Calendars

We provide different kinds of calendars base on your Business niche (Personal, Team, Service, Events, etc).

Sync with external calendars (Google Calendar, Outlook, iCloud) to block conflicting time or write back events.

Automate reminders, confirmations, reschedules, and workflows tied to appointment events.

Embed booking widgets / share scheduling links so clients can book time with you.

In short: it’s a full scheduling system inside HighLevel, which replaces or complements third-party tools like Calendly, Acuity, etc.

CRM

Store & organize all your leads/clients in one place.

Use custom fields, tags, contact types to segment contacts.

Capture leads from various sources: web forms, ads, chat widgets, phonecalls.

Maintain a timeline / history of interaction: emails, SMS, calls, page visits, form fills etc.

Automate follow-ups or workflows: e.g. when a new contact is added, tag applied, a form submitted.

Essentially, it helps you streamline marketing, sales, and client communication in one central, automated platform.

Pipeline / Opportunities

Customizable Stages - You can fully customize stages to match your specific process (sales, onboarding, client delivery, etc.).

Opportunity Management - Add or automatically create opportunities when leads come in through forms, funnels, chat widgets, etc.

Automations - Send a follow-up email/SMS, Notify your team, Update tags or tasks, etc.

Pipeline Analytics - Built-in reporting to track lead value, conversion rate, sales velocity, etc.

Smart Filters & Sorting - Filter by date, value, owner, or source. Sort opportunities by status.

Integration with Calendar & Workflows - Opportunities can automatically move stages based on calendar bookings or workflow actions.

Lead Scoring & Value Tracking - Add monetary values to opportunities to see the potential and actual revenue of your pipeline.

Stands out by combining pipeline tracking, automation, and communication tools into a single, all-in-one platform.

Automation

Automate recurring or conditional actions triggered by specific events. Instead of manually doing a set of tasks every time.

Automation saves time, reduce human error, and ensure consistent customer engagement across every stage of their sales and service process.

Smart Website

A modern, data-driven website that uses automation, personalization, and integrations to improve user experience and business performance.

Sales / Marketing Funnels

Custom made sequence of pages and actions designed to guide a visitor toward a specific goal — such as booking an appointment, signing up for a service, or making a purchase.

Appointment / Booking Forms

Customizable form fields (like name, email, phone, service type, or notes) and even automate what happens next — such as sending confirmation emails, SMS reminders, and follow-up sequences through automation.

Surveys

Interactive tools designed to help businesses collect valuable feedback, insights, and data directly from leads or customers.

24/7 Live Chat Support / Bookings / Appointments

A real-time chat channel. Website visitors can initiate a chat via a widget, and messages go directly into your system inbox (Conversations) alongside SMS, email, etc.

"All-in-One Chat” that gives visitors multiple channel options.

Social Planner

Connect your social media accounts (Facebook, Instagram, LinkedIn, Google Business Profile, etc.).

Create, schedule, and publish posts in advance.

Use a content calendar view (weekly / monthly) to see your posting schedule.

Analytics: track metrics (likes, comments, reach, impressions, followers) especially for Facebook & Instagram.

Mobile app support: the mobile HighLevel app has Social Planner features now, with account connections, various views (monthly, weekly, list), editing & scheduling.

QR Code

Generate and customize QR codes.

These QR codes can have different “types” or “destinations” such as:
 • Website / URL
 • Review link (e.g. Google, Facebook review pages)
 • Funnels, forms, payments, SMS, email, calls, etc.

Email / Sms Campaigns

Unified multi-channel campaigns: send emails and SMS from the same account and tie both into the CRM, funnels, and pipelines so messages are triggered by contact behavior.

Note on SMS features:

A2P / 10DLC (US) matters: if you send SMS to US numbers you’ll need proper registration (10DLC/A2P) and follow carrier policies — otherwise messages may be blocked or throttled.

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