CRM Features
Contact Management
Unified Conversations Inbox
2 Way Email & SMS Messaging
Reputation Management
Weekly Webinars
Missed Call Text Back
Social Planner
Basic Google/Meta Ads Reporting
Google Analytics Integration
Yes! You can cancel anytime & we offer a full money-back guarantee for the cost of your subscription if you are not satisfied with our services. Although, we know you're gonna love us!
The monthly subscription covers your access to the platform and allows for you to have unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses. Plus we also provide you with complimentary credits to get your started.
YES! We provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be fully successful!
We want to make sure you are set up for success, so help you get set up and train you on how to use WeLevel on a day to day basis. You'll be greeted with a hour long training session and technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.
WeLevel is an AI-powered marketing suite that helps businesses optimize customer acquisition and engagement. By automating key marketing tasks and integrating essential tools like CRM, content creation, and review management, WeLevel supports businesses at every growth stage, saving time and improving lead conversion rates.
WeLevel is designed for businesses of all sizes. Our platform is particularly effective for small to medium-sized businesses looking to scale their customer acquisition efforts, streamline operations, and reduce costs.
WeLevel integrates multiple tools into one platform, eliminating the need for separate vendors. Our unique blend of AI and human expertise enables personalized automation, helping businesses increase lead conversions by up to 40% while reducing operational costs.
WeLevel provides automation for CRM, SMS follow-ups, missed call text-back, lead nurturing, review requests, and appointment scheduling. These features ensure seamless customer engagement and improved lead management.
If a client calls and cannot reach you, our system sends an automated text message instantly. This response captures leads and lets potential customers know you'll follow up, reducing missed opportunities.
Yes! WeLevel automates review requests after key customer interactions, helping you build a positive online reputation without manual outreach.
Automated follow-ups nurture leads with timely, personalized messages, ensuring customers stay engaged. This leads to increased conversions and keeps your sales pipeline active without manual effort.
WeLevel’s automation tools, like personalized reminders and consistent follow-ups, enhance customer satisfaction and loyalty. These proactive communications ensure your clients feel valued and attended to.
Yes, all plans include access to email support, webinars, and a knowledge base. Managed plans come with 24/7 live support to ensure your questions are answered quickly.
We provide two onboarding calls to help you set up CRM, calendar, social media integrations, and SMS tools. Additionally, we offer webinars and live training sessions to ensure you maximize the platform’s capabilities.
After signing up, you’ll receive detailed guidance during your onboarding calls. Our team helps configure tools tailored to your business needs, ensuring a seamless setup process.
WeLevel offers four subscription tiers:
Starter ($299/month):
DIY website, CRM (1 user), unlimited missed call text-back, social media planner, review management, and more.
Basic ($499/month):
Adds managed website, limited content creation, 24/7 customer support, and 3 users.
Scale ($999/month):
Expands content creation, includes payment processing, landing pages, and affiliate management for 5 users.
Enterprise ($1799/month):
Includes video content creation, extensive content output, and up to 10 users.
Yes, you can upgrade anytime to access additional features and support. Our team will guide you to the plan that best fits your goals.
You can cancel your subscription at any time. Your account remains active until the end of your current billing cycle. You can reinstate your subscription within 60 days to retain access to your data and tools.
Many clients see improvements within two weeks, such as higher lead engagement and more efficient workflows. For example, businesses report up to a 40% boost in lead conversions within the first few months of using the platform.
WeLevel’s reporting dashboard tracks key metrics like engagement rates, conversions, and ROI. Insights from social media, email campaigns, and ad performance help optimize your strategies.
Absolutely. Automated follow-ups and targeted messaging drive timely engagement. Many of our clients experience up to a 40% increase in conversions through consistent customer interactions.
Yes, WeLevel integrates with various CRM and marketing platforms, consolidating your data into one place to streamline workflows.
WeLevel is ideal for industries like hospitality, home services, retail, and professional services. For example, service businesses use our missed call text-back to recapture over 60% of lost leads.
By consolidating CRM, content marketing, and review management into one platform, WeLevel eliminates the need for multiple vendors, saving money while improving ROI.
Our AI-driven tools generate brand-specific blog posts and social media content. These high-quality, engaging posts help maintain your online presence and attract new customers.
WeLevel offers an all-in-one solution with features like CRM, website management, content creation, messaging automation, review management, lead generation, analytics, and more.
WeLevel follows strict data protection protocols and complies with industry regulations. Your data is never shared without consent and is used only to improve your marketing results.
Yes! Our Data-as-a-Service (DaaS) feature allows you to create hyper-targeted campaigns based on behavior, location, and interests, ensuring your ads reach the right audience.
WeLevel streamlines your customer acquisition process by integrating CRM, automated messaging, content creation, and review management into one platform. This ensures seamless workflows and better customer engagement.
Contractors (e.g., HVAC, Plumbers, Electricians)
Fieldwork keeps them away from the phone, leading to missed opportunities during busy hours.
Medical Practices (e.g., Dentists, Chiropractors, Small Clinics)
High patient volume and limited administrative staff can result in missed calls.
Auto Service/Repair Shops
Staff often focus on repairs, leaving phones unanswered during peak times.
Real Estate Agents and Property Managers
They are often in meetings, showing properties, or managing tenants, making immediate response challenging.
Home Service Providers (e.g., Cleaners, Landscapers)
These businesses are frequently on-site and unable to answer calls on the spot.
Restaurants
During peak dining hours, restaurant staff may be too busy to take reservation or inquiry calls.
Salons and Spas
Stylists and therapists are usually with clients, limiting their ability to answer booking calls.
Legal Services (e.g., Solo Attorneys, Small Law Firms)
Lawyers often miss calls during consultations or court sessions.
Gyms and Fitness Studios
Front desk staffing may not cover all operating hours, leading to missed inquiries about classes or memberships.
Pet Services (e.g., Groomers, Sitters, Veterinary Clinics)
Groomers and sitters often work directly with animals, which limits phone availability.
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks