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.Chapters00:00 | Why Your Business Needs a CRMI explain why businesses miss leads when they do not have a CRM and why follow-up matters.00:08 | My Introduction and AutomationLinksI introduce myself and explain what I cover in my marketing and automation videos.00:16 | Why We Switched From HubSpot to GoHighLevelI share why we switched from HubSpot to GoHighLevel and what this video will walk through.00:24 | GoHighLevel Dashboard OverviewA look at the dashboard, analytics, leads, and reporting inside GoHighLevel.00:34 | Ask AI and AI Automation BuildingI 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 BookingI walk through calendars, appointment booking, Google and Outlook syncing, website embeds, and custom booking forms.01:47 | Calendar Setup, Staff, Payments, and Booking RulesA deeper look at calendar types, staff assignments, service bookings, payments, availability, buffer time, and notifications.02:46 | AI-Built Calendar AutomationI return to Ask AI and show how GoHighLevel can build booking triggers, confirmations, reminders, and follow-up.03:04 | Opportunities and Pipeline ManagementI explain how leads move through pipeline stages like new lead, scheduled, proposal sent, won, or lost.03:42 | Workflow Automations and Email Follow-UpA walkthrough of automations, welcome emails, branded templates, stats, triggers, and workflow actions.04:19 | Marketing Tools and Social Media PlannerI cover the social media planner, post scheduling, stats, comments, email templates, countdown timers, and brand boards.04:44 | Contact Records and Lead TrackingI show how contact profiles track website activity, tags, emails, texts, calls, appointments, opportunities, notes, documents, and payments.05:28 | Funnels, Forms, Quizzes, and SurveysA 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-UpI 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 AII walk through GoHighLevel website templates, landing pages, forms, booking pages, live chat, and SEO tools.07:29 | Creating a Landing Page With ChatGPT HTMLI 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 TrialI explain how to sign up with my GoHighLevel affiliate link and start a free trial.08:47 | Why I Recommend the $97 PlanI explain why the $97 per month plan is enough for most businesses.09:03 | Get the AutomationLinks TemplateI explain how viewers can use my affiliate link, contact AutomationLinks, and receive the prebuilt automation template.09:13 | Subscribe for More Marketing and Automation VideosI close the video and invite viewers to subscribe for more weekly marketing and automation content.