Scale

Important2 recommended tools

I need to manage accounting and finances

I need to understand how users behave

Stop guessing what users want—watch what they actually do.

I need to manage team passwords securely

Stop sharing passwords in Slack—it is a security breach waiting to happen.

Critical1 recommended tool

I need to manage team passwords securely

I need to accept payments from customers

Turn your product into a business—start accepting payments.

I need to accept payments from customers

3-6 months for a funding round

I need to raise funding from investors

Tell your story, secure your future—raise capital strategically.

I need legal contracts and templates

Protect yourself with proper agreements—before you need them.

1-2 hours initial setup

Founder, Legal+1

Critical4 recommended tools

I need to manage my cap table and equity

Know exactly who owns what—mistakes here are expensive.

2-4 hours initial setup

I need to manage my cap table and equity

1-2 weeks for initial docs

I need to create documentation for my product

Answer questions once, help users forever—document well.

I need to create documentation for my product

I need to handle customer success at scale

Keep customers successful before they become churned customers.

2-4 weeks to implement

Critical3 recommended tools

I need to handle customer success at scale

I need version control and code collaboration

Never lose code again—track every change, collaborate safely.

I need version control and code collaboration

I need to track and fix errors in my application

Catch bugs before your users catch you.

I need to track and fix errors in my application

I need continuous integration and automated testing

Ship faster with confidence—let automation catch your mistakes.

I need continuous integration and automated testing

I need to monitor my application performance

See inside your running app—find problems before users do.

Nice to Have3 recommended tools

I need to monitor my application performance

I need to add search to my application

Help users find what they want—fast, relevant search.

I need to improve website speed globally

Fast websites win—cache content at the edge, globally.

I need to improve website speed globally

I need to create a design system for my product

Build once, use everywhere—consistent design at scale.

Important2 recommended tools

I need to create a design system for my product

I need to make my product accessible to all users

Build products everyone can use—accessibility is good design.

Ongoing process

Technical, Marketing

I need to make my product accessible to all users

I need animations and motion design for my product

Motion makes your product feel alive and responsive.

Varies by project

Technical, Marketing

Nice to Have3 recommended tools

I need animations and motion design for my product

I need to hand off designs to developers efficiently

Bridge the gap between design vision and built reality.

Ongoing process

Technical, Marketing

I need to hand off designs to developers efficiently

I need my team to collaborate on design effectively

Great design happens together—collaborate in real time.

1-2 hours setup

Critical7 recommended tools

I need my team to collaborate on design effectively

I need a system to track sales leads and deals

Stop losing deals to disorganization

I need a system to track sales leads and deals

I need to send professional proposals and contracts quickly

Close deals faster with polished proposals

Critical7 recommended tools

I need to send professional proposals and contracts quickly

I need to find more potential customers

Fill your pipeline with qualified prospects

I need to automate my cold outreach at scale

Reach more prospects without more effort

3-6 hours

I need to automate my cold outreach at scale

I need better tools for sales calls and demos

Make every sales conversation count

I need better tools for sales calls and demos

I need to equip my sales team with the right content and training

Arm your sellers for success

I need to equip my sales team with the right content and training

I need visibility into my sales pipeline and deal progress

Know exactly where every deal stands

I need visibility into my sales pipeline and deal progress

I need to enrich my customer and lead data

Turn anonymous visitors into qualified leads

I need to enrich my customer and lead data

I need to predict revenue and plan for growth

Forecast with confidence, plan with clarity

I need to predict revenue and plan for growth

I need to organize sales territories and quotas fairly

Fair territories, clear accountability

I need to organize sales territories and quotas fairly

I need my website to rank higher on Google

Get found when customers search

I need my website to rank higher on Google

I need a content strategy to attract and educate customers

Build authority through valuable content

I need a content strategy to attract and educate customers

I need landing pages that convert visitors into customers

Turn traffic into signups

2-4 hours per page

I need landing pages that convert visitors into customers

I need to test and optimize my website for conversions

Let data drive your decisions

2-4 hours setup

Nice to Have5 recommended tools

I need to test and optimize my website for conversions

I need to launch a referral or affiliate program

Turn customers into advocates

I need to launch a referral or affiliate program

I need to work with influencers and creators

Tap into trusted voices

I need to work with influencers and creators

I need press coverage and media mentions

Get your story in the spotlight

Nice to Have7 recommended tools

I need press coverage and media mentions

I need to host webinars and virtual events

Engage audiences at scale

1-2 days setup

Nice to Have7 recommended tools

I need to host webinars and virtual events

I need to create video content for marketing

Show, don't just tell

Nice to Have7 recommended tools

I need to create video content for marketing

I need to start a podcast for my brand

Build authority through conversations

1 week

I need a system to manage customer support tickets

Never drop the ball on support

I need a system to manage customer support tickets

I need live chat to help customers in real-time

Be there when customers need you

I need live chat to help customers in real-time

I need self-service documentation for customers

Empower customers to help themselves

I need self-service documentation for customers

I need to onboard new customers effectively

Turn signups into successful customers

I need to onboard new customers effectively

I need to measure and improve customer satisfaction

Listen before they leave

I need to measure and improve customer satisfaction

I need to identify and prevent customer churn

Keep more customers, grow faster

I need to identify and prevent customer churn

I need to build a community around my product

Create belonging, not just customers

I need to build a community around my product

I need chatbots and automation for customer support

Scale support without scaling headcount

I need chatbots and automation for customer support

I need to track customer health and engagement

Know which customers need you

I need to track customer health and engagement

I need to expand revenue from existing customers

Grow with your customers

Critical7 recommended tools

I need to expand revenue from existing customers

I need a system to track tasks and projects

Know what everyone's working on

I need a system to track tasks and projects

I need to run agile sprints for product development

Ship consistently, improve continuously

1 week

I need to run agile sprints for product development

I need to plan and communicate our product roadmap

Share where you're going

I need to plan and communicate our product roadmap

I need to track time for billing or productivity

Know where the hours go

Critical5 recommended tools

I need to track time for billing or productivity

I need better tools for team communication

Stay connected, stay focused

I need better tools for team communication

I need to capture and share meeting notes effectively

Make meetings count

I need to capture and share meeting notes effectively

I need to set and track company goals

Focus on what matters most

I need to help my remote team work together effectively

Work together, wherever you are

I need to help my remote team work together effectively

I need to plan and allocate team capacity

Plan capacity, not just projects

Nice to Have5 recommended tools

I need to plan and allocate team capacity

I need to communicate product and system status

Proactive communication builds trust

I need to communicate product and system status

I need to set up recurring subscription billing for my SaaS

Automate recurring revenue without the billing headaches

I need to accept payments from customers worldwide

Accept payments in any currency, any country

I need to accept payments from customers worldwide

I need to track and manage company expenses properly

Know where every dollar goes without the spreadsheet chaos

I need to track and manage company expenses properly

I need corporate credit cards for my team

Give your team spending power with guardrails

I need corporate credit cards for my team

I need to create financial projections and forecasts

Know your runway and plan for what's next

Critical5 recommended tools

I need to create financial projections and forecasts

I need to handle startup tax compliance properly

Stay compliant and keep more money

I need to handle startup tax compliance properly

I need to automate invoicing and accounts receivable

Send professional invoices and get paid on time

Critical4 recommended tools

I need to automate invoicing and accounts receivable

I need to set up payroll for my first employees

Pay your team correctly without the compliance headaches

Founder, HR+1

I need to set up payroll for my first employees

I need to handle revenue recognition properly

Recognize revenue correctly for clean financials

I need to handle revenue recognition properly

I need to protect my brand and intellectual property

Protect your brand before someone else takes it

Founder, Legal

I need to manage contracts and agreements efficiently

Never lose track of a contract again

Founder, Legal+1

I need to manage contracts and agreements efficiently

I need electronic signatures for contracts and documents

Close deals faster with legally binding e-signatures

Founder, Legal+2

I need electronic signatures for contracts and documents

I need to achieve SOC 2 compliance for enterprise sales

Get enterprise-ready with security compliance

8+ hours

Critical3 recommended tools

I need to achieve SOC 2 compliance for enterprise sales

I need to comply with GDPR and data protection regulations

Handle user data responsibly and stay compliant

Critical5 recommended tools

I need to comply with GDPR and data protection regulations

I need proper employment contracts and agreements

Hire right with proper employment documentation

Founder, HR+1

Critical4 recommended tools

I need proper employment contracts and agreements

I need to manage our cap table and equity properly

Know exactly who owns what at all times

I need to manage our cap table and equity properly

I need AI to help with writing content and copy

Write more, faster, with AI as your copilot

I need AI to help with writing content and copy

I need AI to help me write and debug code faster

Code faster with AI as your pair programmer

I need AI to help me write and debug code faster

I need to automate repetitive tasks and workflows

Stop doing manually what robots do better

I need to automate repetitive tasks and workflows

I need AI to handle first-line customer support

Let AI handle the easy questions so humans focus on hard ones

I need AI to handle first-line customer support

I need AI to transcribe and summarize meetings and calls

Turn every meeting into searchable, actionable notes

I need AI to transcribe and summarize meetings and calls

I need AI to help analyze data and find insights

Ask questions about your data in plain English

I need AI to help analyze data and find insights

I need AI to create images and graphics

Create custom images from text descriptions

I need AI voice and text-to-speech for content

Generate natural-sounding voices for any content

I need AI voice and text-to-speech for content

I need AI to personalize customer experiences

Make every customer feel like the only customer

I need AI to personalize customer experiences

I need to build a custom chatbot for my product

Build AI assistants that know your product

8+ hours

I need to build a custom chatbot for my product

I need to track inventory across sales channels

Never oversell or stockout again

I need to track inventory across sales channels

I need to handle shipping and fulfillment efficiently

Deliver fast and keep customers coming back

Important2 recommended tools

I need to handle shipping and fulfillment efficiently

I need to list and sell on marketplaces like Amazon

Sell where the customers already shop

I need to list and sell on marketplaces like Amazon

I need to localize my product for international markets

Speak your customers' language, literally

8+ hours

I need to localize my product for international markets

I need to let customers book appointments online

Let customers book on their schedule, not yours

I need to let customers book appointments online

I need to understand and track my competitors

Know your competition to beat your competition