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B2B sales stack for a small business

Prospecting, CRM, scheduling, proposals and e-signature: five apps that take a business customer from the first email to a signed contract.

5 resourcesUpdated Oct 3, 2026

Selling to other companies takes several meetings and several documents. This stack puts the CRM at the center: whatever happens in prospecting, scheduling, proposals and signing ends up in HubSpot, on each deal's record.

HubSpot's CRM is free with unlimited users, so the center of the stack costs nothing to start. Apollo and Calendly have free plans; PandaDoc and Docusign offer free trials.

If your contracts are simple, PandaDoc's built-in e-signature is enough and you can drop Docusign. Keep it when your client or your legal team wants a contract separate from the proposal.

Apollo.ioProspectingHubSpotCRMCalendlySchedulingPandaDocProposalsDocusignE-signature
  • Apollo.io→HubSpotContacts and companies
  • Calendly→HubSpotBooked meetings
  • HubSpot→PandaDocDeal data
  • HubSpot→DocusignContract to sign
  • Docusign→HubSpotSigned contract

All apps in this stakk (5)

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