If you’ve ever felt overwhelmed trying to choose the “right” tech tools for your business, you’re not alone.
This guide is here to simplify the decision-making process.
These are platforms I’ve tested, used with clients, or researched thoroughly so you don’t have to waste hours (or dollars) figuring it out on your own.
Whether you’re building your first funnel, launching a digital product, setting up email marketing, looking for a system that can grow with you—or wanting to bring all your tech into one cohesive system - I’ve got you covered.
Here, you’ll find straightforward recommendations based on what actually works - not just what’s trending.
So take a breath, scroll through, and start building a tech stack that supports your business goals without the tech stress.
Sales Pages + Checkout (with upsells, order bumps, and solid ad tracking)
Digital Product Delivery (courses, downloads, toolkits, etc.)
Membership Site or Client Portal
Email Marketing + Automation
Affiliate or Partner Management (optional)
Analytics + Ad Tracking
Ask yourself:
- What do I want to sell now?
- How do I want to deliver it?
- What do I want to automate?
- Do I want everything in one platform for seamless connection, or do I prefer specialized tools?
- Do I plan to run paid ads now or in the near future?
Great! Now you’re ready to review and choose your stack.
💡 A quick note before you dive in:
I’ve personally vetted every platform on this list to make sure it plays nicely with Meta (Facebook/Instagram), LinkedIn, and Google Ads for when you're ready to use them!
That means these tools have native event tracking—which is just a fancy way of saying:
👉 Your ads can actually track what’s working.
👉 Your data flows correctly.
👉 Your ad platform can optimize properly and spend smarter.
A lot of platforms out there claim to be “Pixel-friendly,” but here’s the catch:
They might let you paste a pixel… but without embedding extra tools (like GTM or UTMs), they don’t actually send the right signals back to Meta or LinkedIn.
So your ad platform can’t track what’s working (and therefore doesn’t know where to place your ad), and you end up flying blind with your ad spend. 😳
But don’t worry—I won’t let that happen to you.
These tools are here because they help you make confident, informed decisions without getting lost in the weeds.
These tools combine everything you need into one cohesive system, so you save time and skip the tech stress.
What it includes:
Sales pages, funnels, checkout, CRM, calendar booking, email + SMS marketing, DMs and social inbox, automated workflows, pipeline tracking, course/membership hosting, surveys + forms, affiliate center, and full analytics dashboard.
✅ Bonus: Post to social media, reply to DMs, track leads, and manage conversations without ever leaving the platform. It’s like having your marketing HQ in one tab.
Pros: Most customizable all-in-one; excellent ad tracking (Meta Pixel + CAPI); built-in analytics and social tools; runs your entire client journey
Cons: Slight learning curve if you’re new to CRMs or automation logic; starts at $97/month
Best for: Coaches, consultants, freelancers, and marketers who want full control, better data, and everything in one place
What it includes:
Sales pages, product checkout, email marketing, automations, membership sites, course delivery, video hosting, helpdesk system, affiliate program, and advanced marketing tools like tagging and behavior tracking.
Pros: Comprehensive feature set; solid native event tracking; strong for evergreen funnels and customer journeys
Cons: Slightly outdated interface; not as flexible as GoHighLevel; steeper learning curve
Best for: Funnel builders, digital product sellers, and marketing strategists who want built-in tools without external integrations
What it includes:
Sales funnels, email marketing, automation workflows, digital product delivery, course hosting, checkout with upsells/order bumps, and a basic affiliate program. Great all-in-one starter tool with a generous free plan.
Pros: Extremely easy to use; great for beginners; generous free tier; gets your funnel up fast without tech overwhelm
Cons: While you can add a Meta Pixel or LinkedIn tag, it does not send native ad events—which means no purchase or conversion data gets sent back to your ad platform without extra setup using GTM (Google Tag Manager).
Best for: Entrepreneurs and creators starting out who need a simple system to sell and deliver digital products—with plans to upgrade tracking as they grow
A CRM-integrated funnel system built for high conversions, with robust analytics, social posting, and messaging tools—all under one roof. Ideal for scaling service-based businesses with native ad tracking (Meta, CAPI), advanced automations, and even white-label SaaS features.
An all-in-one platform with done-for-you polish—featuring beautiful templates, built-in checkout, email marketing, course hosting, and an affiliate system. Strong native tracking and campaign tools make it great for digital product sellers and marketers.
An easy, budget-friendly way to get your funnel off the ground. Combines core features like email, checkout, and course delivery without the steep learning curve. Perfect for testing your MVP or getting started—just know you’ll need GTM for ad tracking as you grow.