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Stack

Bootstrap SaaS Agency Stack — 3 Budget Tiers

For solo consultants and small agencies selling services, not software. This stack prioritizes client delivery and internal ops over vanity features. You'll use Notion as your single source of truth for client data and documentation, ClickUp to manage your work, and Asana (at Growth+) to let clients see progress without access to your internal chaos. Each tier trades automation and integrations for simplicity.

Lean

Start here if you're pre-product-market fit or testing your service offering. You're solo, bootstrapped, and willing to use free tools. Notion + ClickUp Free gets you operational without monthly burn. You'll hit limits around client visibility and automation.

$0/mo
$0–$50/mo
  • Notion · Single repository for client contracts, SOWs, project templates, and client contact info. Replaces a CRM until you need automation. $0
  • ClickUp Free · Task management and timeline view for your delivery work. Free tier handles 1–2 concurrent projects before UI friction becomes real. $0
Recommended

Growth

Pick this when you're consistently landing $5k–$15k projects and have 1–2 team members. You need internal process separation from client-facing communication. Asana becomes your client portal; ClickUp handles internal ops.

$138/mo
$50–$250/mo
  • Notion Plus · Upgraded to handle more databases and synced blocks. Still your CRM and knowledge base, now with better performance for 50+ clients. $10
  • ClickUp Business · Unlocks custom fields, automations, and better reporting. You can now template entire project workflows and reduce setup time per client. $84
  • Asana Starter (client portal) · Clients see deliverables and timelines without seeing your internal dependencies or chaos. Reduces status-update emails by 80%. $44

Scale

Move here when you're running $50k+ MRR with 3–5 people. You need enterprise-grade permission controls, advanced automations, and client-facing polish. This tier supports complex multi-project delivery.

$335/mo
$250–$800/mo
  • Notion Business · Supports unlimited syncs, advanced permissions, and 10+ concurrent users without slowdown. Your CRM now scales to 200+ clients with custom fields. $90
  • ClickUp Business Plus · Unlocks custom automations, integrations with Slack and Zapier, and advanced reporting dashboards. Your team stops manual work. $95
  • Asana Business · Adds portfolio view, advanced dependencies, and custom workflows. Clients get professional dashboards; your team gets cross-project visibility. $150