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You’re juggling tools. One for funnels. One for your CRM. Another for email and SMS. A fourth for scheduling.
It gets messy. Fast.
And if you’re an agency or small business trying to grow, the more tools you bolt together, the more time you spend troubleshooting instead of generating leads and closing deals.
That’s where the HighLevel comes in.
If you’ve been searching for an all-in-one CRM that actually works across marketing, sales and client relationship management, and saves you from SaaS overload, this is it.
Let’s take a closer look!
Table of Contents
What is HighLevel and who is it for?
HighLevel CRM is an all-in-one platform designed for growth-minded businesses. Whether you’re a coach, freelancer, local service provider or a full-scale digital agency, HighLevel gives you everything you need to attract, convert and retain customers.
Instead of stitching together third-party tools, HighLevel brings CRM, marketing automation, landing pages, AI agents, scheduling, review management and even white-labeling. All into one login.
And if you’re wondering what is HighLevel actually replacing? Think ClickFunnels, ActiveCampaign, Calendly, Mailchimp, Kajabi and your CRM combined.
Who it’s for:
- Agencies managing multiple clients.
- Local businesses who need more leads.
- Coaches, consultants and course creators.
- Sales teams that want smarter automation.
- Freelancers ready to scale without more apps.
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Key Features and Benefits
HighLevel isn’t just another marketing tool. It’s a complete system that empowers you to manage every aspect of your marketing and customer engagement. Here’s what you can do with HighLevel:
Manage Client Relationships
With HighLevel’s CRM, you can track every interaction with your clients, automate follow-ups, and nurture leads with ease. No more missed opportunities or manual processes—HighLevel keeps you organized and in control.
Create Professional Websites
HighLevel’s built-in website builder makes it easy to create stunning websites without needing any coding skills. With customizable templates and drag-and-drop functionality, you can design a site that reflects your brand and engages your audience.
Build Sales Funnels
Convert more leads into customers with HighLevel’s powerful funnel builder. Design and optimize funnels that guide prospects through the buying journey, turning interest into action.
Manage Social Media
Staying active on social media is crucial for any business. HighLevel’s social media planner allows you to schedule posts, monitor engagement, and track analytics—all from one platform. It’s a time-saving tool that keeps your brand visible and your audience engaged.
Send Targeted Campaigns
HighLevel’s SMS and email marketing features let you reach your audience with personalized, targeted campaigns. Whether you’re nurturing leads or maintaining relationships with existing customers, HighLevel ensures your message gets delivered.
Schedule Appointments
Streamline your scheduling process with HighLevel’s appointment scheduling feature. Let clients book appointments online, reducing manual scheduling efforts and minimizing no-shows.
Integrate with Other Tools
HighLevel integrates seamlessly with popular software like Mailchimp, Zapier, Ramp (procurement management software) and Google Analytics. This means you can connect your existing tools and create a workflow that works for you.
Manage Online Reputation
Your online reputation matters. HighLevel’s reputation management tools allow you to request, collect, and respond to reviews, ensuring your business maintains a positive online presence.
Sell Merchandise Online
Want to expand your business by selling products online? HighLevel’s ecommerce feature allows you to launch an online store and start selling merchandise without the need for additional platforms.
Leverage AI Tools
HighLevel’s AI tools help you create content faster without compromising on quality. With AI integrated into your marketing workflow, you can generate high-quality content, automate time-consuming tasks, and streamline operations like never before.
HighLevel for agencies: A growth platform, not just a tool
HighLevel isn’t just a tool for running your business, it’s a platform for growing one. For agencies, the ability to white-label HighLevel is a game-changer. You can offer it as your own branded SaaS to clients, generating recurring revenue while keeping full control. Instead of manually building campaigns from scratch, you can:
- Clone and deploy pre-built funnels.
- Create client accounts instantly.
- Set permissions and manage teams.
- Bill clients for access to your platform.
- Sell CRM and marketing automation as part of your services.
Whether you want to scale your own marketing agency or launch your own SaaS product, HighLevel for agencies gives you the infrastructure to grow fast without hiring more devs or buying more tools.
Automation, funnels, AI agents & more
HighLevel is more than just a CRM or a funnel builder.
It’s a fully connected operating system for customer engagement. That means instead of copying data between apps, your emails, forms, funnels, calendar and contacts all talk to each other.
Here’s what a basic marketing automation with HighLevel might look like:
- A lead opts into a landing page.
- HighLevel tags the contact and sends an email + SMS.
- If the lead clicks the CTA, it moves them to a new stage.
- A 3-day follow-up sequence triggers automatically.
- If there’s no reply, an AI voice agent sends a voicemail drop.
- Once they book, HighLevel sends appointment reminders and a post-meeting survey.
This type of CRM workflow would normally take 3–5 tools to build.
With HighLevel, it lives inside one dashboard. No third-party integrations required.
An AI business operating system
HighLevel isn’t just an all-in-one CRM. It’s your AI business operating system.
With the AI Employee suite, HighLevel delivers six powerful tools built to automate real business functions.
Together, they act as your 24/7 assistant by handling calls, chats, content, funnels, reviews and workflows, so you can focus on growth.
HighLevel AI tools include:
- Voice AI: Never miss a call. Automatically answer, qualify and book appointments.
- Conversation AI: Smart chat across SMS, Facebook and Instagram that nurtures leads just like a real person.
- Reviews AI: Automatically respond to Google and Facebook reviews to build trust and improve SEO.
- Funnel AI: Instantly create sales funnels with AI-generated copy, layouts and structure.
- Content AI: Generate social posts, emails, and campaign copy in seconds.
- Workflow AI: Build smarter automations with step-by-step recommendations based on your goals.
Unlike piecemeal tools that charge per task or seat, HighLevel gives you unlimited access to all six AI tools for just $97/month per sub-account. No limits. No add-ons. No fine print.
HighLevel pricing plans explained: Which one is right for you?
HighLevel’s pricing is refreshingly simple. No per-user pricing. No charging you more as you grow. Every plan includes unlimited contacts, funnels, users and automations.
Here’s the breakdown:
Starter | $97/month
Perfect for solopreneurs or small teams just getting started. Includes core CRM, funnels, calendars, automation and email/SMS tools.
Unlimited | $297/month
Ideal for agencies managing multiple clients. Includes everything in Starter, plus unlimited sub-accounts, client switching and the ability to scale.
Agency Pro | $497/month
Designed for serious agencies and resellers. Includes SaaS mode, advanced reporting, rebilling tools and white-label functionality.
All plans include access to AI tools, automations, mobile app and full support.
Not sure where to start?
Most users begin with Unlimited and upgrade once they’re ready to offer white-labeled HighLevel accounts to their clients.
Conclusion: Why HighLevel is the operating system for modern marketing
If you’ve been burned by using 6 different tools to handle funnels, emails, calendars and CRM, now’s the time to simplify.
HighLevel CRM brings everything under one roof.
Whether you’re sending your first email campaign, building your fifth funnel or scaling a client portal to 50 businesses, the platform grows with you.
It’s fast. It’s flexible. And it’s built by marketers for marketers.
You don’t need to guess how it works. You can try it yourself.
By now, you’ve seen the platform, features, pricing and use cases. You’ve got the playbook. Now it’s time to put it to work.
Start your free 14-day trial of the HighLevel platform and see why it’s the best CRM for agencies and small business teams ready to grow.