What it is
HighLevel bundles CRM, funnels, websites, email, SMS, WhatsApp, scheduling, reviews and AI chatbots into one account. It's built for marketing agencies: each client gets a sub-account, and on the top plan you can resell the platform under your brand as if it were your own software. Local businesses also use it to replace several tools with one.
How to use it
- Create a sub-account per client with its own funnels, contacts and automations.
- Build funnels and sites with a drag-and-drop editor.
- Reply from one inbox to SMS, email, WhatsApp, Instagram and web chat.
- Book appointments with built-in calendars and automatic reminders.
- Resell the platform under your brand and charge clients a monthly fee.
What it's good for
- A marketing agency managing twenty dental clinics from one account and billing them monthly.
- A gym capturing leads from ads, booking trial classes and requesting Google reviews.
- A consultant who wants to sell their own marketing software without writing code.
Pros
- Replaces several tools: CRM, funnels, scheduling, email and SMS
- Unlimited sub-accounts on higher plans
- White-label and SaaS mode to resell to clients
- Unified inbox for SMS, email, WhatsApp and social
Cons
- Steep learning curve given how many modules it has
- SMS, calls, email and AI are billed separately by usage
- The entry plan limits sub-accounts and white-labeling
