Marketing Tools for Small Business: The Stack I Actually Use

I’m Michael Preston, founder of Pink Shark Marketing (since 2013). These are the CRM, call tracking and cold email tools we use, who each one is for, and who should skip it.

Michael Preston

Pick the Tool for the Gap You Have

Don’t buy a tool because someone said it is the best. Buy it because it fixes a problem you have.

Not sure which gap is biggest? The free Funnel Audit shows you in 12 quick questions.

CRM, Call Tracking and Cold Email Tools I Use

Instantly

Cold email
Instantly lead search screen
What I use it for
Cold email for Pink Shark's own outreach. We don't run Instantly campaigns for clients.
Who it's for
Agencies and B2B service businesses that want to find new clients by email.
Not for
Businesses that want leads with no list work. The tool sends the email. You still need a clean, verified list.

Honest take: warmup protects your domain. It does not make people reply. List quality matters more.

CallRail

Call tracking
CallRail call transcript screenCallRail call summary screen
What I use it for
Call tracking on client accounts, with dynamic number insertion, so we can see which source made the phone ring.
Who it's for
Service businesses that get leads by phone and run Google Ads, Meta ads or SEO.
Not for
Businesses that get almost no phone calls.

Honest take: if you get calls from ads and can't see which ad made them, that is a gap to fix before you spend more.

GoHighLevel

CRM and automation
What I use it for
At Pink Shark we use GoHighLevel for forms, calendars, funnels, pipelines and follow-up on client accounts. My own Funnel Audit quiz is built in it.
Who it's for
Service businesses and agencies that want leads, calendars and follow-up in one place.
Not for
People who want a tool that works with no setup. It does a lot, and it takes time to set up well.

Honest take: powerful, but only as good as the setup. A messy setup is still messy.

JustCall

Calling, SMS and dialer
JustCall voicemail drop screen
What I use it for
I use JustCall for calling.
Who it's for
Teams that call and text leads and want calls, texts and recordings in one app.
Not for
Businesses that only need to know which ad made the phone ring. That is call tracking (CallRail), not a dialer.

Other tools we use

Google Ads.

Search and YouTube ads.

Meta Ads Manager.

Facebook and Instagram ads.

Google Analytics 4.

What people do on your site after the click.

Looker Studio.

Reports that show leads and sales, not just clicks.

How I Pick Tools

  • I list a tool here only if I use it myself or with Pink Shark clients.

  • Each card says who the tool is not for.

  • I don't put a tool first because it pays more. I order them by the gap they fix.

  • No star ratings and no “#1” claims.

Tools FAQ

Are these affiliate links?

Some are. Instantly, CallRail, GoHighLevel and JustCall are affiliate links. If you sign up through them, I may earn a commission at no extra cost to you.

Do you use these tools yourself?

Yes. We use GoHighLevel and CallRail on client accounts at Pink Shark. We use Instantly for our own outreach. I use JustCall for calling.

Which tool should I start with?

Start with the gap that costs you the most. If you don't know which one that is, take the free Funnel Audit.

Can Pink Shark set these up for me?

Yes. Pink Shark sets up CRM, call tracking and follow-up for clients. Send us a message on the Pink Shark contact page.

Find Your Biggest Gap First

A tool can’t fix a problem you haven’t found. Take the free 15-Minute Funnel Audit. 12 quick questions. Get your score and what to fix first, right away.

Please note: some links on this page are affiliate links. If you sign up through them, I may earn a commission at no extra cost to you. I only recommend tools I use myself or with Pink Shark clients. Read my full affiliate disclosure.