GoHighLevel CRM
A pipeline that shows every lead.
Contacts, custom fields, tags and pipelines set up so you can see where every lead stands and what happens next.
What’s included
CRM built around your sales steps
We design the CRM before we build it, so it stays clean as you grow.
- Custom fields and contact structure
- Tags and smart lists
- Pipelines and opportunity stages
- Lead sources and attribution
- Assignment rules for your team
- Tasks and follow-up reminders
- Contact import and cleanup
- Pipeline and source reporting
How it works
How we build it
Map
We map each stage from first contact to paid job.
Build
Fields, tags, pipelines and rules set up and tested.
Train
Your team learns how to move leads through the pipeline.
Who it’s for
Who it helps
Teams tracking leads in their heads
See every open opportunity in one view.
Owners with several salespeople
Assign leads and see who follows up.
Messy accounts
Clean up tags and fields that grew out of control.
Questions
Frequently asked
Can you clean up our existing GHL account?
Yes. We audit fields, tags and pipelines, then simplify.
How many pipelines should we have?
Usually one per way you sell. We will recommend the right number.
Can leads be assigned automatically?
Yes, by source, service, location or round robin.
Do we need to buy GoHighLevel through you?
No. You can use your own GoHighLevel account. If you don’t have one yet, we can help you pick the right plan.
Ready to get started?
30 minutes, no pressure. We’ll map out what you need and what it takes.