TOOL LIBRARY / CUSTOMERS & RELATIONSHIPS
HighLevel
Combines CRM, messaging, marketing automation, websites, booking, payments, and client accounts for agencies.
What it is
HighLevel is a sales and marketing platform built around CRM pipelines, email and text messaging, calling, calendars, forms, websites, funnels, reputation management, payments, and workflow automation. Agencies can manage multiple client sub-accounts and offer a branded client experience.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Track prospects and clients through configurable CRM pipelines.
- Automate follow-up across email, text, and calling workflows.
- Publish forms, booking calendars, landing pages, and funnels.
- Manage separate client sub-accounts from one agency workspace.
- Collect payments and report campaign or pipeline activity.
Our take
HighLevel can consolidate a fragmented client-acquisition stack for an agency or service business that will genuinely use its breadth. It is excessive for a simple executive relationship list, and the office should not adopt it until one owner can govern pipelines, messaging consent, automations, and billing.