Stack Builder
Build an agency stack in 4 steps
- CRM — Capture leads and keep follow‑ups consistent.
- Proposals — Send scope, get approval, close faster.
- Delivery (PM) — Run projects with clear ownership and templates.
- Ops — Track time + profitability without friction.
Start here
Build your stack in the same order you deliver work: lead → proposal → delivery → ops.
- Stack Builder (end‑to‑end)
- Best CRM for small agencies
- Best project management for agencies
- Best proposal software for agencies
- Best time tracking for agencies
Tip: Open 2–3 candidates in new tabs and compare the ‘watch‑outs’ section first.
No email, no account. This stays in your browser (saved to local storage).
Tip: pick options above — we’ll show a minimal checklist and table-based best bets pulled from the relevant guides.
Buttons not responding?
If something feels stuck, do a hard refresh (Ctrl+Shift+R / Cmd+Shift+R). This build sends no‑cache headers for HTML so you shouldn’t get a stale version. If it still won’t respond, try a private/incognito window.
Buttons not responding?
This page is interactive and needs the latest JavaScript. If Cloudflare (or your browser) is serving an older cached copy, clicks can appear to do nothing. Try a hard refresh (Ctrl+Shift+R / Cmd+Shift+R). If that still fails, open an incognito/private window.
Prefer a fast manual route? Use these short guides and templates as a checklist:
Want something less generic?
Use the decision helper inside each guide. It reads the page’s quick comparison table and highlights the best fits based on your priorities.
Disclosure: Some links may be affiliate links. See disclosure.