A person on Quora asked me what some great SaaS tools for startups are.
Most tool posts list a bunch of apps without providing the context of why a startup should use them or a real-life example of the tool in practice.
Instead of contributing to the internet noise with yet another listicle, I want to show you the actual process of how we use these SaaS tools and why.
Note on free tools: Often free SaaS tools can cost you more than you think. I can’t count the times I found myself wasting time trying to get a tool to work. As the saying goes “I’m not rich enough to buy cheap things” so proceed using these tools with caution.
When we decide what SaaS tool to use we evaluate a couple of points:
- How much time can we save with the tool?
- How much money can we save?
- How much money can we make?
- How much money is the tool going to cost long term? You’d be surprised how many tools that boast a free plan are nothing more than a glorified trial. For example, many startups turn to MailChimp as a go-to email marketing tool just to find out that 2,000 subscribers are not that many and the price of the monkey-logoed tool catapults after that mark. Then, we learned, people are open to switching.
Let’s get on with the listing:
Contents
Operations and organization
Airtable
airtable.com
Price starts at: Free
Airtable is a hybrid between a spreadsheet and a database for non-developers.
We run all our business processes in Airtable. We use it as a database for all non-development records – from daily standups and marketing-related tasks to lead lists.
The beauty of the Airtable workflow lies in the ability to represent data in different views – Grid, Kanban, Calendar, and others. With Airtable you can also group records by a specific field, and create relationships between sheets by using Rollups, Lookups, and Counts.
The premium plans give you access to Blocks and bigger data limits (rows and file space).
Below is a list of the bases we have in Airtable and how we use them.
Daily Standup
In this base, we keep track of what has everybody done yesterday and what they plan to do today.
We complete the standup every day in the morning.
Each standup has a unique ID number; for that, we use the Autonumber field type.
Rather than filling in the date of the current date we use the default “Created time” field type, that way the date gets filled in by Airtable.
Content Calendar
Our editorial calendar and content promotion activities.
Download the Content Calendar template from our Resources page
For the content calendar we stick with the Kanban view as it allows you to drag content pieces between the different stages of our process:
- Idea
- To do
- Writing
- Editing
- Formatting
- Creating lead magnets
- Published
- Promoting
- Promoted
In a nutshell, here we use Airtable as an alternative to a Trello board.
Since we put so much effort into our content promotion, we have a separate Kanban sheet for each of our posts. There we track all our marketing activities related to that post.
Social Media Calendar
I’ll confess we haven’t used that base that much. We keep our social media calendar in Buffer. This base serves as an idea repository.
SEO
We keep track of all backlinks earned, guest post opportunities, and keyword research in here.
Let me stop you before you shame me for not using an SEO keyword tracking SaaS tool. We do use two in fact – Ahrefs and Linkody.
Keeping a list of all your backlinks is the most reliable way to track your links without any delays. Automated tools usually take between a few days and a couple of weeks to index new backlinks.
Keyword groups
Before I start writing a new content piece, I do some preliminary keyword research. Airtable allows me to cross-match data such as Volume and CPC from Ahrefs and Semrush. Also, to filter out my favorite keywords with a click using the Rating field type and Filters.
Quora
The Quora base is another marketing-related database. Here we keep track of all the relevant topics on Quora that we want to participate in.
Leads
Outbound leads, SEO-outreach leads and pretty much all leads are preserved in this database. The powerful group and filter capabilities of Airtable help us spend time only on the most valuable leads.
Customer Feedback
This base is our customer development repository where we keep records of all critical customer development calls, interviews, and interactions.
Also, learn how to use it.
Competitors Research
A comparison table of (some of) our competitors.
Download our competition analysis file from our Resources page.
And learn how to do competition analysis.
Ideas
Ideas for unique selling points, marketing angles, marketing automation flows, and others. It’s important to note that we keep our product features ideas in Jira, and use Airtable only for non-development-related operations and data points.
Finance
Financial records database with all our expenses, recurring expenses, revenue, and monthly reports.
We’re using a modified version of this template.
With Airtable we can track our monthly expenses, keep track of any recurring costs and tools; group our expenditure by type and month; have a monthly report overview and more.
Pre-orders
This is a custom base we created to keep track of all people who have pre-ordered our startup.
Timeframes and goals
In the timeframes table, we keep track of our expected marketing outcomes and achieved results every month
Learn how to set marketing goals and timeframes for your startup.
Todoist
todoist.com
Price starts at: Free
Although we don’t use Todoist as a team tool, my co-founder and I have personal accounts in this task management tool.
As a fan and junior practitioner of the Getting Things Done method, Todoist is the SaaS tool that best fits my workflow. It has a Daily and Weekly views, capabilities to group tasks into Projects and nest tasks in other tasks.
As far as Encharge goes, I have 4 categories (or Projects):
- Marketing
- Product
- Customer development
- And Operations
In each group/project I organize my tasks in sub-projects. I tag these sub-projects with a label “Projects.”
I also have my recurring tasks organized into sections.
Anything that falls under one-day/maybe goes to a Project named “Parked” items.
This productivity system has allowed me to stay on top of my marketing game and be consistent with my marketing output.
Agenda
agenda.com
Price starts at: Free
Agenda is a light-weight note-taking app for Mac.
I use Agenda to apply the Zettelkasten knowledge management model:
- I don’t organize notes into categories – instead everything goes in a single Inbox.
- Every note has a unique ID.
- Almost every note has a tag. For example, #content-ideas. That way I can later search for specific tags and find the relevant notes when I need them.
Dashlane
todoist.com
Price starts at: Free. Paid team features
When I work with a new SaaS client in the first month, I usually waste 3 to 10 hours dealing with getting access to SaaS tools and receiving permissions.
In Encharge we’re tacking this issue by sharing our passwords in Dashlane.
Gsuite
gsuite.google.com
Price starts at: $5/mo user
Email, calendar and file storage, all-in-one.
The ease of login combined with the powerful Google-like search in the Gmail client is an absolute productivity booster for me.
When you top this with the rest of the apps in the suite, Gsuite is an easy winner when it comes to team communication apps.
On my iMac, I manage my many inboxes with an app called Mailplane.
Also, when it comes to outreach email tools, Gsuite is the widest supported solution; connecting with an outbound system is as easy as a single click with Gmail.
I filter out the email noise with manual filters and the SaneBox plugin.
Gmelius
gmelius.com
Price starts at: Free
Gmelius is my favorite all-in-one productivity Gmail plugin for marketers and sales professionals.
The features that I use the most are:
Email tracking – shows who has read your email:
Templates and sequences:
Send later and follow-up
Gmelius is the beautiful, more successful brother of Boomerang. I like how Gmelius integrates seamlessly with the Gmail UI and saves you from cringing every-time you click a non-native Gmail interface.
Right Inbox
Get Right Inbox on the Chrome Store
Prices start at: Free
Right Inbox is an email productivity tool that supercharges your Gmail. Features include email scheduling, recurring emails, email sequences, email templates, signatures & more
Baremetrics
baremetrics.com
Price starts at: $50/mo for up to $10,000 MRR
Baremetrics is a must-have for all savvy startup entrepreneurs and marketers.
The tool shows financial data such as monthly recurring revenue, customer lifetime value, churn, and so on – everything out of the box.
They also have two add-on features — Recover and Cancellation Insights — that allow you to recover lost revenue from failed payments with a full suite of dunning tools and learn why customers are canceling and then automate emails back them personalized to the reason they specified.
Upwork
Upwork is the best place to find freelancers for lead generation, data entry, and other repetitive tasks.
These guys are good! There, you can outsource lead generation as low as $0.10 per lead.
Upwork is a treasure trove of cheap workforce – a definite compliment to every marketing campaign.
The best part is you can track you freelancers without any extra setup.
Team Communication
Slack
slack.com
Price starts at: Free
Packed with an endless list of integrations Slack is a staple tool for every team’s communication.
Some of the Slack bots we’ve integrated with are:
- Pipedrive – notifies us when a new deal is created or closed
- PhantomBuster – notifies us when a scrapping job has been completed.
- Segment event – when a user does something on our site, we send a notification to Slack. For example, if a user visits the checkout page on our site but didn’t complete the order, we get notified and get on his ass!
We, also, have a workspace for our early-adopters where we publish weekly updates about the Encharge development progress.
Telegram
telegram.org
Free tool
Telegram is the fastest communication tool for one-on-one conversations. It’s our go-to tool for a personal conversation with my co-founder.
The history search is blazing fast! Do not hesitate to switch from Skype to this bad boy.
The only feature that is still lacking is screen-sharing, but I bet they’re going to roll it out soon.
I’ve also seen influencers like Hiten Shah organizing their mastermind groups on Telegram.
CloudApp
getcloudapp.com
Price starts at: Free
CloudApp is our team’s go-to tool for screen-sharing, GIFs and annotations.
We use CloudApp to report bugs and communicate better visually. We’re literary producing dozens of screenshots every single day.
Marketing SaaS Tools
As a growth marketer, I could go on and on for days about the SaaS marketing tools I use, but I know you don’t have that time. I’ll try to keep this list brief and mention only the most essential apps in my marketing arsenal.
WordPress
wordpress.org
Price starts at: Free
Although, not a marketing app but a CMS, having WordPress as the barebones for our customer-facing site, allows me to have complete control over the messaging, the features and the content of the site.
It allows me to be developer-independent and save time on developer costs.
The abundance of marketing-related plugins for SEO, social media, content marketing, and so on in the WordPress universe makes the platform my number one choice.
Elementor
elementor.com
Price starts at: Free
A plugin for WordPress, Elementor drag-and-drop builder allows me to have total control over the look of our marketing website.
Thanks to Elementor I can create dynamic sections like a Blog without relying on my technical co-founder. The post you’re currently reading is built on Elementor.
Keeping things agile and saving precious development time. The best thing is it works inside of WP.
I, also, use Elementor to create landing pages and lead magnet pages.
Some of the marketing-oriented features of Elementor are:
- Evergreen countdown timers.
- Pop-ups (although, I’d encourage you to use a dedicated lead generation SaaS tool for that)
- Animated headlines. Check our blog homepage, for example.
- Messenger links and more.
ThriveLeads
thrivethemes.com/leads/
Price starts at: $67/lifetime license
ThriveLeads is another tool in the WordPress ecosystem. ThriveLeads is my favorite lead form because of their support for inline forms, shortcodes, and advanced marketing metrics.
Although, I find their drag-and-drop form builder a bit clunky.
It’s a must-have marketing tool if you’re running on WordPress.
The Free Marketing Tools from Google: Google Analytics, Google Console, Google Tag Manager, and Google Keyword Planner
Free tools
No marketing tools list would be complete without the sacred 4.
Good control of these tools is what differentiates great marketers from mediocre marketers.
Google Analytics
Keeping the pulse on our website traffic, most visited pages, sources, campaigns and conversion events.
In combination with UTM links, this is a no-brainer tool for all marketers.
Google Console
We use Google Console to find keyword opportunities for our current blog content. It’s still early for Encharge to rank in top 10, but we’re doing our best to leverage these opportunities.
Google Tag Manager (GTM)
GTM allows us to install tracking scripts across your website without bothering the developer. We also use GTM to create tracking goals.
Google Keyword Planner
In combination with Keywords Everywhere = the best free keyword research combo.
Bonus tool: Google Page Speed
Another addition to the Google marketing family is the Google Pagespeed Insights tool which allows you to optimize the speed of your site.
Bonus tool 2: Tag Assistant (by Google)
Tag Assistant is a Chrome extension that does one job – shows if your Google scripts are running on your site. It’s a must-have.
Ahrefs
ahrefs.com
Price starts at: $99/month
Powerful and very easy to use SEO tool. I have found that Ahrefs is better for link building and link tracking, while SEMRush (Ahrefs’s prime competitor) outshines Ahrefs when it comes to keyword research.
It’s not the cheapest of SaaS tools starting at $99/mo, but it’s worth every penny.
Going through all the possible strategies to use Ahrefs for would take at least an eBook. Instead, I’m going to share one that I’m currently using:
The skyscraper technique for link building
1) I decide what keyword I’m going to rank for. For example for my post on pre-launch marketing that is “pre-launch marketing” (obviously 🙂
2) I go to Keyword explorer in Ahrefs and search for that keyword (targeting only the United States):
3) I go through the Top 10 of the SERP overview and click on the Backlinks for each post:
4) This is the list of websites that link backlink to the top result. Making sure to filter for “One link per domain” to avoid duplicates and only “Do follow links”.
5) I put all the data in Airtable (of course 🙂 – see SEO under the Airtable feature above.
6) I outsource lead generation/email finding to a worker off Upwork (see Upwork above for more details)
7) Once I have the leads I send an automated personalized campaign with OutreachPlus.
For cheaper Ahref alternatives check out this post by Entice.
Moz Bar
moz.com/products/pro/seo-toolbar
Price starts at: Free
MozBar is a little handy-dandy Chrome extension that shows the Domain Authority (DA) and Page Authority (PA) of every site you visit. Useful while doing link-building campaigns.
Keywords Everywhere
keywordseverywhere.com
Price starts at: Free
This Chrome extension will turn you into a keyword brainstorming powerhouse as you search on Google or use the Google Keyword Planner.
Hands down my favorite free SEO tool.
KeywordsEverywhere provides Volume, CPC and Competition rate for each result in your SERP, as well as a sidebar with Related Keywords.
SEO Quake
seoquake.com
Price starts at: Free
Another free SEO tool for your browser. SEOquake comes from the creators of SEMrush. The extension will show many data points coming from SEMrush for all results on the SERP:
- Domain Score
- Trust score
- Links to the page
- Links to the domain
- Time Archive.org and others first crawled the page.
Yoast SEO Plugin for WP
yoast.com
Price starts at: Free
Hands down the most useful SEO plugin for WordPress. Yoast uses gamification to help you optimize your WordPress pages for the search engines.
The premium version provides additional goodies such as:
- Automatic 301 redirects when you change a post slug (A super useful feature that saves me from so much annoyance!)
- A feature to optimize a single post for multiple keywords
- Keyword synonyms.
Linkody
linkody.com
Price starts at: $15.79/month
Linkody monitors your backlinks and the backlinks of your competitors daily. It sends you a daily email report with updates about your links and your competitors – won links, lost links, and changed links.
If you’re serious about link-building, you must have this SaaS tool.
Zapier
zapier.com
Price starts at: Free
Another obvious selection. Zapier is the glue of the internet. We use it primarily to transfer leads from one tool to another. Currently, sending all emails from MailChimp to Encharge.
Read more: 10 Powerful (and cheaper) Zapier Alternatives to Supercharge your Marketing Automation Plans
PhantomBuster
phantombuster.com
Price starts at: $30/month
A growth hacker’s tool. PhantomBuster is a scrapping platform in the cloud. It allows you to run different automation APIs – from scrapping Facebook group members to sending automated messages on LinkedIn.
The smart thing about PhantomBuster is that everything happens on their servers, so your account is safe when executing these “gray-hat” marketing hacks.
You have to be careful, however! The cloud has an IP, and in that case, it’s in the US. If you’re located outside the US and use your social media accounts while simultaneously scrapping with PhantomBuster, your account may get temporarily suspended. That’s why you may consider using a proxy with your PhantomBuster account.
I’m currently experimenting with their latest API – Slack Channel User Extractor to grow our Facebook group.
I’m scrapping the emails of Slack group users. Later I invite those users to join our group.
Subscribe to our weekly newsletter to get an update when this growth experiment finishes:
Buffer
buffer.com
Price starts at: Free
Buffer recently redesigned their user-friendly interface to an even user-friendlier interface. Currently, the tool is by far the most frictionless tool for social media scheduling.
I’ve played around with Hootsuite, Smarterqueue, and SocialPilot. All these offer advanced features such as analytics, category scheduling, and what not, but Buffer still steals the number one spot for easiest social media scheduling tool.
Social Warfare
warfareplugins.com
Price starts at: Free
There are many social sharing button plugins and apps out there. Social Warfare does 2 things well that makes it stand out from the crowd:
- Connects with TwitCount and it actually works! You can finally get back your Twitter share count
- Supports automatic UTM links.
- Recovers social shares when a URL change has happened. If you’ve ever transitioned your blog to another domain name, you know how painful it is to lose all your shares. Social Warfare takes care of that for you:
MailChimp
mailchimp.com
Price starts at: Free
A no-frills email marketing tool suitable for one-off email broadcasts. With its freemium version and 2,000 email contacts free, it’s an excellent starter for early-stage startups.
Rebrandly
rebrandly.com
Price starts at: Free
Rebrandly is like bit.ly on steroids. With this URL shortener you can customize your links, track link data older than 30 days, and it even comes with a built-in UTM builder. Rebrandly is my preferred link management tool.
Encharge.io
Encharge is marketing automation software for startups and SaaS companies. Our focus is robust integration with other tools used and easy to use interface.
Further reading:
- The 34 Best Marketing Automation Tools to Use in 2020
- How to Choose the Right Marketing Automation Tool for Your SaaS
Writing
Ulysses
ulyssess.app
Starts at: $4.99 / month
Distraction free writing. Ulysses is a Mac app for writers.
A must-have, especially if you’re a long-form content writer like me.
The tool has a handy Goal feature that aims to keep your creative mind disciplined.
Ulysses syncs your writings in the cloud across all your devices.
With Ulysses, you can also Publish to WordPress and Medium with a click.
Grammarly
grammarly.com
Price starts at: Free
A real life-saver for non-native English speakers, this proof-reading app is a staple in my writer’s arsenal.
It also works with Google Docs.
A pet peeve of the tool is that it doesn’t integrate with Ulysses or any other desktop-based text editors.
Hemingway Editor
hemingwayapp.com
Price starts at: Free
Hemingway App is a helpful tool that can improve your writings by pin-pointing hard-to-read passages and challenging to understand constructs in your work.
Due to the annoying process of having to copy-paste my long text from Ulysses to Hemingway, I don’t use it as often as I’d like these days.
Product Design
Adobe Creative Cloud
adobe.com
Price starts at: $19.99/month for a single app
Adobe CC is a must have for all product creators. With the shift to monthly subscriptions business model, Adobe CC is much more affordable for startups that steer away from investing big lumps of cash upfront.
I use Adobe XD for all UI designs and prototypes, Adobe Photoshop for image manipulation and Adobe Illustrator for branding assets.
Google Fonts
fonts.google.com
Free product
Although I have access to a premium Typekit account, I’ve found Google Fonts faster to load, and it’s my personal preference for web typography along with manual font imports and web-safe fonts.
Nucleo Icons
nucleoapp.com
Price starts at: $99 for individual license
If you’re building a product with a lot of iconographies, a cohesive and easy to use icon-system will save a ton of your time. I have been nothing short of satisfied with the Nucleo app and the accompanying premium icon set.
SaaS Product Development Tools
Jira
jira.com
Price starts at: Free when installed locally
Jira is the most robust product management platform. My technical co-founder is taking complete ownership of Jira. As a marketer and UX person, my activities in Jira hardly ever exceed creating a new issue or occasionally creating subtasks in Jira to break down larger tasks for clearer workflows.
AWS
aws.amazon.com
Price starts at: Free
We host all of the Encharge app data on AWS.
SendGrid
sendgrid.com
Price starts at: Free
SendGrid is an email delivery service we use to send all our emails and our app clients’ emails.
Cloudflare
cloudflare.com
Price starts at: Free
Cloudflare handles file delivery, SSL, security and speed optimization.
Coda from Panic
panic.com/coda/
Price starts at: $99 for 1 license
Surprisingly enough I also code – at least some front-end (HTML/CSS). I use Coda for everything code. Transmit for FTP transfers.
My technical co-founder uses Visual Studio Code.
Fork
git-fork.com.com
Price starts at: Free
We also use Fork Git for some basic git functionalities.
iTerm
iterm2.com
Free tool
iTerm2 is a replacement for Mac’s Terminal that does advanced stuff.
Postico
eggerapps.at/postico/
Price starts at: $45 for 1 license
A Modern PostgreSQL Client for the Mac.
Postman
getpostman.com
Price starts at: $45 for 1 license
Postman is a tool for API requests. It streamlines the development process and captures a single source of truth about our APIs.
Document360
Price starts at: $99
Document360 is a simple and fuss-free software documentation tool that takes your documentation to the next level. You can create exceptional content, improve its performance with analytical reports, and save time at every stage of the document creation process.
This cloud-based Knowledge management software allows you to author, manage, and publish your documentation on a single portal. It offers state-of-the-art editors like Markdown and WYSIWYG, Category manager, AI-Powered Search, and more for all your documentation needs.
Its an easy-to-use tool that’s ideal for those who aren’t that tech-savvy and produce documentation in multiple formats such as help files, user manuals, user guide, FAQ pages and more.
It also supports multiple integrations with helpdesk, chatbots, and team communication technologies like Zendesk, Slack, Microsoft Teams, Zapier, etc.
Appy Pie
Appy Pie is a no-code platform that allows users to create mobile apps, websites, chatbots, and NFTs, without any coding skills. You can also use Appy Pie to automate your business processes or create graphic designs like business logos, posters, Facebook banners, etc.
Appy Pie first launched its app builder in 2015 with an aim to democratize application development and technology by empowering businesses of all sizes and scales to create mobile apps without writing a single line of code.
Today, Appy Pie has a wide range of no-code products like website builder, chatbot maker, graphic design software, etc., using which businesses and individuals can create their desired digital product with absolutely zero coding.
Videos
Zoom
zoom.us
Price starts at: Free
I mostly use Zoom to record longer marketing videos such as this one:
It’s great for easy screen recording, screen annotation and it also can connect with your phone, so that you can record your mobile phone’s screen in one go.
Adobe Premiere Rush
adobe.com/products/premiere-rush.html
Price starts at: Free
I’m terrible with video. I’m a web designer, and motion graphics are foreign to me.
Adobe Premiere Rush (Important: not Adobe Premiere Pro) is a video editing tool for absolute noobs. I use it to do the basic cutting and integrate moving elements to my videos (called Titles 🙂
Wistia
wistia.com
Price starts at: Free
Wistia is second to none when it comes for video marketing with features as Call to actions in your video and In-depth video analytics.
Check the video on our homepage to see Wistia in practice. Wait till the end to see the CTA.
Movavi Video Editor
Video making is on top of every marketer’s mind nowadays. And Movavi offers you all the tools to create the best content for your target audience. You can either pick a video editor or opt for a desktop version, which has a lot more features.
The online tools enable you to put together a quick slideshow, create a video from a template, or make basic adjustments to your footage. You can crop, rotate, mute, and compress videos, apply filters, add subtitle files, and more.
With Movavi Video Editor Plus, you can work on your project in a more advanced way. The editor has a multitrack timeline, where you can arrange multiple files – videos, audio, images, and titles. In addition, the editor comes with a pack of special effects, including object animation, Chroma Key, slow motion, and overlays. The software is pretty easy to use, which means you don’t need any video-editing background and can start working on your project right away.
Pirsonal
pirsonal.com
Starts at: $129
Pirsonal gives you the personalized video marketing, dynamic landing pages and interactive video tools you need to take your personalized customer experience to the next level.
The video marketing automation software is the perfect fit for marketers, designers and developers that want to upgrade their marketing automation game with video personalization and customized content, one at a time.
To make this possible, Pirsonal integrates with the marketing tools you already use through Zapier, offers tools to create campaigns, and also provides an API that helps developers to create and update personalized marketing content based on their own workflows.
Other tools
CallPage
callpage.io
Price starts at: Free
CallPage offers an automated callback to leads in 28 seconds. A web visitor sees the smart widget, leaves their phone number and instantly gets connected with the sales rep.
It’s a great way to generate leads and collect live feedback from people visiting your site.
Parlor.io
parlor.io
Price starts at: Free
Parlor.io is a customer feedback management (CFM) system that helps SaaS companies organize feedback from support, sales and product channels into a single system of record. All feedback can be categorized, and then prioritized by volume, sentiment and potential impact on revenue.
Parlor.io provides a host of features all geared towards capturing in-moment feedback that can be used to improve the customer experience and prevent wasted resources being spent on features that people don’t want. These include in-app surveys, feature previews, product announcements, and the ability to segment users by engagement so that you are first collecting feedback from “VIPs”.
Conclusion
Thank you for going through this big ass list!
I’d love to learn what SaaS tools do you use in your startup and how?
Further reading: 20 Inbound Marketing Tools To Turn Traffic Into Revenue Fast