Find Your Agency CRM Setup in 20 Seconds

Agency CRM Setup Builder

FREE 20-SECOND CRM SETUP CHECK

Build your agency CRM setup

3 quick questions. Instant setup and plan. No contact info.

Answers shape the resultInstant resultNo auto-redirect

YOUR CRM SETUPQuestion 1 of 3 · ~20 sec

Preview build · The matcher works; the partner handoff is locked.

First, your operating model

What kind of operation are you building?

Choose the closest fit for the next 12 months.

One business or brandManage one company’s leads, appointments, and follow-up. Freelancer or solo marketerRun your pipeline plus a small client portfolio. Marketing agencyOperate separate workspaces for multiple clients. Agency selling softwareOffer clients a branded software subscription.

How many business or client workspaces will you need?

Count one per client or business over the next 12 months—not per user.

4 or moreRoom to add clients without a three-workspace ceiling. 2–3A small client portfolio or group of businesses. 1One business or operating workspace. Not sure yetShow me the safest plan boundary.

What outcome matters most right now?

Your answer shapes which capabilities matter most in the setup.

Capture and follow up with leadsConnect CRM, pipelines, calendars, and messaging. Replace several separate toolsBring core sales and marketing workflows together. Manage more client accountsKeep client workspaces separate as the agency grows. Resell a branded platformCreate and provision software accounts for customers.

Tap one answer—we’ll move to the next question automatically.

YOUR AGENCY CRM SETUP

CURRENT PUBLIC BASE PRICE

Plan details, billing terms, usage charges, and optional add-ons can change. Verify the current offer at HighLevel.

See HighLevel’s current plans →

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Why this tier surfaced

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WHAT YOU’LL GET

A clear starting setupSee the platform and starting plan behind your setup.

A practical starting tierGet the lowest public plan that covers your account structure and selected outcome.

The current price boundarySee the base price before you leave this page.

WHY WE ASK

The operation comes before the plan.

We map your operating model, workspace count, and first priority to a practical starting setup.

A CLEAN HANDOFF

No form submission, no email capture, and no auto-redirect. You decide whether to open HighLevel after seeing the result and current base price.

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