Marketing automation for CRM software companies
CRM is one of the most crowded categories in software, and buyers compare you with a dozen others before they book a demo. Maggie, your AI CMO, writes the comparisons, migration guides and LinkedIn posts that put your product on their shortlist, and you approve every one.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why CRM software companies struggle to keep their marketing going
Your product team ships every sprint. Your content still describes last year's pipeline view, and the big names own every search you care about.
The giants own the shortlist
Search for the best CRM for a small team and the same few household names fill the page. Unless you publish clear comparisons and alternatives pages, buyers never learn you exist.
Every niche needs its own story
A CRM for estate agents, for recruiters, for agencies, for field sales. Each audience searches differently and wants its own page, and your one content marketer can't write them all.
Switching feels too risky
Buyers stuck on spreadsheets or an old CRM fear losing their data and their team's patience. Without migration guides and import walkthroughs, they stay where they are.
LinkedIn goes quiet between launches
Sales leaders and founders, your buyers, live on LinkedIn. You post at launch, then nothing for weeks, and they forget you before the renewal on their current CRM comes round.
Your new email sync shipped on Monday, and the content was out by Friday.
Your team has just released two-way email sync, the feature your sales calls kept asking about. The changelog has one line about it, and the comparison page against your main rival still says you don't have it.
You enter your product's website into cmo.so. Maggie reads it and writes your brand profile: a CRM for small agencies and consultancies, the founders and sales leads who buy it, the spreadsheet chaos you replace, the bigger CRMs you're compared with, and the plain, slightly impatient-with-jargon way you write. You correct one thing: you dropped the free-forever plan in the spring.
By Tuesday the drafts are waiting, each with a picture in your brand's look: a feature explainer on setting up email sync, an updated comparison against the CRM your buyers most often leave, a guide to moving an agency's pipeline out of spreadsheets, and three LinkedIn posts written from your founder's point of view. Your product manager checks the explainer, you approve the rest and tighten one headline.
The articles go live on your blog and the LinkedIn posts go out on the days you chose, each reported back with its link. Next month, Search Console in cmo.so shows which comparisons people found, and AI visibility shows whether Google's AI answers now mention you for small agency CRM searches.
A content team that keeps up with your release notes
Each of those problems has an answer, and your team still decides what goes out under your product's name.
Honest comparisons and alternatives pages
Articles comparing your CRM with the tools buyers already know, plus alternatives pages for people ready to switch, written for Google and for AI answers. Published to WordPress, Shopify, Wix, Webflow or any site through the cmo.so API.
Blog on autopilotA page for every niche you serve
Posts for each audience in your brand profile, from estate agents to recruiters, showing how they'd set up a pipeline, track deals and report to the boss.
Use-case contentMigration guides that lower the risk
Step-by-step guides for moving from spreadsheets or another CRM, importing contacts and getting a sales team to actually use it, so switching feels manageable.
Migration guidesLinkedIn every week, not every launch
Posts on pipeline habits, sales process and new features in your voice, on the days and times you choose. Facebook, Instagram, YouTube and TikTok are in beta if you want them too.
LinkedInSearch Console and AI visibility
Connect Search Console and Maggie plans from your real search data. AI visibility shows how Google's AI answers describe your CRM, so you can see whether comparisons are changing the answer.
Search and AI answersWorks where your team works
Approve drafts in the web app or iPhone app, ask from ChatGPT or Claude through the cmo.so connector, or use the MCP server and CLI. Add your product and marketing people in Me → Team.
Connectors and teamYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your product's website to a content engine in four steps
Enter your website
Maggie reads it and drafts your product's brand profile in minutes.
Check your profile
Correct your audiences, your competitors and what you replace, and choose your channels.
Review the drafts
Comparisons, guides and LinkedIn posts arrive with pictures. Approve, edit or skip each one.
Let them go out
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways CRM companies try to win buyers, and where each one runs out.
…spend more on ads and review sites?
Paid clicks and listings work while you pay, and CRM keywords are expensive because everyone wants them. Articles on your own site keep bringing buyers long after they're published.
…hire another content marketer?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and one person still can't cover every niche and every comparison. Maggie does the volume so your marketer can focus on strategy.
…pay a SaaS content agency?
SEO and content agencies often cost around £1,000 a month, and briefing them on each release takes time. Maggie already knows your product from your brand profile.
…prompt ChatGPT for each article?
You'd brief it on your product every time, then format, illustrate and publish yourself. Maggie remembers your product and competitors and runs the whole loop, inside ChatGPT or Claude if you like.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for CRM software companies: your questions
Still unsure?
What is marketing automation for CRM software companies?
It's software that does the repeating content work of a CRM company: comparisons, use-case pages, migration guides, feature explainers and LinkedIn posts, written and published on a schedule.
With cmo.so, Maggie does all of it from your product's website, and nothing goes out until your team approves it.
How do CRM software companies get more customers online?
CRM software companies get more customers online by answering the searches buyers make before a demo: comparisons, alternatives, migration guides and pages for their industry, plus steady posts on LinkedIn where sales leaders spend time.
Maggie writes all of these every week, and Search Console in cmo.so shows which ones bring people in.
How much does it cost for a CRM company?
There's a free plan with no card needed. Paid plans are per website and billed monthly: Pro at £45 a month suits most CRM companies posting articles and LinkedIn every week, and Air at £15 a month covers two posts a day if you're starting small.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should CRM software companies start with?
Most start with their blog for comparisons, alternatives and migration guides, and LinkedIn for founders' and sales leaders' posts.
Facebook, Instagram, YouTube and TikTok are in beta if you want short feature demos, and Google Business helps if you also sell locally. Each channel has its own posting times and queue.
Will comparison articles be fair to our competitors?
They should be, and you decide. Maggie writes from your brand profile and public information, and you can set rules such as never criticising a competitor by name or always linking to their pricing page.
Check any claim about another product before you approve, because features and prices change, and the business stays responsible for what it publishes.
Can cmo.so write pages for each industry we sell to?
Yes. List the industries and roles you serve in your brand profile, and Maggie plans use-case articles for each one, such as how a recruitment agency might track candidates and clients in your CRM.
You can also give her the questions your sales team hears on calls, and she turns them into posts.
How does it keep up with our releases?
Send a note about what shipped to Maggie, your AI CMO, from the app, from ChatGPT or Claude, or through the MCP server and CLI, and she plans an explainer, updates to related articles and LinkedIn posts.
Your product manager can check the technical detail before anything goes out.
Can it help us show up in ChatGPT and AI search answers?
It helps, though nobody can promise a mention. Maggie writes articles with clear, quotable answers to the questions buyers ask, which is what AI tools draw on.
AI visibility in cmo.so shows how Google's AI answers currently describe your CRM, so you can follow the change over time.
We're a CRM consultancy, not a vendor. Does it still fit?
Yes. Implementation partners and consultancies use the same mix: guides on choosing and setting up a CRM, case studies of projects, and LinkedIn posts that show your expertise.
Your brand profile sets which platforms you work with, so posts match the services you actually sell.
Is it safe to let AI publish for our brand?
Yes, because nothing goes out until your team approves it. Approvals are on by default, and you can keep them on for every channel or let a channel you trust run on autopilot.
Social channels connect through each platform's official sign-in, so cmo.so never sees your passwords, and cmo.so never sells or rents your data. Search Console data is never used for advertising or to train AI models.
We have several products or regional sites. Can one account cover them?
Yes. Add each website to one account and each gets its own brand profile, channels, schedule and approvals.
Max and Elite plans suit teams publishing a lot across several sites.
Get onto the shortlist before the next renewal season
Enter your product's website. Your brand profile and first week of comparisons, guides and LinkedIn posts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time