How to Use HighLevel: Everything Explained for Beginners
If you are wondering how to use HighLevel, you are in the right place. HighLevel is a powerful tool that combines CRM, marketing, and more in one platform.
You can try HighLevel cost-free. For one complete month.. It is a great way to explore its features before making a commitment.
In this guide, you will learn how to set up your CRM, create effective marketing campaigns, and build a website. You will also see how to integrate tools with HighLevel to improve your business operations.
Key Takeaways
What is HighLevel or GoHighLevel
HighLevel, launched in 2018, quickly became a favorite among business owners. It was designed to simplify marketing and sales tasks.
Unlike other CRMs, HighLevel combines several tools into one platform. CRM, email marketing, and landing page builders. Many traditional CRMs, such as Salesforce, require multiple integrations to offer the same services.
The platform also includes a customizable dashboard. You can track everything in one place, which improves efficiency. It is a great choice for businesses looking to streamline their operations.
You can read further details about Gohighlevel below. Gohighlevel is another name of HighLevel.
Multipurpose Software
HighLevel is much more than just a CRM. It combines tools for marketing, sales, and customer management. You can use it for email marketing, text messaging, and more.
With HighLevel, you can manage your entire business from one place. It eliminates the need for multiple apps. This saves you time and makes your workflow smoother.
The platform is built to support various business models. Whether you are running an agency or offering coaching, HighLevel adapts to your needs.
You can also use its funnel builder to create landing pages. This feature helps you capture leads and boost conversions.
Who is HighLevel for?
HighLevel is perfect for agencies, marketers, and business owners. If you run a marketing agency, it helps manage multiple clients in one place.
It is also a great fit for coaches and consultants. You can manage sessions, schedule appointments, and automate communication.
Small business owners will appreciate its all-in-one features. HighLevel allows you to streamline marketing, sales, and customer service.
If you are focused on growing your business, HighLevel can help you do that efficiently. It saves you time and provides essential tools to scale your operations.
In general, HighLevel is for anyone who wants to simplify their business processes. It is versatile and can be used in many industries.
How Much Does It Cost?
You might wonder how much HighLevel will cost you. Thankfully, HighLevel offers different plans based on your needs.
The starter plan is great if you are just beginning. It provides access to CRM tools, pipelines, and basic marketing features.
If you need more, the Agency Unlimited plan might suit you better. It offers unlimited accounts, more advanced tools, and full white labeling options.
Prices start at around 97 dollars per month. However, bigger plans can go up to 497 dollars. Here is the price breakdown:
| Plan Name | Monthly Cost | Key Features |
| Starter Plan | $97 | CRM tools, pipelines, basic marketing features |
| Agency Unlimited Plan | $297 | Unlimited accounts, advanced tools, no branding |
| Agency Pro Plan | $497 | White labeling, full API access, priority support |
Pro Tip: Before making a decision, you should opt for the free trial. That way, you will know exactly what features you will get.
If You Need Support
When you start using HighLevel, you might have questions. No worries; you can register for a 30-minute expert consultation.
Also, you can reach out to the support team through live chat. They usually respond fast and guide you step-by-step.
There is also a huge library of tutorials and help articles. If you prefer learning at your own pace, these resources are very useful.
You can join the HighLevel Facebook community as well. It is a lively place where you can meet other users and share tips.
How to Use HighLevel: Stepwise Account Creation
HighLevel account creation is easier than you might think. Here are the steps:
Visit the HighLevel Website
First, you need to visit the official HighLevel website. Look for the Free Trial button on the homepage.
Create Your Account
Click the button and fill out your details. You will enter your name, email address, and create a password.
Choose Your Plan
After signing up, you will select a plan. Remember, HighLevel will not cost you anything during trial duration.
Set Up Your Business Details
Next, you will add your business information. This includes your business name, phone number, and a few other basics.
Access Your Dashboard
Once you finish setup, you will land on your dashboard. From here, you can start using all the amazing features HighLevel offers.
How to Use HighLevel CRM
HighLevel CRM is where all your contacts are stored. You can easily manage leads, track interactions, and set reminders.
Organize Your Leads
Start by adding your contacts manually or importing them. HighLevel also lets you tag leads for better organization.
Manage Pipelines
Create pipelines to track your leads. You can know exactly where each lead stands in the process.
Set Automated Reminders
HighLevel allows you to set reminders for follow-ups. This ensures you never miss an opportunity.
Monitor Activities
Keep an eye on all interactions with your leads. You can view email opens, clicks, and other important activities.
Customize Your Dashboard
Personalize your CRM dashboard to fit your business needs. You can add and remove widgets for easy access to important data.
How to Use HighLevel Marketing Features
HighLevel includes potential marketing tools to grow your business. From email campaigns to SMS automation, it has you covered.
Create Email Campaigns
With HighLevel, you can easily design and send email campaigns. Use templates or create your own from scratch.
Set Up SMS Campaigns
You can also automate SMS marketing. HighLevel makes it easy to schedule and send text messages to your contacts.
Build Funnels and Landing Pages
The funnel builder allows you to create landing pages. These help you capture leads and increase conversions.
Use Automations for Engagement
Set up automations to engage leads at the right time. This includes follow-ups, appointment reminders, and more.
Track Your Marketing Performance
HighLevel gives you the tools to track the success of your campaigns. You can measure open rates, clicks, and conversions in real-time.
How to Create Website with HighLevel
Building a website with HighLevel is simple and efficient. The platform website builder lets you create professional sites quickly.
Select a Template
Start by picking a template that suits your business. HighLevel offers various styles, from modern to classic.
Customize Your Design
Once you choose a template, you can easily customize it. Add your logo, change text, and upload images to match your brand.
Set Up Your Pages
Create different pages like About Us, Services, or Blog. HighLevel lets you structure your website just the way you want.
Add Calls to Action
Make sure to add clear calls to action on each page. These encourage visitors to take the next step, like booking a meeting or signing up.
Publish Your Site
Once you are satisfied with the design, hit publish. Your website will be live and ready to attract visitors.
How to Sell Products on HighLevel
HighLevel makes selling products simple. You can add and manage your products directly within the platform.
Add Products to the Store
To begin, navigate to the “Products” section in your dashboard. Here, you can add your products by filling in details like name, price, and description.
Set Up Payment Options
After adding your products, set up payment gateways. HighLevel integrates with popular services like Stripe,.
Create Product Pages
Design product pages that highlight the features and benefits. Use HighLevel funnel builder to make these pages attractive and user-friendly.
Customize Checkout Process
You can also customize the checkout experience. Select what fields to include and offer discount codes or special offers.
Track Sales and Orders
Once your store is live, you can track sales and monitor orders directly from the dashboard. It means you can stay on top of your business.
How to Use HighLevel for Coaching
HighLevel is an excellent tool for coaches. It helps you manage clients, schedule sessions, and create automated communication.
Manage Your Clients
Start by adding your clients to the CRM. You can track their progress, notes, and set reminders for follow-ups.
Schedule Sessions
With HighLevel, you can easily set up booking systems. Let clients book sessions through an online calendar, saving you time.
Automate Communications
Use automation to send reminders, confirmations, or follow-up messages. HighLevel ensures your clients stay engaged throughout the process.
Offer Online Courses
You can also create and sell online courses. HighLevel allows you to set up membership areas where clients can access your content.
Monitor Client Progress
HighLevel reporting tools let you track client engagement. This helps you measure their progress and adjust your coaching methods.
Pro Tip
Use automations to send personalized messages on key milestones. Keep your clients motivated and engaged throughout their journey.
How to Integrate Tools with HighLevel
HighLevel offers seamless integrations with various tools to enhance your workflow.
Connect with Zapier
You can easily connect HighLevel to thousands of apps through Zapier. This allows you to automate tasks and sync data across platforms.
Integrate with Stripe
For payment processing, integrate Stripe with HighLevel. This lets you accept payments directly from your website or funnel without any hassle.
Sync Google Calendar
Sync your Google Calendar to HighLevel. This ensures that your appointments are automatically added and updated within the platform.
Use Facebook and Instagram Ads
HighLevel integrates with Facebook and Instagram to run targeted ads. You can set up campaigns directly from the platform and track their performance.
How to Use HighLevel Phone System
HighLevel includes a built-in phone system to help you communicate with clients. Here is how to use HighLevel phone system:
Set Up Your Phone Number
To start, you need to set up your business phone number. HighLevel lets you select a local or toll-free number.
Make and Receive Calls
Once your number is active, you can start making and receiving calls. The phone system integrates directly with your CRM, so you can see client details while on the call.
Send Text Messages
In addition to calls, you can send SMS messages. Use it to follow up with leads or send reminders for appointments.
Use Voicemail Drop
HighLevel voicemail drop feature allows you to leave pre-recorded messages. This saves time when you need to leave the same message for multiple clients.
Track Call Activities
You can track call logs and details from your dashboard. Monitor call performance and follow up accordingly.
Pro Tip
Use the voicemail drop feature to send follow-ups during off hours. This ensures you never miss an opportunity.
What Other Features HighLevel Comes With
HighLevel is packed with useful features. It goes beyond just CRM and marketing tools to provide everything you need in one platform.
Email & SMS Marketing
HighLevel lets you run email and SMS campaigns. You can create automated workflows, segment your audience, and track performance.
Appointment Scheduling
The platform includes an appointment scheduling tool. Clients can book sessions, and you can automate reminders to reduce no-shows.
Funnel and Landing Page Builder
Create sales funnels and landing pages with ease. The drag-and-drop builder allows you to customize each element for better conversions.
Reputation Management
HighLevel includes tools to manage your online reputation. You can monitor reviews and respond to customer feedback. Also, you can request reviews from happy clients.
Membership Sites
You can create membership areas where users access exclusive content. This is perfect for online courses or community-driven sites.
Analytics and Reporting
HighLevel provides detailed analytics on your campaigns. You can measure key performance metrics to make data-driven decisions.
Social Media Management
You can schedule and post on social media platforms directly from HighLevel. It also provides tools for managing comments and engagements.
Take the Very First Step
The best time to start growing your business with HighLevel is right now. Sign up today. Take advantage of GHL 30-day free trial and start building your future today. This is limited time opportunity. So, be quick to avail.
Additionally, if you want further advice, book a 30-minute free consultation. GHL experts will guide you through how to make the most of HighLevel for your business.
Frequently Asked Questions
Is HighLevel hard to learn?
Not at all. HighLevel is user-friendly. You will find plenty of tutorials and articles. Also, there is a supportive community ready to assist you.
Can I use HighLevel for a small business?
Yes, you can. HighLevel works perfectly for small businesses, agencies, and solo entrepreneurs. It scales as your business grows.
Does HighLevel replace other tools?
In many cases, yes. HighLevel combines CRM, email marketing, SMS marketing, funnel building, and more into one platform. This saves you money and time.
Can I connect HighLevel with other apps?
Absolutely. You can use Zapier to connect HighLevel with thousands of other apps. For example, Google Calendar, Slack, and QuickBooks.
