Build your business with all the tools that you need in one place.
Leverage the power of the HighLevel CRM to grow your business.
We will look at all the features of the HighLevel CRM. How every moving part of your business has been incorporated into one easy-to-use platform. The platform offers a comprehensive suite of tools designed to help businesses with marketing, sales, and customer relationship management. It's specifically designed for marketing agencies and businesses that want to streamline their operations and provide better services to their clients.
The most important aspects of the platform and how they can work for you are listed below.
All-in-One Solution:
GoHighLevel is known for offering a wide range of tools in one platform, including CRM, marketing automation, appointment scheduling, email marketing, SMS marketing, website builder, and more. This reduces the need for businesses to use multiple different tools, which can save time, money, and effort.
Centralized Customer Data:
The platform allows you to store all customer information in one place, providing a complete view of customer interactions, history, and preferences. This enables better customer engagement and personalized communication.
Marketing Automation:
HighLevel CRM enables businesses to automate various marketing tasks such as sending follow-up emails, SMS messages, and reminders. This helps improve efficiency and consistency in communication.
Lead Management:
The platform offers tools to manage leads, track their progress through the sales pipeline, and assign tasks to sales teams. This facilitates lead nurturing and conversion.
Appointment Scheduling:
The platform includes features for appointment scheduling and reminders, making it easier for businesses to manage appointments and reduce no-shows.
White Labeling:
For marketing agencies, white labeling options are available that allow you to brand the platform with your own company's name and logo. This enhances your agency's professional image when presenting services to clients.
Analytics and Reporting:
The platform provides insights into the effectiveness of your marketing campaigns, sales activities, and customer interactions. This data helps you make informed decisions and refine your strategies.
User-Friendly Interface:
The platform was designed from the ground up to be user-friendly, which can help businesses quickly onboard their teams and start using the platform effectively.
Integration:
Many integrations are ready to go with a single click straight out of the box. Many popular tools and services are supported, enabling businesses to connect their existing workflows and tools. There are also integrations to import previous work from services such as ClickFunnels.
Scalability:
It is very important that the platform you choose to work on can grow as your business grows. GHL is designed to support businesses of all sizes, allowing you to scale your operations and customer base without needing to switch to a different platform.
The Nine Sections
When you log into the HighLevel CRM web-based App you have the following nine menu items listed on the left-hand side. This is what they are and what they do.
Dashboard
This is where you can see how your business is performing. You can see, the number of leads that have come in and where they are in the sales process, they value of sales, conversion rate and much much more.
Conversations
This is the built-in email client, all your ongoing conversations are here, emails, SMS and messages from social media platforms. You can also book calls and change the contact's position in the sales process.
Calendars
Here you can synch up the calendar that you use and see all your appointments and search by contact name. everything done here will synch with your chosen calendar, There are options to easily book calls.
Contacts
HighLevel CRM allows you to store and manage customer and lead information in a centralized database. You can organize contacts, track interactions, and maintain detailed profiles.
Opportunities
This is where you manage your sales pipeline by visualizing the stages of your deals or projects. You can track the progress of leads and deals as they move through various stages, from initial contact to closing.
Payments
This is where you can quickly and easily create your products and create invoices for them. You can see all previous orders, subscriptions, and transactions and create discount coupons.
Marketing
This pulls all your marketing channels into one clear easy interface. Connect your social media channels to create and schedule posts. Build your email templates to create and schedule email campaigns.
Automation
You can set up workflows that trigger actions based on specific conditions. For instance, sending an email when a contact takes a certain action, or assigning a task when a deal reaches a certain stage.
Sites
This is where you can build your sales funnels. Create optimised landing pages to take your leads on their sales journey with you. You can also build complete websites from a huge range of templates.
Membership
TThis is where you can build your online training courses. Add unlimited courses with an unlimited number of modules with documents and videos. Members can comment and you can track their progress.
Reputation
This is where you can request and keep track of reviews. Building a great reputation is an important factor in the success of your business and this section encourages you to keep on top of that.
Reporting
This is where you can see how your marketing campaigns are working. Google and Facebook ads data, all in one place. There is also attribution reporting to see where your leads are coming from.