The HighLevel CRM: Why It’s a great CRM (and how our clients get to use HighLevel for FREE)

CRM Customer Relationship Management for business sales marketing system concept presented in futuristic graphic interface of service application to support CRM database analysis.

In our last article, we teased our new ORM (online reputation management) system designed for our SEO and Digital Marketing Success System clients. Built entirely with the automation tools in the CRM that we use, HighLevel is accessible – for FREE — by our clients. Really quick, a CRM helps businesses like you manage and support customer relationships through technology that can build and grow those relationships over the span of the customer lifecycle. CRMs give you the tools necessary to fuel your marketing, service, sales, home care, commerce, and IT space to result in personalized, quality, and best of all, consistent, customer experiences.

Here at A Servant’s Heart Web Design and Marketing, we use HighLevel for all of our marketing automation work and offer an affiliate account link that can be found here. However, our clients get a free account of their own to use HighLevel as part of the service that we offer. This applies to our custom monthly SEO clients as well as clients who use our Digital Marketing Success System service. Check out this short, helpful YouTube video that explains how easy it is to use HighLevel and what exactly you can use it for to grow your business. Go ahead and click it — it’s only 30 seconds long!

Why You Need a CRM

A strong CRM tool will help you manage your customer and patient relationships better. With a CRM like HighLevel, you get better:

  • Knowledge of clients
  • Retention rates
  • Segmentation
  • Anticipation of needs
  • Speedier communication
  • Protection of data privacy

What HighLevel Offers You

With our new HighLevel CRM tool, you will have access to our complete advanced analytics dashboard. Within that dashboard, you will find tools that will allow you to:

  • Automate your follow-up campaigns
  • Create multi-channel campaigns
  • Use built-in two-way texting for effective communication with clients, customers, and prospects
  • Manage online appointment scheduling
  • Customize your messaging
  • Leverage machine learning and AI (artificial intelligence) to manage your conversations
  • Create membership areas with unlimited usage
  • Manage your workflow and pipeline
  • Collect customer payments
  • Use all tools within one platform
  • Use your own White Labeling platform
  • Take advantage of 24/7 support
  • Network with other successful marketers

Prices for customers off the street for HighLevel range from $97 a month for the basic package to $297 a month for the unlimited account to $497 additional per month for the White Label mobile app and Custom Zap Upgrade. But for our SEO and Digital Marketing Success System clients, you get HighLevel for FREE!

In short, HighLevel is the first all-in-one platform that provides you with the robust tools, support, and resources you need for success in your elder care or home care business. It’s easy to get started: just click the HighLevel link above and create your free account. The rest is easy.

What’s So Great About HighLevel?

HighLevel earns great reviews for its:

  • Exclusive use for agencies
  • Excellent value for money with several included features in one single tool
  • Many new features added frequently
  • Attentive support team

The sign-up process is very easy, with just a few pieces of basic information to start. The dashboard has a refreshing, clean, and intuitive UI design that’s functional and easy to use. You can easily view a graphical representation of each client’s marketing funnel with numbers and statistics on prospects, opportunities, conversion rates, appointments, and more, all in real-time. The best part is, you can see exactly at which stage you’re losing prospects so you can focus more on that area for improvement.

The back-end service provider is Twilio for calling and text messaging features. To add accounts, simply search for the name of the business and it will populate from its Google My Business listing. Send emails through Mailgun API, which has built-in email validation, keeping your client list clean and deliverable.

Because reviews are an important part of any online presence for your local elder care business, HighLevel helps you generate reviews by soliciting review requests at specific times that you can set beforehand. Additionally, you can install a review widget to grab reviews from Facebook and Google.

Other features of HighLevel include:

  • Funnel builder
  • Call tracking
  • Facebook Messenger ad campaigns
  • Smart lists

HighLevel gets excellent marks for its quality marketing services targeted toward the medical field, particularly with home care, healthcare, hospital, and dental, thanks to the available HIPAA compliance component. That’s why we use it here at A Servant’s Heart Web Design and Marketing!

Contact A Servant’s Heart Web Design and Marketing

Wondering how you can use HighLevel for free? We would love to chat about it with you. Just contact us at 760-227-2720 to learn about our effective new CRM tool that can help you run your elder care business more effectively.

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