Preferred Partners

Recommended tools and trusted platforms to help you launch, run, and grow your business with confidence.

Disclosure: We may earn a commission from partner links on this page, at no extra cost to you. These partnerships help keep our resources free and valuable.

Aircall

A cloud-based phone platform that lets Fractional teams handle calls, support clients, and stay connected from anywhere. Integrates with CRMs and tools for seamless remote workflows.

SurveySparrow logo

An intuitive, AI-enhanced platform that helps businesses, agencies, and solopreneurs create engaging surveys, collect actionable feedback, and improve customer experiences effortlessly.

refreshme logo

An all-in-one personal finance platform that helps users track spending, monitor investments, and manage credit scores, with insights, budgeting tools, and identity protection.

Monarch Money

A powerful personal finance platform that helps individuals and business owners plan, track, and grow their money in one smart, easy-to-use dashboard. Simplify budgeting, set goals, and make confident financial decisions.

A visual, sales-focused CRM that streamlines pipeline and deal management with drag-and-drop workflows, automation, email integration, and insightful analytics to help sales teams close deals faster.

An all-in-one CRM that combines sales, marketing, and service automation to help small businesses manage contacts, streamline workflows, and improve customer engagement.

An all-in-one freelancing platform that brings proposals, contracts, invoices, time tracking, tasks, and a branded client portal together so you manage everything from onboarding to billing seamlessly.

An online form builder that lets you create customizable forms, surveys, and workflows. It offers drag-and-drop simplicity, integrations, and automation to collect and manage data with ease.

Zoho Books logo

Smart, easy-to-use accounting software built for small businesses track expenses, send invoices, and stay tax-compliant without the overwhelm.

QuickBooks logo

All-in-one accounting software to manage invoices, expenses, and cash flow perfect for consultants and small teams who want to stay tax-ready and in control.

Typeform logo

Turn boring forms into engaging conversations. Typeform is perfect for client onboarding, surveys, and lead capture.

SuiteDash logo

All-in-one client portal software. SuiteDash lets you manage projects, invoices, messaging, file sharing, and client logins in one branded, professional space

Hey CMO Fractional Leaders Roundtable monthly peer conversation for fractional executives
HC Webinars

Join the Hey CMO Fractional Leaders Roundtable

For experienced Fractional leaders looking to network, exchange ideas, and learn from peers.

Wednesday, June 24, 2026

8 AM PST

Live On Zoom

50 Minutes

Free to Attend