This Loom explains how to use CRM tools and why automation and business workflows are valuable. The speaker demonstrates adding a contact from a lead by clicking New, entering example details, and creating the contact, noting it can be done manually or automated with tools like Zapier when someone submits a form (for example via JotForm). They compare CRM options including Zoho CRM, Zoho for similar CRM functionality, and GoHighLevel, emphasizing that GoHighLevel consolidates automation, CRM, email updates, auto-reply, and related features in one place. They mention that subscriptions are available across HubSpot, Zoho, Zapier, and GoHighLevel, and recommend starting a 14-day trial for GoHighLevel.
