CRM and marketing automation, by Marc P Summers

Follow-up that runs automagically.

Leads go cold while you are busy doing the actual work. I set up the CRM, the texts, the emails and the pipeline so every lead gets chased politely, promptly and without you lifting a finger. I have been doing this online since February 22nd 1994, so I have made most of the mistakes already. You get to skip them.

workflow / new-lead-follow-uprunning
1994Online, and earning a living from it, since
20 yearsOn Infusionsoft / Keap since 2006, 16+ of them as a Certified Partner
3 yearsRunning as Keap's top worldwide sales partner
700+Websites built, first online store in 1997

Three ways in

Pick the door that fits your business.

Same engine under all three. The difference is how much of it you want to own, and whether you are bringing years of Keap data along for the ride.

Go direct, my first recommendation

GoHighLevel, the full platform

CRM, funnels, calendars, SMS, email, pipelines, memberships and the rest, in one login. Best when you are an agency, need multiple sub-accounts, or simply want the keys to the whole building.

  • Sign up through my link and your first Keap import with CRM Importer is free. Contacts and tags, 100% off.
  • A free 30-minute setup call with me, so day one is not spent staring at a blank dashboard. Book it once you have signed up.
  • Costs you nothing extra. GoHighLevel pays me, not you.
Start your GoHighLevel trial
White label

MyAM.app

My Automated Marketing App. The same GoHighLevel engine, set up for one business, with a human who answers when you get stuck. That human is me.

  • Capture: landing pages, forms, surveys, booking
  • Nurture: SMS, email, voicemail, Messenger
  • Close: pipelines, payments, reporting

From $97 a month No setup fee. No contract.

See MyAM.app plans
Leaving Keap

CRM Importer moves Keap to GoHighLevel in minutes

I have spent 20 years inside Infusionsoft and Keap. I know exactly where the bodies are buried, so I built the tool I wished existed. Contacts, tags and custom fields go straight across. No CSV exports, no developer invoice.

$0.001per contact imported
$0.01per tag migrated
$10for a 10,000 contact move
Start your migration
Connect KeapSecure OAuth. It reads your contacts, tags and custom fields.
Connect GHLLink your sub-account. No passwords stored.
Map fieldsStandard fields match themselves. You map the custom ones once.
ImportWatch contacts land live. You only pay for the ones that succeed.

The toolkit

Everything on this list, I use.

No sponsored filler. If a tool is here it is because it earns its place in my own business every week.

Plain English disclosure: most of these are affiliate links. If you sign up I may earn a commission, at no extra cost to you. I only list tools I endorse and use myself.

On YouTube

Watch me build it, break it and fix it.

Tutorials on AI app building, automation and the tools above, filmed by someone who does this for a living and leaves the mistakes in.

Subscribe to @aiappbuilders

Consultancy

One hour. Your CRM. Straight answers.

Bring the mess. We spend an hour on your CRM and marketing automation and you leave with a clear plan: which platform, what to automate first, what to leave well alone. If the right answer is "you do not need me", I will say so.

  • Keap or Infusionsoft exit plan
  • GoHighLevel setup and audit
  • Follow-up sequences that get replies
  • Pipelines and reporting
Book your hour with Marc Do not take my word for it. Read the reviews on Trustpilot.