Software we recommend
The tools we set up and manage every day.
We’re tool-agnostic: we recommend what fits how your firm works, and you buy licences directly from the vendor.
Our partners
Certified and verified
Partner status means direct access to the vendor’s team and early knowledge of what’s changing, so your setup stays ahead.
SmartSuite
Verified Partner | certified consultants
A flexible work platform for CRM, projects and client operations in one connected system. Audited for SOC 2, ISO 27001, GDPR and HIPAA.
Missive
Certified Partner
Shared inboxes and team chat around email, so client conversations don’t live in one person’s inbox.
See SmartSuite in action
The work platform we set up most often: CRM, projects, dashboards and client views in one place. Watch the overview or start a free trial.
Partner link: if you sign up through it, we may earn a commission at no extra cost to you. It never changes what we recommend. Affiliate disclosure.
Tools we work with
Grouped by the job they do
We work with what you already have where it fits, and recommend a change only when it saves you real time.
Work and project management
Where projects, tasks and client work live.
Monday.com
Visual boards and workflows for teams that like to see the whole picture.
Client portals and internal tools
Give clients and your team their own view.
CRM and sales
Leads, deals and client relationships.
LinkedIn Sales Navigator
Find and follow the right people at your target accounts.
Automation and AI
The connections and assistants that do the repetitive work.
Email, calls and collaboration
Everyday communication inside and outside the team.
Forms, scheduling and agreements
From first contact to signed engagement.
Knowledge, training and SOPs
So the know-how lives in the system, not in one head.
Finance, time and payments
Invoicing, payments and the hours behind them.
Marketing, content and web
Newsletters, social, design and your website.
Partner and affiliate links. Some links on this page are partner or affiliate links: if you sign up through them, we may earn a commission at no extra cost to you. It never changes what we recommend. Read our affiliate disclosure.
Choosing the tool is the easy part
Keeping it set up, connected and used properly is where most firms struggle. That’s what Systems Partner is for.
Not sure which tool you need?
Book a Free Setup Review. We’ll look at how you work and tell you what we’d use, even if it’s what you already have.