Forget bolt‑ons, baffling menus, and ballooning costs. GoSucceed CRM is refreshingly simple, surprisingly powerful, and built for people who just need to get work done.
Running a business means wearing every hat in the wardrobe. Your CRM should lighten that load, not add to it.
GoSucceed CRM was built after talking to hundreds of founders who wanted one, no‑nonsense workspace where sales, marketing, and follow‑up just happen.
A clean, clutter‑free interface that lets you add contacts, log calls, and set tasks in seconds. No steep learning curve, no hidden menus—just a crystal‑clear dashboard that keeps you organised and frees up hours each week.
Drag‑and‑drop journeys that fire e‑mails, texts, and tasks the moment your prospect clicks, downloads, or books. From lead‑nurture sequences to re‑engagement nudges, the system runs in the background while you focus on closing deals.
Craft landing pages, forms, and full funnel campaigns without third‑party plugins. Pre‑designed, mobile‑ready templates convert visitors into leads in minutes, while integrated analytics track every view, click, and submission.
Every note, call recording, and document lives on a single timeline, so your team walk into each conversation fully briefed. Set follow‑up reminders, share internal comments, and keep projects moving without messy spreadsheets.
Visual pipelines turn opportunities into tidy, drag‑and‑drop cards. Add monetary values, forecast revenue, and trigger referral requests once a deal is marked as won—ensuring happy clients bring in the next wave of business.
| Feature / Benefit | GoSucceed CRM | HubSpot CRM (Starter) | Keap (Pro) | Salesforce (Essentials) |
|---|---|---|---|---|
| Built for small businesses & solopreneurs | Designed specifically | General business tool | Mainly for micro teams | Enterprise‑focused |
| Simple, all‑in‑one dashboard | Crystal‑clear UI | Limited customisation | Moderate complexity | Overwhelming for most |
| Built‑in workflows | Email only (upgrade needed) | Clunky setup | Basic tier only | |
| Landing pages & lead forms | Included, high‑converting | Upgrade required | Yes, with templates | External tool needed |
| Sales pipelines & deal tracking | Easy drag‑and‑drop | Core feature | Fully customisable | Forecasting tools |
| Notes, tasks & goals tracking | All included | Basic task lists | Rich task management | Limited workflow |
| User‑friendly interface | No training needed | Inconsistent UX | Cluttered & dated | Steep learning curve |
| Onboarding time | Minutes to launch | Days of setup | Weeks to learn | Weeks to months |
| Customer support | Dedicated team & videos | Chat & forums | Mixed reviews | Tiered support |
| Free trial | 28 days, full features | 14 days, limited | 14 days, card required | Demo only |
“We uploaded 2,300 contacts after lunch and sent our first nurture e‑mail before tea‑time. Within a week the pipeline felt organised instead of chaotic, and I finally stopped living in my inbox.”
“We’re a two‑person studio, so every minute counts. GoSucceed replaced three separate tools, saved us £180 a month, and means I can find any client note in seconds—even while I’m on the phone to them.”
“HubSpot was like buying a spaceship to do the weekly shop. GoSucceed gave us a tidy little jet‑pack: quick to strap on, easy to steer, and powerful enough to grow our service bookings by 38 % in three months.”
“The onboarding literally took thirty minutes. My part‑time assistant now triggers e‑mail and text sequences with one click, and our enquiry‑to‑booking rate has jumped from 22 % to 41 %.”
"I closed £42 k in new retainers inside 60 days. Once the automations were running, follow‑ups happened while I was on client calls—no more sticky‑note reminders cluttering my desk.”
“I’m not a ‘tech guy’, yet I built a landing page, funnel, and calendar in an afternoon. We’ve since doubled our referrals because every happy customer automatically gets a polite ‘who else can we help?’ message.”
Get quick answers to our most frequently asked questions.
A CRM is a live system that records every call, e‑mail, note, task and deal in one place. GoSucceed CRM goes further by adding marketing automation, landing pages and built‑in texting—so you can act on your data, not just stare at rows and columns.
Absolutely not. Small firms feel the pain of lost leads and forgotten follow‑ups first. A light, all‑in‑one CRM keeps you organised without the enterprise bloat: think “digital PA” rather than “corporate IT project”.
Import your contacts via CSV, map any custom fields, and you’re done. Our concierge team will even pull notes from your spreadsheets for you—and build your first follow‑up automation—during your free trial.
No. GoSucceed automation is behaviour‑based: send a gentle reminder only if a quote hasn’t been opened in 48 hours; text a thank‑you only when a job is marked complete. It’s thoughtful, not robotic.
The system schedules review requests, renewal reminders and referral prompts automatically. Every post‑sale touch‑point sits on the client’s timeline, so your next conversation always starts in context.
It can schedule reviews, upsell prompts, renewal reminders and referral requests — turning one‑off customers into repeat buyers and brand advocates. You’ll see every post‑sale activity on a single timeline.
Yes. Data is encrypted at rest and in transit. We provide role‑based permissions, audit logs and an easy forget/delete this contact button to satisfy Right‑to‑Be‑Forgotten requests.
Not for the essentials. GoSucceed bundles email marketing, SMS, landing‑page builder, calendar booking and pipelines out of the box. Zapier and webhooks are there if you want niche integrations, but you won’t need them for day‑to‑day work.
Every account gets live‑chat access to real humans, short how‑to videos in plain English, and a free data‑import call. Need a nudge? Book a 15‑minute walkthrough with the same team that built the platform.
Absolutely. Every form, landing page and e‑mail link is auto‑tagged, so the built‑in dashboard can tell you which channel—Google Ads, Facebook, referrals or organic search—generated each deal. No spreadsheets, no guess‑work: just clear ROI reporting you can act on.