HighLevel Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 104 HighLevel reviews.

As reported in 102 HighLevel reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

As reported in 97 HighLevel reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 85 HighLevel reviews.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 81 reviewers of HighLevel have provided feedback on this feature.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 98 reviewers of HighLevel have provided feedback on this feature.

As reported in 82 HighLevel reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 82 HighLevel reviews. System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 84 reviewers of HighLevel have provided feedback on this feature.

Based on 83 HighLevel reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 63 HighLevel reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 74 HighLevel reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Provide tools for live chat on one's website.

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Has the ability to customize look and feel of chatbot to match` company branding.

Gives user the ability to analyze conversations with the chatbot and see its performance.

Allows users to test the efficacy of various responses through A/B testing.

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Can collect and store information from interlocators, such as email, phone number, etc.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 106 HighLevel reviews.

As reported in 110 HighLevel reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 106 HighLevel reviews.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 83 reviewers of HighLevel have provided feedback on this feature.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 96 reviewers of HighLevel have provided feedback on this feature.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 82 HighLevel reviews.

As reported in 80 HighLevel reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 86 reviewers of HighLevel have provided feedback on this feature.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 104 HighLevel reviews.

Based on 102 HighLevel reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

As reported in 105 HighLevel reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

As reported in 96 HighLevel reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 91 HighLevel reviews.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 94 reviewers of HighLevel have provided feedback on this feature.

Based on 90 HighLevel reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 85 HighLevel reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 91 HighLevel reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 78 reviewers of HighLevel have provided feedback on this feature.

Ability to input, modify and extract data from the application in bulk through a structured file. 75 reviewers of HighLevel have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 77 reviewers of HighLevel have provided feedback on this feature.

Based on 72 HighLevel reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

As reported in 88 HighLevel reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

As reported in 101 HighLevel reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 89 HighLevel reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 94 HighLevel reviews.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 102 HighLevel reviews.

As reported in 86 HighLevel reviews. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. This feature was mentioned in 79 HighLevel reviews.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. 78 reviewers of HighLevel have provided feedback on this feature.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. This feature was mentioned in 76 HighLevel reviews.

Create and design emails with an editor; manage templates; personalize dynamically This feature was mentioned in 90 HighLevel reviews.

Create targeted lists, schedule and manage bulk email sending. 86 reviewers of HighLevel have provided feedback on this feature.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This feature was mentioned in 83 HighLevel reviews.

As reported in 88 HighLevel reviews. Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. 90 reviewers of HighLevel have provided feedback on this feature.

Based on 79 HighLevel reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Based on 78 HighLevel reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages. This feature was mentioned in 86 HighLevel reviews.

Based on 77 HighLevel reviews. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database. This feature was mentioned in 69 HighLevel reviews.

As reported in 75 HighLevel reviews. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. This feature was mentioned in 74 HighLevel reviews.

Based on 82 HighLevel reviews. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. 74 reviewers of HighLevel have provided feedback on this feature.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. This feature was mentioned in 77 HighLevel reviews.

Sync lead, contact, account, and opportunity information with your CRM system. 81 reviewers of HighLevel have provided feedback on this feature.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 76 HighLevel reviews.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. 87 reviewers of HighLevel have provided feedback on this feature.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. 76 reviewers of HighLevel have provided feedback on this feature.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 78 reviewers of HighLevel have provided feedback on this feature.

Provides tools with enhanced filtering and correlation between revenue and reputation. This feature was mentioned in 37 HighLevel reviews.

Helps monitor the overall performance of marketing efforts and brand establishment. This feature was mentioned in 36 HighLevel reviews.

Provides a centralized hub and management tools for all data points related to online reputation. This feature was mentioned in 42 HighLevel reviews.

Helps manage social messaging and measures the full impact of social campaigns. 45 reviewers of HighLevel have provided feedback on this feature.

Gives visibility into employee performance and each individual's impact on reputation initiatives. 38 reviewers of HighLevel have provided feedback on this feature.

Based on 39 HighLevel reviews. Helps establish a workflow that allows team members to communicate effectively and collaboratively.

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

Allows users to customize chat colors, text, logos, and branding. This feature was mentioned in 10 HighLevel reviews.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Enables users to place phone calls over the internet.

Enables users to place video calls over the internet.

Enables users to send instant messages over the internet.

Enables users to share screens over the internet.

Enables multiple users to make phone or video calls over the internet at once.

Enables users to contact one anothers through mobile phones and landlines.

Offers users the option to play music for contacts who are on hold.

Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.

Offers users a unique number that can be dialed from anywhere.

Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.

Allows users to download the tool along as an extension to their browser of choice.

Requires users download the software on its own.

As reported in 50 HighLevel reviews. Provides ready-made templates for simplified website creation.

Allows users to drag and drop items and content to customize their site's look. 52 reviewers of HighLevel have provided feedback on this feature.

Based on 43 HighLevel reviews. Permits HTML-savvy administrators to input code to uniquely customize their website.

Based on 46 HighLevel reviews. Offers customers the option to purchase a unique domain name.

Gives users insight into unique pageviews, subscribers, location of viewers, etc. 48 reviewers of HighLevel have provided feedback on this feature.

Provides tools that aid in user marketing efforts. 46 reviewers of HighLevel have provided feedback on this feature.

Allows users to turn their website into an online store by offering e-commerce capabilities. 48 reviewers of HighLevel have provided feedback on this feature.

Hosts domains within the tool. 45 reviewers of HighLevel have provided feedback on this feature.

Provides an email for users to field communication within their website builder too. This feature was mentioned in 50 HighLevel reviews.

Manages content such as blogs, marketing tools, newsletters, etc. 47 reviewers of HighLevel have provided feedback on this feature.

Allows administrators to create role or password-based permissions to ensure users see only what they should see. This feature was mentioned in 45 HighLevel reviews.

Website Builder This feature was mentioned in 39 HighLevel reviews.

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Live human component of conversations.

Quality of interface for designing and customizing conversation maps.

Conversations enacted over social media.

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through text message (SMS).

Conversations enacted through voice assistants.

Conversations enacted through other channels.

Based on 10 HighLevel reviews. Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

Overall quality of customer targeting based on needs or situations.

Creation and modification of customer profiles based on conversations.

Reporting based around specific and overall conversation results.

Capture and organization of leads from conversations.

Success rate of conversations leading to customer purchases.

Based on 59 HighLevel reviews. Enables users to send mass text message campaigns

Based on 60 HighLevel reviews. Facilitates two-way text messaging to encourage consumer engagement and loyalty

Based on 57 HighLevel reviews. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

As reported in 60 HighLevel reviews. Provides automatic text message replies to recipients

Sends out multimedia via text messages, such as coupons, pictures, and audio 53 reviewers of HighLevel have provided feedback on this feature.

Offers features for personalizing text messages based on customer information or past behavior This feature was mentioned in 57 HighLevel reviews.

Based on 58 HighLevel reviews. Allows users to establish automated workflows and triggers to deliver transactional text messages

Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps. This feature was mentioned in 10 HighLevel reviews.

Outbound communications are segmented and personalized. 10 reviewers of HighLevel have provided feedback on this feature.

Inbound contacts are identified and handled based on history.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Allows users to leave notes or comments on emails or relevant cases.

Provides a dedicated space or a thread feature that allows for long-form discussion.

Offer in-application assignment and task tracking functionality.

Allows users to create and follow predetermined workflows attached to actions.

Allows users to create canned answers or templates for email responses.

Integrates without outside software to provide additional functionality or pull information.

Provides a tagging system to allow users to sort emails by relevant subject.

Analyzes trends in email content and resolution.

Tracks performance and productivity of users inside the application.

Tracks email analytics like emails opened, how long the email was opened for, etc.

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Customize your chat workflows with rules and automations.

Control who the chatbot converses with (and when).

Has the ability to connect interlocator with a human agent when the need arises.

Can provide interlocators with menus, through which they can choose a relevant response.

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

Provides pre-built or customizable performance reports 57 reviewers of HighLevel have provided feedback on this feature.

Automates tasks and features for added convenience 62 reviewers of HighLevel have provided feedback on this feature.

Based on 62 HighLevel reviews. Offers a white labeling service for agencies or resellers to customize platform branding

As reported in 47 HighLevel reviews. Text enables landline phones so users can receive text messages sent to an existing business number

As reported in 46 HighLevel reviews. Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

As reported in 55 HighLevel reviews. Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Customer Support 45 reviewers of HighLevel have provided feedback on this feature.

Identifies the customer and personalizes interaction at every touchpoint.

Allows multiple related channels to interact at once to reduce transfers.

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Provides features for sending outbound messages to engage customers through proactive support.

Can route contacts to agents the customer has worked with before.

Provides features for escalating conversations to the appropriate agent.

Maintains a transcript of conversations from all channels.

Enables customers to resolve queries or issues without the assistance of an agent.

As reported in 60 HighLevel reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. This feature was mentioned in 10 HighLevel reviews.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 30 reviewers of HighLevel have provided feedback on this feature.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Contains PBX & VoIP softphone that can be used within the VoIP business system.

Manages incoming calls with features such as call forwarding, transferring, and routing.

Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.

Enables integrations with communication and CRM platforms.

Provides compatibility with both hosted and virtual PBX solutions.

Supports SIP trunking services for local and long-distance calls.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 22 reviewers of HighLevel have provided feedback on this feature.

As reported in 22 HighLevel reviews. Ability to break down and plan multi-step processes

Based on 22 HighLevel reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 21 reviewers of HighLevel have provided feedback on this feature.

Based on 22 HighLevel reviews. Engages in human-like conversation for task delegation

Based on 21 HighLevel reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 21 reviewers of HighLevel have provided feedback on this feature.

Capability to perform complex tasks without constant human input 13 reviewers of HighLevel have provided feedback on this feature.

Ability to break down and plan multi-step processes 13 reviewers of HighLevel have provided feedback on this feature.

Based on 13 HighLevel reviews. Works across multiple software systems or databases

Based on 12 HighLevel reviews. Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting This feature was mentioned in 12 HighLevel reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 12 HighLevel reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives