples & get started ↗CRM & automation · Free plan
Start a small permission-based newsletter or nurture sequence with a defined next action.
Recommended for: A small permission-based newsletter within the current subscriber limit.
See examples & get started ↗CRM & automation · Free plan
Connect tools and test a small automated workflow before committing to a larger build.
Recommended for: Visual workflows with branching and an explicit error path.
See examples & get started ↗CRM & automation · Free plan
Start a small email programme with a daily send allowance.
Recommended for: A low-volume email programme where a daily send cap fits.
See examples & get started ↗CRM & automation · Free plan
Connect two tools around one simple handoff before building a larger automation.
Recommended for: Simple two-tool automations when the free task limit fits.
See examples & get started ↗CRM & automation · Free plan
Keep leads, ownership and follow-up in one place before your sales process gets complicated.
See examples & get started ↗No tools match. Try a broader search or reset the filters.
Free means no tool subscription for the listed use. Free plan means a product offers a free tier. Local / self-hosted means you run the software on your own setup.
Ratings link to their original review platform and show when they were checked. They cover the overall product, including paid plans. The practical workflows are my recommendations for B2B teams.
Have a problem already? Open the troubleshooting library ↗Bring the workflow you want to improve. We can decide what to keep, connect or remove.
Free 30-minute consultation ↗Discuss your project ↗