Tools and technology

The right tools for the job, joined up

There are hundreds of tools, and every supplier says theirs is the answer. We choose the right tools for your problems and objectives, connect them, and make sure each one pays its way.

Why it matters
The wrong tools cost twice: once in fees, and again in time spent retyping between systems that do not talk to each other.
The value
Fewer, better-connected tools, each with a clear job, so information is typed once and you can see what each one returns.
If it is ignored
Overlapping subscriptions, staff doing the joining-up by hand, and nobody able to say which tools really matter.
01

Website and hosting

A fast, secure website that is easy to update, with no database or login page for attackers to target.

  • Astro

    Builds every page in advance, so sites load fast and have far less to patch.

  • Cloudflare

    Hosts the site worldwide with built-in protection against attacks.

  • Sanity

    A separate content editor, so your team updates text and photos safely.

  • GitHub

    Keeps every version of your site, so any change can be undone.

  • Sentry.io

    Error monitoring that alerts us when something breaks for a visitor.

02

Search and AI visibility

Customers now find businesses through Google, Google Maps and AI assistants such as ChatGPT, Gemini, Copilot, Perplexity, Claude, DeepSeek and Grok. These tools show where you appear and why.

  • Google Search Console

    Shows which Google searches find you, and any page problems.

  • Bing Webmaster Tools

    The same for Bing, which also feeds Microsoft Copilot answers.

  • Google Analytics

    Shows where visitors come from and what they do on your site.

  • Google Tag Manager

    Manages tracking in one place, starting only after cookie consent.

  • Microsoft Clarity

    Shows where visitors click, scroll and give up.

  • Google Lighthouse

    Google's free page-quality test; we aim for 90 to 100 in all four scores.

  • Screaming Frog

    Crawls your site to find broken links, missing titles and other SEO problems.

  • Ahrefs

    Shows your Google rankings and links against your competitors.

  • Google Maps

    Your Google Business Profile, reviews and local search results.

  • ChatGPT

    The most used AI assistant; we check whether it recommends you and describes you correctly.

  • Google Gemini

    Google's AI, which also writes the AI Overviews at the top of Google search.

  • Microsoft Copilot

    Microsoft's AI, built into Windows, Edge and Bing search.

  • Perplexity

    An AI search engine that answers with sources, including local businesses.

  • Claude

    Anthropic's AI assistant; we check whether it recommends you and describes you correctly.

  • DeepSeek

    A fast-growing AI assistant that also recommends businesses.

  • Grok

    xAI's AI assistant, built into X, with up-to-date information from the web.

03

Ads, social and content

Ads and social media only work with a steady supply of fresh content, and every pound should be traced to a sale.

  • Google Ads

    Search and video ads shown to people looking for what you do.

  • Meta

    Facebook and Instagram ads and posts, managed from one place.

  • Facebook

    Posts, reviews and local ads that reach homeowners near you.

  • Pinterest

    Reaches people saving ideas months before they buy.

  • Microsoft Advertising

    Search ads on Bing, Microsoft Edge and Windows, often at lower cost than Google.

  • Instagram

    Photos and short videos of your work.

  • YouTube

    Video ads, walk-throughs and customer stories.

  • TikTok

    Short videos that reach new, local audiences.

  • LinkedIn

    Reaching business customers and decision makers.

  • Runway

    AI that turns photos into short videos and resizes them for each channel.

  • OpusClip

    AI that cuts long videos into captioned social clips.

04

Email marketing

Email keeps past customers and warm enquiries coming back, at very low cost per sale.

  • Mailjet

    Newsletters and automatic emails, with UK and EU data hosting.

  • Mailchimp

    Easy-to-use newsletters and email campaigns.

  • Klaviyo

    Email and text messages for online shops, driven by what customers buy.

05

CRM, quotes and payments

One record for every customer, from first enquiry to digitally signed order and paid invoice, typed once.

  • Twenty

    An open-source customer relationship management (CRM) system you own.

  • Pipedrive

    A simple sales pipeline CRM, popular with small sales teams.

  • HubSpot

    CRM and marketing in one, for businesses that want both together.

  • Zoho CRM

    Good-value CRM with a wide range of business apps.

  • DocuSeal

    Digital signing: quotes and agreements signed online, on any device, at low cost.

  • DocuSign

    Digital signing used by many larger customers and suppliers, with a full audit trail.

  • Stripe

    Secure online payments and deposits.

  • Xero

    Accounts software, with invoices created automatically from orders.

06

AI, automation and integration

AI drafts, answers and acts; automation and integration move information between your systems, so nobody retypes it.

  • Claude

    Anthropic's AI, strong at careful writing and long documents.

  • ChatGPT

    OpenAI's AI, for drafting, summarising and answering questions.

  • Gemini

    Google's AI, built into Google Workspace.

  • Grok

    xAI's AI, with up-to-date information from the web.

  • OpenRouter

    One gateway to many AI models, so each job uses the best-value one.

  • n8n

    Automation and integration workflows that connect your apps.

  • Zapier

    Quick automation and integration between popular apps.

  • Airbyte

    Copies data from each system into one place for reporting.

07

Data and reporting

Your key numbers on one screen, so decisions are based on facts, not guesswork.

  • Supabase

    A secure database that holds your figures in one place.

  • Keboola

    Collects and prepares data from many systems.

  • BigQuery

    Google's data warehouse, for larger volumes of data.

  • Snowflake

    A cloud data warehouse that brings figures from every system together for reporting.

  • Looker Studio

    Google's free reporting tool for simple dashboards.

  • Microsoft Power BI

    Dashboards for businesses already on Microsoft 365.

  • Plotly

    Clear charts and dashboards.

  • Retool

    Simple internal tools and dashboards for your team.

  • Streamlit

    Interactive data apps and reports.

08

Phones and voice

Every call answered, tracked and followed up, including out of hours.

  • Twilio

    Phone numbers, call tracking, texts and WhatsApp messaging.

  • 3CX

    A business phone system with hunt groups, recording and apps.

  • Asterisk

    An open-source phone system for custom call handling.

  • Deepgram

    Turns calls into text, for summaries and follow-up.

  • ElevenLabs

    Natural-sounding AI voices for call answering.

  • WhatsApp

    Customer messaging, logged to your CRM.

  • Zoom

    Video calls and remote consultations.

  • Google Meet

    Video calls built into Google Workspace.

Questions

Tools and technology: common questions

Do I need all of these tools?

No. Most small businesses need only a few. We start from your problems and objectives, recommend the fewest tools that solve them, and use what you already pay for wherever we can.

Can you work with the tools we already use?

Yes. We connect and improve your existing tools first, and only suggest a change when it saves time or money, or reduces risk.

Who owns the accounts and data?

You do. Accounts are set up in your business name, so your website, data and customer records stay yours.

Not sure which tools you need?

Our free business health check shows which tools are working for you, which overlap, and where time is lost between them.

Get your free business health check

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Written by the Digital Flex Solutions team. Last updated .

Technology we work with

Built on proven technology

We use leading AI, automation, web and telephony platforms, chosen for each job and joined up for you.

Product names and logos are trademarks of their respective owners.