HighLevel
Overview
HighLevel provides a comprehensive, white-label platform for marketing agencies to manage their clients' sales and marketing efforts. It consolidates tools for CRM, funnels, email marketing, and appointment scheduling into a single system, enabling agencies to deliver a unified client experience.
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About HighLevel
HighLevel offers a unified sales and marketing platform specifically built for agencies and consultants to manage their clients' needs. The white-label software allows agencies to present a branded, all-in-one solution, replacing a fragmented collection of tools. Key functionalities include a full-featured CRM for lead and pipeline management, alongside tools for building websites, landing pages, and sales funnels. Communication is centralized with two-way SMS, email marketing campaigns, phone call tracking, and a unified conversation inbox. The platform also incorporates automation capabilities, allowing for the creation of sophisticated follow-up sequences and workflows triggered by user behavior. Additional features include appointment scheduling, online review and reputation management, and social media planning. By consolidating these services, agencies can streamline their operations, reduce software subscription costs, and create a scalable, high-value service offering for their clients.
Key Features
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White-Label Platform for Agencies
Rebrand the entire platform with an agency's logo, colors, and custom domain. Offer clients a professional, branded software experience as part of a service package. -
CRM & Pipeline Management
Manage leads and opportunities in a visual pipeline. Track deal stages, assign tasks, and monitor sales progress for multiple clients from a single dashboard. -
Unified Communications Inbox
Consolidate conversations from SMS, email, social media DMs, and Google Business Messages into one inbox for streamlined client communication and lead follow-up. -
Marketing Automation Workflows
Build automated campaigns using triggers and actions. Nurture leads with timed emails and text messages, tag contacts, and move them through the sales pipeline automatically. -
Funnel & Website Builder
Create high-converting landing pages, sales funnels, and full websites with a drag-and-drop editor. Includes templates and options for custom domains and hosting. -
Online Appointment Scheduling
Create and embed calendars for booking appointments. Automate confirmations and reminders via email and SMS to reduce no-shows and streamline scheduling for service businesses. -
Reputation Management
Send review requests to customers via SMS or email to generate more positive online reviews on platforms like Google. Monitor and manage online reputation from one place. -
Social Media Planner
Schedule and publish content across multiple social media accounts, including Facebook, Instagram, and LinkedIn, from a single content calendar.
Use Cases
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Lead Nurturing for Service Businesses
An agency uses automated workflows to follow up with new leads for their client, a local contractor. The system sends a sequence of texts and emails, booking interested leads directly into the client's calendar without manual intervention. -
Streamlining Agency Operations
An agency replaces multiple software subscriptions for CRM, email marketing, and scheduling with one platform. This reduces monthly costs and simplifies team training, allowing them to manage all client activities from a single login. -
Boosting Local Business Online Reputation
After a service is completed for a dental office client, an automated request is sent to the patient asking for a review. This helps the client consistently generate positive Google reviews, improving their local search ranking. -
Creating a Branded SaaS Offering
A digital marketing agency white-labels the platform and sells it as their own branded "All-in-One Marketing Software" to small businesses, creating a new recurring revenue stream alongside their traditional services. -
Website & Funnel Building Service
An agency uses the integrated builder to quickly create and deploy lead generation funnels for clients. They can track conversions and report on ROI directly within the platform, demonstrating clear value and campaign performance. -
Centralizing Client Communication
A real estate agent's marketing team manages all incoming leads from web forms, texts, and social media in the unified inbox. This ensures no lead is missed and follow-up is prompt, increasing the likelihood of closing a deal.