Resource Roundup: CRM Tools for B2B Service Businesses

One of the ways I help my clients as a b2b small business advisor is by recommending practical tools that simplify operations and improve workflows.

This week someone shared a new CRM with me so I went down that path and thought I would share a few potentials that service-based businesses and solopreneurs should check out. These platforms are user-friendly and designed to support growth at every stage. Sometimes these include affiliate links, and it's possible that, at no cost to you, I could be compensated in some way if you review the tool, find it valuable, and become a user. I want you to be aware that any potential compensation to me would be through the company's marketing budget and again, is no cost to you. At no point will I recommend that you pay more for something so I get paid.

OnePageCRM: A Simple and Straightforward CRM

OnePageCRM is a lightweight, action-focused CRM that helps you streamline your sales process by turning contacts into tasks. It’s perfect for those who prefer simplicity and want to focus on the next step to close more deals.

Learn more about OnePageCRM

Go High Level: Everything You Could Ever Want in a CRM

Go High Level is a robust, all-in-one marketing and CRM platform. Maybe the opposite of OnePageCRM. It integrates landing pages, email marketing, and lead tracking into one place, making it great for service businesses that want to scale and centralize their outreach efforts.

Find out more about Go High Level

Kit (you knew it as ConvertKit): The Tried and True Email Software

I use Kit for my email newsletter, btw. Formerly known as ConvertKit, this email marketing tool is designed for creators and entrepreneurs. It simplifies audience engagement with customizable automation while staying user-friendly, even for beginners.

Learn more about Kit

What tools are helping your business grow? Reach out to me on LinkedIn and let me know - maybe I can share them in future posts!

Entrepreneur and strategic advisor Nick Berry's headshot on a dark gray background.

Nick Berry is an accomplished entrepreneur and CEO, whose track record includes founding and leading numerous companies since 2002.

He is also a mentor and coach to other entrepreneurs and business owners who are looking for a trusted (and proven) advisor.  

Among peers, colleagues, staff, and clients, Nick has been referred to as both 'The Business Guy' as well as 'The Anti-Guru', due to his pragmatic approach and principled leadership.

He shares his insights and lessons learned, along with those of his expert guests,
on his podcast, 'The Business Owner's Journey'.