Which CRM is best for Your Business?

Say goodbye to uncertainty and hello to clarity as we help you find the CRM solution that's tailored to your unique requirements.

Innovative solutions to move your business

forward.

Financial Institutions

Lorem ipsum The Internet to reach consumers. Digital marketing is a broad field, including attracting

Network

Lorem ipsum The Internet to reach consumers. Digital marketing is a broad field, including attracting

Advisors

Lorem ipsum The Internet to reach consumers. Digital marketing is a broad field,\ including attracting

Tax Profesionals

Lorem ipsum The Internet to reach consumers. Digital marketing is a broad field, including attracting

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Quiz Results:

What's included

You don't have time to test drive the top CRM's out there, so I did it for you.

Yes, I test drove 12 CRM's just for you!

Side by Side Comparison

I've gathered all of the features and put them into a side by side spreadsheet for you!

Demo

I've completed demo's of each cRM so that you don't have to!

.

What Others Say

I've scoured the web to find the reviews - The Good and the Bad - because that's where we really find out how good it really is.

Pricing

I've dug in deep to find out how much this cRM is, what's included and then I'll deliver my final verdict.

We will bring you to the next level of bussiness.

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Team

3 users included with basic plan

Calendar

No Calendar

Website

1 Website

20 Funnels

1 DomainFunnel creation for various purposes (lead generation, webinars, product sales, etc.)

Customizable templates for landing pages and funnels

Countdown timersAbility to create standalone pages, theme pages, site pages, and funnel pages

Blogging

Customization options for templates, including photos, headlines, buttons, etc.

Analytics for tracking funnel performance and orders

Unlimited Forms

Funnel Template Examples

Communication

Email marketing features including broadcasts, workflows, and customizable templates

Education

Course creation and management capabilities

Community feature for engagement and interaction

E-Commerce

Storefront and customer center for online businesses

Payments

Integration with multiple payment options (PayPal, Stripe, Klarina, Coinbase, NMI)

Agreement

No Agreements, Contracts, Proposals

Social Media Marketing

No Social Media Integrations

Contacts

Segment your Leads

Import via CSV

Tags

Add Attributes and Label (Custom Fields)

Lead Tracker

Track leads

Automations

Automate follow up

Build a consultation template to help with follow up

Automation features such as trigger-based workflows, and split testing

Reviews

No Google my business Integration

Affiliate Program

No Affliliate Program

Mobile App

Mobile app to help me run the business

Templates

Create your own templates

Get access to other templates to make it easy

18 Best Email Marketing Templates For Sales Funnel Success (Blog)

Customer Support

Customer Support = Submit a Ticket

Integrates with

Active Campaign

Aweber

Beehiv

Blastable

Constant Contact

ConvertKit

Get Response

GoTo Webinar

Hubspot

Keap

Klaviyo

Mailchimp

Ontraport

Pipedrive

Sendlane

Slack

Twilio

Webinar Fuel

Zoho CRM

Team

Grant team members access to only certain things in the account

Task reminders to go myself or my team members

Integrates with slack for team communication

Calendar

Unlimited Calendars

Paid classes or appointments

Allows some appointment types not shown to the public (clients only)

Automatically send appointment reminders via email and/or text  

Website

Unlimited Websites

Unlimited Funnels

Unlimited Domains

Website and funnel templates

Ability to create standalone pages, theme pages, site pages, and funnel pages

BloggingUnlimited forms and surveys – create a quiz!

Wordpress hosting

Countdown timers

Analytics for tracking funnel performance and orders

Communication

Email and texting available

Ability to receive leads from Facebook, Instagram, LinkedIn, Google my Business all in the same place

Receive inquiries through a web chat form on your website

Quick "reply-to" templatesTrack conversations all in one placeIntegrate with Group Track CRM to track your leads on Facebook/ Instagram

Make phone calls from this CRM

Integrate WhatsApp Business to communicate with leads/ clients

Fun text features: Text “Word” to XYZ number and start an automation. Automatically reply based on positive or negative intent. Have a FAQ Conversation. SOOOO many cool things it can do!

Education

Unlimited courses or memberships

Community (same as a private Facebook group) with course/ membership

Unlimited products inside courses and memberships

Ability to add or revoke access to courses under certain circumstances

Provide certificate of completion for my educational courses

Provide quiz for course material

Client portal where they can access their courses, communities, memberships and create their own member profile

Transfer your courses from Kajabi!  

E-Commerce

Sell products on website

Integrates with existing

Shopify store

Payments

Send clients invoicesUse order forms to make purchases

Document payments via checkAutopay available

Send Invoices automatically when someone signs up for program

Send proposals and estimates to my leads

Accept Donations (Suggested and they can input their own amount)

Integrates with Quickbooks

Payment Processors: Stripe, Paypal, AMI, Authorize.net – no additional services fees from CRM  

Client Agreements

Client agreements (which can be automated)  

Social Media Marketing

Social media scheduled in one place (Facebook Pages, Instagram, LinkedIn, LinkedIn Pages, TikTok, Google my Business, X (Twitter)

Recurring post option (ie: every Monday post Motivation Monday)

Pinterest RSS Feed Integration

Contacts

Upload contacts via spreadsheets you may already have

Filter and segment contacts (tags, custom questions, dates, etc)

Unlimited Custom fields and questionsKeep notes on contacts

Upload documents/ PDF’s into contacts

Lead Tracker

Track leads or clients through your customized stages and phases

Trigger automations when they move to the next stage

Lead Value at easy glance

Track conversion rate

Automations

Automated follow up

Build a consultation template to help with follow up

Use AI to communicate with leads

Automation features such as trigger-based workflows, and split testing

Reviews

Show your Reviews from your Google My Business Page on your website/ funnels

Affiliate Program

Affiliate program for products and services available

Mobile App

Mobile app to help me run the business

Templates

Create your own templates

Get access to other templates to make it easy  

Customer Support

Human customer support (= Elaine) who is here to help you every step of the way  

Integrations

HIPPA compliance available (additional cost)

IDX Integrations for Real Estate (Free)

Zoom integration (Free)

Webinar (additional cost)

SEO tool (free)

Integrate with Click Up or Monday (additional cost)

Clickfunnels

Team

  • 3 Users included with basic plan

  • Task Reminders

Calendar

  • No Calendar

Website

  • 1 Website

  • 20 Funnels

  • 1 Domain

  • Funnel creation for various purposes (lead generation, webinars, product sales, etc.)

  • Customizable templates for landing pages and funnels

  • Countdown timers

  • Ability to create standalone pages, theme pages, site pages, and funnel pages

  • Blogging

  • Customization options for templates, including photos, headlines, buttons, etc.

  • Analytics for tracking funnel performance and orders

  • Unlimited Forms

  • Funnel Template Examples

Communication

  • Email marketing features including broadcasts, workflows, and customizable templates

  • SMS Texting

Education

  • Course creation and management capabilities

  • Community feature for engagement and interaction

E-Commerce

  • Storefront and customer center for online businesses

Payments

  • Integration with multiple payment options (PayPal, Stripe, Klarina, Coinbase, NMI)

Agreements

  • No Agreements, Contracts, Proposals

Social Media Marketing

  • No Social Media Integrations

Contacts

  • Segment your Leads

  • Import via CSV

  • Tags

  • Add Attributes and Label (Custom Fields)

  • Lead Scoring

  • Advanced contact management

  • Comprehensive customer profiles

Pipelines and Opportunities (Lead Tracker)

  • Track leads

Automations

  • Automate follow up

  • Build a consultation template to help with follow up

  • Automation features such as trigger-based workflows, and split testing

  • Conditional logic in automations

  • Multi-step automation sequences

Reviews

  • Google my business Integration

Affiliate Program

  • No Affiliate Program

  • Referral program (Earn Commission when referring to Clickfunnels

Mobile App

  • Mobile app to help me run the business

Templates

Customer Support

  • Customer Support = Submit a Ticket

Integrates with:

  • Active Campaign

  • Aweber

  • Beehiv

  • Blastable

  • Constant Contact

  • ConvertKit

  • Get Response

  • GoTo Webinar

  • Hubspot

  • Keap

  • Klaviyo

  • Mailchimp

  • Ontraport

  • Pipedrive

  • Sendlane

  • Slack

  • Twilio

  • Webinar Fuel

  • Zoho CRM

Marketplace:

  • HIPPA compliance

  • IDX Integrations for Real Estate

Learn More about the nitty gritty details

You Can Automate

Team       

  • Grant team members access to only certain things in the account

  • Task reminders to go myself or my team members

  • Integrates with slack for team communication

Calendar

  • Unlimited Calendars

  • Paid classes or appointments

  • Allows some appointment types not shown to the public (clients only)

  • Automatically send appointment reminders via email and/or text  

Website

  • Unlimited Websites

  • Unlimited Funnels

  • Unlimited Domains

  • Website and funnel templates

  • Ability to create standalone pages, theme pages, site pages, and funnel pages

  • Blogging

  • Unlimited forms and surveys – create a quiz!

  • Wordpress hosting

  • Countdown timers

  • Analytics for tracking funnel performance and orders

Communication

  • Email and texting available

  • Ability to receive leads from Facebook, Instagram, LinkedIn, Google my Business all in the same place

  • Receive inquiries through a web chat form on your website

  • Quick "reply-to" templates

  • Track conversations all in one place

  • Integrate with Group Track CRM to track your leads on Facebook/ Instagram

  • Make phone calls from this CRM

  • Integrate WhatsApp Business to communicate with leads/ clients

  • Fun text features: Text “Word” to XYZ number and start an automation. Automatically reply based on positive or negative intent. Have a FAQ Conversation. SOOOO many cool things it can do!

Education

  • Unlimited courses or memberships

  • Community (same as a private Facebook group) with course/ membership

  • Unlimited products inside courses and memberships

  • Ability to add or revoke access to courses under certain circumstances

  • Provide certificate of completion for my educational courses

  • Provide quiz for course material

  • Client portal where they can access their courses, communities, memberships and create their own member profile

  • Transfer your courses from Kajabi!  

E-Commerce

  • Sell products on website

  • Integrates with existing Shopify store

Payments

  • Send clients invoices

  • Use order forms to make purchases

  • Document payments via check

  • Autopay available

  • Send Invoices automatically when someone signs up for program

  • Send proposals and estimates to my leads

  • Accept Donations (Suggested and they can input their own amount)

  • Integrates with Quickbooks

  • Payment Processors: Stripe, Paypal, AMI, Authorize.net – no additional services fees from CRM  

Agreements

  • Client agreements (which can be automated)  

Social Media Marketing

  • Social media scheduled in one place (Facebook Pages, Instagram, LinkedIn, LinkedIn Pages, TikTok, Google my Business, X (Twitter)

  • Recurring post option (ie: every Monday post Motivation Monday)

  • Pinterest RSS Feed Integration

Contacts

  • Upload contacts via spreadsheets you may already have

  • Filter and segment contacts
    (tags, custom questions, dates, etc) ·        

  • Unlimited Custom fields and questions

  • Keep notes on contacts

  • Upload documents/ PDF’s into contacts

Pipelines & Opportunities (Lead Tracker)

  • Track leads or clients through your customized stages and phases

  • Trigger automations when they move to the next stage

  • Lead Value at easy glance

  • Track conversion rate

Automation

  • Automated follow up

  • Build a consultation template to help with follow up

  • Use AI to communicate with leads

  • Automation features such as trigger-based workflows, and split testing

Reviews

  • Show your Reviews from your Google My Business Page on your website/ funnels

Affiliate Program

  • Affiliate program for products and services available

Mobile App

  • Mobile app to help me run the business

Templates

  • Create your own templates

  • Get access to other templates to make it easy  

Customer Support

  • Human customer support (= Elaine) who is here to help you every step of the way  

Marketplace: There are TONS of integrations (free and paid)

  • HIPPA compliance available (additional cost)

  • IDX Integrations for Real Estate (Free)

  • Zoom integration (Free)

  • Webinar (additional cost)

  • SEO tool (free)

  • Integrate with Click Up or Monday (additional cost)

What Other People Say

The Good

See screenshots below

The Bad

I was really overwhelmed with all of the features. This has all of the bells and whistles that I just didn't need. - Joanne

We Help You to Skill Up

Let's talk about opportunities.

Popular Lessons

Secret of Successful Teamwork

Management

Growth up Business with Brand

Branding

Secret of Successful Teamwork

Management

Simple Steps to Success

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Consultation

Choose Services

Join Classes or Workshop

Transformation Completed

What client say about us

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Image

Darcel Ballentine

Barone LLC.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Image

Leatrice Handler

Acme Co.

We Help You To

Skill Up

Let's Talk About Opportunities.

Ask about

Using my

Magic Wand

on your Business

Social Media Links

Contact Us

360-301-7007

United States

Copyright: © 2024 Elaine Turso LLC dba You Can Automate - All Rights Reserved

Ask me About Using my Magic Wand on your Business

You Can Automate is a white label agency of Go-High Level, run by Elaine Turso.

Social Media Links

Contact Us

360-301-7007

United States


Copyright: © 2024 Elaine Turso LLC dba You Can Automate - All Rights Reserved