High Level Is an All in one platform that provides Web Solutions With Martyn with online digital marketing tools.
CRM and Contact Management: Full support for managing contacts, tagging, notes, and workflows—suitable for EMR-style needs in basic form.
Custom Forms Surveys & Courses: Can be built using the form,survey &course builder and connected to workflows and pipelines.& to Collect and analyze feedback from participants and instructors.
Here's how you can use HighLevel for custom courses:
1. Create a Product:
Start by creating a new product within the HighLevel platform, designating it as a course.
2. Structure Your Course:
Organize your course into categories and posts, allowing you to present content in a logical way.
3. Add Content:
You can add various types of content, including videos, PDFs, and other media, within your course modules.
Handle Payments:
Integrate with payment processors like Stripe or PayPal to handle payments for your courses.
Automate Follow-Ups:
Implement automated follow-up sequences to nurture courses and keeping faculty/students engaged with the course(s)
Analyze Performance:
Track the performance of your course and identify areas for improvement.
Document Uploads: Forms can include file upload fields.
Check-in/Sign-in Buttons: These can be custom-built and linked to automations via forms or websites.
Workflows & Automation: GHL excels here for handling intake, reminders, follow-ups, and lead management including Collection and analyzing feedback from participants and instructors.
Tailored Workflows:
CRM platforms enable businesses & universities to create different pipeline workflows for inbound inquiries based on enrollment cycle stages. This allows for personalized communication and outreach tailored to each stage of the admissions process.
Automation:
CRM systems can automate processes that make reaching out to applicants easier and keep them engaged throughout the admissions process. This includes scheduling reminders, sending personalized emails, and managing follow-up actions.
Multi-sub-account Configuration: Each sub-account can be treated as a “campus” or “site” with isolated logic and structure.
Permissions & Access Control: Teams and roles can be configured per sub-account for managing visibility.
Pipeline Management:
Tracking leads and opportunities through different stages of the sales cycle, ensuring no opportunities are missed. Yes, pipeline management can be custom tailored for college campuses using high-level CRM software. CRM systems, specifically designed for higher education, offer features to manage student journeys, improve retention, and streamline operations. These systems allow customization of application stages, offer workflows, and pipeline workflows based on enrollment cycle stages.
GHL is not HIPAA compliant unless you're using it under a white-labeled instance with HIPAA compliance enabled, and you’ve signed a BAA with HighLevel. “added montly Cost and we do for you” or save money “DIY” do it yourself.
“Objects” Feature:
This is currently under early access/beta for some users and not yet widely available. It enables the creation of custom data types and is a huge step toward modularity like EMR logic or structured patient data. Keep an eye on feature rollouts in https://ideas.gohighlevel.com or request access if your agency " "Web Solutions With Martyn" qualifies
In GoHighLevel's CRM, custom objects allow users to define and manage data structures beyond the platform's standard CRM entities like Contacts, Companies, and Opportunities. This feature is particularly useful for businesses with unique processes or specialized data tracking needs, enabling them to tailor the CRM system to their specific operational needs.
Here's a more detailed look at custom objects in GoHighLevel:
Defining Custom Objects:
Only admins can define custom objects through the Object settings page, according to HighLevel Support Portal.
Custom Fields:
After defining a custom object, you can create custom fields within that object to store specific information.
Associations:
Custom objects can be associated with other CRM objects, such as contacts, companies, or other custom objects.
Use Cases:
Custom objects can be used to manage data for various purposes, such as tracking properties, projects, inventory, or legal cases.
List View:
Custom objects can be viewed in a list view, allowing users to see all records in a tabular format.
Automations:
While custom objects are powerful, they are not yet fully automated, meaning that some manual input may be required to link them with contacts or other objects.
User Security: GoHighLevel user security focuses on restricting user permissions within the platform, enabling administrators to control what users can and cannot do.
Role-Based Access Control (RBAC): GoHighLevel employs an RBAC model for controlling access to production infrastructure. This allows administrators to assign permissions based on predefined roles, ensuring users have access only to what's necessary for their job functions.
Granular Control: Within GoHighLevel's user security features, you can customize user permissions and roles, allowing you to manage access levels based on specific responsibilities.
Authentication and Authorization: GoHighLevel utilizes authentication to verify user identities and authorization to determine what resources users are allowed to access after successful authentication
Security & Compliance: IAM in GoHighLevel helps to meet regulatory compliance requirements and enhance data security. For example, it supports compliance with HIPAA by controlling access to sensitive data.
Key IAM-related aspects within GoHighLevel:
Agency & Team Management: GoHighLevel distinguishes between Agency Team Management (for agencies granting access to client accounts) and Team Management (for clients granting access to their own accounts). This allows for granular control over user access at both agency and client levels.
Single Sign-On (SSO): GoHighLevel offers an add-on feature for setting up SSO login. SSO enhances user experience by allowing users to access multiple applications with a single set of credentials.
Security Documentation: GoHighLevel provides detailed documentation outlining its security and compliance overview, including information about user access control.