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INTEGRATION · HIGHLEVEL

The delivery backbone, and it feels like one system

Every text, email, and follow-up our automations send travels through HighLevel: CRM, pipelines, messaging, AI chat and voice options. And our platform embeds straight into HighLevel's menu, so your team works in one place.

WHAT IT HANDLES

The sales and messaging layer of your whole program

Our platform decides what should happen; HighLevel is how it reaches the customer. Together they cover:

✓  CRM & contacts: every lead and customer in one place, synced with our platform's data layer

✓  Sales pipelines: quotes, instant-quote acceptances, and leads move through stages you can see

✓  SMS & email sends: quote deliveries, follow-ups, review requests, win-backs, AR reminders

✓  AI chat & AI voice options: available via HighLevel; powers the website chat widget, with more on the roadmap

WHAT IT UNLOCKS

Every automation ends in a HighLevel send

Field data starts the play; HighLevel finishes it. Follow one lead through:

Trigger fires

A condition code, a completed job, a canceled subscription, or a web instant quote, synced from your field software.

Platform decides

Our platform matches the trigger to a play: upsell quote, win-back, review request, AR reminder.

HighLevel delivers

The message goes out branded to your company: text, email, or both, on a timed sequence.

Pipeline updates

Responses and acceptances move the contact through your sales pipeline automatically.

You watch it happen

All of it visible in one interface, the same place your reporting and call tracking live.

WHO IT'S FOR

Every M180 client, and anyone already on HighLevel

HighLevel is the backbone of every program we run, so this integration isn't optional garnish; it's the plumbing. If you're already running HighLevel, we build on your existing account instead of ripping anything out. If you've never heard of it, you'll never need to think about it: you'll just see one clean system with your name on the messages.

✕  HighLevel is the marketing/sales layer, not field software: scheduling, routing, and invoicing stay in Service Autopilot, Jobber, RealGreen, or Sweep&Go.

✕  The embed is an iframe architecture: it looks and feels native, and we're upfront that that's how it's built.

✕  AI chat and AI voice are HighLevel capabilities we configure and are expanding on our roadmap. Ask us what's live today for your use case.

FAQ

HighLevel integration FAQ

Do I need my own HighLevel account?

HighLevel comes as part of working with us; it's the CRM and messaging backbone under your program. If you're already on HighLevel, even better: we build on top of what you have instead of making you start over.

What does "embedded into HighLevel" actually mean?

Our platform appears as menu items inside your HighLevel account, an iframe architecture with styling matched to HighLevel's interface. Reporting, quotes, neighborhood marketing, and the rest feel like native features of the same system. One login, one place.

Can I control what my team sees?

Yes, visibility is controlled per login. Your office manager can see quotes and pipelines without ad budgets; a franchise location sees its own data and nothing else; you see everything.

What about AI chat and AI voice?

AI chat and AI voice are available through HighLevel and power options like the website chat widget, an area we're actively expanding on our roadmap. If missed calls are bleeding leads, this is a conversation worth having.

Does HighLevel replace my field software?

No. HighLevel handles the marketing and sales side: contacts, pipelines, messaging. Your field software (Service Autopilot, Jobber, RealGreen, Sweep&Go) keeps running operations, and our platform syncs the two worlds together.

KEEP EXPLORING

What rides on the backbone

One system. One login. Every message working.

Get a free marketing snapshot, and we'll show you exactly where you stand against your local competitors and what a follow-up machine would change.