HighLevel
Standardize your CRM setup by duplicating pipelines across HighLevel subaccounts. This guide explains how to clone opportunity stages and sequences to multiple locations at once, ensuring consistent reporting and faster client onboarding for your agency.
HighLevel
Learn how to use the new Merge Contact workflow action in HighLevel to automate CRM cleanup. This guide covers matching by email or phone, preserving older records, and best practices for consolidating lead data without manual intervention.
HighLevel
Learn how to use the Manage Duplicates tool in HighLevel to clean your CRM and improve automation accuracy. This guide covers merging records by name, email, or phone, setting deduplication preferences, and best practices for maintaining a healthy contact database.
LeadConnector
Learn how the LeadConnector desktop app provides a stable, native experience for HighLevel users on macOS and Windows. This guide covers installation, white-labeling for agencies, and how to use native notifications to improve lead response times and CRM management without a browser.
Photo by Vitaly Gariev on Unsplash Files shared over WhatsApp—photos, receipts, contracts, or PDFs—are often central to customer conversations. Those files used to vanish automatically because of built-in platform limits. We now store all WhatsApp media in the CRM automatically for up to one year, and you can
crm
Photo by Cherrydeck on Unsplash Managing customer relationships becomes a bottleneck as we scale. We need a contact system that keeps everything tidy, reduces missed follow-ups, and helps new team members get productive fast. Below we share a practical guide to the contact features we rely on in our business
data-quality
Photo by Kelly Sikkema on Unsplash When our business started tracking more than just contacts and sales, we needed a reliable way to keep records distinct. Custom objects with unique fields solve that problem. They let us create purpose-built records—like vehicles, properties, or invoices—and guarantee each entry can
task-management
Photo by Julio Lopez on Unsplash As a growing business, one of our biggest challenges is keeping follow-ups organized across teams. We need a single place where a task can be visible to sales, customer success, operations, and anyone else who needs to act. Associating multiple records to a single
crm
Photo by Juno Jo on Unsplash Why we tested a single platform for everything We run a growing business and, like many owners, we were tired of juggling multiple tools. Sales leads landed in different places. Forms lived on several platforms. Conversations happened by email, text, and chat and often
affiliate-management
Photo by Vitaly Gariev on Unsplash Why this change matters for growing businesses As a business owner managing referrals and affiliate relationships, we run into one simple but costly problem: a contact ends up linked to the wrong affiliate. That can mean missed commissions, confusing reporting, broken automations, and frustrated
performance
Photo by Cherrydeck on Unsplash We rely on our business software every day to keep customers engaged, follow up on leads, and keep operations moving smoothly. When list filters and searches take forever, everything slows down—follow-ups get missed, team members get frustrated, and momentum stalls. Recent performance and stability
whatsapp-business
Managing customer conversations across a phone and a business platform no longer needs to be a juggling act. We can keep using our WhatsApp Business phone app for calls, groups, and status updates while running automations, bulk messaging, and analytics from our business software — all on the same phone number.