GoHighLevel and native contacts

Team Follow Up supports GoHighLevel and native contacts. When you add a sub-account you pick Connect GoHighLevel, to use its contacts, tags and pipelines, or Start without a CRM, to keep contacts and calendars in Team Follow Up. The choice is made once, and it decides which actions are available in the builder. Native Power Dialer schedules support calls and Send webhook for your external integrations. GHL tag, pipeline, SMS and email actions require a GHL project. See Power Dialer. A project that keeps contacts here has its own contact store and its own calendars, so an agent can qualify a lead and book it without any CRM at all. Calendars kept here work on GoHighLevel projects too. See Contacts without a CRM and Calendars and booking. For configuration tasks, read CRM resources: how fields, custom values, calendars, tags and pipelines belong to a location.

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The software is our service, productized

The software is not where we started. We started by doing this work by hand for clients: running the calls, tuning the agents, wiring up the follow ups. The software is that experience turned into a product, the parts we do over and over, packaged so you can run them yourself. That is the DIY plan. You get the same engine we use, in a dashboard you control. Each sub-account is a project. For GHL projects, the tags, calendars and fields your agents work with are read from the connected location. See GoHighLevel resources.

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When you need more than the software: Done For You

The software keeps growing, but it will always be a step behind what we can build by hand. Done For You is where we go to the battleground: custom builds, any CRM, and features that are not in the software yet. Reach for Done For You when you want:

• A custom CRM integration beyond the connections available in the dashboard.
• Something custom the software doesn’t do yet.
• Us to build, run, and tune the whole thing for you.