The GoHighLevel CRM (customer relationship management) is the platform’s foundation. Therefore, all features revolve around the CRM as the focus of GoHighLevel is the contact.
Because GoHighLevel is an all-in-one sales and marketing platform focused on generating leads and sales for a business, the CRM is a super important component.
Unlike some other marketing apps, it does not disappoint as the CRM is not an afterthought or something that they feel they have to do and are not passionate about.
The GoHighLevel CRM has a robust feature set that helps service-based businesses get more leads, nurture those leads and convert those leads into clients.
The GoHighLevel CRM is advancing fast, and GoHighLevel is releasing new features every week into the platform.
Below are the main features of the GoHighLevel CRM that I love:
GoHighLevel has the concept of tagging. You can place a tag on a record when you are in a contact record. There are a few ways you can use tagging, including:
- Grouping – Using the tag to group contacts into a smart list
- Trigger – Use the tag to trigger a workflow
- Reminders – Use the tag to remember that the contact has taken an action
While in a contact record, you can add a contact to a workflow triggering a sequence of automated actions like:
- Sending an email or SMS
- Creating a note on the contact record
- Add a task for a salesperson to complete at a future date
- Update contact information
- Send a notification to a salesperson or manager
- And much, much more
GoHighLevel has good searching and filtering capabilities. They are basic, but they are adding more and more features. For most businesses, the existing search is more than adequate.
Another great feature of the GoHighLevel CRM is the entire history of all the contact activities.
GoHighLevel shows every action the contact has taken in the system, including:
- Forms the contact has filled in
- Pages the contact has visited on the website
- Appointments the contact has booked, missed, and attended
- Links clicked in emails
- Phone calls and SMSs sent and received
From the contact record, a user can see all the messages a contact has sent and received through:
- Facebook Messenger
- Instagram Messenger
- Google Business Profile
The user can also reply to and send messages from the user platform from any of the above services.
The GoHighLevel CRM can be integrated with Google Analytics, Google Ads, Facebook Ads, Instagram, Facebook, and Google Business Profile.
GoHighLevel can determine which platform the contact first entered the CRM with these integrations.
Because the CRM is also integrated into the sales pipeline, GoHighLevel can create reports on how much money each marketing platform has earned and how many leads have been generated from each platform.
The GoHighLevel is also integrated into the GoHighLevel invoicing system so users can send payment links to clients to make payments via credit card directly from the contact record.
GoHighLevel integrates with Twilio for phone calls so users can make calls directly to contacts from the desktop and mobile app.
These calls can also be recorded so managers can coach the salespeople.
The mobile app is fantastic as you can work with your contacts and respond to notifications while you are on the go.
You can message your contacts on all platforms and make calls from the mobile app.
One of my favorite features of the GoHighLevel CRM mobile app is recording a personalized video directly from your phone and sending the link to it in an SMS message.
This is one of the most powerful things you can do to touch base with a new lead or someone that has booked an appointment in your calendar without calling them.
Smart Lists are saved searches in the GoHighLevel CRM. These saved searches can be used in other parts of the platform, like when you require a list of contacts to send a marketing email.
You can perform complex searches based on tags, contact data, custom fields, opportunity information, and contact activity.
The quick actions menu is a great tool to make changes to contact in bulk. You can select contacts by clicking the check box next to the contact name. Then you can perform actions on those contacts like
- Add them to a Workflow
- Send them an SMS
- Send them an Email
- Add or remove a tag
- Delete the contacts
- Add them to a sales pipeline or move them to another pipeline stage
- Export the selected contacts
- Merge contacts
The custom fields are an excellent way to add extra information to the contact record that is important to your business.
The GoHighLevel is as good as any CRM. There is nothing exceptional about it except that it is fully integrated into one of the world’s most powerful marketing automation tools.
This is what makes the GoHighLevel CRM so powerful.
There are a few limitations of the GoHighLevel CRM:
As of writing, the GoHighLevel CRM does not have the concept of a company record. The company is attached to the contact. Therefore you can’t have one company with many contacts attached to it.
This will be resolved in the second quarter of 2022. It is currently being worked on.
The user interface is a little slow, but GoHighLevel is aware of it, and they are making improvements to the speed.
It is taking time because they are only three years old and add a considerable amount of new features every month.
I find it easy to forgive them for this as they are improving it, and in just three years, they have built a vastly superior platform to other apps that are 10-15 years old, including Keap, ActiveCampaign, and Ontraport.
The user interface isn’t as attractive as its competitors.
Again this is due to them adding much-needed features and not focusing on the user interface. However, it is adequate, and I still enjoy using it.
One day they will make it look nicer, but for me, the power functionality makes it easy to forgive the user interface limitations.
I just love the GoHighLevel CRM.
No, it is not perfect, but it is powerful and has all the features I use for my business and clients.
They are constantly improving it, and I am sure that in the next 12 months, it will be one of the best CRMs on the market for small businesses.
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