Automate & Scale Your Business with High Level CRM:
The Ultimate All-in-One Sales & Marketing Solution
Tired of managing a dozen tools just to keep your business running? With High Level CRM, you get everything you need to automate your sales, marketing, and customer management—all in one powerful platform. From capturing leads to closing deals, managing appointments to nurturing long-term client relationships, High Level CRM takes care of it all, so you can focus on scaling your business and driving growth.
One Platform. Limitless Power.
High Level CRM consolidates all your sales and marketing tools into one easy-to-use system, streamlining your entire process. No more switching between apps, no more juggling disjointed platforms—everything you need to grow is right here.
All the Tools You Need to Scale—In One Place
With High Level CRM, you get the combined power of multiple apps—CRM, marketing automation, social media scheduling, reputation management, payments, websites, calendars, courses, and more. Say goodbye to fragmented tools and scattered data. Say hello to efficiency, clarity, and growth.
Email & SMS Marketing with Automation
High Level CRM offers a robust email and SMS marketing platform that automates your communication with leads and clients.
Key features include:
Automated Campaigns: Send drip email and SMS campaigns triggered by user behavior, such as signing up for a webinar or abandoning a cart.
Personalized Messaging: Segment your audience and send personalized messages to increase engagement and conversions.
Two-Way Conversations: Engage in real-time, two-way SMS and email conversations with leads to answer questions and close deals faster
Social Media Scheduling Across Major Platforms
With social media scheduling, you can manage and automate your posts across platforms like Facebook, Instagram, LinkedIn, and TikTok directly from High Level CRM
Unified Scheduler: Schedule posts, stories, and even reels from one dashboard.
Campaign Coordination: Schedule posts, stories, and even reels from one dashboard.
Performance Tracking: Track the performance of your social media campaigns within the platform.
Perfect for businesses with a strong social media presence, this feature saves time and ensures consistent posting to maximize engagement.
Campaign Reporting & Analytics
High Level CRM offers comprehensive reporting tools that track the performance of all your marketing efforts
E-commerce businesses can use this feature to nurture leads with tailored offers and automatically follow up on abandoned carts via SMS.
Campaign Insights: Measure the effectiveness of your email, SMS, and social media campaigns in real time.
Conversion Tracking: Track how leads convert through your sales funnel and pinpoint where improvements can be made.
ROI Calculation: Get detailed reports on which campaigns generate the most revenue, helping you optimize your budget.
Businesses can use these insights to refine their strategies, invest in high-performing campaigns, and eliminate those that underperform.
Reputation Automation
High Level CRM can automate the process of requesting reviews from satisfied customers
Triggered Requests: Send review requests automatically after a service is completed, ensuring a steady flow of positive reviews.
Boost SEO: Consistent reviews help improve your online visibility and SEO rankings.
ROI Calculation: Get detailed reports on which campaigns generate the most revenue, helping you optimize your budget.
Businesses can use these insights to refine their strategies, invest in high-performing campaigns, and eliminate those that underperform.
Payment Integration via Stripe/PayPal
High Level CRM enables you to accept payments directly through the platform, making it easy to manage sales
Integrated Invoicing: Send invoices and collect payments via Stripe or PayPal.
Subscription Management: Set up recurring payments for subscription services or retainers.
One-Click Payment: Make it easy for clients to pay with a single click through email or SMS links.
Ideal for businesses offering consulting services or recurring subscriptions, streamlining the payment process for clients.
Website & Funnel Creation with a Drag-and-Drop Builder
High Level CRM’s drag-and-drop builder makes it easy to create websites and sales funnels without needing a developer
Customizable Templates: Choose from pre-built templates to quickly launch your website or funnel.
Full Funnel Control: Capture leads through landing pages, surveys, or forms, and track their progress through your funnel.
Track User Behavior: Monitor how visitors interact with your site and adjust your funnel based on performance data.
E-commerce and service-based businesses can set up conversion-focused funnels in minutes, helping to capture leads and drive sales.
Calendars & Appointment Scheduling with Automation
Automate appointment scheduling and reduce the manual back-and-forth with High Level CRM’s integrated calendars
AI-Driven Scheduling: Automatically schedule, confirm, and remind clients of appointments using text or email.
Sync with Calendars: Sync your Google or Outlook calendar to ensure all appointments are up-to-date.
Automatic Rescheduling: Allow clients to reschedule themselves if needed, reducing missed appointments.
Ideal for coaches, consultants, and service providers who rely on appointments to book clients.
Membership Areas for Hosting Courses and Content
High Level CRM includes the ability to create membership areas, perfect for hosting courses and exclusive content
Unlimited Video Hosting: Upload and manage video content directly within your membership area.
Custom Membership Plans: Offer free or paid membership plans, providing clients with gated access to your content.
Track Progress: Monitor user progress through your courses and deliver certificates of completion if needed.
Ideal for online educators, coaches, or any business looking to offer paid content or training programs.
Mobile App Integration
High Level CRM offers a mobile app that allows business owners and teams to manage their entire CRM from anywhere
Manage Conversations: Reply to SMS and emails, and monitor client interactions on the go.
View Pipelines: Track leads through your sales pipelines no matter where you are.
Monitor Performance: Keep an eye on your campaign results, appointments, and key analytics in real time.
Perfect for businesses with remote teams or professionals on the go, ensuring they stay connected to their leads and customers.
Call Tracking & Recording
High Level CRM allows you to track and record calls, giving you insights into your team’s performance and customer interactions
Call Recording: Record all incoming and outgoing calls to review later for training or compliance purposes.
Analytics & Insights: Measure call effectiveness by tracking metrics like call duration, conversion rates, and follow-ups.
Particularly useful for sales teams and customer service departments who want to improve call performance.
Custom Forms & Surveys
Capture detailed lead information with custom forms and surveys
Embedded Forms: Add custom forms to your website or funnel to capture data points about leads.
Segmentation: Use the data gathered to segment your audience and send personalized messages.
Track Results: Monitor form submissions and adjust based on performance.
Businesses can use forms and surveys to qualify leads and capture important data for future targeting.
Affiliate Management System
High Level CRM provides a built-in affiliate management system to help you manage referral programs
Track Referrals: Keep track of which affiliates are referring clients and monitor their performance.
Automate Commissions: Automatically calculate and pay out commissions based on successful referrals.
Expand Reach: Leverage your happy clients and partners to grow your business through word-of-mouth.
For businesses relying on affiliate marketing, this tool makes it easy to manage and scale referral programs.
Customizable Client Dashboards
For agencies or service providers, High Level CRM offers white-labeled dashboards
Real-Time Tracking: Allow clients to monitor their own campaign progress and view key metrics.
Branded Experience: Create a custom dashboard that reflects your brand, providing a seamless client experience.
Agencies offering marketing services can offer clients a branded, real-time view of their campaign performance.
Automated Workflows
High Level CRM’s workflow automation feature allows you to build complex workflows that automate repetitive tasks
Lead Nurturing: Automatically follow up with leads based on their behavior, such as clicking a link or visiting a page.
Task Assignment: Automatically assign tasks to team members based on lead actions or status changes.
Reminders & Follow-Ups: Set reminders and follow-up sequences that keep your team on track without manual intervention.
Ideal for businesses with complex sales funnels, ensuring no step in the process is forgotten.
Sales Pipelines for Tracking Customer Journeys
High Level CRM allows you to create customizable sales pipelines that track leads and customers through every stage of their journey, from the initial inquiry to closing the sale.
Visualize Your Sales Process: See where each lead is in your pipeline at a glance, ensuring no opportunities slip through the cracks.
Automate Movement: Automatically move leads through the pipeline based on specific actions, such as booking a call or responding to an email.
Track Success: Measure conversion rates at each stage of the pipeline to identify bottlenecks and areas for improvement.
For businesses like real estate agencies or consultants, this feature provides full visibility into the sales journey, ensuring smooth progression through each step.
Lead Source Tracking
High Level CRM enables you to track exactly where your leads are coming from
Channel Attribution: Know whether your leads came from Google, Facebook, SEO, or other sources, and measure the effectiveness of each channel.
Optimize Marketing Spend: Use this data to allocate your budget more effectively, focusing on channels that drive the best ROI.
Businesses can measure the success of their marketing efforts and adjust strategies based on what’s working.
Get the power of multiple apps in one platform
and count the savings
