Choosing the Right CRM for Your Business
A Review of MailerLite, HighLevel, and Keap
When it comes to managing your business effectively, a good Customer Relationship Management (CRM) system is your best ally. A CRM can streamline your operations, help nurture client relationships, and optimise your sales funnel. But with so many options out there, how do you choose the right one?
Here you'll read about our 3 Top recommendations and tools we work in daily, and use to operate our business.
So these are real user experience recommendations and we can also support you in whatever tool you use as we have worked in many on the market.
BEFORE you make any decision, I would strongly recommend you take up a free tech check call to ensure you're investing your time and money into a system that is right for you.
BUT! Why would you listen to us?
We've specialised in CRM strategy, implementation since 2010 and have our International Best Selling Book all about the customer journey that is what a CRM delivers.
We've rescued and fixed many businesses who were given well meaning advice and they experienced a lot of pain, a lot of wasted time and wasted money!
Don't let this be you...
We don't need to care about you being setup for success and not wasting your time or money. However we do, our #1 core value is LOVE. And this means we bring heart into all we do and want the best for you in all you do to build your business.
Here's a review of three CRMs—MailerLite, HighLevel, and
1. MailerLite: Simplified Email Marketing and Automation
MailerLite is a fantastic option for small businesses and solopreneurs who need a lightweight, user-friendly CRM focused on email marketing.
I was pleasantly suprised at how I was able to apply many of my high level strategies into this simple and clean automation tool. You can build a list, run a workshop, get paid, send followup and date timed reminders and segment your list on the paid plan. The paid plan sometimes has specials, so ask us before buying, however this is a super affordable paid solution for basic needs.
Here’s why it’s a favourite for beginners and budget-conscious entrepreneurs:
Features:
- Drag-and-Drop Email Builder: Intuitive and easy to use for creating professional-looking emails
- Landing Pages and Pop-Ups: Helps capture leads effortlessly
- Automations: Basic workflows for email sequences, ideal for nurturing your list
Pros:
- Affordable pricing, with a free plan for smaller lists
- Simple interface that’s perfect for non-tech-savvy users
- Excellent for email campaigns and basic lead management
Cons:
- Limited functionality for sales pipelines and advanced automation
- Not suited for businesses needing a robust all-in-one solution
- This is in USD (for Aussie users)
Best For: Solopreneurs or small businesses just starting with email marketing
We would love to support you in making an informed decision
MAILERLITE FREE TRIAL
2. HighLevel: A Comprehensive Marketing Solution
HighLevel is a powerhouse for agencies and businesses needing an all-in-one platform for marketing, sales, and automation. If you’re ready to scale and require a robust system, this might be the one for you.
Features:
- Sales Pipeline Management: Visual, drag-and-drop pipelines that streamline lead tracking
- Automation: Advanced workflows that include SMS, email, and even voicemail drops
- White Labelling: Perfect for agencies looking to offer branded solutions
Pros:
- Combines multiple tools (like email marketing, SMS, and landing pages) in one platform
- Highly customisable and scalable
- Integrates seamlessly with a wide range of third-party apps
Cons:
- The learning curve can be steep for beginners
- Higher pricing compared to simpler platforms
- This is in USD (for Aussie users)
Best For: Agencies and businesses with complex marketing needs or those looking to centralise multiple tools
If you're not tech savvy, you'll need to be resourceful and learn how to do yourself, or you can engage us for a done for you, supported solution.
HIGH LEVEL FREE TRIAL
3. Keap: The Smart CRM for Growing Businesses
Formerly known as Infusionsoft, Keap offers smart automation, sales pipeline tracking, and a focus on small business needs. This CRM has been a game-changer for many entrepreneurs, including myself.
This has been where I've played since 2010 and then joining as a Keap Certified Partner in 2015.
Features:
- Smart Automations: Simplify repetitive tasks and ensure nothing falls through the cracks
- Sales Pipelines: Drag-and-drop pipelines to track leads and sales progress
- Invoicing and Payments: Built-in tools to handle quotes, invoices, and payments
Pros:
- Excellent support and onboarding for new users
- Integrates seamlessly with various tools and apps
- Scales as your business grows, making it a long-term solution
- When you buy through us you get cheaper pricing and in AUD
Cons:
- The interface can feel a bit clunky for first-time users
- Slightly higher pricing for advanced features
Best For: Small-to-medium businesses ready to invest in a system that grows with them
This used to be the ONLY TOOL I would recommend, as it's so robust, has proven itself in the market and has evolved over the years. This tool does require onboarding to ensure you have the smoothest setup and if you are paying for another tool. We can get you 50% off for 6 months.
Which CRM is Right for You?
- MailerLite: Ideal if you’re starting small and need an easy-to-use email marketing tool
- HighLevel: Best for agencies or businesses requiring advanced, all-in-one marketing solutions
- Keap: Perfect for small business owners seeking smart automations and robust customer management features
Your choice will depend on where your business is right now and where you want to go.
Each of these CRMs has unique strengths tailored to different needs, so take the time to evaluate which one aligns with your goals.
If you’re ready to implement a CRM or need guidance in choosing the right one, let’s have a chat and map out the best system for your business.
I look forward to speaking with you
Lyndi
* we are referral partners for these systems and provide support for those who work with us