Transform Your Operations with Professional Highlevel CRM management

At HARBORR, we believe in transparency: our platform is powered by Highlevel's robust CRM technology. But there's a growing challenge in the market - businesses of all sizes struggling to maximize their CRM investment, whether they're with us, another agency, or Highlevel directly.

Large enterprises often employ dedicated CRM managers with specialized training to handle their systems. But we understand that for most small and medium-sized businesses, hiring a full-time CRM expert isn't feasible - nor should it be necessary.

That's why we've developed our CRM management service. Whether you're feeling overwhelmed by automation complexity, discouraged by lack of support, or simply need experienced guidance to make the most of your investment, we're here to help.

No long-term contracts, no hidden agenda - just catered CRM management when you need it.

CRM Fundamentals

5 monthly service hours
Bi-monthly strategy sessions
Catered workflow implementation
Custom SOP creation
Current HARBORR.io subscribers enjoy discounted rates:
- Pro Plan: 10% discount ($535/mo)
- Concierge: 20% discount ($476/mo)

*These are estimated values based on our standard hourly rates, not guaranteed returns on investment.

CRM Advantage

10 service hours per month
Weekly strategy sessions
Catered workflow implementation
Custom SOP creation
Current HARBORR.io subscribers enjoy discounted rates:
- Pro Plan: 10% discount ($1,012/mo)
- Concierge: 20% discount ($900/mo)

*These are estimated values based on our standard hourly rates, not guaranteed returns on investment.

Catered Implementation
Benefit from proven strategies and refined processes developed through extensive Highlevel experience.

Strategic Oversight
Regular strategic planning ensures your CRM aligns with your business goals, delivered through your preferred communication method.

Comprehensive Management
• Workflow (Automation) creation and optimization
• Pipeline development
• Paid ads integration
• Email and SMS setup*
• Third-party integrations**
• And much more...

* While we provide experienced guidance, clients are ultimately responsible for ensuring their use of the platform complies with applicable laws and regulations.

** Additional subscription fees may apply for services like Zapier or Make. Third-party services are subject to their own terms and conditions. We are not responsible for third-party service outages or functionality.

What is HARBORR's relationship with HighLevel?

HARBORR is an authorized HighLevel agency partner. We provide their powerful CRM platform under our own brand, with added support and expertise to help you maximize its potential.

Do I need to move my Highlevel account to your agency?

No. -- While we do offer special discounts to clients under our own agency, our CRM management services are available to any HighLevel user, regardless of their current provider.

Can I move my account from another agency to HARBORR?

Possibly. -- Account transfers must be initiated by your current agency. While we welcome transfers and never restrict accounts from transferring out, many agencies do have different policies. Contact us to discuss your situation, and we'll help guide you through the process.

What if I'm not currently using HighLevel?

Visit get.HARBORR.io to start with a platform subscription, or book a call to discuss your options first. -- Need management for a different CRM? Contact us to discuss options.

Can you help migrate my data from another CRM?

Definitely. -- If you're transferring an account in from another HighLevel agency or CRM, your first 2-3 weeks of service will likely revolve heavily around the migration process. Much of this work is manual when transferring in from an entirely different CRM -- OR if we need to rebuild your account from scratch (due to another agency refusing your transfer request).

Can you work with our existing workflows and automations?

Yes. We can audit and optimize your existing setup, or build new processes from scratch. Note that if your account is under another agency, some modifications may be restricted.

What's included in the monthly management hours?

Any tasks within the HighLevel platform - from complex pipeline setups and integration builds, to simple newsletter sends and automation tweaks. You decide how to use your service hours.

How do the strategy sessions work?

These sessions focus on aligning your business goals with CRM capabilities. Whether you have specific needs or need guidance on where to start, we'll create a clear roadmap for your CRM success.

How quickly can you respond to urgent requests?

Typical response time is 24-48 hours. Agency clients with our Concierge Plan also have access to 24/7 software support, through our third-party support provider.

What happens if I need more than my allocated hours?

We'll notify you before reaching your limit, and pause work on your account until you decide to either wait for next month's hours, or approve additional service hours at our standard rate of $125/hour.

What's the minimum commitment period?

We don't require long-term contracts. -- After your first month of service, you can upgrade, downgrade, or cancel anytime within 10 days of your next billing cycle. Just send an email to [email protected] to request modifications.

Can I pause my subscription during slow periods?

Yes! -- You can pause your CRM management subscription for up to 3 months, while maintaining your current rate. After 3 months, you'll need to resubscribe at the most current price.

Do you provide training for our team?

Absolutely. You can use your monthly hours for team training, or schedule additional training sessions at our standard rate of $125/hour.

What types of integrations can you help with?

We specialize in Zapier integrations, which can connect your CRM with thousands of other platforms. While we'll build and manage the integrations, you'll need an active Zapier subscription (billed separately). Third-party services are subject to their own terms and conditions. We are not responsible for third-party service outages or functionality.

How do I get started?

Book a call at HARBORR.io/calendar!

Our Success Is Your Independence

Unlike traditional consulting services which create dependency, our goal is to empower your business. While we're always here if you need ongoing support, many clients find after 3-6 months of working with a Certified HighLevel Admin, that they're ready to begin transitioning CRM management in-house.

We'll help you reach this goal by:

Building sustainable, documented processes

Training your team on system maintenance

Providing coaching for future modifications

Remaining available for strategic projects

Whether you choose to maintain our partnership or bring your operations fully in-house -- you'll have the foundation and knowledge to make that choice confidently.

It's not about creating reliance - it's about building your capability.

Connect with Harborr

Ready to see real results in your marketing efforts? Contact HARBORR today.

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