System
CRM and pipelines
Every lead, quote and job in one pipeline with stages, owners and reminders. Follow-up stops living in someone's head.
CRM and pipelinesThe toolkit
The software we use, once the manual version stops working
Every story on this site ends with the same question: how do you run this without remembering to? Our answer is one platform, because it holds the phone number, the contact, the calendar, the messages and the reviews in the same account. This page explains what it does, what it costs and where it stops.
Affiliate link: we may earn a commission, at no extra cost to you. Disclosure.
Why one account instead of five
The alternative to a platform is a stack: a CRM, a phone system, a scheduler, a review tool and a payment link, each with its own login and its own copy of the customer. Every extra tool is a place where a lead can fall between two systems, and the failure is usually silent. The customer does not complain. They just book with someone else.
GoHighLevel is the platform we use because it collapses that stack into one contact record. A missed call, the text that follows it, the reply, the appointment and the invoice all attach to the same person. It is not the only option, and it is more software than a business with ten leads a month needs.
The honest test
If you have ever lost a job because nobody called back the same day, a system like this solves a real problem. If your problem is that you do not have enough leads, this is not the fix. Buy marketing instead.
What it does
Six jobs from the stories
Each one maps to a section of a story we have published.
System
Missed-call text back
A workflow fires on a missed call and texts the caller within seconds, so the job stays with you instead of going to the next number.
Missed-call text backSystem
Calendars and reminders
Booking links, confirmations, reminders and two-way rescheduling, so the schedule fills itself without phone tag.
Calendars and remindersSystem
Reputation and reviews
One neutral review request after the job, sent to every customer, with the replies routed somewhere a human reads.
Reputation and reviewsSystem
Funnels and forms
Landing pages, forms and surveys that write straight into the CRM. No plugins, no broken webhook between two systems.
Funnels and formsSystem
Payments and invoicing
Estimates, invoices and payment links inside the same account, so the money side stops living in a separate tool.
Payments and invoicingPricing
What it actually costs
Verified against the official pricing page in November 2026. Confirm before you commit; plans change more often than most software.
Starter
$97USD / month
- 3 sub-accounts
- Unlimited contacts and users
- CRM, pipelines, workflows
- Funnels, calendars, forms
- Two-way SMS and email
- Review requests
Unlimited · agencies
$297USD / month
- Unlimited sub-accounts
- Usage rebilling at cost
- Everything in Starter
- API access
- For multi-client operators
Agency Pro · top tier
$497USD / month
- Everything in Unlimited
- White-label the platform
- SaaS mode
- Custom domain and branding
- For agencies reselling it
Prices in USD. A single local business needs Starter; the other tiers sell agency capacity. Usage for SMS, email and calls is billed separately and usually adds $10 to $60 a month at local volume.
The 14 days
How to test it without wasting the trial
- Days 1 and 2: account and number.
Name the sub-account, set the time zone and business hours, then buy or forward a local number. Nothing else matters until the phone is real.
- Days 3 and 4: missed-call text back.
One workflow: trigger on a missed call, wait 30 seconds, send the SMS, create the opportunity. Call it from a phone that is not in your contacts.
- Days 5 and 6: pipeline.
Recreate the three or four stages your jobs actually move through, then import your current customers as a CSV.
- Days 7 to 10: calendar, reminders and review request.
The three workflows that fill the schedule and protect the reputation.
- Days 11 to 14: stop building.
Let it run on real calls and read the numbers: reply rate, booked rate, time to first reply. Decide with that.
Before you send a single text
U.S. SMS requires A2P 10DLC brand and campaign registration. Without it, messages get filtered and you will spend the trial debugging carriers instead of software.
Questions
Toolkit questions
Is this an official GoHighLevel site?
No. We are an independent publication, not affiliated with HighLevel, Inc. They do not review or approve our stories, and a commission does not buy a positive mention.
Do you make money if I sign up?
Yes, and the site says so on every page that links to them. The price you pay is the same, and the disclosure page explains exactly how it works.
What if I do not want to use software?
Then do not. Half of every story is the manual version, and for plenty of businesses that is enough. The system only earns its place when the manual version is being skipped.
Can I run this without an agency?
Yes. A basic text-back workflow takes an afternoon, and there are agencies that will configure it once for a flat fee if you would rather not learn the interface.
What happens if I cancel?
You can export your contacts and your account belongs to you. Read the current retention terms before you build years of history inside any platform.
If you would rather not build it
Start with the cheapest win
The 14-day trial is enough to build one workflow and run it on real calls. If it does not pay for itself, cancel and keep the data.
What the toolkit covers
- One account instead of five
- Missed-call text back, calendar, reviews
- Plans from $97/month
- 14-day free trial