HighLevel bundles a CRM, a funnel and website builder, booking calendars, email and SMS campaigns, a shared inbox, review requests and courses, and lets agencies resell all of it under their own brand. An agent can build the slice a single small business touches every day: leads from a form, a pipeline, a booking page and timed follow-up emails. What it can't build is what agencies actually pay for: carrier-registered texting and calling, managed email sending, the Meta, Google and WhatsApp messaging connections, and SaaS mode for billing clients.
Before you buildHighLevel has no free plan, only a 14-day trial. If you mainly need a CRM with pipelines, Twenty or Odoo Community cost nothing to self-host.
Build me a lead-to-booking CRM for my own small business, covering the part of HighLevel I use. Requirements: - Node.js 22 + TypeScript: a Fastify API and a React front end built with Vite. `npm start` serves everything on http://localhost:4700. - Storage: better-sqlite3 in ./data/crm.db for contacts, stages, opportunities, bookings, sent messages and sequence runs. - Lead forms: pick fields (text, email, phone, dropdown, consent checkbox) and get an embed snippet. A submission creates or updates the contact by email and drops an opportunity into the first stage. - Pipeline: a kanban board with drag-and-drop stages, and a contact page with a timeline of submissions, bookings, emails and notes. - Booking page at /book/:slug: weekly hours, buffer minutes, a daily cap, and a confirmation email with an .ics file. No calendar sync. - Follow-up sequences: steps of "wait N hours, send template", started by a form or a stage change, stopped when the contact books or lands in Won or Lost. Email goes through Resend (RESEND_API_KEY in .env) with an unsubscribe link. - Optional SMS steps through Twilio (keys in .env), only to contacts who ticked consent. Warn in the README that US texting needs an A2P 10DLC registration in the Twilio console first, which can take days. - Single business, single user. No accounts, no telemetry, local-first. - Out of scope: white-label, client sub-accounts, funnels, calls, Facebook, Instagram and WhatsApp messaging, review management. - README: setup, DNS records for the sending domain, exposing /book and the form endpoint through a Cloudflare Tunnel, and backups.
Opens your agent with the prompt filled in, you press enter. Or copy it and paste it into an empty folder.
The first prompt builds the core. Run these one at a time in the same folder to grow it into your own HighLevel.
Add a texting inbox to the CRM in this folder. Requirements: - A Twilio webhook at /hooks/sms (validate the X-Twilio-Signature header) stores inbound texts and links them to a contact by phone number. - A conversation view on each contact page with a reply box; replies go out from the same Twilio number. - STOP, UNSUBSCRIBE and similar keywords set the contact's SMS consent to off and halt their sequences; START turns it back on. - An unread counter in the sidebar. - Update the README with the webhook URL to paste into Twilio.
Add a HighLevel importer to the CRM in this folder. Requirements: - A command that takes the contacts CSV exported from HighLevel (Contacts > Smart Lists > Export). - Read the header row, map name, email, phone, tags and custom fields to contact fields, print the mapping and ask before writing anything. - Merge by email, then by phone; never create duplicates. - Tags become labels; unknown columns go into a JSON notes field. - Print a summary at the end: created, updated, skipped. - Update the README with the export steps.
Add review requests to the CRM in this folder. Requirements: - A setting for my Google review link and a delay (default 3 hours). - After a booking's end time passes, send one email asking for a review; never send twice to the same contact within 90 days. - The link goes through /r/:token so I can count clicks per contact. - A page listing requests sent, clicked and pending. - Out of scope: reading or replying to reviews. - Update the README.
Agencies treat it as a business in a box: one flat fee covers every client account, and they mark up the texting and email costs and sell the platform under their own name. Once dozens of client sub-accounts, phone numbers and workflows live there, moving out is a project nobody volunteers for.
Estimate · Resend's free tier covers a small list; a VPS for the public pages is about $5 a month. Texting through Twilio adds a monthly number fee, per-message and carrier fees, and the one-time registration. The build is token usage on your agent plan.
| Plan | Monthly | Annual, per month | What you get |
|---|---|---|---|
| Starter | $97 | $80.83 | 3 sub-accounts, unlimited users and contacts, all core tools. |
| Unlimited | $297 | $247.50 | Unlimited sub-accounts; phone and email costs rebilled to clients at cost; basic API access. |
| Agency Pro | $497 | $414.17 | Adds SaaS mode with automatic sub-account creation, marked-up rebilling of phone and email, and advanced API access. |
| Enterprise | custom | — | Dedicated account manager, white-label mobile app, HIPAA compliance. |
Not really. Agencies treat it as a business in a box: one flat fee covers every client account, and they mark up the texting and email costs and sell the platform under their own name. Once dozens of client sub-accounts, phone numbers and workflows live there, moving out is a project nobody volunteers for. The prompt on this page builds the closest honest substitute.
About $97 a month on the Starter plan, $1,164 a year (checked 2026-10-13).
White-label resale and SaaS mode for charging clients; Two-way texting, calls and WhatsApp on numbers HighLevel registers for you; The funnel and website builder, courses and membership areas; Review requests and Google Business Profile messaging; Snapshots: complete client setups you can clone into a new account. If any of those matter to you, keep paying.
Yes: Odoo Community (open source), Twenty (open source), Mautic (open source).