Onboard. Launch. Operate. Prove.
One platform replaces the ClickUp boards, the client Slack channels, the Loom links, and the reporting spreadsheet — under your brand, on your domain.
Three shells. One platform. Your brand.
An operator portal for your team. A partner portal served on your own custom domain — provisioned automatically, DNS and SSL included. A client portal your customers live in, embeddable right inside HighLevel. Branding follows the hostname down to the installable app icon and the push notifications.
It’s not vanity — it’s a moat.
Clients who live in your portal don’t shop your competitors. The experience they pay for carries your name, not a vendor’s.
Bill it as your own product.
The portal and your packaged offers, billed under your own pricing — your brand on the receipt.
Isolated by domain, by design.
Sessions are host-isolated: a login on one partner’s portal can never cross to another.
Clients onboard themselves.
Productized on both sides. Reseller partners come in through a scored application; agencies start the trial self-serve — then an 8-step wizard: welcome & profile, install HighLevel, Meta Business Manager, subscription, branding, custom domain, invite team, first client.
No email-chasing. Ever.
Clients get an invite and a branded 3-step wizard — Business Info, Authorized Rep, Meta Connect with asset grants — feeding a live Compliance tab with A2P status, domains, and legal URLs. Everything collected before kickoff.
Meta campaigns, without the tabs.
A guided Campaign Builder — Basics, Targeting, Creative & Copy, Approval, Review — with a publish-to-Meta pipeline and automated metric sync. Production cutover lands with Meta app approval.
Full Ads-Manager parity is built — explicit objectives, Advantage+ toggles, custom audiences and lookalikes, pixels, lead forms, UTMs, CBO, and A/B tests. The three-level Campaign → Ad Set → Ad wizard is in final rollout. Rolling out now
Creative Generator.
Refine a rough brief conversationally, generate across multiple frontier image models side by side, bank winners into a per-client asset library.
Ad Preview.
Pixel-accurate feed, story, and reel previews shared via an expiring link. Clients give feedback with no login.
Every client, one living record.
An Attio-style record rail with inline editing and an activity feed — campaigns, tickets, tasks, sites, contacts, and compliance readiness in one record. Open it, you’re already briefed.
Tasks your clients close out.
TASK-01042-style numbering, subtasks, custom statuses, billable time, templates — and a client review loop where deliverables are accepted or reopened in the portal.
Chat with a staff-only back channel.
Client-visible threads with whisper mode in the same conversation, @mentions, activity-event cards — installable as your own branded PWA with push.
Support that keeps its promises.
Priority-based SLAs — 2h critical, 4h high, 24h normal, 48h low — with at-risk and breach tracking, macros, email-to-ticket, and a branded self-serve Knowledge Base.
Walk into the call already current.
Package your offerings as playbooks; launch them as initiatives with a rolled-up scorecard — spend to leads to CPL to appointments to ROAS — or a milestone tracker, with transparent pass-through ad spend. The reporting that used to eat your evenings is a nightly job now.
Initiative KPI scorecards are live. Partner and client scorecard lenses are coming. Roadmap · Q4 2026
Every call becomes one report.
Fathom and Granola recordings deduplicate into one canonical After Action Report. AI-suggested action items become tracked tasks only after staff confirmation. Clients see only approved recordings and their own deliverables.
Every site, watched weekly.
PageSpeed and Core Web Vitals history, uptime checks, deploy changelogs, DNS — plus a build queue for new sites.
Built for agencies. Ready for agents.
A near-black, calm shell with instant feedback and dense keyboard-navigable tables. ⌘K everywhere. Behind every surface, an always-on worker fleet: hourly ad-metric syncs, hourly meeting syncs, nightly initiative roll-ups stamping HighLevel attribution, weekly site health checks, and creative-generation jobs.
The work runs while you sleep.
Package your offers as playbooks. Reusable initiative blueprints with KPIs and task templates — launch the same winning play for every client.