For agencies and solo operators

Four tools, four versions of the same lead, one hour of your morning gone.

Your client work is split between a page builder, an email tool, a CRM, and a calendar, and each one carries its own version of who a lead is. Most mornings start with you reconciling four half-right records before you sell a thing. HighLevel puts those same four jobs behind a single login, so the record stops splitting in the first place. This site lays out the setup in order and gives straight answers to the pricing questions people ask before they sign up. You also get three workflows to copy into your account and run as-is. Starter runs $97 a month as of August 2026. Two weeks on the free trial is plenty to wire up one of them and watch how the workflow handles your real leads.

Try it for 14 days

14-day trial. Cancel anytime. HighLevel runs billing and support.

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Sample inbox

EXAMPLE

  • 2m

    Missed call

    A text already went out.

    Example
  • 11m

    New form

    They're in New Lead. First email is waiting.

    Example
  • 1h

    Contract

    Signed. Moved to Closed Won.

    Example

Made-up example, not a real customer. The point is that the form, the text, and the contract can sit on the same person.

Tools people often replace

FunnelsEmailCRMCalendarSMSAutomationsCoursesFunnelsEmailCRMCalendarSMSAutomationsCourses

What this costs

Several bills, and you still copy the lead between them

The form lives in one product. Follow-up lives in another. The actual conversation happens in a third. A lot of agencies are already spending $500 to $1,500 a month on that mix, before counting the time spent copying fields. The lead you forgot about is usually the more expensive part, because nobody had the full picture.

Inside HighLevel

The page, the email, and the text can sit on one contact

When someone books a call, they can already be on your pipeline with a tag. A confirmation can go out from the same record. The calendar, the contract, and the payment can stay attached to that person. Unlimited is $297 a month as of August 2026 if you want your brand on the login.

Setup guide

First week

What people usually turn on

1

Pages, email, and texts in the same login

You can open a contact and see the form they filled out, the emails they got, and the texts in the same record instead of hunting through other apps.

2

After-hours questions

There's a chatbot that can answer the usual stuff when you're not around. There's also a voice option that can put a time on your calendar if you turn it on.

3

Your brand on the login

Unlimited is $297 a month as of August 2026 and lets clients see your name instead of HighLevel's. SaaS Pro is $497 if you want to resell the software. Those are published prices as of August 2026.

4

A follow-up you write once

You can set a wait of a couple of minutes after a form comes in, then send a short text. After that you're only dealing with people who reply.

Once it's set up

What a morning can look like

This is a picture of the product working, not a promise about your numbers. You open one inbox. Overnight calls are on the calendar. A new form is already in New Lead with the first email sent. You spend time on the people who replied and move a signed contract when it comes in. Scheduled posts still go out later in the week without opening a separate planner.

  • Booked calls can stay on the contact instead of a separate Calendly tab.
  • SMS, email, Facebook, and Instagram can share one thread.
  • Most people get lost if they turn on everything at once. Start with a page and a workflow, then add more.

First two days on the trial

  1. 1

    If you want to send texts in the US, finish the A2P 10DLC registration first. Until that's approved, the messages often don't go out. The UK has a separate form.

  2. 2

    Connect Stripe and build one page or a booking link. Keep it small on purpose.

  3. 3

    Add a wait of two to five minutes, then a short message that says you got their info and what happens next.

  4. 4

    Turn the chatbot on in test mode. Call your own number, let it ring, and see whether the missed-call text arrives.

Start the 14-day trialPaid link. We earn a commission.

On this site

Guide, questions, and the workflows

Try HighLevel on work you already have

Fourteen days is enough time to put a real offer into HighLevel and see whether follow-up runs without you copying names. HighLevel handles billing and support. Cancel before the trial ends if it isn't helping.

Try it for 14 days

14-day trial. Cancel anytime. HighLevel runs billing and support.

Paid link. We earn a commission.