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HighLevelDesign & Marketing

HighLevel

The all-in-one CRM and marketing platform built for agencies.

HighLevel is a white-label CRM and marketing automation platform designed primarily for digital marketing agencies and the clients they serve. It consolidates lead capture, email and SMS marketing, funnel building, appointment scheduling, pipeline management, and reputation management into a single platform, replacing a stack of five to ten separate tools. The problem it solves is tool sprawl: agencies managing campaigns across multiple clients typically pay for and maintain separate subscriptions for a CRM, email tool, landing page builder, review management system, and calendar tool, and none of them share data natively. HighLevel unifies all of these into one platform and lets agencies white-label it, meaning they can resell access to clients under their own brand. This model is particularly powerful for agencies looking to add a recurring software revenue line on top of their services.

Who it's for

Digital marketing agency owners and operators managing campaigns, CRM, and marketing automation for multiple clients who currently pay for five or more separate tools that do not share data. The signal to adopt HighLevel is when tool sprawl is costing margin, when clients are asking for consolidated reporting across channels, or when the agency wants to add a software product revenue line to its business model.

The offer

First month free

Estimated savings
$297
Pre-negotiated partnership terms
A short activation process
Dedicated onboarding support
Get access

Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.

What it does

HighLevelin depth.

01

White-Label CRM and Client Portals

Agencies can rebrand the entire HighLevel platform with their own logo, domain, and color scheme, and offer it to clients as a proprietary software product. This creates a software revenue stream without building anything from scratch.

02

Multi-Channel Marketing Automation

Build automated sequences across email, SMS, voicemail drops, and Facebook Messenger from a single workflow builder. This replaces separate tools for email automation and SMS marketing and ensures all touchpoints share the same contact data.

03

Funnel and Landing Page Builder

HighLevel includes a drag-and-drop funnel and landing page builder with form capture, order forms, and upsell pages. Agencies can build and deploy complete lead generation funnels for clients without needing a separate tool like ClickFunnels or Unbounce.

04

Pipeline and Opportunity Management

Visual sales pipeline boards let agencies and their clients track leads from first contact through close, with automation that moves contacts between stages based on their actions. This replaces standalone CRM tools for agencies whose clients need basic sales tracking.

05

Reputation and Review Management

Automated review request sequences send texts or emails to customers after a transaction, asking them to leave a Google or Facebook review. Agencies use this to deliver measurable reputation improvements as a service, with a dashboard showing review volume and average rating over time.

Ecosystem fit

HighLevel integrates with Google and Facebook ad platforms, Stripe for payment processing, Twilio for SMS and phone, Zapier for broader automation, and major calendaring tools. In a typical agency's stack it is designed to replace or reduce reliance on HubSpot, ActiveCampaign, ClickFunnels, Calendly, and Podium, centralizing all of those functions under one login.

Where teams use it

Commonuse cases.

01

Consolidating a client's marketing stack into a single billable platform

Agencies migrate a client off separate subscriptions for email marketing, a CRM, a landing page builder, and appointment scheduling, and move everything into a HighLevel sub-account. The client gets a simpler experience and the agency earns a software margin on the consolidated subscription.

02

Running automated lead nurture sequences for local service businesses

Agencies build once, then deploy the same multi-channel follow-up automation (SMS, email, voicemail) across multiple clients in the same vertical, changing only the branding and copy. This allows an agency to scale its service delivery without proportionally scaling headcount.

03

Adding a white-labeled SaaS revenue line to an existing agency

Agencies configure HighLevel as their own branded software product and offer it to clients as a monthly subscription, positioning it as proprietary technology. This creates predictable recurring revenue that does not depend on ongoing service delivery hours.

How it works

Three stepsto activate.

STEP 01

Check eligibility

Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.

STEP 02

Schedule a briefing

Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.

STEP 03

Activate credits

Once approved by the partner, credits are deployed to your account. Timelines vary by partner.

BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.