GoHighLevel Accounting Firm Playbook: Best CRM & Automation Tool!

Let’s be straightforward, handling 5 different tools to run your firm (or perhaps just your online business) is a pain. You’re flipping between your CRM, your email marketing software application, your funnel builder, your training course platform, and your social media scheduler … and paying a substantial price for all of them. GoHighLevel Accounting Firm Playbook..

Then you come across GoHighLevel.

It assures to change all of those tools in one shot. One login. One price. No more duct-taping systems with each other.

Appears wonderful, right?

However is it actually as effective and smooth as it looks from the outside? Or does it feature a couple of cracks under the surface?

In this review, you’re going to get the actual scoop– the great, the “meh,” and the you-should-know-this-before-you-buy. Let’s dive in.

What Is GoHighLevel?

If you’re brand-new to the name, GoHighLevel (typically just called “HighLevel”) is a full-stack marketing and CRM system constructed with digital firms in mind. Consider it as the Swiss Army knife of organization devices.

You obtain:

  • Funnel builder
  • CRM
  • Email marketing
  • SMS tools
  • Automations
  • Website builder
  • Online training course designer
  • Social media scheduling
  • Appointment reservation
  • Reputation administration
  • And more …

The big draw? You can market all of this under your very own brand name if you get on the higher-tier plan. White-labeled dashboards, unlimited client sub-accounts, it’s like you’re running your very own SaaS.

But … (and there is constantly a “however”), while it loads a lots of strike, it’s not all plain sailing.

You Can Replace a Bunch of Devices

One of GoHighLevel’s best selling factors is just how much software program it can replace.

As opposed to spending for ActiveCampaign, ClickFunnels, Calendly, Teachable, Hootsuite and PipeDrive individually, you can do all of it inside GHL.

Appears superb.

And for lots of companies? It truly is.

However let’s talk email marketing for a sec– because this is where a lot of individuals obtain floundered.

You see, GoHighLevel’s email system functions, yet it’s not specifically a superstar in deliverability. Unless you’re willing to hook it as much as Mailgun (or an additional third-party SMTP), you could discover your open rates take a hit.

Oh, and below’s something that captures a lot of individuals off-guard: you’ll pay $0.01 per email after you strike your plan’s limit. Got a big checklist? That builds up quickly.

Profits? If e-mail marketing is your bread and butter, examination deliverability prior to you go all in.

Funnels and Pages: GoHighLevel Accounting Firm Playbook

Currently below’s where GHL does shine– sales funnels.

You can produce unrestricted funnels, also on the most affordable plan. So whether you’re developing a lead gen funnel for your customer or a webinar funnel for your very own company, there’s no cap. Kajabi and others? They limit this stuff.

What’s cool is that you can start from scratch with a drag-and-drop builder (very simple– no coding required), or pick from thousands of templates.

There’s even a ClickFunnels import device. Yep, if you’ve already constructed funnels there, GHL will certainly aid you draw them in with minimal difficulty.

And if you produce an awesome funnel you wish to recycle? The Snapshots feature lets you duplicate the whole configuration and move it to a different customer sub-account in seconds.

Seriously, that component’s a time-saver. Especially if you’re marketing the exact same solution to several clients– just modify and go.

Websites and Landing Pages: Solid

GHL’s web page builder is smooth. It’s drag-and-drop, responsive, and personalized.

You can construct:

  • Complete internet sites
  • Standalone landing pages
  • Thank-you web pages
  • Reserving pages
  • Check out pages

And yes, you can maintain your branding regular making use of “Brand name Boards” and global areas that auto-fill throughout multiple pages. Very helpful if you’re constructing websites for customers and want a repeatable, polished look.

Is it as design-flexible as Elementor for WordPress? Not quite. You will not discover the same innovative visual tweaks or animation impacts. However if you just need tidy, expert web pages that work, GHL finishes the job.

And the very best component? It’s all connected to the CRM, automations, kinds, and pipeline. So when somebody fills in a form on your web page, they’re right away in your funnel– no Zapier required.

CRM and Automation: Surprisingly Effective

Let’s be actual. A lot of “all-in-one” tools toss in a standard CRM just to examine the box.

Yet GoHighLevel’s CRM is no second thought.

It offers you a full aesthetic pipeline to track leads, leads, customers– whatever your process looks like. You can customize stages, established automated follow-ups, tag calls, designate lead ratings, and track every discussion from one location.

You likewise get two-way communication channels like:

  • SMS/MMS
  • Email
  • Voicemail decreases
  • Facebook Carrier

And if you actually want to dig into automations? GHL’s workflow builder allows you activate virtually anything based upon a customer’s habits– from a basic email series to a multi-step nurture campaign with conditional logic.

It’s comparable to ActiveCampaign’s automation engine– just … put inside a much bigger system.

Track record Administration: A Hidden Gem

Here’s a feature that doesn’t get enough love: GoHighLevel’s review system.

You can set it up to immediately send out evaluation demands after a client books, acquires, or completes a service.

Better yet, you can filter the reactions. If a person leaves a 5-star rating? Send them to your Google or Facebook web page. If they’re not satisfied? Route them to an exclusive feedback kind.

It’s smart online reputation protection– and it’s constructed right in. No added tools needed.

Online Courses and Digital Products

If you’ve got an on-line training course or plan to sell one, GHL does support that– including:

  • Components and lessons
  • Video, sound, and file hosting
  • Certificates
  • Trickle material (kind of).
  • Communities

You can additionally offer free courses, paid accessibility, or membership designs. It’s a solid starter kit for training course designers.

That said, if you’re intending to construct a realm like Amy Porterfield or offer complicated certification programs? You may find the program features a little slim contrasted to Kajabi or LearnWorlds.

But also for fundamental training, mini-courses, or company customer training? Absolutely convenient.

The UI/UX: Functional … Yet Not Specifically Refined

Okay. Let’s resolve the elephant in the space.

GoHighLevel isn’t the most beautiful system around. The interface works, yet it can really feel clunky. Some setups are hidden in odd places. The learning curve? A bit steep.

You’ll possibly invest your first few days questioning where things is. You’re not alone.

But once you know with the layout, it begins to click. And truthfully, the quantity of things you can do from one control panel goes over.

Pro pointer: Make use of the custom control panels feature to tidy things up and produce your very own workflow sights. It’ll save you time (and peace of mind).

Pricing: Is It Worth It?

GoHighLevel begins at $97/month for the Starter plan. That gives you access to the core features in one account.

The Unlimited plan is $297/month and lets you develop endless sub-accounts for customers. And also, you get white-label branding and full customization.

Wish to resell GoHighLevel as your very own SaaS? That’s the $497/month SaaS Pro plan. You can increase the service, offer it under your brand, and maintain the profit GoHighLevel Accounting Firm Playbook.

Simply a heads-up: GoHighLevel requires you to charge at the very least $97/month per customer. So, you’ll require around 5 customers to break even on the SaaS Pro plan– whatever afterwards is profit.

Should You Make use of GoHighLevel?

Here’s the deal:

If you run a marketing agency or deal done-for-you services to clients– GHL can definitely assist you scale. The sub-accounts, automations, white-label tools, and funnel cloning are a desire for customer work.

If you’re a course creator or solopreneur looking for one location to manage your CRM, automations, and sales funnels? GHL can be a solid option– particularly if you’re tired of paying for 4+ devices.

If you live and take a breath email marketing, have a massive listing, or run intricate campaigns? GHL’s deliverability and added email costs could push you toward something like ActiveCampaign or ConvertKit.

If style and UI are your leading priority? You may feel annoyed by GoHighLevel’s design.

Final thought

GoHighLevel isn’t ideal– yet it’s powerful.

It resembles acquiring a toolbox that changes your entire garage rack. You’re not obtaining the absolute ideal hammer, wrench, or drill. Yet you are getting every little thing you need in one convenient, economical plan.

Which, for numerous companies and business owners, is ample.

So, should you try it?

If you’ve been duke it outing way too many tools, covering workflows with each other, and paying a lot of money for a pile that hardly talks to itself– after that yes.

Grab the 30-day free trial (method far better than their typical 14-day one), provide it a spin, and see how it fits your company.

Just don’t fail to remember to watch your email costs.

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