Platform Guide

HighLevel Features: What You Can Offer Clients

Understanding every feature helps you position your white-label SaaS and serve clients better.

TLDR

HighLevel replaces 10+ tools: CRM, email marketing, SMS, funnel builder, website builder, calendar booking, reputation management, and more. The key is not overwhelming clients with features but packaging them for specific use cases and niches.

Core Feature Categories

HighLevel combines functionality that typically requires multiple expensive subscriptions. Here's everything included in the platform:

CRM & Contact Management

  • Contact database with custom fields
  • Pipeline management (Kanban boards)
  • Lead scoring and tagging
  • Activity tracking and notes
  • Smart lists and segmentation
  • Import/export capabilities
  • Duplicate detection
Replaces: Pipedrive, HubSpot CRM, Salesforce Essentials

Communication Hub

  • Two-way SMS messaging
  • Email sending and tracking
  • Unified inbox (all channels)
  • Facebook Messenger integration
  • Instagram DM integration
  • Google Business Messages
  • Call tracking and recording
  • Voicemail drops
Replaces: Twilio, CallRail, Intercom, ManyChat

Email Marketing

  • Drag-and-drop email builder
  • Email templates library
  • Broadcast campaigns
  • Automated email sequences
  • A/B testing
  • Open and click tracking
  • Unsubscribe management
  • Custom sending domains
Replaces: Mailchimp, ActiveCampaign, ConvertKit

Funnels & Websites

  • Drag-and-drop page builder
  • Landing page templates
  • Multi-step funnels
  • Full website builder
  • Blog functionality
  • Pop-ups and forms
  • A/B split testing
  • Custom code injection
Replaces: ClickFunnels, Leadpages, Unbounce

Automation & Workflows

  • Visual workflow builder
  • Trigger-based automations
  • Multi-branch logic (if/then)
  • Time delays and wait steps
  • Webhooks (incoming/outgoing)
  • Zapier integration
  • Goal tracking
  • Workflow templates
Replaces: ActiveCampaign, Keap, Drip

Calendar & Scheduling

  • Online appointment booking
  • Calendar sync (Google, Outlook)
  • Multiple calendar types
  • Team scheduling
  • Round-robin assignment
  • Buffer time settings
  • Automatic reminders
  • Payment collection at booking
Replaces: Calendly, Acuity, ScheduleOnce

Reputation Management

  • Review request automation
  • Google review monitoring
  • Facebook review monitoring
  • Review response templates
  • Review widgets for websites
  • Review link generator
  • Negative review alerts
  • Review analytics
Replaces: Podium, Birdeye, ReviewTrackers

Payments & Invoicing

  • Stripe integration
  • One-time payments
  • Subscription/recurring billing
  • Payment plans
  • Invoice creation
  • Order forms
  • Product catalog
  • Coupon codes
Replaces: Stripe Billing, PayPal, FreshBooks

Advanced Features

AI Conversation Bot

Built-in AI assistant for automated responses, lead qualification, and booking appointments via text or chat.

Membership Sites

Create password-protected membership areas with courses, content libraries, and community features.

Social Media Planner

Schedule posts to Facebook, Instagram, LinkedIn, Twitter, and Google Business Profile from one dashboard.

Reporting & Analytics

Custom dashboards, conversion tracking, attribution reporting, and call analytics.

Affiliate Management

Built-in affiliate program management for tracking referrals and paying commissions.

Survey & Forms

Multi-step forms, surveys, quizzes with conditional logic and scoring.

Feature Packaging by Niche

Don't sell all features to everyone. Package features based on what each niche actually needs:

Local Service Businesses

(HVAC, Plumbing, Contractors)

  • Missed call text-back
  • Review request automation
  • Appointment scheduling
  • SMS follow-up sequences
  • Simple CRM pipeline

Healthcare / Dental

(Dentists, Chiropractors, Med Spas)

  • Appointment booking + reminders
  • Patient reactivation campaigns
  • Review management
  • Treatment follow-up sequences
  • Referral program automation

Fitness / Wellness

(Gyms, Personal Trainers, Studios)

  • Class booking calendar
  • Member retention campaigns
  • Lead nurture sequences
  • Free trial automation
  • Membership billing

Real Estate

(Agents, Brokerages)

  • Lead capture funnels
  • Long-term drip campaigns
  • Property listing notifications
  • Pipeline management
  • Social proof/testimonials

Tools HighLevel Replaces

Help clients understand the consolidation value - here's the typical cost of tools HighLevel replaces:

Tool Category Popular Options Typical Cost
CRM HubSpot, Pipedrive, Salesforce $50-300/mo
Email Marketing Mailchimp, ActiveCampaign $30-200/mo
SMS Marketing Twilio, SimpleTexting $25-100/mo
Funnel Builder ClickFunnels, Leadpages $97-297/mo
Scheduling Calendly, Acuity $15-50/mo
Reputation Podium, Birdeye $200-400/mo
Call Tracking CallRail, CallTrackingMetrics $45-150/mo
Total if separate $462-1,497/mo
Your white-label price $197-397/mo

Sales angle: "You're currently paying $500+ for 5 different tools that don't talk to each other. Our platform does it all for $297/month with everything integrated."

Key Takeaways

  • HighLevel replaces 10+ tools - emphasize consolidation value to clients
  • Don't overwhelm clients with all features; package for specific needs
  • Different niches need different feature combinations
  • Automation and workflows are the real power - not just the tools
  • Position against the total cost of separate tools ($500-1,500/mo)
  • Master the features yourself before selling them