B2B consultant stack.
Track, sell, deliver without a CRM factory.
The stack map.
A stack is not read tool by tool. It is read as work blocks: produce, validate, deliver, get paid.
Acquisition & sales
Capture requests, organize calls, and qualify projects.
Core: Pipedrive + Calendly. Add-ons based on your actual use.
Ops & automation
Reduce repetitive tasks without automating too early.
Core: Calendly + Notion. Add-ons based on your actual use.
Finance & admin
Invoice, collect payments, and keep documents clean.
Core: Stripe + DocuSign. Add-ons only when the deliverable requires it.
Measurement & support
Measure, track, and understand what actually works.
Core: Perplexity. Add-ons based on your actual use.
Other steps
Useful tools that complete the workflow.
Core: Folk + Canva. Add-ons based on your actual use.
$43/month, when the core stack earns its keep.
Frequently asked questions.
Do you know exactly how much your sales pipeline is worth in euros right now, without looking?
No → that is a sign your sales tracking lacks structure. Pipedrive or a Notion database with value + stage + follow-up date = immediate visibility on projected revenue.
Are you using a separate e-signature tool?
Yes → for a solo, Yousign (free up to 10 signatures/month) or a written 'agreement confirmed' by email has equivalent legal value for most missions. DocuSign at €40/month is overkill.
Does your proposal arrive by email as a PDF or as a link?
PDF → a public Notion link or a shared Canva presentation reads as more professional and eliminates 'do you have the latest version?' at the end of negotiation.
If this stack does not quite match your use case.