LevelUp Connect Suite of Tools
Manage Your Entire Business Using Only 1 Tool
Manage Reviews, SMS Message & Email Your Customers, Schedule Appointments, Send Proposals, Invoice and Receive Payments, Sell Online Courses, Build Marketing Funnels, and more, all from one places!
Manage Your Entire Business Using Only 1 Tool
SMS & Email Messaging
Communicate with your clients via SMS, Email, or Calls. Set up and send SMS or Email Campaigns Easily.
Send Proposals & Invoices
Create and send proposals and invoices. Capture payments using your connected Stripe or Authorize.net account.
Reviews & Reputation
Automate Google Review requests, reply to reviews that you've already received using one platform. Improve your rankings today.
Appointments & Meetings
Easy to use calendar that integrates with your website where your clients can schedule meetings and pay online.
Form Builder Tool
Create forms for anything you need, such as lead forms, appointment forms, application forms, customer forms, newsletter forms and more
Social Media Management
Connect any or all of your social media accounts, and begin scheduling content and managing from one dashboard.
Sales Pipeline
Track your sales opportunities and visualize your growth with our state of art sales pipeline. Use automations to trigger actions at each stage of the pipeline.
Create & Track Tasks
Create, assign, and track your teams tasks. Automations allows you to create tasks and assign them to the proper person as soon as a lead is created in the CRM.
Tons of Integrations
Integrates with Google and Outlook for two-way email and calendar sync. Other integrations available are QuickBooks, Zoom, Stripe, WhatsApp.
Advanced Reporting
Keep an eye on all of your operations from one place. Get reports on customer stages, Google Ads & Facebook Ads, and more.
Create Sale Funnels
Create advanced funnels to capture leads and convert them to paying customers using our funnel builder tool. Choose from 1000+ templates.
Integrations
Integrates with Google and Outlook for two-way email and calendar sync. Other integrations available are QuickBooks, Zoom, Stripe, WhatsApp.
Keep All Client Communications in One Place
Get a dedicated phone number and communicate with your client via calls, SMS, or calls in one place.
Local & Toll Free Phone Numbers
Reply to Facebook / Instagram / Google My Business chats directly from the CRM.
Automate SMS Messages
Documents & Notes section for each client to keep everything organized and in one place.
Create and send SMS & Email marketing campaigns.
Calendar, Proposals, Invoices & More
Create appointment booking forms that integrates with your payment gateway so you can charge your clients at the time of booking. Our platform also has a proposals system that sends proposals to your clients for signature.
Highlights:
Supported gateways: Stripe, Paypal, Authorize.net
Create, send, and track proposals from one dashboard.
Send invoices and receive payments.
Set up recurring payments.
Sell your products online.
Track sales and project revenue.
LevelUp Connect Pricing
Do IT YOURSELF
$169
$139
Monthly For 12-Months
600 SMS Messages, 400 Minutes & 5000 Emails per month
SMS & Email Marketing
Contact Management
Email & SMS Campaigns
Advanced Email Builder
Social Media Planner/Manager
Calendar & Appointments
Form Builder
Reputation Management
2-way integrations with Google Workspaces & Microsoft 365
5 Workflows
Reporting
Chat Widget - Basic
1 Hour Training
3 Users
Basic Setup
Integrations:
WhatsApp Business - $29 / month
Quickbooks - included
Zoom - included
3rd party integrations - available
Other fees:
A2P Registration: $6.50 per phone number
A2P Campaign Fee: $5.97/month per phone number
sTARTUP plan
$299
$249
Monthly For 12-Months
2000 SMS Messages ,1000 Minutes & 15,000 Emails per month
SMS & Email Marketing
Contact Management
Email & SMS Campaigns
Advanced Email Builder
Social Media Planner/Manager
Reputation Management
Calendar & Appointments
Form Builder
2-way integrations with Google Workspaces & Microsoft 365
Unlimited Workflows
Payments & Invoices
Memberships & Online Courses
Funnels & Websites
Reporting
Chat Widget - Form & Live Chat
2 Hours Training
20 Users
Advanced Setup
Integrations:
WhatsApp Business - $29 / month
Quickbooks - included
Stripe - included
Zoom - included
3rd party integrations - available
Other fees:
A2P Registration: $6.50 per phone number
A2P Campaign Fee: $5.97/month per phone number
pREMIUM plan
$499
$399
Monthly For 12-Months
5000 SMS Messages , 1500 Minutes & 35,000 Emails
SMS & Email Marketing
Contact Management
Email & SMS Campaigns
Advanced Email Builder
Social Media Planner/Manager
AI Content Writer
Reputation Management
Calendar & Appointments
Form Builder
2-way integrations with Google Workspaces & Microsoft 365
Unlimited Workflows
Payments & Invoices
Memberships & Online Courses
Funnels & Websites
Reporting
Chat Widget - Form & Live Chat
3 Hours Training
Unlimited Users
Advanced Setup
1 Hour/month support to build email campaigns, funnels, landing pages, ads, workflows
Integrations:
WhatsApp Business - included
Quickbooks - included
Stripe - included
Zoom - included
3rd party integrations - included
Other fees:
A2P Registration: $6.50 per phone number
A2P Campaign Fee: $5.97/month per phone number
SMS, Calls, and Emails Usage Costs
SMS Messages
$0.016 / segment
$10 will give you about 600 messages
Phone Calls
$0.023/ minute
$10 will give you about 425 minutes
Emails
$1.10 per 1000 emails
$10 will give you about 9000 emails
Frequently Asked Questions
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What is the LevelUp Connect CRM?
LevelUp CRM is a powerful customer relationship management and marketing platform that can help your business streamline and improve your marketing, sales, and client management efforts.
How can LevelUp Connect CRM benefit my business?
LevelUp CRM can benefit your business by providing a suite of tools for marketing, sales, and client management all in one place. This streamlines processes, improves efficiency, and can help you grow your business.
What support and training resources are available to help us get started with LevelUp Connect CRM?
LevelUp Connect CRM typically offers training and support resources to help you understand and make the most of the platform. This may include webinars, documentation, and direct support.
Upon signing up, you will receive a link to schedule your on-boarding call. The on-boarding call includes training and setup depending on your plan.
Is there a contract or commitment when using LevelUp Connect CRM?
No, there is no annual commitment required when using LevelUp Connect CRM. You can pay for the service on a monthly basis, providing flexibility for your business needs. This means you have the freedom to adapt your usage according to your requirements without being tied to a long-term contract.
If you happen to have purchased an annual plan and wish to discontinue, we offer a 50% refund of the remaining period to ensure that you have the flexibility to adjust your subscription to your evolving needs.
Limited Time Offer!
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