My stack · reviewed quarterly · last update September 2026

The tools I run B2B pipelines on — and what each one earns its seat for.

No 60-tool listicle. These are the 23 tools I actually pay for and open daily across demand generation, ABM, SEO, and automation work — with the honest reason each one stays. Some links may be partner links; none of them decide what gets listed.

111%of MQL plan hit with this stack
27%of the allocated budget spent
23tools that survived the cut
HOW I CHOOSE

How tools make this list — and how they fall off it.

I've been buying marketing software for 15 years, and here's the uncomfortable pattern: most stacks are 40% shelf-ware bought to postpone a strategy decision. A new intent-data platform feels like progress. Defining your ICP tightly enough that you don't need one — that's actual progress.

So every tool on this page passed the same test I use with clients. I call it the 27% Rule, after the year I hit 111% of MQL plan while spending 27% of the allocated budget. The result didn't come from adding channels or software — it came from cutting them, then concentrating everything on the few moves with proof behind them. Tools follow the same logic: fewer, better-used tools beat a bigger stack every time.

Before a tool earns a seat, it has to answer one question: which number on the pipeline dashboard moves if we buy this?

If the answer is “reporting will look nicer” — pass. If the answer is “MQL-to-SQL conversion, because scoring finally works” — that’s HubSpot staying on the list after driving a 40% conversion rate. If the answer is “response rate, because personalization becomes scalable” — that’s Lemlist, at 34% on a real ABM campaign. Every tool above has a number like that attached to it in my own work, not in a vendor’s case study.

And tools do fall off. I've dropped sequencers, intent platforms, and reporting suites that looked great in demos and changed nothing in pipeline. The list you see is the survivors, reviewed each quarter — which is exactly how I'd suggest you treat your own stack.

FAQ

Questions I get about this stack.

Do you earn commission from these recommendations?+
Some tool links on this page may be partner links — if you sign up through them, I may earn a commission at no extra cost to you. That never decides what gets listed: every tool here is one I run or have run in live client work, and several have no partner program at all. When a tool stops earning its seat, it comes off the list — commission or not.
What's the minimum stack for a company just starting demand generation?+
Five tools: a CRM (HubSpot), one enrichment source (Apollo), one sequencer (Lemlist), GA4 with Tag Manager, and one SEO platform (Semrush or Ahrefs). Everything else can wait until the pipeline proves the model.
HubSpot or a cheaper CRM?+
Depends on one question: do marketing and sales need to share a funnel? If yes — scoring, lifecycle stages, automation — HubSpot pays for itself. I migrated a PIM SaaS from Pipedrive to HubSpot, and the unified funnel was part of growing qualified leads 800%. If you only need a pipeline view for three salespeople, start cheaper and migrate later.
Which AI tools actually matter for B2B marketing?+
Three, used differently: Claude for strategy and content work, ChatGPT for fast operational tasks, Perplexity for sourced research. AI integrated into real workflows was part of hitting 111% of plan on 27% of budget — but the tools amplify a strategy. They don't replace one.
Can you help set this stack up for my company?+
Yes — stack audits and implementations are part of my consulting work. Bring your current tool list to a discovery call. Fair warning: the first thing we usually do is remove tools, not add them.
FOR SAAS VENDORSWant your tool reviewed here — with a blog post and a video? See the partner page

Not sure which of these your pipeline actually needs?

Bring your current stack to a 30-minute call. You'll leave knowing what to cut, what to keep, and what one thing to fix first — whether we work together or not.

Book a consultation