The All-In-One Sales & Marketing Platform For Businesses

Scale your business with custom tools designed for business owners just like you.

Next Level Pro: Supercharge Your Sales & Marketing Success

Your Ultimate Resource for Streamlining Your Business

Tired of juggling multiple platforms and struggling to market your services effectively? Say goodbye to chaos and hello to Next Level Pro – the all-in-one solution. Our game-changing platform merges a powerhouse CRM, cutting-edge marketing tools, lead generation, and more into one seamless, cost-effective package.

Imagine streamlining operations, turbocharging marketing efforts, and skyrocketing your success all at once. Next Level Pro isn't just about getting by; it's about thriving in a competitive market. Discover how Next Level Pro can transform your business today.

The Old Way:

Here's what business owners normally do...

Have multiple costly subscriptions that each do one function in the business.

Waste time learning multiple tools.

Deal with the hassle of syncing data across platforms and making them work together seamlessly.
Try to figure out the 'tech' on their own.
Don't use proven systems or templates.

The New Way:

Here's what Next Level Pro customers do...

Have all tools integrated into one platform, with one cost-effective subscription.

Seamless, error-free workflow.

Intuitive, easy-to-use system.

All data coordinated in one place.
Work with people who understand business growth strategy, digital marketing, AI, and what it's like to be a busy business owner
Use proven systems and templates.

What we do.

We connect 100,000+ qualified prospects looking for financial advice, lending, protection, debt help and claims to advisors and brokers every year.

CRM & Email Marketing System

Take control of your client relationships and marketing efforts effortlessly, even if you're new to marketing:

Reach out to potential clients confidently with pre-built email templates
Manage your growing client base without feeling overwhelmed
Turn your contact list into a powerful marketing asset
Target the right clients with the right messages, boosting your success rate
Create professional marketing materials easily, no design skills needed
Stay organized and never miss a follow-up opportunity
Send email broadcasts, text messages, voicemails, and more
Unlimited contacts
Segment all of your contacts so you can send specific marketing messages to the right people
Drag & drop email builder
Keep your team in the loop with shared access to crucial customer data

Create a Professional Online Presence

Easily build and manage your appraiser website:

Design a polished, professional site without any tech skills
Showcase your services and expertise with customizable pages
Attract more leads and clients with targeted landing pages and sales funnels.
Enjoy unlimited media storage (images, files, documents, videos) for all your marketing and team needs
Ensure your website looks great on desktop, phones, and tablets
Boost your online visibility with built-in SEO features to help potential clients find you more easily
Improve your ranking in local searches to attract nearby customers
Fast page load times for a better user experience & SEO benefit
Make changes effortlessly and keep content fresh with a user-friendly visual drag & drop interface that requires no technical skills. Just find the element you want to use and drag and drop it in the place on the page you want it. You don't need to be a pro funnel/website builder to make amazing pages in NextLevelPro!
Save money with included website hosting - no separate fees.
Dynamic Landing Pages: Show ultra-targeted custom pages for your prospects, customized based on how they arrived at your page.
A/B split-testing

All-In-One Messaging Hub

Manage all of your messages in one place with our unified messaging system.

Centralize your conversations: Manage email, SMS, live chat, calls, voicemails, Facebook Business, and Instagram all in one place.
Engage with 2-way SMS messaging: Text clients and leads individually or in groups, right from your dashboard.
Never miss an opportunity: Set up auto text responses for missed calls, ensuring potential clients always get a prompt reply.
Send mass texts with ease: Broadcast to your contact lists with just a few clicks, perfect for announcing new services or availability.
Automate your outreach: Incorporate SMS into your marketing automations for timely follow-ups on business inquiries.
Save time with templates: Create and use text templates for quick, consistent responses to common questions.
Track your success: Monitor engagement with detailed text broadcast analytics to refine your communication strategy.
Adapt to any communication style: Whether it's social media, texting, chat, or calls - stay connected with clients and partners.
Get started in minutes: Our user-friendly interface ensures you can set up and start using the system quickly, with no tech expertise required.

This unified hub streamlines your client communications, saving you valuable time. Never miss an important message or potential client, regardless of how they choose to reach out. Boost your responsiveness and professional image, helping you stand out in the competitive market.

Smart Forms with Logic

Streamline your client intake and data collection with intelligent, customizable forms

Create with ease: Design professional forms and surveys using our intuitive drag & drop builder - no coding required.
Automate your workflow: Set up instant notifications for new leads and submissions via email, text message, or mobile app.
Personalize the client journey: Guide clients through different paths based on their responses, ensuring a tailored experience.
Boost your responsiveness: Implement "Contact Us" and "Free Quote Request" forms with automatic email responses.
Capture crucial details: Customize forms to gather essential information upfront, saving time on follow-ups.
Enhance decision-making: Collect and analyze client feedback to improve your services and grow your business.
Ensure seamless integration: Automatically sync form submissions with your CRM for streamlined lead management.
Ensure mobile-friendly design: Make sure leads & clients can easily complete forms on any device, increasing completion rates.
Secure data handling: Protect sensitive client information with advanced encryption and secure data storage.
Stand out from competitors: Offer a smoother, more professional client experience that sets your appraisal service apart.

Transform your client interactions with intelligent forms that save time, improve data collection, and enhance your professional image.

From initial contact to post-service feedback, our smart forms help you manage every step of the appraisal process more efficiently and securely, giving you a competitive edge in the market.

Social Media Mastery

Boost your online visibility, strengthen your brand, and attract more business by maintaining an active, professional social media presence - all while focusing on your core business.

Our Social Media Planner transforms your online presence into a powerful branding and authority-building tool, setting you apart in the competitive marketplace.

Centralize your social strategy: Manage all your social media accounts from one intuitive dashboard, saving time and ensuring brand consistency across platforms
Plan ahead with ease: Schedule posts for Facebook, Instagram, Twitter, Google My Business, and LinkedIn weeks or months in advance, maintaining a steady presence even during busy periods, freeing up your time for core business activities
Build brand recognition: Keep your business top-of-mind with regular, professional content across all platforms, creating a strong and recognizable brand identity
Establish market authority: Share valuable insights about your market, proven processes, and business trends consistently, positioning yourself as the go-to expert in your area.
Boost credibility: Regular, high-quality posts demonstrate your ongoing engagement and expertise, enhancing trust with potential clients and partners.
Create a content rhythm: Set up a consistent posting schedule that keeps your audience engaged and expecting your valuable insights.
Showcase your knowledge: Regularly share updates on industry trends and news, cementing your position as an authority.
Save hours each week: Automate your social media planning and posting, allowing you to focus on high-value business tasks.

Automations & Workflows: Your 24/7 Virtual Assistant

Transform your business into a model of efficiency. Our Automations & Workflows act as your tireless virtual assistant, handling routine tasks, improving client relationships, and streamlining operations.

Streamline repetitive tasks: Let automation handle routine processes, freeing you to focus on high-value work and increasing overall efficiency.
Enhance client communication: Automatically send personalized emails, texts, and voicemails at the right moments in the customer journey, improving client satisfaction.
Keep your team in sync: Set up internal notifications to ensure everyone stays informed on project progress, enhancing team collaboration and reducing errors.
Create intelligent workflows: Utilize our advanced "If/Else" system to create custom paths based on specific triggers or client responses, providing a tailored client experience.
Automate system tasks: From updating records to generating reports, let the system handle routine administrative work, reducing manual effort and saving time.
Leverage AI assistance: Tap into built-in AI to help with task suggestions, content creation, and process optimization, staying ahead with innovative technology.
Customize to your needs: With a wide range of automation options, tailor the system to fit your unique business processes, ensuring it works seamlessly with your existing workflow.
Easy setup: Enjoy a user-friendly interface that makes setting up automations straightforward and quick, even for those with limited technical skills.

Real-world example: Set up an automation to send review requests to your customers and clients. When they leave a 5-star review, the system automatically responds with a personalized thank-you message in your voice. This not only saves time but also helps build your online reputation.

Web Chat: Turn Visitors into Valued Clients

Boost your online engagement and capture more leads with our versatile web chat solutions.

You have 2 options for the chat widget:

Live chat: This is live chat. It is a real-time 2 way conversation on chat widget. It works well for large teams that have 24 x 7 coverage.
SMS or Email Chat: This chat will collect the visitor’s information so that you can respond to them via SMS or email later. It is great for small teams that are not staffed 24 x 7

Phone System

A powerful, feature-rich phone system for your appraisal business.

Call tracking
Record all of your calls automatically
IVR / "Phone Tree" system
Missed call text back: Instantly send a text to all missed calls
Create 'number pools' so you can hyper-target your advertising and know what is driving calls to your business

Review & Reputation Management System

Getting reviews for your business is one of the most important marketing strategies you can implement.

With Next Level Pro, you get a complete reputation management system.

Automate Review Requests: Set it and forget it. Schedule automatic review invitations after completed orders. Increase your review volume without extra effort.
Personalized Manual Requests: Add a personal touch when needed. Send customized review invitations for different segments of your customer base.
Reply to reviews internally, direct from your dashboard
Showcase Your Excellence: Display reviews on your website. Choose from multiple widget options to fit your site's design. Highlight your best feedback to attract new clients.
AI-Powered Response Assistance: Save time while maintaining quality. Create auto-replies or drafts using AI technology. Ensure timely, professional responses to all reviews.

Why It Matters: Positive reviews are crucial for attracting new customers and for ranking higher in the search results. Reviews build trust, improve your online visibility, and set you apart in a competitive market.

Next Level Pro makes managing your reputation effortless, allowing you to focus on what you do best.

Analytics & Reporting

Need reports? We've got 'em!

View your key metrics and get an eye on everything happening in your business.

Comprehensive Dashboards: Get a 360-degree view of your business.

Google Ads: Track ROI on your search engine marketing efforts
Facebook Ads: Measure the impact of your social media advertising
Call Reporting: Analyze call volumes, durations, and outcomes
Email Analytics: Evaluate the effectiveness of your email campaigns.

Why It Matters: Data is power. Our analytics suite transforms raw data into actionable insights, helping you make informed decisions, optimize operations, and drive business growth.

Whether you're looking to increase profits, improve efficiency, or expand your services, our comprehensive reporting tools provide the intelligence you need to succeed.

Mobile Freedom: Your Business in Your Pocket

Manage your business on the go with our powerful iOS & Android mobile app

Get real-time notifications straight to your phone
Chat with your leads & customers right from the app. Seamlessly communicate with your potential and existing customers across multiple channels from a single platform. You can manage conversations from leads on Google My Business, Facebook, Instagram, SMS, and Email, all in one place.
On-the-go lead management: Schedule and reschedule follow-ups with potential clients with a few taps.
Mobile CRM Access: Review and update lead and client information anytime, anywhere. Add notes and details about potential business opportunities on the move.
Marketing Automation at Your Fingertips: Trigger marketing automations and workflows directly from your phone. Keep your lead nurturing processes active, even when you're away from the office.

Why It Matters: Quick response to leads can make the difference. Our mobile app ensures you're always connected, responsive, and in control of your marketing efforts. Whether you're in your office or on the road, you have the full power of Next Level Pro's marketing tools at your fingertips.

Done-For-You Campaigns, Email Sequences, Landing Pages, Automations, and more

With Next Level Pro, you get pre-loaded campaigns and templates to kick-start your success, and new content will be pushed into your account regularly.

AI Ads Manager *

* Optional Add-on, $97/mo

Quickly and easily create and manage ad campaigns directly in your account!

Using the NextLevelPro Ads Manager, you can create your campaigns using AI.

Plug in the link you want visitors to go to and let our system create multiple versions of ads, map out the targeting and locations, and get ads running today.

We created the NextLevelPro Ads Manager to take care of all the hard stuff for you in a few taps.

No experience required: Get professional-quality ads without the learning curve.
AI-Driven Ad Optimization: NextLevelPro will create ad copy, graphics, and audience targeting in a tap that work hand-in-hand with Google and Facebook algorithms to improve your results over time.
Simplified Campaign Structure: Forget complex campaign setups - we handle it all behind the scenes. Focus on your goals, not technical details.

Audience building: We make it easy for you to create retargeting audiences across Facebook, Instagram, and Google. You can also build lookalike audiences right within your account. Get AI-recommended targeting options tailored for appraisal services.
A/B testing: NextLevelPro will write your ad copy, generate images + videos and rotate them to find the best ad combination for you saving you time and money.
Best features from all of the ad platforms in one interface: The best features from these ad platforms are automatically selected for you, so in one simple flow you can launch targeted ads across all platforms.

Keep your ads consistent across platforms: Learning all the new ad platforms is tough especially switching between the many tabs of each. In one place and flow, you can launch your campaigns to your target audience across all platforms. Ensuring consistency and peak performance to help achieve your goals.
Always up-to-date: There are new platform features from Facebook, Google, TikTok, and others every single week and we put those into NextLevelPro automatically saving you hours of time learning.

Run Ads on these Platforms:

Google Search, Display, Call Ads, Performance Max
Facebook Ads, Message Ads, Call Ads
LinkedIn Ads
Instagram Ads
YouTube Ads
Microsoft Bing Ads
Spotify Ads
TikTok Ads

Why It Matters: In a competitive market, standing out is crucial. Our AI Ads Manager levels the playing field, allowing you to compete with larger companies without the need for a dedicated marketing team. Whether you're looking to attract more business, expand into new areas, or simply increase your visibility, this tool puts professional-grade advertising at your fingertips.

Harness the power of AI to grow your business. With Next Level Pro's AI Ads Manager, you're not just running ads - you're strategically positioning your services in front of your ideal clients across the digital landscape.

Calendar Management System

Host unlimited calendars for you or your team members. No more having to use a 3rd party calendar system and then integrate it with your marketing tech. Ours are built in.

Host Unlimited Calendars & Bookings
Host Unlimited Team Calendars
Create Group Calendars (great for sales teams, coaching staff, etc.)
Recurring Calendars
Round Robin Booking
Class Booking

Order Processing System

Payments Made Easy!

Easily create personalized invoices with your company name and logo to secure prompt payments no matter where you are with our desktop or mobile app
Invoices, contracts, payments
Receive 1-time or recurring payments

Enhance your financial management and project a professional image with our integrated order processing system. From creating polished invoices to accepting various payment types, streamline your billing process and improve cash flow for your business.

Contracts & e-Signature System

Everything you need to do proposals, contracts, etc.

Send documents and contracts and get e-signatures (replaces DocuSign, PandaDoc, etc)
Unlimited contracts and templates
Easy document upload
Add Images
Add Price and Product Breakdown
Add Video
Automated Signature Requests
Set Signature Reminders
Team Notifications
Invoice Automation

Host Your Own Private Training Library

Set up your own password-protected training library for your team.

Store unlimited media files (documents, presentations, images, training videos, audio files, etc.)
Password-Protected Access: Keep your materials confidential.
Unlimited Resources: Store unlimited media files (documents, presentations, images, training videos, audio files, etc.)
Always Accessible: 24/7 on-demand access for continuous learning.

Why Next Level Pro?

We Make Tech Easy

We don't just give you the opportunity to use some amazing tools. We give you a system that comes pre-loaded with email sequences, landing pages, advanced automations, and more.

We regularly add new systems and automations regularly that you can take and implement immediately, ensuring you always have the latest technology at your fingertips.

All-In-One System

No more piecing together multiple systems and paying for a dozen tools that you then have to figure out how to get working together.

After working with hundreds of business over the last 10+ years, we understand the pain of figuring out what technology to use and how to use it.

We've simplified it and brought it all under one tool... Next Level Pro.

Amazing Support

With Next Level Pro, you get access to a video training library and support through live chat or our ticket system whenever you need help or have questions. Join our weekly office hour calls to learn more about using the system.

We provide guided onboarding as well as custom migration services that you can take advantage of.to ensure a smooth transition.

Sign Up For Next Level Pro

PRICING

Choose your plan

Next Level Pro (Monthly)

Website/Funnel Builder
Drag & Drop Templates
CRM & Email Marketing System
SMS marketing
Invoice - Contracts - Payments
Workflow automations
Smart forms
Phone system
Call tracking
Reputation management system
Social media planner
A/B split testing
Tracking/analytics
Unlimited users for your team
iOS & Android Mobile App
No Contract, Cancel Any Time!
Weekly office hours call for support
Option to add the AI Ads Manager (on next page or at any time *)
And much more

$197/month

Join Monthly

(cancel anytime within your account)

Next Level Pro (Annual)

2 months free (save $394)
1-on-1 Accelerator call with Roy & Jon
Website/Funnel Builder
Drag & Drop Templates
CRM & Email Marketing System
SMS marketing
Invoice - Contracts - Payments
Workflow automations
Smart forms
Phone system
Call tracking
Reputation management system
Social media planner
A/B split testing
Tracking/analytics
Unlimited users for your team
iOS & Android Mobile App
No Contract, Cancel Any Time!
Weekly office hours call for support
Option to add the AI Ads Manager (on next page or at any time *)
And much more

$1970/year

Join Annual

(cancel anytime within your account)

FAQ

What Is included inside Next Level Pro?

Next Level Pro includes websites, invoicing/contracts/payments, CRM, email marketing system, social media posting, project management, client feedback/delivery, reputation management, automations, calendars and so much more.

Are there any additional charges on top of the monthly subscription fee?

Pricing for all phone and email related activities are as follows:

Making Calls: $0.026/min

$10 will get you approximately 385 calls

Receiving Calls: $0.017/min

$10 will get you approximately 590 calls

Text Messages: $0.015/text

$10 will get you approximately 665 texts

Emails: $0.00105/email

$10 will get you approximately 9525 emails

For our average users the included credits every month should be sufficient to cover all your phone and email needs. For heavy users you may incur some additional charges.

Am I locked into any type of contract? Can I cancel at any time?

No contracts, cancel any time right from within your account dashboard. We're so confident in our platform that we don't require any long-term contracts. You can use Next Level Pro month-to-month and cancel any time you'd like.

Can I use my existing phone number & domain?

Yes! Through our simple porting process you’re able to move any existing phone number from any system over to ours. Same goes with domains, simply point your new domain to us and use it on any funnel you want!

* Note: We recommend reaching out to us to help when moving phone numbers or domains over to Next Level Pro just so we can ensure everything goes smoothly. We can make sure you're fully set up in Next Level Pro before making either change.

Do I have to build everything myself?

We do offer pre-built frameworks for appraisers and will be adding more regularly. We simply load in the frameworks / email sequences / templates / etc and you edit them for your business. We'll go over how to do it step-by-step through video tutorials and on our tech implementation calls.

We can also help implement for an additional cost. Reach out to us at [email protected] for more details.

Do we get any customer support?

Absolutely! You'll have access to training videos and a help desk where you can submit a support ticket.

We also have weekly open office hour calls where we'll walk through various parts of Next Level Pro and you can ask questions.

You'll also get a 'tech onboarding' call where we will help you get your basic tech set up.

Live 24/7 tech support is coming soon (fall 2024)

What is your refund policy?

We offer a 30-day money back guarantee only on your FIRST paid month. So you have 30 days to really stress test our software and learn how to use it risk-free.

After 30 days, you can cancel at any time and your subscription will end at the end of the current billing cycle.

What makes Next Level Pro different?

Most CRM systems are created by tech experts, so the systems don't provide the solution businesses actually need to grow. Next Level Pro was created by marketing experts who know what it's like to actually implement technology into your business and have it work for you. We have partnered with an established tech company that has over 100 developers and they ensure the system runs perfectly. But Next Level Pro is provided and supported by experts in the digital marketing space.

How many contacts, funnels or courses can I have?

Unlimited! That's right, you can have as many contacts as you want (you aren't billed based on contacts in your system).

You can have unlimited domains, unlimited funnels and create unlimited courses/products and you aren't charged a penny more!

Can I integrate Next Level Pro with my current systems and favorite tools?

Yes, we know that you may have your own favorite tools you're using now, or have used in the past, so we integrate with most of the top service providers like Zapier.

Next Level Pro is designed to seamlessly integrate with various CRMs and other tools, streamlining your workflow and enhancing productivity. You don’t have to change your existing systems.

Do I have to pay for updates?

No! We give constant updates to our software, add new templates and you get it all included in your membership! Because Next Level Pro is on the cloud, when we make an update or add new features, they automatically show up in your account!

Who owns the data / content / subscribers?

You do! Any content (including your users) is 100% owned by you. Next Level Pro doesn't have permission to use that content or contact your users for any reason.

If I cancel my Next Level Pro account, will I lose my data?

As with most "software-as-a-service" platforms, when you cancel your account, your data will become inaccessible, but don't worry, before canceling you have the opportunity to download csv files of your contacts and members or "pause" your account and we'll keep everything backed up waiting so you can come back again later!

What if I have questions before signing up?

Shoot us an email to [email protected] and we're happy to answer any questions you may have!

Will this system manage my day-to-day operations?

Next Level Pro is designed specifically to enhance your sales and marketing efforts, not to manage the daily operational tasks of your business. This focus ensures you get the best tools to grow your business.

I'm not tech-savvy. How easy is it to use Next Level Pro?

Next Level Pro is user-friendly and comes with a comprehensive training library, live chat support, and weekly office hour calls to help you get the most out of the system without any technical hassle.

I already use several marketing tools. Why should I switch to Next Level Pro?

Next Level Pro consolidates all your marketing tools into one platform, saving you time and money while ensuring seamless integration and management of your marketing activities. This means less complexity, more efficiency, and cost savings.

How will this system help me attract more non-lender work?

Next Level Pro includes features like email sequences, landing pages, and advanced automations designed to target and convert non-lender clients effectively. It also automates the process of getting 5-star reviews, enhancing your online reputation and attracting more clients.

How can Next Level Pro help me build my brand and authority?

By consistently showcasing your expertise through targeted marketing campaigns, social media management, and automated content distribution, Next Level Pro helps you establish and strengthen your brand and authority in your market.

What if I need help migrating from my current tools?

We offer guided onboarding and custom migration services to make the transition to Next Level Pro smooth and hassle-free. Our team will be with you every step of the way.

How often are new features added to the platform?

We regularly update Next Level Pro with new systems and automations, ensuring you always have access to the latest marketing tools and technologies. You’ll always stay ahead of the competition.

How will this system help me save time on marketing tasks?

Next Level Pro automates many marketing tasks such as email campaigns, lead follow-ups, and appointment scheduling, allowing you to focus on your core business activities. Spend less time on marketing and more time on what you do best.

What kind of return on investment can I expect from using Next Level Pro?

By consolidating your marketing tools and automating tasks, Next Level Pro helps you reduce costs, increase efficiency, and attract more clients, leading to a significant return on investment.

What makes Next Level Pro different from other marketing platforms?

Next Level Pro is built specifically for small business owners, with features tailored to your unique needs. Our ongoing updates, dedicated support, and easy-to-use interface ensure that you have the best tools to grow your business without the typical headaches.

We understand marketing and technology, as well how it all works together to get results.

Next Level Pro vs. Doing Nothing: Which is more costly?

By not investing in Next Level Pro, you risk falling behind competitors who leverage advanced marketing tools and automations to secure more growth in their business. This can result in missed opportunities, lost clients, and inefficiencies due to manual processes. While Next Level Pro requires an investment, it can significantly increase your ability to attract and retain customers, leading to higher revenue and business growth.

What We Do

Your proven customer acquisition system that increases conversion rates at every step of the customer journey so you can enjoy record breaking sales.

Effective Lead Generation

Strategically focused on high-intent leads generation tactics from Google, Bing, & YouTube.

Learn More ⟶

Database Reactivation

Turn your old data into fresh appointments and sales, utilising our sales android that never rests.

Learn More ⟶

Appointment Setting

Transform your contact rate and campaign profitability with our appointment setting sales android.

Learn More ⟶

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Get a good impression your brand on them.

We don't launch rockets. We just generate leads from Google, Bing and YouTube, connecting them with your team in real time. And you know what, we're bloody good at it.

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Costumer review.

See why customers love GHL Elite.

"If you're looking for an all-in-one app to help you increase sales and save time on follow-ups, I would highly recommend NexLevel CRM."

– Rachel Johnson

"Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it."

– Mike Nord

"You never know what you're missing until you try NexLevel. We've been using it for 9 months and it has helped us double our pipeline and close more deals."

– Heather Mathewson

"Since using NexLevel over a year ago, I’ve generated $300k+ in new revenue and saved more than 20 hours per week on administrative tasks like reminders and reschedules."

– Ranjana Muthaliar