One of the things I get asked about the most is which tools to use and for what purpose. Whether you’re looking for a task management system, sales CRM, online scheduler or email automation tool, there are loads of products out there and a lot of them overlap in terms of functionality.

People ask me about the difference between Asana, and Monday, Pipedrive and Hubspot, Zapier and Integromat. Or they ask whether they even need a sales CRM if a tool like Monday or Asana can be customised to operate like one.

The answer isn’t always obvious but here are a few things to consider when evaluating different tools.

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