Resources / Tools Hub
Tools Hub
Pick the job first, then the tool. Each listing says what the tool is good for, four key features, and where to check current prices.
Last reviewed November 2026 · Checked every quarter
Showing 107 of 107 tools.
RICHARD'S PICK
TEXT · AI ASSISTANT
A general AI assistant for writing, research, analysis and everyday business drafting. It handles long documents well, which suits proposals, reports and client summaries.
RICHARD'S PICK
TEXT · AI ASSISTANT
The most widely used general AI assistant among small businesses. Good as a single place to brainstorm, summarize, plan campaigns and draft email.
TEXT · MARKETING COPY
An AI platform built for marketing teams. It learns your brand voice and produces on-brand campaign copy, blog posts and ads.
RICHARD'S PICK
TEXT · EDITING
A writing assistant that checks grammar, tone and clarity in the apps your team already writes in, with AI drafting and rewriting on top.
TEXT · BOOK DESIGN
Write and format print and ebook files in one tool. It runs in a browser on Windows, Mac, Linux and Chromebook, so it covers authors who can't use Vellum (Mac only).
RICHARD'S PICK
IMAGE · DESIGN
Drag-and-drop design for social posts, presentations, flyers and brand kits. AI tools cover image generation, resizing and text.
IMAGE · LOGO GENERATION
An AI logo maker that also produces a brand kit: business cards, social assets and templates. Quick path to a first logo for a new business.
IMAGE · CONCEPT ART
An AI image generator for original concept art, mood boards and campaign imagery. It produces raster images, so it is not a source of vector logos.
AUDIO · AUDIO EDITING
An all-in-one audio and video editor that works like a document. Edit the transcript and the recording follows.
AUDIO · VOICE AND NARRATION
An AI voice platform for narration, ad reads, voice cloning and dubbing. Useful for training videos, podcasts and multilingual content.
AUDIO · RECORDING
Studio-quality remote recording for podcasts and interviews, with AI editing, clips and show notes.
AUDIO · MEETING NOTES
An AI notetaker that joins Zoom, Meet and Teams to record, transcribe and summarize, then pushes notes to your CRM and team tools.
VIDEO · AI AVATARS
Turns a script into a presenter-led video with an AI avatar. Common for training, sales outreach and product explainers, with translation and lip-sync.
VIDEO · TEXT TO VIDEO
Converts scripts, blog posts and long recordings into short branded videos with captions and highlights.
VIDEO · TEMPLATES AND AI
A template-first editor and AI generator for social, promo and explainer videos. A fit for small teams that publish often.
VIDEO · FREE EDITOR
A free video editor with strong auto-captioning, popular for short-form social video.
ACTION · AI AGENT BUILDER
A no-code builder for AI agents that handle inbox, meetings, support and sales follow-up. Aimed at small and mid-size businesses.
ACTION · AUTOMATION
A visual automation platform with built-in AI agents. Strong for branching, data-heavy workflows that would get expensive elsewhere.
ACTION · AUTOMATION
The largest app catalog for simple, linear automations, with Copilot and AI agents on top. Easiest starting point for non-technical teams.
PRODUCTIVITY · WORKSPACE
A workspace for notes, docs, wikis and projects, with built-in AI search, writing and meeting notes.
RICHARD'S PICK
PROJECT MANAGEMENT · WORK MANAGEMENT
Boards for projects, sales pipelines and team workflows, with automations and dashboards for owners.
PROJECT MANAGEMENT · PROJECT MANAGEMENT
All-in-one project management with docs, goals, chat and AI assistants for small teams that want fewer tools.
PRODUCTIVITY · SCHEDULING
Booking links that remove the email back-and-forth when setting meetings with clients and prospects.
RICHARD'S PICK
PRODUCTIVITY · SCHEDULING
Open-source booking pages that let clients pick a time that works for both of you. I use it for every call booked from this site.
CRM · CRM
A CRM with marketing, sales and service tools. The free CRM tier is a common starting point and scales to the full suite.
CRM · CRM
A visual sales-pipeline CRM for small teams that care about closing deals more than tracking marketing campaigns.
RICHARD'S PICK
CRM · CRM
A customizable CRM inside a large suite of business apps. Bigin is the lighter version for teams of one to ten.
RICHARD'S PICK
IMPLEMENTATION · EMAIL MARKETING
Email platform built for creators and small businesses, with automations, landing pages and sign-up forms.
IMPLEMENTATION · EMAIL AND CRM
Email, SMS and a built-in CRM in one platform, with a free tier that suits businesses just starting to email customers.
IMPLEMENTATION · WEB DESIGN
A drag-and-drop site builder with an AI builder that drafts a site from a short business description.
IMPLEMENTATION · WEB DESIGN
Polished templates for service businesses, portfolios and restaurants. The AI website builder and Sidekick assistant ship on every plan.
EDUCATION · EDUCATION
A course platform for selling training, memberships and communities under your own brand, without per-sale transaction fees.
EDUCATION · EDUCATION
A beginner-friendly platform for courses, coaching and digital downloads, with built-in affiliate tools for your own course sales.
IMPLEMENTATION · QUIZ GENERATION
A form builder with an AI quiz generator that accepts a text prompt or an uploaded PDF, Word or PowerPoint file.
EDUCATION · QUIZ GENERATION
An AI quiz maker that turns text, documents and links into quizzes with learner analytics.
EDUCATION · QUIZ GENERATION
Assessment software for training and certification, with AI question generation and options for proctoring and defensible records.
DESIGN & PROTOTYPING · INTERACTIVE DEMOS
Turns screen captures into interactive product demos and AI-generated videos you can embed or share by link. Useful for sales, onboarding and product marketing.
RICHARD'S PICK
DESIGN & PROTOTYPING · DESIGN AND PROTOTYPING
The standard browser-based tool for interface design, prototypes and design systems. Designers, developers and clients can work in the same file and leave comments on it.
UX RESEARCH · USABILITY TESTING
Runs usability tests and surveys on prototypes and live sites, then reports where people click, stall or drop off. Quick way to test a design with real users before building it.
UX RESEARCH · USER RESEARCH
Recruits participants who record themselves using your site or prototype while talking through it. Useful when you need to hear and see real reactions, not just numbers.
UX RESEARCH · BEHAVIOR ANALYTICS
Shows how visitors use a website through heatmaps, session recordings and short surveys. Good for finding where a page confuses people.
UX RESEARCH · CARD SORTING AND IA
Research tools for organizing information: card sorting, tree testing and first-click tests. Helps decide how a website's menus and categories should be structured.
PROJECT MANAGEMENT · KANBAN BOARDS
Simple card-and-column boards for tracking work from idea to done. The easiest of the project tools to pick up, so a good fit for small teams and clients new to project software.
PROJECT MANAGEMENT · PROJECT HUB
Keeps a project's tasks, messages, files and schedule in one place, with a flat price rather than a charge per user. Suits small teams and client work.
PROJECT MANAGEMENT · SPREADSHEET-STYLE PROJECTS
Project management built on a spreadsheet-style grid, with Gantt charts, forms and automation. A comfortable step up for teams that already run projects in Excel.
PROJECT MANAGEMENT · SOFTWARE PROJECTS
A fast issue tracker and planning tool for software teams, with cycles and roadmaps. Useful for clients who build their own product; less so for general business tasks.
CRM · SALES AND SERVICE CRM
Salesforce's entry-level suite for small teams, with contacts, deals, email and basic service tools. A good choice if the client expects to grow into the full Salesforce platform.
CRM · SALES CRM
A sales CRM from Freshworks with built-in phone, email and AI lead scoring. Often a lower-cost alternative to HubSpot for small sales teams.
EDUCATION · COURSE PLATFORM
An all-in-one platform for selling courses, memberships and coaching, with a website, email and checkout included. Costs more than a basic course tool but replaces several.
EDUCATION · COURSES AND DIGITAL PRODUCTS
A simpler platform for selling courses, downloads, memberships and webinars, with email built in. Easier to set up than Kajabi and priced lower.
RICHARD'S PICK
DESIGN & PROTOTYPING · WIREFRAMING
A low-fidelity wireframing tool with a deliberately sketchy look, so reviewers talk about structure and flow instead of colors and fonts. Quick for early layout discussions with clients.
UX RESEARCH · EXPERIENCE ANALYTICS
Digital experience analytics that show how visitors move through a site or app, with heatmaps, session replay and journey analysis. Aimed at larger sites and teams than Hotjar.
DESIGN & PROTOTYPING · ADVANCED PROTOTYPING
A prototyping tool for interactions that go beyond clickable screens, with conditional logic, variables and dynamic content. Used for complex flows and detailed specifications.
DESIGN & PROTOTYPING · AI INTERFACE DESIGN
An AI tool that generates screen layouts and wireframes from a text prompt and exports them to Figma. Useful for fast first drafts and options to show a client.
UX RESEARCH · RESEARCH DATABASE
A spreadsheet-style database with forms and views. UX teams use it to keep research notes, participant lists and feedback in one searchable place, and it works for general business tracking too.
UX RESEARCH · QUICK USER TESTS
Formerly UsabilityHub. Runs fast preference tests, first-click tests, five-second tests and surveys, with a participant panel you can recruit from.
DESIGN & PROTOTYPING · FLOWS AND WIREFRAMES
A quick, uncluttered tool for flowcharts, wireframes, mind maps and docs. Easier to learn than a full diagramming suite, so good for sketching a user flow in a client meeting.
DESIGN & PROTOTYPING · DIAGRAMMING
A diagramming tool for process maps, org charts, site maps and technical diagrams, with templates and shared editing. Common in larger organizations, so clients may already have it.
DESIGN & PROTOTYPING · SITEMAPS AND USER FLOWS
Plans website structure and user journeys with sitemaps, user flows and personas in one tool. Helpful at the start of a web design project.
RICHARD'S PICK
PROJECT MANAGEMENT · ISSUE TRACKING
Atlassian's issue and project tracker, built for software teams with sprints, backlogs and workflows. Heavier than Trello or Asana, so best for clients who already build or maintain software.
VIDEO · UGC-STYLE VIDEO ADS
An AI tool that produces user-generated-style videos with AI agents, so you can make testimonial-style product clips without filming. Check the product's own claims against a sample before relying on it for ads.
IMAGE · LOGO GENERATION
A free-to-start logo maker that also redesigns an existing logo, animates it into a short intro video, and puts it on merchandise. A lower-cost alternative to Looka for a first logo.
AUDIO · MUSIC TRANSCRIPTION
A browser app that turns a recording, MP3, MIDI file or YouTube link into sheet music. For musicians and music educators; solo instruments only, not full bands.
TEXT · AI ASSISTANT
Google's AI assistant. It is most useful if your team already lives in Gmail, Docs and Drive, where it can draft, summarize and search across your own files.
TEXT · AI ASSISTANT
Microsoft's AI assistant, built into Word, Excel, Outlook and Teams. The natural choice for businesses already on Microsoft 365.
TEXT · AI RESEARCH
An answer engine that searches the web and cites its sources. Good for market research, competitor checks and fact-finding where you need to see where an answer came from.
TEXT · AI ASSISTANT
A European AI assistant and model provider. Worth a look for businesses with data-location or privacy concerns, or that want an alternative to US-based assistants.
TEXT · WRITING ASSISTANT
An AI writing assistant that drafts and rewrites inside your browser, with an agent that can carry out simple web tasks.
TEXT · BROWSER ASSISTANT
A browser extension that puts several AI models in a side panel, so you can summarize pages, draft replies and ask questions without switching tabs.
TEXT · PARAPHRASING
A paraphrasing and rewriting tool with grammar checking and summarizing. A low-cost way to tighten copy and adjust tone.
TEXT · REWRITING
A rewriting assistant from AI21 that suggests alternate phrasings and adjusts tone while you write. Lighter than a full AI chat app.
TEXT · DOCUMENT AI
Adobe's AI assistant for PDFs. Ask questions about contracts, reports and proposals, get summaries with citations, and compare documents.
TEXT · BUSINESS PLANNING
An AI tool that turns a business idea into a draft business plan, with sections for market, financials and strategy. A fast starting point for new ventures.
TEXT · EBOOK AND REPORT DESIGN
Turns blog posts, webinars, podcasts and documents into ebooks, reports and lead magnets. Useful for consultants who want to repurpose content into a downloadable guide.
DESIGN & PROTOTYPING · COLOR PALETTES
A fast palette generator for brand colors. Press the space bar to generate schemes, lock the ones you like, and check contrast.
IMAGE · IMAGE GENERATION
An AI image generator with fine-grained controls, aimed at marketing visuals, product mockups and concept art. A good alternative if Midjourney's interface is a barrier.
IMAGE · IMAGES WITH TEXT
An AI image generator that handles text inside images better than most, which helps for posters, social graphics and logo concepts.
IMAGE · PROMPT BUILDER
A free prompt builder for AI image tools. Pick style, lighting and camera options and it assembles the prompt for you.
IMAGE · PHOTO EDITING
AI-assisted photo editing for product shots, headshots and marketing photography. Handles sky replacement, portrait retouching and background clean-up.
IMAGE · PRESENTATIONS
A presentation tool built on a zoomable canvas rather than slides. Good for sales pitches and storytelling where you want to stand out.
RICHARD'S PICK
AUDIO · MEETING NOTES
Records and transcribes meetings, then produces summaries and action items. Joins Zoom, Meet and Teams calls.
AUDIO · MEETING NOTES
A meeting assistant that records, summarizes and scores meetings, and extends to email and messages for a broader view of team activity.
AUDIO · CALL RECORDING
Records customer calls and turns them into clips, notes and CRM updates. Built for sales and customer-research conversations.
AUDIO · SPEAKING COACH
A real-time coach that listens during your video calls and gives private feedback on pace, filler words and clarity.
AUDIO · AUDIO CLEANUP
Browser-based tools that clean up voice recordings, removing noise and echo so a laptop recording sounds closer to a studio one.
AUDIO · AUDIO EDITING
Free, open-source audio editor for Windows, Mac and Linux. Covers recording, trimming, noise reduction and mixing with no subscription.
AUDIO · NOISE REMOVAL
Free app that removes background noise and room echo from your microphone, and blurs or replaces your camera background. Requires an NVIDIA RTX graphics card.
AUDIO · VOICEOVER
A text-to-speech studio for voiceovers on explainers, training and ads. Pick a voice, adjust pacing and sync to slides or video.
AUDIO · VOICE CLONING
Voice cloning and speech generation for brands that want a consistent custom voice, with tools to detect AI-generated audio.
AUDIO · VOICE CHANGER
A real-time voice changer and text-to-speech tool, popular with creators. Less central for most SMBs, but handy for demos and character voices.
AUDIO · AI MUSIC
An AI music generator for background tracks and jingles. Check the license terms before using output in paid advertising.
AUDIO · AI MUSIC
Generates full songs with vocals from a text prompt. Useful for jingles, intros and background music; confirm commercial-use rights on your plan.
AUDIO · LIVE TRANSLATION
Live AI translation and captions for meetings, webinars and events, so attendees follow along in their own language.
ACTION · AUTOMATION AND RPA
Enterprise robotic process automation, with AI agents that handle repetitive work across apps and legacy systems. Larger than most small businesses need, but worth knowing for process-heavy clients.
ACTION · MESSAGING AND VOICE
A developer platform for text messages, voice calls, email and verification. Right when you need your app or workflow to send customer messages.
RICHARD'S PICK
DESIGN & PROTOTYPING · WHITEBOARD
A collaborative online whiteboard for workshops, journey maps and brainstorming, with AI to cluster sticky notes and summarize boards.
PRODUCTIVITY · PROCESS DOCUMENTATION
Records your clicks as you work and turns them into step-by-step guides with screenshots. Fast way to document a process for staff or clients.
PROJECT MANAGEMENT · PROJECT MANAGEMENT
Work management for teams that want clear owners, due dates and timelines, with AI that summarizes projects and drafts tasks.
PRODUCTIVITY · EMAIL MANAGEMENT
Sorts your inbox so important mail stays in front and the rest waits. Works with the email account you already have.
IMPLEMENTATION · E-COMMERCE
The most common platform for selling products online, covering storefront, payments, inventory and shipping.
IMPLEMENTATION · LANDING PAGES
An AI page builder for Shopify stores that generates landing pages and product pages. Only relevant if the client sells on Shopify.
EDUCATION · QUIZ FUNNELS
Builds scored quizzes and assessments that capture leads and give each respondent a tailored result. Popular with coaches and consultants.
EDUCATION · COURSE CREATION
An AI tool that drafts course outlines, lessons and quizzes from your topic, to speed up building training for staff or customers.
RICHARD'S PICK
IMPLEMENTATION · SOCIAL MEDIA
Schedule and publish to several social networks from one dashboard, with analytics and AI help for captions.
CRM · EMAIL FINDING
Finds professional email addresses for a company and checks that they are valid. Useful for sales outreach and PR lists.
CRM · SALES SIGNALS
Shows which companies and people are visiting your website and prompts timely outreach. Better fit for businesses with a sales team than for solo operators.
IMPLEMENTATION · MARKETING DATA
Pulls ad and marketing data from many platforms into one place for reporting. For businesses running paid campaigns across several channels.
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