Looking for SaaS Business tools for Remote Business? Here’s my workflow

I'm planning on starting a company that offers professional engineering services.

Here's the list of the tools that I've selected so far:

1) Google Workspace – for emails, documents, meetings, spaces, and chats 2) Quotient – for Interactive quotes 3) Calendly – for easy meeting scheduling process with clients 4) Capsule CRM – For sales, project management and task management 5) Mailchimp or Transpond (haven't finalised yet) – for email marketing 6) Xero – for accounting and finance 7) FathomHQ – for monitoring KPIs and making smart business decisions (linked with xero) 8) Wix or WordPress (haven't finalised yet) – for a simple and straightforward Website

Here's my workflow: – Customer lands on the website – He fills out a form – He gets created as a lead in CRM – Sales team sends him an interactive quote of our services via quotient – if he requires further info, a meeting can be scheduled via calendly – If he accepts, a draft invoice gets created in xero – opportunity gets converted into a project in capsule CRM – Discussion can be done in google spaces, with docs on google drive – Invoice is sent via xero

• At the end of every month, all CRM data can be exported into a spreadsheet and uploaded into FathomHQ, so that non financial KPIs can be tracked alongside the financial KPIs

Would love to hear your opinions regarding this process

Its my first time starting a new business so any help would be appreciated 🙂