CRM • Lead Generation • Automation
HighLevel: CRM, Pipelines, and Agency Follow-up
HighLevel is a CRM and marketing platform used for lead management, pipelines, appointment booking, messaging and agency workflows.
HighLevel, also called GoHighLevel, is organized around a sales pipeline. A lead can move through stages, receive email or SMS follow-up, and book an appointment without the record leaving the account.
It is a closer fit for agencies and service businesses that manage conversations and client work. It is a weaker fit when the main job is hosting a course or selling a download. That job is described in the Systeme.io guide.
- Track leads and move them through a sales pipeline
- Automate follow-up by email, SMS and internal tasks
- Book appointments and manage conversations
- Run client workspaces from one agency account
A pipeline does not create the offer or the traffic. Confirm the current plan and any trial terms on HighLevel’s own site before you sign up.
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