What is HighLevel Software? Ultimate Beginners’ Guide 2025

Have you ever wished for a single tool to manage all aspects of your marketing? HighLevel Software might be exactly what you are looking for. 

This platform has been a game-changer for many businesses, combining powerful tools into one easy-to-use system. No need to switch between tools for email marketing, funnel creation, or client management anymore.

Plus, HighLevel Software is continually evolving. With each new update, it adds features that make managing and growing a business even easier. 

In this article, you will learn what is HighLevel Software and how it can transform your business operations. I will also walk you through its key features and how to get started.

What is HighLevel Software? Benefits at A Glance 

Whether you are a solopreneur or leading a team, HighLevel keeps you ahead of the curve. It is not just about managing tasks; it is about maximizing results.

It was created in 2018 by Shaun Clark and his team with one goal: simplifying marketing. Later on, it quickly grew in popularity due to its all-in-one approach to CRM, marketing automation, and client management. 

As businesses started to realize the power of automation and efficiency, HighLevel became a must-have tool for many.

Here is what HighLevel Software brings to the table:

Read this: How to Use HighLevel: Everything Explained for Beginners

Getting Started on HighLevel Software

Starting with HighLevel is quick and user-friendly. Whether you are an agency or a business owner, setting up the platform takes just a few steps. 

Sign Up for Your Account

Visit the HighLevel website and choose a plan that fits your needs. You can start with a free trial or jump right into a paid subscription.

 After selecting a plan, enter basic information such as your name, email, and phone number.

Verify and Log In

Once you sign up, HighLevel will send you a verification code via email and text. Enter the code to activate your account.

 After that, you can log in and explore your dashboard, which gives you full access to all tools and features.

Set Up Your Business Profile

Begin by updating your business details such as your name, logo, and address. This sets the foundation for a professional presence.

Then, move on to connecting essential tools like Stripe, Google Business Profile, and Facebook for full integration.

Build Your CRM and Funnels

Import your contacts and organize them into pipelines to manage leads effectively. Then, start building funnels and landing pages using the drag-and-drop editor.

 These tools help you capture leads and guide them through your sales journey with ease.

Customize, Automate, and Invite

Set up workflows for follow-ups using SMS, email, or calls. Personalize your account with your own branding and theme. 

Finally, invite your team or clients, assign roles, and control access so everyone stays on the same page.

Launch and Optimize 

Once everything is set, it is time to go live. Begin capturing leads, booking appointments, and sending campaigns. 

You can always add features like templates or new automations as you grow. HighLevel keeps scaling with you.

Manage Client Communication with HighLevel Software

Strong communication builds lasting client relationships. HighLevel helps you do that. 

Everything you need to engage clients is already built into the platform. You get speed, structure, and results, all in one place.

Customize Your Follow-ups

Automate your follow-ups with smart campaigns. Set the tone, timing, and message. Every follow-up feels personal, yet runs on autopilot.

Launch Multi-Channel Campaigns

Reach clients where they are. Use phone calls, SMS, emails, voicemail drops, and even Messenger. You can mix and match channels to increase engagement. Every message gets delivered through the right path.

Communicate on Any Device

Stay in touch on the go. HighLevel mobile app brings conversations to your fingertips. Reply from your phone, tablet, or desktop. Stay available, no matter where you work from.

Use Built-In Artificial Intelligence

HighLevel includes smart AI and machine learning. These tools manage conversations and understand user intent. Let the system handle replies and keep leads moving forward.

Read this: Climbo Vs HighLevel: Which is Smarter Pick in 2025

Generate More Leads with HighLevel Software 

Need more leads? HighLevel makes it simple and fast. This platform gives you powerful tools to turn visitors into prospects. 

Build Pages That Convert

You can build full websites, sales funnels, and landing pages without writing code. Use the drag-and-drop builder to create custom menus and pages. 

Use Forms and Surveys Anywhere

HighLevel includes built-in forms and surveys to capture visitor data. You can add them to your pages or embed them on your own site. 

Book Appointments Instantly

Appointments are just as important as leads. HighLevel comes with its own calendar system. You can schedule meetings, consultations, or demos right from your page.

Pro Tip: Test different headlines, buttons, or layouts with A/B testing inside HighLevel. Compare results, see what performs better, and keep improving your funnels for higher conversion rates over time.

White-Label Your Business with HighLevel Software

HighLevel allows you to fully white-label its platform, enabling you to customize and brand every aspect. This is perfect for agencies and businesses aiming to scale with their unique identity.

Personalize Your Branding

With HighLevel, you can tailor every aspect of the platform to match your brand identity. From logos to color schemes, every detail is adjustable.

Use Custom Subdomains

You can set up custom subdomains for your clients. Instead of using HighLevel standard domain, they access the platform through a branded link. 

Resell HighLevel as Your Own

You can resell HighLevel tools and features without any HighLevel branding. Set your own pricing and offer clients an integrated solution under your business name. 

Create Custom Dashboards

With HighLevel, you can design custom dashboards that suit your clients needs. Tailor the layout and features to provide a personalized view. 

This allows for a unique user experience that aligns with your client goals and expectations.

Provide Branded Support

Offer customer support that is fully branded under your business name. HighLevel allows you to create custom help resources, FAQs, and contact methods. 

Double Your Revenue with HighLevel Membership Sites

Want to increase your revenue? HighLevel lets you create membership areas and offer paid courses.

Manage Courses with Full Features

HighLevel allows you to create full courses from start to finish. Host unlimited videos and enroll unlimited users. It is all included, making course management simple and efficient.

Offer Both Free and Paid Courses

Looking to monetize your expertise? HighLevel gives you the ability to offer both free and paid courses. Sell your knowledge or build a community of learners, whatever fits your business model.

Enjoy Unlimited Usage for Courses

No limits with HighLevel. Create as many courses, offers, and products as you need. You can easily scale by offering courses for your clients or expanding your own business. 

Other Key Features of HighLevel Software

HighLevel offers more than just marketing and automation. It is packed with advanced tools that support your entire business. 

From reputation management to integrations, each feature works together to help you grow faster and smarter.

Automated Reminders

HighLevel lets you automate reminders for both clients and leads. By sending timely reminders, you reduce no-shows and keep your calendar organized. 

Built-In Email and SMS Marketing

Create, send, and track email and SMS marketing campaigns directly within HighLevel. Use the platform intuitive tools to design beautiful, effective messages that drive results. 

Dynamic Lead Scoring

HighLevel lead scoring feature helps you identify the most promising leads. By automatically scoring prospects based on their engagement, you can prioritize follow-ups with those most likely to convert. 

High-Converting Funnel Builder

Create high-converting sales funnels using HighLevel drag-and-drop builder. Customize everything from design to content to maximize results.

Social Media Integrations

Integrate your social media channels directly into the platform. Engage with leads and clients across Facebook, Instagram, and other channels without leaving the platform. 

Client Feedback and Reviews

Request and manage client reviews directly through HighLevel. Display positive reviews on your landing pages and social media. 

Do not ignore the negative ones; when HighLevel sends an alert, be quick to address your clients’ concerns.

Multi-User Access

HighLevel allows multiple users to access the platform, making it ideal for teams. You can assign roles, track activity, and collaborate with your team under one account.

Invoice and Payment Tracking

HighLevel provides tools for managing invoices and tracking payments. You can generate invoices automatically after a sale and keep track of payment status. 

Payment Gateways Integration

HighLevel integrates with major payment gateways like Stripe and PayPal. This allows you to accept payments directly through your site. 

You can customize your payment forms to fit your brand. The platform also supports recurring billing for courses and member subscriptions.

Snapshot Feature

Create and reuse complete setups (funnels, automations, campaigns) as “snapshots.” This is perfect for agencies onboarding new clients quickly with ready-to-launch systems.

Affiliate Program

HighLevel has a strong affiliate program. You can earn recurring commissions by referring others to the platform, making it a great additional revenue stream.

GDPR and Data Compliance

For businesses serving international clients, HighLevel includes tools to help you stay compliant with privacy regulations like GDPR.

Knowledge Base and Tutorials

The platform includes an extensive library of tutorials, walkthroughs, and help docs. It is ideal for self-paced learning and quick answers.

Pricing Plans for HighLevel Software

HighLevel offers flexible pricing based on your business needs. Whether you are just starting out or managing multiple clients, there is a plan that fits. Each plan includes powerful tools to automate, scale, and grow. 

Plan Name	Monthly Price	Features Included
Starter	$97	CRM, email marketing, sales funnels, automation, and one client account
Unlimited	$297	Everything in Starter plus unlimited sub-accounts, white-labeling, and integrations
SaaS Pro	$497	Full white-label mobile app, API access, priority support, and advanced tools

Customer Support for HighLevel Software

HighLevel provides dependable support to help you at every stage. Whether you are building workflows or setting up integrations, help is always within reach. 

The platform includes live chat, email support, a help center, and an active user community. You can also join weekly training sessions and live Q&A calls. 

Your Journey with HighLevel Software Starts Here

Ready to scale your business? HighLevel provides all the tools you need to automate, scale, and grow. Unlock your 30-day free trial and experience it firsthand. Test all the powerful features at your own pace. 

Have questions or need guidance? Book a 30-minute free consultation with one of GHL experts. They will help you get set up and make the most out of the platform. Start now, and see how HighLevel can transform your business!

Frequently Asked Questions