18 Jun 2026
Best CRM for Small Business? GoHighLevel tested (2026)
In this episode, I break down why we switched from HubSpot to GoHighLevel and how we use it to manage leads, calendars, automations, pipelines, email follow-up, social media, AI agents, websites, and landing pages.
I also show how GoHighLevel’s new AI tools can help build automations, answer calls, follow up with leads, and keep everything connected inside one CRM.
Chapters
00:00 | Why Your Business Needs a CRM
I explain why businesses miss leads when they do not have a CRM and why follow-up matters.
00:08 | My Introduction and AutomationLinks
I introduce myself and explain what I cover in my marketing and automation videos.
00:16 | Why We Switched From HubSpot to GoHighLevel
I share why we switched from HubSpot to GoHighLevel and what this video will walk through.
00:24 | GoHighLevel Dashboard Overview
A look at the dashboard, analytics, leads, and reporting inside GoHighLevel.
00:34 | Ask AI and AI Automation Building
I show the new Ask AI feature and how it can help build automations for calendars, emails, texts, reminders, and follow-ups.
01:05 | Calendars and Appointment Booking
I walk through calendars, appointment booking, Google and Outlook syncing, website embeds, and custom booking forms.
01:47 | Calendar Setup, Staff, Payments, and Booking Rules
A deeper look at calendar types, staff assignments, service bookings, payments, availability, buffer time, and notifications.
02:46 | AI-Built Calendar Automation
I return to Ask AI and show how GoHighLevel can build booking triggers, confirmations, reminders, and follow-up.
03:04 | Opportunities and Pipeline Management
I explain how leads move through pipeline stages like new lead, scheduled, proposal sent, won, or lost.
03:42 | Workflow Automations and Email Follow-Up
A walkthrough of automations, welcome emails, branded templates, stats, triggers, and workflow actions.
04:19 | Marketing Tools and Social Media Planner
I cover the social media planner, post scheduling, stats, comments, email templates, countdown timers, and brand boards.
04:44 | Contact Records and Lead Tracking
I show how contact profiles track website activity, tags, emails, texts, calls, appointments, opportunities, notes, documents, and payments.
05:28 | Funnels, Forms, Quizzes, and Surveys
A look at GoHighLevel sites and funnels, including thank-you pages, schedule pages, split tests, forms, quizzes, surveys, and analytics.
05:50 | AI Agents, Voice AI, and Customer Follow-Up
I show the AI agent builder, voice AI, call answering, live chat, text messages, appointment booking, review requests, and call summaries.
06:44 | Building Websites With AI
I walk through GoHighLevel website templates, landing pages, forms, booking pages, live chat, and SEO tools.
07:29 | Creating a Landing Page With ChatGPT HTML
I demonstrate how I used ChatGPT to generate HTML code and added it inside GoHighLevel to create a landing page.
08:18 | GoHighLevel Affiliate Link and Free Trial
I explain how to sign up with my GoHighLevel affiliate link and start a free trial.
08:47 | Why I Recommend the $97 Plan
I explain why the $97 per month plan is enough for most businesses.
09:03 | Get the AutomationLinks Template
I explain how viewers can use my affiliate link, contact AutomationLinks, and receive the prebuilt automation template.
09:13 | Subscribe for More Marketing and Automation Videos
I close the video and invite viewers to subscribe for more weekly marketing and automation content.
