The RevOps automation stack, tested and reviewed
Curated picks across workflow automation, CRM, outbound, and newsletter, with honest takes on where each tool fits and when to use it. Every tool here has been used in a real GTM stack.
Workflow Automation
The middleware layer that connects your stack and runs your GTM playbooks.
Make
Free tier availableMake (formerly Integromat) is the best-in-class automation platform for RevOps teams that need complex logic, data transformation, and multi-path workflows. More powerful than Zapier at a fraction of the cost, with a visual canvas that makes it easy to reason about even the most complex flows.
n8n
Free (self-hosted) or Cloudn8n is an open-source workflow automation tool you can self-host for full data control and no per-operation pricing. It's ideal for engineering-forward GTM teams that want Make-level power without ongoing platform costs, or a managed cloud option.
Pabbly
Paid (lifetime deals)Pabbly Connect is a budget-friendly Zapier alternative with flat pricing that does not charge per internal step, popular for high-volume automations on a fixed cost.
CRM
The system of record at the center of your GTM motion.
HubSpot
Free tier availableHubSpot is the CRM at the center of most modern GTM stacks, with built-in workflow automation that handles lead routing, deal stage triggers, and sequences out of the box. The free tier is genuinely useful; paid tiers unlock the automation depth RevOps teams actually need.
Pipedrive
14-day free trialPipedrive is the CRM HubSpot-skeptics pick. Lighter, sales-pipeline-first, with cleaner pricing at scale. Strong fit for SMB GTM teams that find HubSpot's free tier limiting but its paid tiers overpriced for what they actually use.
Outbound & Lead Generation
Enrichment, contact data, and cold email tools that fill the top of your funnel.
Clay
PaidClay combines a spreadsheet interface with 50+ enrichment data sources to help you build targeted, personalized outbound lists at scale. If your SDR team is manually researching accounts, Clay is the highest-leverage tool you're probably not using yet.
Apollo.io
Free tier availableApollo combines a 275M+ contact database with built-in email sequencing, making it a one-stop shop for outbound GTM teams. The enrichment API also integrates cleanly with HubSpot for keeping CRM data current without manual data entry.
Smartlead
PaidSmartlead is the cold email infrastructure RevOps teams actually use at scale: unlimited inboxes, built-in warmup, and pricing that doesn't punish you for sending volume. The right tool when you've outgrown Apollo's sequencer or Lemlist's caps.
Lemlist
Free trialLemlist is a multichannel sequencer built around personalization, with image and video personalization, LinkedIn steps, and Lemwarm warmup baked into the sequence builder.
Cold Email & Deliverability
Instantly
Free trialInstantly is a high-volume cold email platform built around deliverability, with unlimited sending accounts, built-in warmup, and a B2B lead database in one place.
Lead Data & Enrichment
Lusha
Free tier availableLusha is a B2B contact data tool known for accurate direct dials and emails, with a browser extension that pulls verified contacts straight from LinkedIn.
Newsletter Platform
The tool we use to publish, and recommend to anyone serious about owned audience.
Beehiiv
Free up to 2,500 subsBeehiiv is the newsletter platform built specifically for serious publishers, with a strong free tier, native referral programs, paid subscriptions, and built-in monetization via Boosts. We use it to publish The Automations Guide; it's the tool we'd pick again.
Kit
Free up to 10,000 subsKit (formerly ConvertKit) is the creator-first email platform built around automation, with visual sequence builders, tag-based segmentation, and a clean API that plays well with n8n and Make. A strong pick when your newsletter is part of a larger automated GTM motion rather than a standalone broadcast.
Website Visitor ID & Signals
De-anonymize site traffic and turn intent signals into outreach.
RB2B
Free tier availableRB2B identifies the individual people visiting your website (not just the company) and pushes those person-level signals straight to Slack so sales can act in minutes.
AI Agents
No-code platforms for building AI agents that do real GTM work.
Relevance AI
Free tier availableRelevance AI is a no-code platform for building AI agents and multi-step "AI teams" that do real GTM work, from research to data entry to outreach drafting.
Scheduling
Booking and scheduling tools that remove friction from the calendar.
Cal.com
Free (open source)Cal.com is the open-source scheduling platform, an extensible Calendly alternative you can self-host or run as a hosted product, with deep routing and workflow hooks.
Every tool we cover
The full library of tool guides, including ones we're still evaluating.
- ActiveCampaign
- AdCreative.ai
- Aircall
- AiSDR
- Apollo.io
- Attio
- Beehiiv
- BetterContact
- Bland AI
- Bouncer
- Brevo
- Cal.com
- Circleback
- Clay
- Close
- Customer.io
- Fillout
- Fireflies
- folk
- FullEnrich
- GetResponse
- HubSpot
- Instantly
- JustCall
- Kit
- KrispCall
- Laxis
- LeadMagic
- Lemlist
- Lindy
- Loops
- Lusha
- Maildoso
- Mailforge
- MailReach
- Make
- Motion
- n8n
- Nutshell
- Otter.ai
- Pabbly
- Pipedrive
- RB2B
- Relevance AI
- Reply.io
- Salesflare
- Smartlead
- Surfe
- Surfer
- Synthflow
- Taplio
- Trigify
- Vapi
- Vector
- Warmly
- ZeroBounce