UNBOUND Toolkit 2026
UNBOUND 2026 · IMC Toolkit

Tools worth your attention after UNBOUND 2026

The IMC founder attended HubSpot UNBOUND 2026 as a HubSpot Insider and put together this toolkit of tools she believes are worth your attention and could bring value to professionals in the IMC community, explained in plain terms for marketing, sales and customer service teams.

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Why these tools

Each tool here is one we believe could help marketing, sales and customer service professionals get better at their jobs, work smarter and reach their goals faster. We have also included one tool we built for HubSpot users, the IMC CRM Audit Tool.

How we chose: the IMC founder attended HubSpot UNBOUND 2026 as a HubSpot Insider and selected tools she believes are worth your attention. Descriptions are written from publicly available information, so please check each vendor's own website for current features and pricing.

Marketing teams Sales teams Customer service teams

The full toolkit

Hover over a tool for a quick summary, or click to jump straight to its section.

Some links on this page are affiliate, referral or sponsored links. IMC may earn a commission, reward or fee at no extra cost to you.

CRM & Marketing Platform

HubSpot

Cloud customer platform built on a shared CRM, with Marketing, Sales, Service, Content, Data and Revenue hubs, plus Breeze, its AI layer that includes assistants and task-specific agents.

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For marketing teams

Campaigns, content and analytics live in one system, so performance is visible without stitching reports together.

For sales teams

A single CRM record follows every contact from first touch to close, giving reps full context before every call.

For customer service teams

Support has the complete customer history in view, so queries get resolved faster and with more context.

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GTM data enrichment

Clay

Go-to-market platform that gathers company and contact data from many providers, runs AI research agents and automated workflows, and supports outbound sequencing and ad audience syncing.

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What it means for your team

Sales and marketing operations teams can enrich CRM records, score leads and build prospect lists in one place. Waterfall enrichment queries several data providers in turn to fill gaps in a record.

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CRM Health & Data Audit

IMC CRM Audit Tool

Built by IMC, this tool connects to a HubSpot portal and runs a full audit of companies, contacts and deals, producing a clear report and a list of the records that need attention.

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For marketing teams

Clean, accurate contact data means segmentation and campaigns reach the people they're meant to.

For sales teams

Stuck and at-risk deals are flagged automatically, so pipeline issues surface before they affect forecast.

For customer service teams

Accurate, de-duplicated records mean support isn't working from outdated or conflicting customer data.

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Multichannel advertising platform

AdRoll

Advertising platform for running and measuring campaigns across display, native, video, social, connected TV and other channels from one dashboard. Also offers an account-based marketing product.

What it means for your team

Lets marketing teams plan retargeting and awareness campaigns in one place and compare channel results. The ABM product is aimed at B2B teams who want ad activity aligned to target accounts.

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Cloud phone system

Aircall

Cloud business phone system with call recording, analytics and shared inbox, plus SMS and WhatsApp. Adds AI call summaries, live coaching and automated agents for routine customer calls.

What it means for your team

Helps sales and support teams call from within their CRM or helpdesk, with conversations logged automatically. Managers get recordings and analytics for coaching and quality review.

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CRM phone system

Aloware

A cloud phone and SMS system that runs inside a CRM such as HubSpot. It includes a power dialer, call routing, text messaging, call analytics and AI voice and SMS assistants.

What it means for your team

Sales and support teams can call and text leads from the CRM record without switching apps. Calls and messages log against contacts, and compliance tooling for US messaging rules is built in, which helps with outreach consistency.

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Sales intelligence platform

Apollo.io

A B2B prospecting platform with a searchable contact and company database, data enrichment, lead scoring, email sequences, a dialer and AI assistants. It connects to CRMs including HubSpot.

What it means for your team

Sales development and marketing teams can build targeted lists, enrich CRM records and run outreach sequences from one workspace. RevOps teams can use scoring and enrichment to keep contact data current inside the CRM.

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Call tracking analytics

CallRail

Tracks inbound calls, texts and form submissions back to the campaigns that produced them, and analyses call content. Includes an AI voice assistant for answering and qualifying calls.

What it means for your team

Shows marketing which campaigns generate phone enquiries, and gives sales and service teams call recordings and conversation insight. Connects to CRMs such as HubSpot and to ad platforms.

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Inbound lead routing

Chili Piper

Qualifies web form submissions, routes them to the right rep using CRM data, and lets prospects book a meeting straight away. Syncs meetings and records back to HubSpot.

What it means for your team

Shortens the gap between a form fill and a conversation. Marketing gets booking links for campaigns, sales gets rules-based assignment by territory or account owner, and customer success can use the same scheduling flows.

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B2B and consumer data

Data Axle USA

Supplies business and consumer data profiles, plus tools for data management, identity resolution and enrichment, such as the Audience360 platform, for audience targeting and CRM data quality.

What it means for your team

Marketing can build and enrich target audiences, sales can fill gaps in account and contact records, and operations teams can clean and unify fragmented customer data across the martech stack.

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Quote-to-revenue software

DealHub

Revenue platform that sits between CRM and finance systems, covering quoting (CPQ), contracts, digital proposal rooms, subscriptions and billing, with AI-assisted pricing and quoting.

What it means for your team

Helps sales and revenue operations teams build accurate quotes within pricing rules and manage contracts and renewals. Lists HubSpot, Salesforce and Dynamics 365 among supported CRMs.

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AI web search API

Exa

A search engine and API built for AI applications and agents. It returns live web results and page content, with speed and depth options, so software can research the web.

What it means for your team

Mainly a developer tool. Teams building AI agents or internal workflows can use it to pull current company, people or market information into automated research, enrichment or monitoring tasks.

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HubSpot event management

Hapily

Event management software built around HubSpot. Handles registration pages, check-in, lead capture on site and post-event follow-up, with event data kept in HubSpot records.

What it means for your team

Lets marketing and field teams run events and tie attendance to contacts, deals and reports inside HubSpot. Sales teams can capture leads at events and follow up from the same CRM.

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AI sales assistant

Hero by Vivun

AI sales assistant from Vivun that supports sellers during live calls, takes notes, drafts follow-up content and offers roleplay practice. Works inside existing tools without a visible meeting bot.

What it means for your team

Aims to help account executives, SDRs and sales engineers answer buyer questions during calls and follow up faster. Connects to CRM and call tools such as Salesforce, HubSpot and Gong, per the vendor, so notes can reach existing systems.

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Partner relationship management

Impartner

Software for running channel and partner programmes, covering recruitment, onboarding, training, deal registration, funds administration, partner marketing and quoting, plus an AI layer.

What it means for your team

Helps channel, marketing and sales teams manage partners in one place, track partner-sourced leads and deals, and report on partner revenue. It lists integrations with HubSpot, Salesforce and Microsoft Dynamics.

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Online form builder

Jotform

Drag-and-drop online form builder that also offers data tables, approval workflows, PDF generation, e-signatures, payments and AI agents for conversational support.

What it means for your team

Lets marketing and service teams create lead, survey, registration and request forms without developers. A HubSpot integration syncs submissions to create or update contacts and deals, with field mapping to HubSpot properties.

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Cloud calling platform

JustCall

Cloud phone and messaging platform for sales and support teams, covering calling, dialers, SMS, MMS and WhatsApp, call transcription and coaching, workflow automation and AI voice agents.

What it means for your team

Gives sales and customer service teams calling, texting and call analytics in one place, with native integrations to CRMs and helpdesks including HubSpot, Salesforce and Zendesk. Call data can sync to contact records.

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Learning management system

LearnUpon

A learning management platform for building, assigning and tracking training. It supports AI-assisted course authoring, learning pathways, skills gap analysis, audience portals and reporting.

What it means for your team

Customer service and success teams can run onboarding and product education for customers and partners. Internal teams can train staff and track completion, with integrations and APIs to connect training data to other business systems.

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B2B sales intelligence

Lusha

Provides B2B contact and company data, such as emails, phone numbers and job details, which users can look up while prospecting or use to enrich HubSpot records through workflows and its API.

What it means for your team

Sales can find and verify contacts faster. Marketing can shorten forms and enrich new leads automatically, which supports cleaner routing and scoring. Data quality still depends on coverage for each market.

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Field sales platform

Map My Customers

A field sales tool for outside sales teams. It offers territory maps, route planning, GPS check-ins, mobile and voice activity logging, and manager dashboards, and it syncs with existing CRMs.

What it means for your team

Field sales managers get visibility of visits and account coverage, and reps log activity from the road. Sync with CRMs including HubSpot keeps field data in the system of record, so marketing and sales work from the same records.

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Paid search advertising

Microsoft Advertising

Pay-per-click platform for placing search, display, native, video and shopping ads across Bing, Microsoft properties and partner networks, with AI-assisted ad creation through Copilot.

What it means for your team

Gives marketing teams a second paid search channel beyond Google, with audience and location targeting, shopping feeds and Performance Max style campaigns. Useful for diversifying spend and reaching Microsoft-owned surfaces.

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AI search visibility

Omnibound AI

B2B platform that tracks how a brand appears in AI search tools such as ChatGPT and Perplexity, finds gaps against buyer questions and produces content to close them, linked to CRM data.

What it means for your team

Gives marketing a view of how buyers' AI queries surface the brand and which content gaps to fill. Drawing on sales call and CRM context may help align content with real buyer questions and pipeline reporting.

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AI meeting assistant

Otter.ai

A meeting assistant that records and transcribes calls, produces summaries and action items, and lets users ask questions across past meetings. It works with Zoom, Google Meet and Microsoft Teams.

What it means for your team

Sales teams get call notes and follow-up tasks without manual typing, and the vendor lists CRM syncing including HubSpot and Salesforce. Marketing and service teams can keep searchable records of customer and internal conversations.

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Direct mail automation

PCM Integrations

Connects CRMs, including HubSpot, to a print and mail service so postcards and other mail are sent automatically from workflow triggers, with templates, personalisation and delivery tracking.

What it means for your team

Marketing and sales can add physical mail to HubSpot workflows, for example on lifecycle or deal stage changes, and see mail activity and QR scans on the contact timeline to trigger follow-up steps.

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Presentation software

Pitch

A cloud presentation tool for building decks as a team. It provides templates, real-time co-editing, brand controls, live data links to tools such as Google Sheets, and sharing by link or PDF export.

What it means for your team

Sales and marketing teams can keep pitch and campaign decks on brand and edit them together. Data links keep charts current, and decks can be shared by link or exported as PDF for prospects.

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B2B ABM platform

Propensity

Account-based marketing and go-to-market orchestration platform that combines contact-level targeting, website visitor identification, data enrichment and multi-channel ad activation for B2B teams.

What it means for your team

Helps B2B marketing and sales teams target named contacts, see who engages with campaigns and share one view of buyer signals. Integrates with HubSpot and Salesforce, so activity can feed CRM records and prioritisation.

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AI voice and SMS agents

SalesAI

Provides AI agents that handle phone calls and text messages for sales and support, such as lead follow-up and appointment booking. Call outcomes, transcripts and notes can be logged to HubSpot.

What it means for your team

Sales can follow up new leads quickly outside office hours, and support teams can offload routine calls with a handover to a person. Results appear on the HubSpot contact timeline, though call quality should be reviewed.

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Business texting platform

Salesmsg

Lets teams send and receive SMS and make calls from HubSpot contact, deal and ticket records, with texts triggered from workflows and all activity logged on the HubSpot timeline.

What it means for your team

Sales and customer service can hold two-way text conversations without leaving the CRM, and marketing can trigger messages from lifecycle changes. Teams must still manage consent and local messaging regulations.

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Gifting and direct mail

Sendoso

Sending platform for physical and digital gifts, direct mail and handwritten notes, with campaign automation, global fulfilment and CRM triggers to send items at set points in a customer journey.

What it means for your team

Marketing can run account-based and event follow-up sends, sales can prompt gifts at deal stages, and customer teams can use them for retention. CRM integration helps link sends to pipeline activity.

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AI sales demo agent

Supersonik

AI agent that joins live video calls to run product demos for prospects on request, tailoring the session to the buyer and drawing on CRM data, documentation and a knowledge base.

What it means for your team

Sales teams can offer a demo at the moment a buyer asks, without waiting for a rep's calendar. Marketing can place a demo option on the website and use it to re-engage older leads or qualify interest.

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Online survey platform

SurveyMonkey

Tool for building, sending and analysing surveys, with templates, question libraries, skip logic, multiple distribution channels, reporting, text analysis of open answers and AI-assisted insights.

What it means for your team

Lets customer service, marketing and sales teams collect feedback such as satisfaction scores and market research. Its HubSpot integration can pass survey responses into CRM records and workflows.

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Workflow documentation

Tango

Records on-screen steps as you complete a task and turns them into editable step-by-step guides with screenshots, shareable by link, embed or PDF, plus newer outputs aimed at AI agents.

What it means for your team

Teams can document onboarding, CRM and support processes quickly, share them without meetings and see where guides are used. Useful for training new staff and keeping process documents current.

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B2B ABM advertising

Vector

Account-based marketing platform that scores accounts from buying signals and builds named contact audiences for paid channels such as LinkedIn, Google and Meta, then links ad activity to deals.

What it means for your team

Marketing teams can target the people inside priority accounts, and sales can see which accounts are warming up. HubSpot CRM deal data syncs both ways, so ad activity can be tied to pipeline.

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Social media management

Vista Social

Social media management platform for scheduling posts, tracking analytics, handling inbox messages and automating replies across networks such as Facebook, Instagram, LinkedIn, TikTok and YouTube.

What it means for your team

Gives marketing teams and agencies one workspace for publishing and engagement across profiles. Also includes social listening, review management and employee advocacy features.

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Visual website builder

Webflow

Visual website design, content management and hosting platform that lets designers and marketers build and publish responsive sites without hand-coding, with built-in SEO controls and in-page editing.

What it means for your team

Lets marketing teams launch and edit pages, landing pages and content collections themselves, reducing dependence on developers. Suits teams wanting design control, a CMS and SEO settings in one place.

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Frequently asked questions

What is the UNBOUND 2026 Toolkit?

It is a free editorial roundup of 35 tools worth the attention of marketing, sales and customer service professionals after HubSpot UNBOUND 2026. Each tool has a plain description and an explanation of what it means for your team.

Who selected these tools?

Alberte Touani, founder of International Marketing Consulting (IMC), who attended HubSpot UNBOUND 2026 as a HubSpot Insider. The selection is editorial and reflects tools she believes could bring value to professionals in the IMC community.

How were the descriptions written?

Descriptions are written in plain terms from publicly available information about each tool. Features and pricing can change, so check each vendor's own website before you decide.

Which tools are included?

The toolkit covers 35 tools: HubSpot, Clay, IMC CRM Audit Tool, AdRoll, Aircall, Aloware, Apollo.io, CallRail, Chili Piper, Data Axle USA, DealHub, Exa, Hapily, Hero by Vivun, Impartner, Jotform, JustCall, LearnUpon, Lusha, Map My Customers, Microsoft Advertising, Omnibound AI, Otter.ai, PCM Integrations, Pitch, Propensity, SalesAI, Salesmsg, Sendoso, Supersonik, SurveyMonkey, Tango, Vector, Vista Social and Webflow.

Who is the toolkit for?

Marketing, sales and customer service teams, and the wider professional community that follows IMC across LinkedIn, YouTube and Facebook.