Go HIghlevelStarts at $97 a month
CRM’s are everywhere.
If you are running a small business and looking for a CRM to automate your business, there are a plethora of options and it is simply impossible to try and choose the right one.
Thankfully, there are CRM’s built now exclusively for certain niches specifically for a certain customer journey.
HighLevel is one such CRM built exclusively for marketing agencies that serve small, local businesses in their digital marketing needs.
It’s a really interesting direction for a new SaaS product to take. Although the market is not very huge, there isn’t a similar product like this apart from a few SEO, reputation management tools, etc. There are similar products such as Close, Outreach, etc. but they serve a different type of customer and not specifically local marketing agencies.
HighLevel promises to bring a lot of functionality under a single tool that will enable a marketing agency to stop using many other individual tools designed for a specific purpose like email marketing, two-way text messaging, etc. Is it possible? Well, let’s find out.
The sign-up process was fairly straight forward with just the basic information requested. There are a few done for you set-up features available for an additional cost which might be useful for many agencies that do not have the time to get used to and learn the tool.
Upon completion, you are instructed to join the official Facebook support group. Overall, a nice and uncomplicated sign-up process.
The dashboard on the first login is clean and intuitive with a minimalistic UI design. It is quite a refreshing approach as CRM’s add more and more functionality, the dashboard can become cluttered and sometimes completely confusing.
The first thing to be done before the tool even gets usable is to connect the details of your Twilio account. HighLevel uses Twilio as the back end service provider for text messaging and calling features.
Once the Twilio account is connected, it is now possible to add the account of your clients, agency team members, etc.
There is a neat way to add accounts by searching the name of the local business and it pulls in all the information from the client’s Google My Business listing. It definitely saves a lot of time. Of course, you can always add the information manually as well.
The next step is to add the Mailgun API key for sending emails. Quite straightforward but it is important to add the TXT records in the DNS settings of your domain provider. Mailgun has detailed tutorials on how to do this for all major domain providers.
The final important thing is to add a phone number from settings that will complete the set-up to start using the software.
Again, the clean and minimalistic UI makes the initial set-up process quite a breeze.
The dashboard offers a great graphical representation of the marketing funnel for each client with stats and numbers on prospects, pipeline value, opportunities, appointments won, conversion rate, etc. It shows a great bird’s eye view of everything that is happening that results from your marketing efforts for your clients.
It also gives a clear view of which stage of the marketing funnel the client is losing prospects and potential customers so that your agency can focus more on that specific stage.
Reviews are an integral part of gaining a presence online for local businesses.
Highlevel makes it extremely easy to generate reviews by sending out review requests to customers at a defined time limit that can be set.
It also integrates with invoicing tools like QuickBooks that makes it very useful.
HighLevel has a built-in funnel builder that is incredibly easy to use and build an entire marketing funnel for your clients including forms, landing pages, etc.
So, if you would need to run a promo for a client that would involve a landing page with a form connected to it and a thank you with a booking calendar, all of this can be achieved within HighLevel without ever leaving once.
That is really great as it saves a lot of time and money by avoiding the use of so many different tools for all the functionality that puts a funnel together.
Another really unique feature in the funnel builder is the ability to import the funnels from ClickFunnels directly into HighLevel’s builder. This is of great help when you have all the funnels set up in ClickFunnels and have to transfer everything to HighLevel.
Facebook messenger ad campaigns
In addition to SMS and voice calls, Highlevel also allows automating your Facebook messenger ads with two-way messages. This is a really unique feature which none of the similar CRM’s offer.
Just connect your Facebook account and the messenger ad to set up the follow-up sequences. Of course, it is not as powerful as a standalone chatbot platform like Manychat or Chatfuel, but it is a nice additional feature that covers the basics.
The number and robustness of the integrations could make or break such a tool. Thankfully, additional to many native integrations available, HighLevel has a well tested Zapier integration that makes integration with almost any other app possible.
There are two plans available.
The single location plan costs $99 a month and as the name suggests, can be used only for a single location. The agency plan costs $297 a month and has unlimited access to a number of locations.
Agency plan gives the most value for money as you can serve many clients across various locations.
This is something HighLevel absolutely excels in. The customer support to solve issues for users and getting feedback to improve the product further is simply fantastic.
The official Facebook support group is highly engaging where many issues are discussed and fellow users help each other with tips and solutions. Even the founder is very active in the group answering any potential issue that users need help with.
There are many new features that are released very frequently. Although it is good to know that the founders and developers are at their toes, it could overwhelm the users.
Although there is power dialer for automating calls, predictive dialer is missing. Although it’s quite a challenge to build a robust and fully functional predictive dialer, it looks like the team is working on it to be released later.
Also, there is occasional slowness while refreshing the app that has been reported by a few users.
So, is it good?
Absolutely. It is a fantastic tool for agencies that serve local businesses. It is easy to use, has a lot of functions and possibilities for time-saving automations.
Yes, there is room for improvements to be made as with any new SaaS product, but the core idea and execution of it are spot on.
Definitely worth a try to run your agency more seamless and effective.