Purpose-Built CRM for Agencies

CRM for Agencies that Automates Fulfillment & Grows MRR

GoHighLevel for agencies centralizes lead nurturing, client onboarding, reporting, and fulfillment — helping you deliver results faster, retain clients longer, and scale without hiring more staff.

✓ No credit card✓ Cancel anytime✓ White-label ready
Client Retention
+34% with automations
Fulfillment Time
-42% vs manual work
Pipeline Response
<60s avg reply
MRR Growth
+27% with SaaS mode

Stop Client Chaos. Start Scaling MRR.

Put your agency on autopilot with a CRM designed to manage leads, automate follow-ups, onboard clients, and deliver services efficiently.

Lead Capture & Tracking

Funnels, forms, chat widgets, call tracking, and DMs — all auto-assigned to pipelines with attribution.

Client Onboarding

Kickoff surveys, welcome sequences, client portals, tasks, and automated onboarding flows.

Reporting Dashboards

Show clients real results with real-time dashboards: leads, calls, bookings, ROI, and ad performance.

Fulfillment Automation

Automate emails, SMS, workflows, reminders, task generation, and hand-offs for your team.

Everything a Modern Agency CRM Should Have

Replace 10+ tools and run your whole agency from one platform powered by GoHighLevel.

Pipelines & Sales Automations

New Lead → Qualified → Booked → Closed → Onboarding → Fulfillment.

All-in-One Inbox

SMS, email, calls, DMs, and WhatsApp — centralized with team assignment and notes.

Team Calendars

Book demos, audits, onboarding calls, and fulfillment tasks with automated reminders.

Client Portals

Give clients live dashboards, reporting, assets, updates, and messaging in one branded portal.

Invoices & Subscriptions

Collect recurring payments, sell retainers, and bill clients automatically.

Agency-Level Reporting

Track team performance, fulfillment speed, client retention, revenue, and ROI.

18 Profitable Features to Turn Your Agency into a Scalable SaaS in 2025

Keep clients longer. Work less. Earn more.

1. Websites + Hosting = Passive Income Engine

Give websites away for free — charge monthly for hosting, updates, and access. Automated onboarding makes this a sticky, recurring revenue machine.

2. List Building That Actually Works

Add welcome mats, opt-ins, and lead magnets to capture traffic. A 30-minute setup that positions you as the marketer who builds long-term assets.

3. AI Voice (Inbound)

AI receptionist that answers calls, books appointments, and saves lost sales.

4. AI Voice (Outbound)

Automated outbound calls for confirmations, promotions, and prospecting. Huge revenue potential for agencies.

5. AI Chatbot

Your client's 24/7 sales concierge. Engages, qualifies, and follows up automatically.

6. Missed Call Text Back

When clients miss calls, the system texts back instantly. A 10-minute setup that prints recurring revenue.

7. Universal Inbox

All messages in one place. Agencies bundle this as a core offer that skyrockets retention.

8. Call Tracking & Reporting

Every call logged. Every metric visible. Clients see exactly how you make them money.

9. Review Generation

Automated review requests via SMS and email. Sell for $197–$497/mo.

10. Payments & Invoicing

Tap-to-pay, text-to-pay, and automatic invoices. Fix cash flow and lock in long-term retention.

11. Email & SMS Reselling

Clients send messages. You earn money. Passive revenue built into everyday operations.

12. Hosted Calendars

Automated booking systems clients can’t live without — and pay for monthly.

13. Appointment Reminders

Reduce no-shows with reminders, confirmations, and reschedules — fully automated.

14. Lead Nurturing Campaigns

Most businesses forget to follow up. Automations don’t. Build once, charge forever.

15. Funnels-as-a-Service

Sell access to proven industry funnels as a SaaS product.

16. Citation Management

Update 70+ directories automatically with HighLevel’s Yext integration.

17. Reactivation Campaigns

Turn old lists into new revenue. Forgotten customers become active again.

18. Automated SEO (New in 2025)

Offer SEO without the grind. HighLevel’s automated SEO tools unlock a new stream of monthly revenue.

Automations that Scale Your Agency Revenue

  • • Instant lead follow-up
  • • Missed call text-back
  • • Client onboarding workflows
  • • Daily, weekly & monthly reports
  • • Task generation for your team
  • • Renewal reminders & churn prevention
Optional AI Sales Agent: calls leads in seconds, qualifies them, and books appointments straight onto your calendar.

Example Flow: Cold Lead → Sales Call → Onboarding

  1. Lead enters pipeline
  2. Auto SMS + email + AI call
  3. Lead books a call
  4. Onboarding survey automatically sent
  5. Client portal activated
  6. Fulfillment tasks assigned to your team

Simple GoHighLevel Pricing

Choose a plan and start your free trial.

Agency Starter

Perfect for new agencies.

$97/mo
  • Pipelines & forms
  • Calendars & automation
  • Reviews & pipelines
Start Free Trial

Agency Unlimited Most Popular

Scale with unlimited accounts.

$297/mo
  • Unlimited sub-accounts
  • Advanced automations
  • Priority support
Start Free Trial

SaaS Mode

Sell your own white-label CRM.

$497/mo
  • Sell SaaS plans
  • In-app billing
  • Auto-provisioning
Start Free Trial

Pricing mirrored from GoHighLevel tiers.

What Agencies Say

“Automations alone saved us a full-time employee.”
— Mike, Agency Owner
“Client retention is up 30%. Game changer.”
— Sarah, Growth Director
“White-label SaaS added $12k MRR for us.”
— David, SaaS Agency

FAQ: CRM for Agencies

Does this replace my current tools?

Yes — most agencies eliminate 8–12 tools when switching. HighLevel replaces your email marketing tool, funnel builder, appointment tool, reporting dashboards, SMS apps, chat widgets, client portals, review system, and onboarding automation platform.

It centralizes your entire client fulfillment — reducing cost, complexity, and the chance of losing clients due to “tool fragmentation.”

Can I white-label the CRM for my clients?

Absolutely. With SaaS Mode, you can sell GoHighLevel as your own software — your logo, your colors, your domain, your pricing.

The system auto-provisions new accounts, handles in-app billing, and lets you configure different feature sets per pricing tier. Agencies use this to create recurring revenue that scales faster than service retainers.

Is onboarding included?

Yes — agencies get access to onboarding videos, templates, migration guidance, and white-glove support depending on the plan.

You can also build automated onboarding workflows for your own clients, ensuring every new customer receives a premium, consistent onboarding experience without increasing your workload.

Can I import my clients from other platforms?

Yes — HighLevel supports importing clients, notes, tags, pipelines, stages, custom fields, and contact lists via CSV.

Many agencies migrate from HubSpot, ClickFunnels, ActiveCampaign, Mailchimp, Keap, and PipeDrive using pre-built templates and automation blueprints.

How long does it take to switch my agency to GoHighLevel?

Most agencies fully transition in 1–7 days depending on complexity.

Fastest migrations are: • CRM → 1 day • Funnels → 1–3 days • Email/SMS workflows → 1–2 days • Client portals → 1 day

Because everything is in one platform, agencies report saving 5–20 hours/week after migrating.

Will my clients know it’s HighLevel under the hood?

No. SaaS Mode gives you: ✓ Your domain ✓ Your colors ✓ Your logo ✓ Your email templates ✓ Your pricing plans

To your clients, it appears as if you built the software entirely in-house — which massively increases perceived value and retention.

Can I sell this as a monthly subscription like real SaaS?

Yes — that’s the biggest benefit. Agencies turn HighLevel into a recurring revenue engine by selling: • CRM access • AI features • Calendars • Review systems • Missed call text-back • AI chatbots • Email & SMS bundles

Some agencies hit $10k–$100k MRR purely through SaaS subscriptions.

Is GoHighLevel secure enough for agency clients?

Yes — HighLevel follows strict security standards including encrypted data storage, secure login portals, IP monitoring, and multi-level authentication.

It’s used by thousands of agencies serving industries like real estate, law, healthcare, finance, insurance, and ecommerce — all requiring high compliance.

Do I need developers or coders to use GoHighLevel?

No. HighLevel was built so non-technical agency owners can create advanced automations, funnels, and multi-step workflows without writing a single line of code.

If you do want custom logic, webhooks and API endpoints are included on higher plans.

Can I migrate funnels from ClickFunnels or Leadpages?

Yes — most funnels can be recreated quickly using HighLevel’s drag-and-drop builder.

Many agencies report their pages load faster and convert higher after migrating because HighLevel pages don’t rely on heavy scripts like ClickFunnels.

Is there a learning curve for my team?

The learning curve is minimal — most teams onboard in under a week.

HighLevel includes: • Video tutorials • Templates • Pre-built automation workflows • AI setup guides • A massive help library

Some agencies turn onboarding into a productized service for clients.

Can I offer AI features to clients as upsells?

Yes — AI Voice, AI Chatbots, AI content suggestions, and upcoming 2025 AI automations allow you to sell premium add-ons.

Agencies typically charge: • $97–$297/mo for AI chat • $97–$497/mo for AI voice • $197–$697/mo for AI-powered funnels & nurturing

What makes GoHighLevel better than HubSpot, ClickFunnels, or ActiveCampaign?

HighLevel is built specifically for digital agencies — while most competitors are built for general businesses.

Here’s what stands out: • Unlimited sub-accounts • White labeling • SaaS Mode • AI automation tools • Built-in funnels + websites • A universal inbox • Integrated billing • Client reporting dashboards

It’s everything an agency needs — in one tool — at a fraction of the cost.

Ready to Scale Your Agency?

Launch your agency CRM in minutes — automate fulfillment, boost retention, and grow MRR.