CRM & conversations
CRM/pipelines, unified conversations, reporting and calling are part of the current core feature set.
Acquisition
Website/funnel building, forms, surveys, quizzes, calendars, ad management and prospecting support lead capture and conversion workflows.
Automation & nurture
Workflow automation connects follow-up across email, SMS and other platform actions. HighLevel also lists multiple AI capabilities; some carry usage charges.
Map a workflow.
Write down your trigger, data, messages, handoffs, appointment step and pipeline outcome. Then test the sequence.