Best Marketing Automation – CRM Software For Small Business

Marketing automation is software that automates your marketing. It helps you work smarter, generate more revenue, and grow your team. (This review was updated in 2024.)

Best Marketing Automation - CRM Software For Small Business

This is a simple explanation of marketing automation and what it does. The concept is simple. Marketing automation automates marketing tasks; in this case, marketing tasks are tasks that marketers do to manage their clients/users.

These tasks include managing a client database, generating sales letters, scheduling campaigns, email marketing, etc.

Table of Contents

Some examples of what you can achieve with a marketing automation platform

  • Email Marketing 
  • Website/blog creation
  • Membership
  • Sale funnels, lead magnets, and opt-in pages
  • Multichannel Marketing
  • Generate Leads
  • Tagging
  • Building up leads and making sales
  • Cross-promote and up-sell
  • Retention
  • Measure ROI
  • Site Personalization

The marketing team is growing, and there comes the point when there are too many customers to be managed 1:1. This is when automation can come in handy.


What Is Marketing Automation, and What It Isn’t

It is important to note that marketing automation is not a tool used to spam people. Instead, this is an action that individuals take. 

Marketing automation is used to help individuals be more efficient by providing them with the tools to be more productive and to help them scale their marketing programs. In addition, it is a tool a business uses to help them achieve their goals and make more money.

Marketing automation is not just for your marketing team or only the marketing team. It is for your entire company and can be used by all departments to help them be more efficient and effective. 

For example, it can help your sales team identify leads more effectively and help them get more leads. Marketing automation can also help your business define leads more effectively and identify the most promising leads.

Marketing Automation: The Pros, the Cons, and Why You Need It Now

The best marketing teams or individuals use marketing automation to make their campaigns more effective. The main difference between those companies and the others is that they have the right tools. 

So what does a successful marketing team has:

  • Tools to make sales,
  • Tools to find their customers
  • Tools to brand themselves
  • Tools to generate leads
  • Tools to track leads
  • Tools to convert leads into customers
  • CRM Software

They are more than just marketing agencies. They are marketing tools.

Marketing automation enables you to qualify leads, pass them onto sales, and increase revenue and growth.

Marketing departments are gaining more support for their marketing campaigns. As a result, the marketing department can try new things, get creative, and execute new campaigns to empower lead generation.

Marketing Automation allows you to scale your campaigns, reach prospects more effectively, qualify leads better, and demonstrate ROI.


A CRM is A Customer Relationship Management System

CRM software, or CRM, is a tool that deals with customer relationships from the first interaction to the end of the sale.

Customer Relationship Management is a system used to store customer information and interactions with your business. CRM helps optimize your interactions with customers and increase sales and customer satisfaction. CRM systems are not the same as customer relationship management.

People in your company use CRMs to store all the data from various departments. They are helpful for anyone who wants to stay organized.

How does a CRM system work?

A CRM tracks customer actions through your business’s social media accounts, email, or website; gathers information and guides each contact through a customer journey.

The CRM system helps the sales team manage customer relationships throughout the entire sales funnel.

What are the advantages of CRM software?

The benefits of a CRM platform are many. First, it can help increase the chances of converting leads to customers. Here are some of the benefits of using a CRM platform:

Your Company Grow

A CRM is an effective way to keep track of your contacts, organize them, and improve customer service. CRM also generates more leads for your business.

Task Management

A CRM is a tool that helps your employees save time on day-to-day activities by automating time-consuming tasks. It can also help boost customer engagement by making sending consistent, targeted messages easier.

More opportunities for sales

CRM (Customer Relationship Management) is a tool used to track your current customers and provides insight into customer behavior and trends. As a result, you can develop marketing and lead generation plans to attract new leads and customers.

Online sales tracking system

With a CRM system, you can track sales progress across your entire organization. Also, If your CRM includes affiliate software, it can manage your affiliates on automated mode. 

Mobile Device Communications

Personalizing your emails can be a great way to engage with your customers. 86% of consumers report that personalization plays a role in their purchasing decisions. This means that if you send an email to your customer, they can expect to receive a unique message based on their previous interactions with you.

If you send a marketing email to your customer, you can also use the information they provided during their last interactions to send them relevant, personal messages.


The most effective CRM software will help your team manage their customers’ buying journeys.

How does automation work in marketing?

Marketing automation is a system that streamlines the workflows and processes related to marketing. The most important part of marketing automation is segmentation, defining a specific target market. Once a market has been segmented, the rest of the marketing processes become much easier and more efficient.

Marketing automation is a handy tool for any business, whether large or small, to help your business be more effective, efficient, and productive.

What is marketing automation?

Marketing automation is the practice of automating key marketing tasks to free up resources in your business. It helps you to save money and time and explore better targeting strategies.

The primary functions of marketing automation software are:

Customer Relationship Management is the process of recording and analyzing data on customer interactions and user behavior. This data is then used to help companies understand their customers better.

Marketing automation is the process of managing and automating your marketing processes. First, you create, manage and automate your marketing processes.

Marketing technology stack refers to the tools used to accomplish marketing goals. These tools may include anything you use to achieve marketing goals, SaaS platforms, and content management systems.

What are the advantages of marketing automation tools?

Marketing automation can help you automate your marketing process, which can include:

Higher success rates

Marketing automation software can help increase your conversion rates by ensuring that your customers are only interested in your business.

Workflow Improvements

Marketing automation software will help streamline processes by assigning tasks, sending team member alerts, and automating schedules.

How to Get More Out of Your Employees

Marketing automation software helps reduce the time spent on tedious tasks. This allows employees to focus on more important things. It can even help boost employee satisfaction and engagement by making it more accessible.

Personalized purchasing experience

You will be able to capture customer information, analyze user behavior and collect data for marketing campaigns.

Better Leads – Get Leads

Leads can be crucial, but not all leads are the same. We must focus on the quality of leads over quantity as better quality leads have a higher chance of being converted. A marketing automation tool like can help you identify the leads that are most likely to be converted into loyal customers.

How effective is marketing automation?

Marketing automation uses technology to send targeted emails, text messages, push notifications, blog posts, and many more. 

This is done to promote products or services to potential customers. Marketing automation allows companies to get more out of their marketing budgets while saving money. Companies like MailChimp, Hubspot, and Marketo offer software programs that allow companies to create campaigns. 

Some companies go further than just sending out an email. They can provide additional platforms such as videos, blogs, webinars, membership, websites, sale software, online shops, affiliate software, funnels builder, and more. 

(Yes, I know one platform that offers all the tools under one dashboard; keep reading).

Adding these elements to your business is easy to work with your leads. The benefit of marketing automation is that it saves companies money and helps them reach more people.

What is marketing automation software?

Marketing automation software is designed to help companies automate their marketing processes. These programs allow marketers to create automated campaigns, memberships, courses, sell online, and send email sequences easily. 

Marketing automation software helps businesses save money and resources while increasing conversions.

So How Do You Automate Marketing?

If you want to automate marketing, you need to create a system that automates each process stage. 

For example, you can automate a sale funnel, offering a free marketing course with a upsell offer a premium course. You can automate all the emails for free and premium users; you can give access to the systems, you receive the payment, send invoices, send log-in details, send an email campaign for the free users. 

Also, manage the affiliates of your products and many more as it is impossible to write all in short sentences. But I hope you get the idea of automation.

How effective is marketing automation?

Marketing Automation allows companies to create automated campaigns based on customer data. This means they can send emails to existing customers about products or services or new customers about offers or sales without manually spending time. 

These automated messages are sent based on the content of the email and who it is sent to. Once these emails have been sent, there is no further contact between the company and the recipients. 

Big brands, including Google, IBM, Walmart, Amazon, and Facebook, use marketing automation. Marketers believe that automated messaging is a great way to make sure all communication happens in real-time. This helps to keep the customer experience fresh and relevant.

Best Marketing Automation - CRM Software For Small Business - 2022 Guide

Who needs marketing automation?

Marketing automation software allows marketers to automate their marketing strategies. 

Marketing Automation is a suite of applications and tools used to automate marketing processes like lead generation, customer communication, and campaign management. 

It helps streamline the entire marketing campaign process from start to finish. Marketers can send emails, text, run ads, and create landing pages without hard work. In addition, it can track responses and analyze data to improve the performance of each campaign.

Now that you read here about CRM’s and marketing automation, I mentioned a few times above. So let’s find out what Groove is about.

What is is the worlds fastest growing marketing automation CRM platform for digital and eCommerce businesses.

You can create a free account on the Groove platform and get the premium version of all 18 apps included under one dashboard.

The apps are free to use. However, you’ll need to register and sign in with your email address. is a platform allowing you to manage all your digital marketing services and tools in one place. This makes it easy to access all the tools and services you need. Review 2022 - What You Need to Know Include The Following App:

SiteBuilder – GroovePages

A website builder is very effective for individuals looking to create a website for their use or to sell products. It has a lot of features and is very effective. It can replace Wix or Squarespace.

GrooveFunnels- Funnel Builder

It is a funnel creation tool that can replace the expensive ClickFunnels. It is one of the Groove platform’s best tools, and many people have built hugely successful sales funnels using GrooveFunnels.

Blogging – GrooveBlog

It is a great way to drive traffic to your site; however, it will not generate traffic if your content is not helpful. GrooveBlog lets you manage your blogs more efficiently than WordPress, but it is still a website, and the traffic you generate from it will be based on your content.

eCommerce Shop – GrooveKart

GrooveKart is an all-in-one solution for all your eCommerce needs. With GrooveKart, you can build and manage your eCommerce store, sell products online, and give your visitors a more seamless online shopping experience.

You can choose from various eCommerce themes and plug-ins and integrate them into your eCommerce website. Your online shop can be much cheaper than Shopify ($99/month) – GrooveKart is free, with no monthly fees.

GrooveSell offers a GrooveSell app under the same dashboard. GrooveSell offers product recommendations, automated emails and notifications, order and transaction tracking, and order fulfillment. GrooveSell replaces Samcart, Infusionsoft, and other platforms.


GrooveMember is an all-in-one membership management platform. It replaces Kajabi (priced at $1,900/yr). You can build unlimited complete courses or membership offers. Also, you can create a membership portal or bundles. Finally, I need to mention that the support team is fast and excellent. 


Affiliate software will help you take online sales to the next level by empowering a team of salespeople to do your work for you. GrooveAffiliate is designed to replace Clickbank or TapAffiliate. It’s a free affiliate management platform.

GrooveAffiliate has a fraud mechanism where the system automatically flags any sales or suspicious traffic. In addition, GroovePay makes automatic payments to your affiliate’s team, and GrooveMail sends updates and correspondence to your team.


Email automation is a crucial tool in marketing, and many email automation tools are costly. GrooveMail is a free email automation service designed to replace expensive platforms. In addition, GrooveMail is fully integrated with the rest of the 17 apps.

You don’t need to duct-tape anything together when building a funnel, blog, course, online shop, and more automation. For example, send an email together with a text message to better convert your leads.

For free members, you get 500; on the Pro version, you get 30000 contacts. I will not mention how much the other platform charges for 30k contacts.


It is a webinar software that quickly creates online events and shares your products with viewers. If you want to host an online event easily, you need good webinar software. You can use life webinars, pre-recorded webinars, or videos as live webinars.

Let’s not forget that Mike co-founded Kartra, WebinarJam, EverWebinar, and Butterfly Marketing. He has launched and sold multi-million-dollar brands, and the companies he founded have generated over $75 million in revenue.

No one knows creating and launching quality software brands and online businesses better than Mike Filsaime. So if you are using WebinarJam or EverWebinar, you are in good hands to switch to GrooveWebinar.


Streamers can stream live and communicate with their viewers in real-time through GrooveStream. It replaces platforms like Steamyard (priced at $480/year).

If you are looking for a site that allows you to host and share videos, keep reading.


No business can grow in the competitive market without a solid branding strategy, and video marketing plays an essential role in this journey. It allows users to edit and modify videos by implementing automation based on their unique behaviors. 

This process further ensures enhanced quality and precision with video marketing efforts. In addition, the speed increases considerably by using the same servers, building your website funnels, and uploading videos.


 A help desk that provides a solution to the problem of helping customers easily contact customer service. The company offers an all-in-one help desk platform to replace other help desk platforms such as Zendesk, which costs $1,188/year.

GrooveCalendar – GrooveSurvey

GrooveCalendar is a booking and scheduling system that makes it easy to manage your life (and for users to schedule services with you).

GrooveSurvey is a survey tool that helps you do market research. GrooveSurvey is a survey platform designed to replace existing survey tools such as ResponseSuite.


Social proof is a powerful tool when it comes to making sales online. Social proof can be the difference between making and losing a sale. GrooveProof lets you display proof widgets on the bottom of your sale pages.


Funnel management is the process of optimizing a funnel to make sure that it is performing as best as it can. GrooveFunnelMapping is a tool for funnel management. You can plan your funnel, optimize and test it, and ensure it’s performing its best.


GroovePipe is a great CRM software designed to help you manage customer relationships. So you can show customers you care. Groove. cm’s GroovePipe is priced at $1,188 per year. claims to save small businesses over $27,439 per year by replacing 18 popular platforms. If you are looking to replace platforms that you use to promote your online business, this may be the solution you are looking for.

Note: plans to release GrooveConference, GrooveDesk, GrooveCalendar, GrooveSurvey, GrooveFunnelMapping, and GroovePipe shortly.

What Work Can You Do With Groove offers all of the following as part of their service:

  • Use the unlimited pages feature to create as many pages as you need to promote your product. Add as many pages as you need as you grow. You can create web pages, landing pages, upsell/downsell pages, and more.
  • Use templates that are easy to edit and that are proven to generate sales.
  • Get custom domains and build your own affiliate signup pages and checkout pages.
  • With unlimited bandwidth and hosting, you can enjoy the benefits of growth without having to pay more.
  • Use the software to quickly and easily build a website. You can even build advanced tools like popups, countdown timers, and progress bars.
  • An unlimited number of products can be sold to unlimited customers with no limits on the software cost.
  • Unlimited products on your online shop are a great way to increase your revenue and profit.
  • Affiliates can share promotional tools with you, making it easier to sell your product. 
  • Get automated, behavior-based email marketing for your business. We use GrooveMail to build and deliver automated emails at the right time to your subscribers, increasing your conversions and building your relationships.
  • GrooveMember is a website creation tool that allows you to create courses in minutes. It is a free tool that allows you to create a website in minutes. You can drip content, multiple membership levels, member portals, and insert files and videos with GrooveVideo.
  • Groove is for both new and experienced digital marketers. The online learning library will allow you to learn the ins and outs of digital marketing. 
  • You can also take advantage of Groove’s fantastic tools and escale your digital marketing business.

You can quickly launch a website for your business in just a few clicks, even if you have zero web development experience. Thays the reason why Groove already has over 600,000 users.

Is For Everyone?

Groove is a one-stop digital marketing platform. It is designed to bring together all different online marketing and digital apps and services into one simple, easy-to-use platform.

Who will benefit from Groove:

  1. Website builders and freelancers can share their thoughts online and start building an online empire
  2. The new companies need to pay attention to their budget and get their business off the ground. 
  3. Those who want to sell products online or are currently selling online ( eCommerce and marketers)
  4. Anyone who wants to make their presence online known can use Groove to build a brand, portfolio, coaches, YouTubers.
  5. Digital marketing teams, marketers, and agency owners
  6. Most online business owners across all niches include an online offer, a sale, or online training.

Who Can Use This?

Small, medium, and big business, Affiliate marketers, photographers, artists, musicians, coaching platforms, course creators, Shopify users, eLearning Instructors, webinars hosts, any person who has a company who wants to have a presence online.

It is for everyone!

This means you can automate your business, build websites, funnels, send emails, create online stores, create a course, make a video tutorial, sell a product, or sell a hundred. So start building your business and move away from monthly payments. has a wide range of tools to help you to take your business to the next level. Whether you are starting a new business or optimizing an existing one, they have a tool for you. is a digital marketing platform that allows you to create a complete digital marketing strategy. They have a range of tools that can help you to increase sales and build a strong brand. They also offer a range of tools to help you track and measure the success of your campaigns.

Groove Funnels Pricing

Groove Funnels Pricing has four plans to choose from:

  1. Free ($zero)
  2. Start-Up ($39.99 – paid annually)
  3. Creator ($83 – paid annually)
  4. Pro ($124 – paid annually)
  5. Premium ($166 – paid annually)
  6. Premium + (Lifetime Offer – Owned for Life / $2497 one-time payment)

Groove is the best Clickfunnels 2.0 alternative. The price of Groove – LIFETIME is equivalent to a 1-year subscription on Clickfunnels.

Lock in Your Savings for Life Now.

Note: You need to register for a free account and upgrade from your dashboard.

Free Plan

The Base Plan is free for everyone, especially for beginners who want to start their online business.

The Ultimate List of the Top 7 Affiliate Marketing Tools-Groove-GrooveFunnels

It is Free and contains several features:
Affiliate Program 20% recurring commission.
GrooveMail – Autoresponder
GrooveKart (online shop)
GrooveVideo (Video platform)
GrooveMember (Membership Site).

Start Plan

The Start-up Plan contains some of the popular apps needed for beginners to start running and running an online business. payment plan + lifetime offer

Groove is the best Clickfunnels 2.0 alternative. The price of Groove – LIFETIME is equivalent to a 1-year subscription on Clickfunnels.

Lock in Your Savings for Life Now.

Note: You need to register for a free account and upgrade from your dashboard.

Groove Creator Plan

On the Creator Plan, you get GrooveMail with 5k contacts and can send 50k emails monthly. As an affiliate marketer, you get 30% off your sale. Unlimited funnels, blogs, and 50 videos storage. payment plan + lifetime offer

Creator Plan has most of the core apps that every professional must run their online business in the internet market.

The features include:
GrooveMember, GrooveBlog
GrooveVideo, GrooveDesk
GrooveMail, GrooveCalendar

Groove Pro Plan

On the Pro Plan, you get GrooveMail with 30k contacts and can send unlimited emails monthly. As an affiliate marketer, you get 40% off your sale. Unlimited funnels, blogs, and video storage. payment plan + lifetime offer

Groove is the best Clickfunnels 2.0 alternative. The price of Groove – LIFETIME is equivalent to a 1-year subscription on Clickfunnels.

Lock in Your Savings for Life Now.

Note: You need to register for a free account and upgrade from your dashboard.

Groove Premium Plan

On the Premium Plan, you get GrooveMail with 50k contacts and can send unlimited emails monthly. As an affiliate marketer, you get 40% off your sale, and then everything is unlimited. payment plan + lifetime offer

Platinum+ Plan

On the Premium Lifetime, you get the Premium plan plus everything unlimited access to GrooveDesignerPro. One-time payment of $2497 to have a CRM platform for Life. payment plan + lifetime offer

Groove is the best Clickfunnels 2.0 alternative. The price of Groove – LIFETIME is equivalent to a 1-year subscription on Clickfunnels.

Lock in Your Savings for Life Now.

Note: You need to register for a free account and upgrade from your dashboard. – Marketing Automation – CRM Platform

But who wants to pay $299 a month or $29k a year for life?

Groove is a one-login set of 18 of the most sought-after needed to run a successful business.

Most charge a hefty monthly or annual fee for each of these apps.

And then you have to figure out how to get them all to work together. Not easy. Very expensive.

But Groove is different.

It gives you the fastest page load times, and all the applications are designed to work together.

Here’s what you get when you upgrade now:

GroovePages website builder replaces Wix/Squarespace $480/yr
GrooveFunnels funnel builder replaces Clickfunnels $3,556/yr
GrooveBlog blogging platform replaces WordPress $720/yr

GrooveKart eCommerce platform replaces Shopify $1,200/yr
GrooveSell shopping cart replaces Samcart/Infusionsoft $2,388/yr
GrooveMember membership CMS replaces Kajabi $1,908/yr

GrooveAffiliate affiliate program replaces TapAffilaite $1788/yr
GrooveMail email automation replaces ActiveCampaign $7,188/yr
GrooveWebinar webinar software replaces GoToWebinar/EverWebinar $4,080/yr

GrooveStream live streaming replaces Streamyard $480/yr
GrooveConference conference software replaces Zoom $240/yr
GrooveVideo  hosting replaces Vimeo $600/yr

GrooveDesk help desk replaces Zendesk $1.188/yr
GrooveCalendar booking and scheduling replaces Calendly $144/yr
GrooveSurveys survey software replaces ResponseSuite $282/yr

GrooveProof social proof replaces Provely $444/yr
GrooveFunnelMapping funnel management replaces Funnelytis $984/yr
GroovePipe sales CRM replaces Pipedrive $1,188/yr

Plus these bonuses:
A $497.00 value Butterfly Marketing Course on how to do viral marketing.
A Funnels Masterclass was given by Mike Filsaime is valued at $497.00.
And another Bonus course worth $997.00 on “How To Start and Run An Agency and How To Outsource Everything.”

If you have never heard about Butterfly Marketing, this course will definitely change how you run your business.

If you’re unfamiliar with Butterfly Marketing, you should check it out. It’s free for paid accounts, but there is a good chance you’ll need to become a platinum paid account to access all of the features of Butterfly Marketing. I want to mention that no other platform has implemented Butterfly Marketing.

The Butterfly Marketing Manuscript is a step-by-step method that makes it easy to produce high converting and profitable websites. You can get the Manuscript just by opening a free account here. This is one of the bonuses for the Groovers family. (the eBook is sent by email automatically after registering).

Who Will Benefit From a Butterfly Marketing Strategy? 

*Small businesses and start-ups who have products or services that can be promoted by word-of-mouth referrals
*Consultants and agencies who want to jumpstart their, or their clients’, lead generation
*Experienced marketers who know the basics, but want to uncover “golden nugget” tactics that will accelerate their results
*Freelancers who want a proven system for growing a steady stream of more and better clients
*Coaches who don’t want to rely on word-of-mouth and networking events to find their next client – Marketing Automation – CRM Platform

When you decide to stop duct-taping together a dozen different software applications to make your business work and can make a small payment today, you will be rewarded with Lifetime Access to our highest level platinum account for life. 

Upgrade to Pro now.

*Disclaimer: Some of the links are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. I appreciate your love and support!