Client Management

The client record your CRM does not have

GoHighLevel holds the contact. It does not hold everything around the contact — the onboarding state, the brand assets, the service scope, the credentials, the documents, the pricing. Those live in a spreadsheet, a Drive folder, a Slack thread and someone’s head. Power CRM puts them on the client record itself.

One roster, always current

The client list is built from your GoHighLevel contacts and locations. Filter by status or onboarding stage, search across the book of business, and see aggregate statistics — how many clients are in flight, how far each has progressed, which ones are blocked. New sub-accounts appear on their own: a background discovery worker watches your GoHighLevel installs and adds locations as they arrive.

A workspace, not a form

Open a client and you get a tabbed workspace rather than a wall of fields:

• Home — the at-a-glance state of the account
• Info — the core client data, editable inline
• Onboarding — the stages, sections and fields you defined, each with its own status
• Services — per-service field sets for Website, SEO, Paid Ads, Social and Email
• Pricing — the plan and services assigned to this client, with the retail total computed for you
• Documents — the client’s binder, built from your templates
• Fax — send and receive on the client’s provisioned number
• Settings — the per-client switches

Nothing here is a link out to another tool. It is the same record, in the same app, sitting on top of the same CRM.

Editing that does not lose work

Fields are click-to-edit. There is no form to open, no save button to hunt for, no modal to dismiss. Every edit is written to Power CRM’s own store first and then queued to GoHighLevel by a worker that runs every 30 seconds — so an edit made while the GoHighLevel API is rate-limited or briefly down still lands. The field shows its sync state until it is confirmed.

Every field also keeps a history. Click into it and you see who changed what, and when — and you can restore any prior value without touching a database.

Scoped to the team that needs it

Your SEO people do not need the paid-ads fields. Your ads people do not need the website credentials. Service tabs carry their own field sets, and a field-to-service map decides where each field appears. Combined with role permissions, that means each delivery team opens a client and sees only its own work.

The pricing your agency actually charges

Define your services with retail prices, bundle them into plans, and assign a plan to a client. The retail total is summed from the included services, so the value of what a client is receiving is never a guess and never a stale spreadsheet cell.