Client Management
One roster of every client, synced from GoHighLevel contacts, with a tabbed workspace that holds info, onboarding, services, pricing, documents and fax on a single record.
Learn moreEverything Power CRM adds to GoHighLevel
Twelve modules, all of them live in the app today, all of them synced against the CRM you already run.
All modules
The full module list
Core, AI and delivery modules. Turn on the ones your agency needs — the field-to-service and plan-to-service maps decide who sees what.
Client Onboarding
Configurable multi-stage onboarding with a status on every field, a cross-client missing-info queue, and automated reminders that chase the client for you.
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GoHighLevel Sync
Cache-first reads, durable local-first writes, real two-way field sync, and an explicit conflict queue — instead of last-write-wins and a spinner.
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AI Field Autofill
An agentic loop that fills an onboarding field from the client's real website, their Google Business listing and their DNS — then queues the value into GoHighLevel.
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AI Assistant
A context-aware chat panel that already knows the selected client — their fields, their custom values and their stage-by-stage onboarding progress.
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Brand Fetch
Give it a domain and it returns the client's colors, fonts, tagline, about-us copy, social profiles and logo — every value mapped into the right GoHighLevel field.
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Meetings
Agenda templates, transcripts pulled onto the client record, and AI-generated action items with an assignee and a priority on each one.
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Calendar & Appointments
Read GoHighLevel calendars and free slots, book and manage appointments against the client record, and load it all from a local cache that survives CRM hiccups.
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Custom Data
Define your own typed fields and folders, hold per-client values with history and a reveal step for secrets, and map fields to services and plans.
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Documents
Reusable multi-page document templates, a living per-client binder, rich text and structured page editors, page snapshots, and a visual layout designer.
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Fax Inside GoHighLevel
A Telnyx-backed fax inbox embedded directly in GoHighLevel — send with attachments, receive, view PDFs inline, and provision a number per sub-account.
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Team & Permissions
GoHighLevel SSO, roles and per-capability permissions, per-service access, and a safe restricted view you can hand to the client themselves.
Learn moreSee Power CRM on your own GoHighLevel account
A 30-minute working session against a location you pick. We show onboarding, the sync conflict queue and AI field capture on real data — then you decide.