HighLevel CRM for Agencies

A guide to evaluating CRM, pipelines, sub-accounts and agency workflows.

The problem this solves

Agency CRM needs differ from a single-business CRM because the operating model includes clients, pipelines, permissions and repeatable delivery.

What to evaluate

• How leads enter the system
• How contacts are organized and segmented
• What triggers follow-up
• Where appointments and sales are recorded
• How customers are re-engaged after the first conversion

When an all-in-one platform makes sense

If your workflow crosses multiple tools, the operational cost of connecting them can become a bigger problem than the subscription price itself. HighLevel's proposition is to put many of those functions in one environment.