GoHighLevel Expert for CRM & Automation System
PROJECT SUMMARY
Designed and built a scalable GoHighLevel CRM & Automation System, featuring centralized lead management, sales pipelines, installer sub-accounts, SaaS onboarding, dashboards, reporting, and API/Make integrations to streamline business operations.
The biggest challenge was managing business from a CRM while automating lead routing, customer transfers between sub-accounts, and maintaining accurate reporting without duplicating or losing data.
I developed a custom GoHighLevel architecture with automated workflows, regional lead routing, reusable snapshots, user permissions, cross-sub-account automation, dashboards, and API/Make integrations to create a seamless and scalable system.
The final solution significantly reduced manual work, improved lead management and reporting accuracy, automated key business processes, and provided a scalable CRM for future growth. The client was highly satisfied with the system's performance, automation, and ease of management.
Technology stack
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