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Productivity tools

Tools for notes, docs, communication and getting work done.

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Productivity

The best team collaboration tools for sales and marketing teams

Slack is the best collaboration tool for most sales and marketing teams, because channels and Slack Connect keep the team, clients and partners in one conversation. Add Notion for shared docs and monday.com or ClickUp to track shared work.

10 tools · Updated November 1, 2026

Productivity tools we cover

37 tools
AirtableA no-code platform that combines the ease of a spreadsheet with a relational database, for building team apps, workflows and AI agents on shared data.AsanaA work management platform for planning projects, tracking tasks and connecting them to company goals, now with AI teammates that take on routine work.BasecampA project management and team communication app from 37signals that puts messages, to-dos, chat, schedules and files for each project on one page.BaselineDigital asset management and brand guide software for small and mid-size creative and marketing teams.Better ProposalsProposal software for creating, sending, tracking and signing proposals, quotes and contracts, with payments and client onboarding built in.Bitrix24An online workspace that bundles a CRM, tasks and projects, chat and video calls, a website builder and HR tools, priced per organisation rather than per user.CalendlyScheduling software that lets people book meetings from your availability, with lead routing, reminders and AI meeting notes on top.ClickUpAn all-in-one work app that combines tasks, docs, chat, whiteboards and dashboards with built-in AI agents.CrystalA personality platform that offers DISC and other assessments and predicts a buyer's communication style from public LinkedIn information.EvernoteA note-taking app that keeps notes, tasks, calendar events and saved web pages in one searchable place, now with built-in AI features.GmeliusA Gmail-based workspace with shared inboxes, team email tools and AI agents that sort, draft and route email for the team.Google WorkspaceGoogle's business suite of email on your own domain, calendar, video meetings, chat, cloud storage and documents, with Gemini AI built in.JiraAtlassian's project and work tracking tool for software and business teams, with boards, timelines, workflows, automation and Rovo AI.LoomA screen and camera recorder for quick async video messages, with AI that writes titles, summaries and meeting notes; owned by Atlassian.MeisterTaskA Kanban-style task and project management tool from MeisterLabs, with built-in notes, automations and AI, hosted in Germany.Microsoft PlannerMicrosoft's task and project management app, with boards, timelines and sprints, that runs on the web and inside Microsoft Teams.Microsoft TeamsMicrosoft's workplace hub for chat, channels, video meetings, calling and webinars, connected to Microsoft 365 and Copilot.MiroAn online whiteboard, now called an intelligent canvas, where teams brainstorm, map processes, plan projects and work with AI on the same board.MissiveA shared inbox and team chat app for teams that run on email, with SMS, WhatsApp and social messages in the same place.MixmaxA Gmail extension for sales outreach that adds sequences, email tracking, meeting scheduling and AI to your inbox.monday.comA flexible work management platform where teams plan projects and tasks on customizable boards, with automations, dashboards and AI agents.NotionA connected workspace for docs, wikis, projects and databases, with built-in AI agents that can search and act on your team's work.PlankaA self-hosted Kanban board in the style of Trello, with a free Community edition and a paid Pro edition you can run on your own server or have hosted in Germany.RebumpA Gmail extension that automatically sends follow-up emails ("bumps") to people who have not replied to you.ScoroProfessional services automation software that combines CRM, quoting, projects, resource planning, time tracking and billing in one system.SlackA team messaging app that organizes work into channels, with huddles, external partner channels, workflows and built-in AI.SmartsheetA spreadsheet-style work management platform for planning projects, programmes and portfolios, with automation, dashboards and built-in AI.StreakA CRM that runs inside Gmail, with deal pipelines, email tracking and mail merge next to your inbox.Teamwork.comProject management and professional services software for client work, with time tracking, resource planning, budgets and AI assistants.TextExpanderA text expansion app that inserts saved snippets of text, such as email replies and phrases, when you type a short abbreviation.TodoistA to-do list and task manager for individuals and teams, with natural-language task entry, projects, reminders and shared team workspaces.TogglTime tracking software for freelancers and teams that now also covers project planning, capacity and profitability reports.TrelloA visual work management tool from Atlassian that organizes tasks and projects as cards on boards, with automation, calendar planning and AI features.UserlaneA software adoption platform that shows employees in-app guidance inside the business software they use and tells IT which apps are actually used.WrikeA work management platform for planning, tracking and delivering projects across teams, with request forms, proofing and built-in AI.ZapierA no-code automation platform that connects 9,000+ apps so data moves between them automatically, now with AI agents and AI steps.ZoomA video meeting platform, now part of the Zoom Workplace suite with chat, phone, whiteboard, scheduling and AI meeting notes.

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