All-in-One CRM, Funnels & Automation Platform

Bring Your Business Operations Into One Connected System.

Bring your lead management, contact organization, funnels, and follow-up tools together in one connected platform. LEVELUP by ProLevel helps you organize leads, track opportunities, and create a clearer path from first contact to follow-up.

What you can do with LEVELUP:

Organize contacts and lead information

Track opportunities through your sales pipeline

Capture inquiries and manage bookings

Configure automation to support follow-up

Engineer the Next Level of Growth

New inquiry
Call booked
LEVELUP
Contacts+ Add contact
MT
Maya TorresWebsite form
New
DR
Daniel ReyesCall booked
Booked
PS
Priya ShahFollow-up sent
Follow-up
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Chris WalkerLanding page
New
EP
Elena ParkCall booked
Booked
FunnelsPublish
Free consultationBook your free consultationTell us a little about your business and pick a time that works.
Full nameAlex Morgan
Email address[email protected]
Get started
CalendarThis month
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Available times
9:00 AM
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1:00 PM
Booked
AutomationWorkflow
Form submittedTrigger
Send messageAction
Wait 1 dayWait
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MessagesSMSEmail
Hi! I'd like to learn more.
Thanks for reaching out! Pick a time that works for you.
Tuesday morning works.
Call booked
Contacts
Funnels
Calendar
Automation
Messages

The Problem

Your Business Needs More Than Leads. It Needs a System to Manage Them.

You're putting in the work to attract potential customers. But managing inquiries, organizing contacts, tracking opportunities, and keeping up with follow-ups can become overwhelming when everything lives in different places.

Potential customers are interested, but keeping track of every conversation and knowing what to do next isn't always easy.

Does your current process look like this?

Contact information scattered across different tools.

Leads with no clear place in your sales pipeline.

Follow-ups and reminders that depend on memory.

Follow-ups and reminders that depend on memory.

Follow-ups and reminders that depend on memory.

Inquiries and bookings managed through disconnected processes.

Leads.xlsx
NameEmailStatus
Maya Torres[email protected]Maybe?
Daniel Reyes—Call?
Priya Shah[email protected]Booked?

Call Maya back?

Send quote to Dan

Follow up Fri??

Email Priya

Inbox12
Maya T.Re: Quote request
DanielFollowing up…
PriyaInvite: Tuesday call
Messages3
M
maya.torresStill interested! Can we talk?
Calendar
Tue
Call — Maya?
Call — Daniel
Overlap
Where’s that lead?

You don't need more chaos. You need a clearer way to manage the opportunities your business creates.

Introducing LEVELUP

Meet LEVELUP. Your Business Tools, Connected.

LEVELUP by ProLevel is a white-label software platform powered by GoHighLevel. It gives you access to tools for managing contacts, tracking opportunities, capturing leads, organizing appointments, and configuring marketing automation.

Instead of managing every part of your customer journey through disconnected processes, you can use one platform to organize the tools that support your business.

Here's what LEVELUP helps you do:

Organize your contacts. Keep lead and customer information in one place.

Track your opportunities. See where leads stand in your sales pipeline and identify what needs attention.

Capture new inquiries. Use landing pages and forms to bring potential customers into your process.

Support consistent follow-up. Configure workflows for messages, reminders, notifications, and lead nurturing.

Manage appointments. Use calendar and booking tools to organize your scheduling process.

You get access to the software. You decide how to configure it around your workflow

LEVELUP Live demo
SM Sarah M.New inquiry from your landing page
Landing page form Free quote
NameSarah M.
Phone(555) 014-2208
Request a quote
New lead captured
Contacts All in one place
SMSarah M.Landing page formNEW
MRMike R.ReferralClient
JDJen D.Facebook adLead
ATAlex T.Website chatClient
Opportunities Pipeline

New

Mike R.$900 · Renewal

Contacted

Jen D.$650 · Proposal

Booked

Alex T.$2,100 · Call set
Sarah M.$1,200 · Quote
Messages Sarah M.
Hi Sarah! Thanks for reaching out. Want to book a quick call?
Sent automatically in 5s
Yes! Does Thursday work?
Perfect, here's the link to pick a time.
Book a call Your calendar
Mon12
Tue13
Wed14
Thu15
Fri16
9:00 AM
10:30 AM
12:00 PM
2:00 PM
3:30 PM
5:00 PM
Booked: Thu, 2:00 PMReminders are set automatically
Your workflow Tap to switch on
You decide how it's set up.Turn friction into flow.

Features

The Tools to Manage Your Lead Journey.

CRM & Contact Management

Organize lead and customer information so important details are easier to access.

Lead & Opportunity Pipelines

Track leads through your sales process and see where opportunities stand.

Marketing Automation

Configure workflows to support repetitive tasks, reminders, notifications, and follow-up.

Funnels & Lead Capture

Create landing pages and forms to collect inquiries and bring potential customers into your process.

Calendar & Booking Tools

Support appointment scheduling and organize the booking process.

Customer Communication

Use supported communication tools to manage customer conversations and email follow-up

Feature availability depends on the tools, permissions, and services included in your configured subscription.

BENEFITS

Spend Less Time Managing

the Mess. More Time Moving

Business Forward.

The value isn't just having more tools. It's having a clearer way to use them to manage your

customer journey.

Get a Clearer View of Your Leads

Keep contact information and sales opportunities organized so you can see where leads stand and what needs your attention.

Build More Consistent Follow-Up

Use available automation tools to support repeatable processes rather than relying entirely on manual reminders.

Create a More Organized Workflow

Bring the tools that support your customer journey into a connected platform you can configure around your business.

Take Control of Your Process

Build a clearer approach to managing inquiries, tracking opportunities, and handling the next steps in your customer journey.

A more organized process means you can spend less time figuring out what needs attention and more time acting on the opportunities in front of you.

WHO IT'S FOR

Built for Businesses Where Every Good Lead Matters.

Coaches & Consultants

Organize prospective clients, manage opportunities, and support your consultation booking process.

Course Creators & Online Educators

Manage inquiries and build a more organized approach to handling potential students and customer communication.

Solo Entrepreneurs & Service Businesses

Keep leads organized and create a clearer process for managing inquiries and follow-ups.

Is LEVELUP right for your business?

IIf your business depends on turning inquiries into customer opportunities, LEVELUP provides tools to help you organize that process.

Process

Choose Your Tools. Build Your System. Move Your Business Forward.

How to Get Started With LEVELUP

1

Choose Your Plan

Select the LEVELUP subscription that matches your preferred billing commitment.

2

Access Your Platform

Follow your account access instructions and explore the software tools included in your subscription.

3

Configure Your Workflow

Use the available tools to organize contacts, manage opportunities, and build processes around the way your business operates.

Need Expert Help?

Need Expert Help

Building Your System?

Meet The LEVEL Method™ — ProLevel Digital's five-step methodology for diagnosing, designing, implementing, and improving business systems.

LEVELUP gives you software access. For businesses that need expert help configuring and connecting the tools, ProLevel Digital offers separate professional implementation services built around this five-step methodology.

LOCATE THE GAPS

Find where opportunities are being lost.

Identify bottlenecks, missed follow-ups, disconnected processes, and weak points throughout your customer journey.

ENGINEER THE SYSTEM

Build the structure your process needs.

Design and organize the CRM, pipelines, forms, funnels, calendars, and other components around how your business operates.

VERIFY THE JOURNEY

Make sure every piece connects properly.

Check that the important parts of your lead journey connect and work together, from the first inquiry through follow-up and booking.

ENABLE AUTOMATION

Turn repetitive follow-up into a system.

Configure workflows that support responses, reminders, nurture sequences, notifications, and other repetitive activities.

LEVERAGE THE SYSTEM

Use the system to create more opportunities.

Identify ways to improve weak points, strengthen your processes, reactivate older leads, and expand your system as your business evolves.

Your platform. Your process. Expert help when you need it.
LEVELUP gives you access to the tools. When you need expert assistance putting them together, ProLevel Digital offers separate professional implementation services built around The LEVEL Method™.

The LEVEL Method™ describes ProLevel Digital's implementation approach. Custom setup, workflow development, and other done-for-you services are not automatically included in your LEVELUP subscription.

ONE PLATFORM. MORE OF YOUR BUSINESS, CONNECTED.

Access the capabilities included in your configured subscription through one connected platform.

Centralized Lead & Contact Workspace

$199

Keep customer details, contact history, notes, and follow-up tasks organized so important information is easier to find.

Sales Opportunity

Tracking

$99

Visualize your sales pipeline, move opportunities through stages, and keep track of the next action each prospect needs.

Unified Customer Conversations

$99

Manage supported customer conversations and access relevant contact details from a connected workspace.

Website Publishing

$39

Create and manage your business website pages and give visitors a place to learn about your offers.

Conversion Funnel Creation

$199

Build landing pages and funnel journeys to guide prospects from initial interest toward an inquiry, booking, or purchase.

Forms & Lead Qualification

$99

Collect inquiries, capture business information, and qualify potential customers through forms and surveys.

Appointment Scheduling

$29

Set up calendars and booking flows that help prospects schedule consultations, appointments, and meetings.

Automated Workflow Builder

$199

Connect repeatable actions into workflows that support lead management, notifications, scheduling, and follow-up.

Email Campaigns & Nurture

$99

Organize email communication and create follow-up sequences to keep prospects informed throughout their journey.

SMS Communication

$49

Support timely customer communication with text messages, confirmations, reminders, and follow-up where configured.

Calling & Call Activity

$49

Keep relevant calling activity connected to your customer interactions and sales process.

Customer Reviews & Reputation

$125

Support review requests and manage your online reputation through available review-management tools.

Business Performance Dashboards

$199

Review available contact, opportunity, marketing, and business activity metrics to better understand your processes.

Social Content

Planning

$49

Plan and schedule supported social media content from within your marketing workspace.

Courses & Digital Offer Delivery

$89

Organize and deliver supported courses, training materials, and digital products.

Membership & Community Spaces

$89

Create and manage member communities where your chosen subscription supports these capabilities.

Digital Documents & Signatures

$49

Prepare and manage supported documents, proposals, and electronic signing steps.

Media & Asset

Library

$19

Keep relevant images, videos, and other creative assets organized for use across your business.

Team Collaboration &

Access

$99

Manage team access and permissions so the right people can work with the information and tools available to them.

AI-Powered Content Assistance

$79

Use available AI tools to help draft, refine, and develop content for supported marketing and communication tasks.

Payments, Invoices & Billing Tools

$29

Use supported payment and invoicing capabilities to help manage transactions and billing-related tasks.

TOTAL ESTIMATED VALUE

$1,985

GET THE CORE LEVELUP PLATFORM STARTING AT JUST $97/MONTH.

PRICING

One Powerful Platform. Choose Your Commitment.

Get access to the same intended core LEVELUP platform features with a payment option

that fits your business.

Levelup Flex

$97/month

Full platform access with maximum flexibility.

30-day free trial

Full LEVELUP platform access

All included CRM, pipeline, communication, booking, and automation features

Pay month-to-month

No long-term commitment

Easy to upgrade to a longer-term plan

Get started without a large upfront

commitment

Best for: Businesses that want flexibility while getting their lead system organized.

Levelup Scale

$897/year

Best value for businesses ready to level up.

30-day free trial

Full LEVELUP platform access

All included CRM, pipeline, communication,

booking, and automation features

12 months of access paid upfront

Save $267 compared with monthly billing

Equivalent to about $75/month

Lowest effective monthly cost

Best for: Businesses committed to using LEVELUP as part of their long-term growth system.

What stays the same across all three plans?

The same intended core platform features

The same billing-independent feature offering

Different payment commitments and overall savings

All three plans provide the same intended core platform features. The difference is the billing commitment and overall savings, not access to additional software features.

Additional usage-based charges may apply to phone, SMS, email, AI, and certain third-party services, depending on your configuration and usage.

FAQs

Frequently Asked Questions

What is LEVELUP by ProLevel?

LEVELUP by ProLevel is a white-label SaaS platform powered by GoHighLevel and offered by ProLevel Digital. It provides access to the software features included in your subscription.

What can I do with LEVELUP?

Depending on your configured plan, available tools can help you organize contacts, manage sales opportunities, capture leads, handle appointments, manage supported communications, and configure marketing automation.

Do all three plans include the same features?

Yes. The three plans have the same intended core platform features. They differ in billing commitment and savings.

Does my subscription include done-for-you setup?

No. The subscription provides software access. CRM setup, custom automation development, and funnel design are separate paid services offered by ProLevel Digital unless specifically included in a separate agreement.

Are there additional usage charges?

Certain services, such as phone, SMS, email, AI, and third-party services, may incur additional usage-based charges depending on configuration and consumption.

Will LEVELUP automatically generate more leads and sales?

No software can guarantee those results. LEVELUP provides tools to help you organize lead management and follow-up. Results depend on how you configure and use the platform, your offer, and other aspects of your business.

Is a free trial available?

Ready to get started?

Ready to Bring More Structure to Your Sales Process?

You've put time and effort into growing your business. Now give yourself a clearer way to manage the leads and opportunities you're working hard to create.

With LEVELUP by ProLevel, you can access the tools to organize your contacts, track opportunities, and build a more structured follow-up process.

Start with the plan that fits your business.

LEVELUP by ProLevel — Your all-in-one system for capturing, managing, and converting leads.

01 Organize 02 Track 03 Follow-up 04 Convert 05 Scale LEVEL UP

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