At its core, CRM Level X is dedicated to the transformation of leads into loyal customers. Consequently, having a powerful CRM solution is paramount. What I find most appealing is its unwavering commitment to functionality, visibility, and unparalleled customization.

SMART LISTS

The ability to craft intricate smart lists stands as a pivotal feature in lead segmentation and tailored action management. Filter by virtually any criteria you establish using custom fields and tags, and access these lists with consummate ease.

TAGS

Drive automation through an ingenious tagging system that affords you intricate control over your triggers and automated marketing campaigns, providing a granular approach to your strategies.

BULK ACTIONS

Effortlessly execute an array of bulk actions directly from the CRM, thereby conserving valuable time and energy. All the while, maintaining a high degree of precision and authority over your operations."

Voice & Calling

Empower your clients with robust calling features that open doors to endless possibilities.

VOICEMAIL DROPS

Reach out discreetly with ring-less voicemails, ensuring your message is heard even when calls go straight to voicemail.

POWER DIALER/SMS

Automate campaigns with precision. Schedule manual call events that adapt to your client's operational hours and simplify call-backs with our power dial feature, streamlining your team's workflow.

CALL TRACKING & MORE

Effortlessly manage multiple users and sales teams, complete with individual voicemail, call recording, and ad tracking through versatile number pools. CRM Level X sets the stage for streamlined communication.

Discover the next level of customer relationship management with CRM Level X

Email & SMS Builder

CRM Level X is here to transform the landscape for marketing agencies, offering an all-in-one solution that eliminates the need for piecing together multiple tools, saving you substantial expenses. At its core is the dynamic drag-and-drop Email and SMS template builder.

SMS Builder

Create SMS campaign templates effortlessly, saving precious time and effort. Add custom values to the mix, streamlining your efforts as you cater to your clients' needs.

EMAIL BUILDER

Providing an email builder is one thing, but CRM Level X takes it to the next level with a sleek user interface and lightning-fast performance. Our intuitive drag-and-drop builder includes all the essential features you need as a marketing company to craft personalized emails for your clients.

GLOBAL FILE MANAGER

While navigating the versatile features of CRM Level X, you'll appreciate the Global File Manager's convenience. Upload images once, and they become instantly accessible from any builder, reducing redundancy and optimizing your workflow.

At the core of it all, CRM Level X brings you the pinnacle of automation solutions. This software is meticulously crafted for marketers, providing the versatility to tackle any task. However, with such sophistication, it also empowers you to design and plan your automations with precision.

WORKFLOW BUILDER

This innovative feature simplifies the process of mapping and constructing your clients' automation, making it more accessible and efficient than ever before.

TRIGGERS

Craft actions based on your imagination and needs; your creativity is the only limit. For novel ideas, there's an ideas board to bring them to life. You can trigger events based on incoming calls, Facebook Ads, status changes, or work with tags in your contacts—the possibilities are boundless. Plus, create your own Trigger Links that can be embedded in SMS and emails to activate events when the link is clicked.

Experience the future of automation with CRM Level X

When we delve into automation and nurturing lead follow-up campaigns, we mustn't overlook the critical role of creating a well-structured marketing funnel to guide leads into your nurturing process.

FUNNEL BUILDER

Combine your Websites, Landing Pages, Forms, and Surveys into a cohesive system. Craft sequences that expertly guide leads through essential stages, ultimately converting them into prospects.

FUNNEL ELEMENTS

The process of gathering valuable lead information while retaining their interest involves multiple steps. Employ low-friction features such as sticky contact information, integrate your Facebook pixel, embed booking calendars, and implement 2-step order forms.

Leverage funnels for various purposes, from initial lead capture objectives and nurturing prospects to booking sequences, to seamlessly incorporating upsells, down-sells, and payment functionalities tied to calendar appointments.

Experience the power of CRM Level X Funnel Builder to optimize your lead conversion process.

Sales Pipeline

Email+SMS Campaigns

Reputation Management

Automations (Triggers)

Opt -In Form

Bonus* Funnel Template

Scheduler

Domain Integration

Custom Values

Facebook Form Integration (Optional)

Google Calendar Integration (Optional)

Company Information Entry

Assistance with White labeling your GHL Web App

1:1 One Hour Onboarding Setup / Overview Call