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THE Complete Software Stack Every Small Business Needs 🤫

89.5K views· 2,809 likes· 16:58· May 7, 2025

🛍️ Products Mentioned (33)

Your Entire Software Stack

Your Entire Software Stack

Available on efficient
↳ Dashlane (Passwords)

↳ Dashlane (Passwords)

Available on efficient
↳ folk CRM

↳ folk CRM

Available on efficient
↳ Pipedrive CRM (Microsoft 365)

↳ Pipedrive CRM (Microsoft 365)

Available on efficient
↳ Mercury Personal

↳ Mercury Personal

Available on efficient
↳ Xero (Outside US - Accounting)

↳ Xero (Outside US - Accounting)

Available on efficient
↳ BILL S&E (US Only - Expense Management for SMBs)

↳ BILL S&E (US Only - Expense Management for SMBs)

Available on efficient

↳ Airwallex (Outside US - Expense Management)

Available on efficient
↳ Motion (Project Management)

↳ Motion (Project Management)

Available on efficient
↳ Cal (Scheduling)

↳ Cal (Scheduling)

Available on efficient
↳ BILL S&E

↳ BILL S&E

Available on efficient
↳ Xero

↳ Xero

Available on efficient
↳ folk

↳ folk

Available on efficient
↳ Cal

↳ Cal

Available on efficient
↳ Dashlane

↳ Dashlane

Available on efficient

↳ Revolut (Global Banking)

Available on efficient
↳ Copper (CRM)

↳ Copper (CRM)

Available on efficient
↳ Motion

↳ Motion

Available on efficient
For personalized software recommendations

For personalized software recommendations

Available on efficient
↳ Mercury (Banking)

↳ Mercury (Banking)

Available on efficient
↳ Ramp (Expense Management)

↳ Ramp (Expense Management)

Available on efficient
↳ Kick (AI Accounting)

↳ Kick (AI Accounting)

Available on efficient

↳ Gusto (Payroll)

Available on efficient
↳ Deel (Global Hiring)

↳ Deel (Global Hiring)

Available on efficient
↳ Mercury

↳ Mercury

Available on efficient
↳ Ramp

↳ Ramp

Available on efficient
↳ Kick

↳ Kick

Available on efficient
↳ Google Workspace (Foundation)

↳ Google Workspace (Foundation)

Available on efficient
↳ Superhuman Mail (Email)

↳ Superhuman Mail (Email)

Available on efficient

↳ Help Scout (Help Desk)

Available on efficient

↳ Stable (Virtual Mailbox)

Available on efficient
↳ Superhuman Mail

↳ Superhuman Mail

Available on efficient
↳ Stable

↳ Stable

Available on efficient

Get Your Entire Software Stack: https://efficient.link/stacks/smb?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 🥞 Foundations Stack: ↳ Google Workspace: https://efficient.link/google-workspace ↳ Dashlane (Passwords): https://efficient.link/r/dashlane?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ folk CRM: https://efficient.link/r/folk?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Copper CRM (Google Workspace): https://efficient.link/r/copper?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 ↳ Pipedrive CRM (Microsoft 365): https://efficient.link/r/pipedrive?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 ↳ Stable (Virtual Mailbox): https://efficient.link/r/stable?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) 🥞 Financial Stack: ↳ Mercury For Business (US Only - Banking Solution - Free $250 cash): https://efficient.link/r/mercury?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Mercury Personal: https://efficient.link/r/mercury/personal ↳ Kick (US Only - Accounting): https://efficient.link/r/kick?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Xero (Outside US - Accounting): https://efficient.link/r/xero?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Gusto (Payroll): https://efficient.link/r/gusto?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 ↳ Deel (Hiring Outside US): https://efficient.link/r/deel?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 ↳ BILL S&E (US Only - Expense Management for SMBs): https://efficient.link/r/bill?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025&sid2=smb+stack (🎟️) ↳ Ramp (US Only - Expense Management): https://efficient.link/r/ramp?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Airwallex (Outside US - Expense Management): https://efficient.link/r/airwallex?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 🥞 Day-to-Day Operations Stack ↳ Motion (Project Management): https://efficient.link/r/motion?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025&sid2=smb+stack (🎟️) ↳ Cal (Scheduling): https://efficient.link/r/cal?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) ↳ Superhuman Mail: https://efficient.link/r/superhuman-mail?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 (🎟️) *⏳ Limited Time Offer: 1 Month Free! Expires end of the month* ↳ Help Scout (Help Desk): https://efficient.link/r/help-scout?utm_source=youtube&utm_medium=description&utm_campaign=smb+stack&utm_term=2025 🎁 *LIMITED TIME DEALS* (Efficient Exclusives) ↳ Superhuman Mail: https://efficient.deals/superhuman-mail *⏳ Limited Time Offer: 1 Month Free! Expires end of the month* 🎟️ ↳ Mercury: https://efficient.deals/mercury?ref=youtube ($250 cash promo) 🎟️ ↳ BILL S&E: https://efficient.deals/bill?ref=youtube ($500 promo) 🎟️ ↳ Ramp: https://efficient.deals/ramp ($250 promo) 🎟️ ↳ Stable: https://efficient.deals/stable (50% off) 🎟️ ↳ Kick: https://efficient.deals/kick (25% off) 🎟️ ↳ Xero: https://efficient.deals/xero (% off) 🎟️ ↳ folk: https://efficient.deals/folk (10% off) 🎟️ ↳ Cal: https://efficient.deals/cal (20% off) 🎟️ ↳ Dashlane: https://efficient.deals/dashlane (20% off) 🎟️ ↳ Motion: https://efficient.deals/motion ($100 off course) 🎟️ Other software mentioned: ↳ Revolut (Global Banking): https://efficient.link/r/revolut 🤔 *Take The Quiz* ↳ https://efficient.link/quiz 🎥 *What We Covered:* 0:00 - Don't be fooled 0:55 - Foundations App 1 1:20 - Foundations App 2 2:06 - Foundations App 3 4:24 - Foundations App 4 5:18 - Finance App 1 7:06 - Finance App 2 9:46 - Finance App 3 10:45 - Finance App 4 13:06 - Daily App 1 14:21 - Daily App 2 15:00 - Daily App 3 *Watch This Next (more tech-focused SMBs):* https://www.youtube.com/watch?v=miuLwUIR_-c _*After being customers of Motion, Kick, and Mercury we asked them if we could angel invest. Check out the full story about how we invested in Motion here:_ https://youtu.be/YamC4Rx9NFo _*Affiliate/Investment Disclosure: This video is not sponsored and reflects our personal opinions and experiences. Some links above and across our channel are affiliate links, which means we may earn a small commission if you use them — at no extra cost to you. In many cases, we’ve negotiated discounts, extended trials, or bonus training when you use our links. See efficient.deals for full details. Purchasing through our links supports our free content. We occasionally get the opportunity to invest in some of our favorite tools; this does not impact the outcome of our opinions. Learn more here: efficient.link/about_

About This Video

We’ve been running a software consulting business since 2010, and we get the same email every week: “Can you just recommend my entire software stack?” So in this video, we share the exact tools we use to run our eight-person business—so you don’t waste months Googling CRMs, project management tools, and accounting software, only to realize you picked something that doesn’t fit and now you have to migrate. And yes: the companies with the biggest marketing budgets are rarely the right choice for most small businesses. We break it into three parts. First: foundations—Google Workspace (because modern software builds for Google first), Dashlane for password security, a simple CRM (folk if you’re new, Copper if you want a more traditional CRM that’s deeply wired into Google Workspace), and Stable for a virtual mailbox if you’re remote in the US. Second: finance—Mercury for modern banking (we use it because it’s actually enjoyable), Kick as our preferred direction for AI bookkeeping (we’re actively trying to ditch QuickBooks), plus Xero if you’re outside the US, and proper payroll/expense tooling so you’re not living in spreadsheet chaos. Finally: day-to-day ops—Motion for calendar + tasks that accounts for capacity, Cal for flexible scheduling, and Superhuman (plus Help Scout when you need a real shared inbox) to make email less painful.

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