Core CRM
Contacts & pipeline
One place to pick up the conversation.
Explore capabilities
- Contact records
- Tags & custom fields
- Smart lists
- Opportunities
- Sales stages
- Lead scoring
Your CRM. Already part of the plan.
Turn enquiries
into relationships.
Your GoHighLevel CRM connects leads, conversations, booking and follow-up. Included in every Orcaru plan.
✓ New instance or existing-account transfer✓ Setup help + ongoing support in every plan
Plans from $199/month + $149 setup. Usage and optional services extra.
YOUR CUSTOMER CONNECTION ORCARU × HIGHLEVEL
SocialEmailYour websiteCalls
JL
Jordan LeeA new connection, with context.
New leadFIRST TOUCHInstagram → guide
NEXT STEPDiscovery call
Guide requestedFollow-up sentCall booked
Context in.
Relationships out.
Relationships out.
Your Orcaru teamConnecting the dots.
Powered by GoHighLevelConnected by OrcaruBuilt around your business
A CRM with somewhere to go
Connect your content to follow-up.
Give interested people a clear next step.
Orcaru plans and publishes content. GoHighLevel keeps enquiries, conversations and bookings together, so your team knows who to follow up with.
See the complete Orcaru system →Follow the connection
From first interest
to booked work.
Follow an example from content to customer.
ORCARU / CONTENT + DISTRIBUTION
One idea. The right channels.
Turn your expertise into content. Schedule it with a clear offer and a tracked next step.
Explore content & scheduling →EXAMPLE CAMPAIGN / WELLNESS WORKSHOP
CAMPAIGN READYA useful idea, ready to share.
Context travels with the journey
SourceCampaignContactNext action
Illustrative flow. Automations, connections and tracking are configured around your offer, permissions and plan.
The HighLevel feature library
Your CRM tools, in one place.
Explore your included CRM tools. We’ll help you choose what to set up first.
Showing all 12 feature groups.
Core tools
Pages & lead capture
Give every offer a useful next step.
Explore capabilities
- Website & funnel builder
- Landing pages
- Forms
- Surveys
- Quizzes
- Webinar funnels
- Chat widget
- QR codes
Usage applies
Conversations & outreach
Keep conversations with each contact.
Explore capabilities
- Shared inbox
- Email & SMS
- Supported social DMs
- Live chat
- Calls
- Missed-call text-back
- Message snippets
- Voicemail
Premium actions may cost extra
Workflows & automation
Automate reminders and follow-up.
Explore capabilities
- Triggers & actions
- Follow-up sequences
- Lead routing
- Reminders
- Segmentation
- Reactivation
- Birthday & seasonal campaigns
Core tools + payment fees
Calendars & appointments
Turn interest into time on the calendar.
Explore capabilities
- Online booking
- Calendar connections
- Appointment reminders
- Paid bookings
- Follow-up after appointments
Processor fees apply
Payments & selling
Send quotes and collect payments.
Explore capabilities
- Estimates & proposals
- Invoices
- Payment integrations
- Order forms
- Upsells & downsells
- Text-to-pay
- Tap-to-pay
- Gift cards
Some services cost extra
Reviews & referrals
Give happy customers a way to spread the word.
Explore capabilities
- Review requests
- Review widgets
- Video reviews
- Reputation management
- Affiliate tracking
- Loyalty tools
Setup scope agreed with you
Courses & communities
Keep delivering value after the first sale.
Explore capabilities
- Course delivery
- Membership offers
- Paid content
- Community spaces
- Customer access
Ad spend & premium tools extra
Social & campaigns
Keep your publishing and follow-up in reach.
Explore capabilities
- Social Planner
- Content scheduling
- Email broadcasts
- Newsletter campaigns
- Ad Manager
- Prospecting tools
Orcaru attribution varies by plan
Reporting & connections
See the activity behind your customer relationships.
Explore capabilities
- Custom dashboards
- Pipeline reporting
- Call tracking
- Supported integrations
- API access subject to account permissions
Optional / usage billed
HighLevel AI
Add AI help where you need it.
Explore capabilities
- Conversation AI
- Voice AI
- Content AI
- Funnel AI
- Review replies
- Workflow AI assistance
- Business card scanning
Branded apps & domains extra
Mobile & account tools
Keep the customer context with your team.
Explore capabilities
- HighLevel mobile app
- Team access
- Conversation access on the go
- Domain management
CRM access included. Setup agreed with you.
We agree what to build during setup. Ongoing help uses your plan’s support hours; extra work is scoped separately. Phone, SMS, email, AI, premium workflow actions, payment processing and third-party subscriptions can carry additional charges. WhatsApp, branded apps, listings, WordPress hosting, dedicated email IPs and other upgrades are optional. Agency-level reseller tools are not part of a client CRM account.
Compare Orcaru plans & inclusions →Feature reference: HighLevel overview · Features & add-ons · Usage guide. Reviewed October 23, 2026. Availability depends on enabled services and provider requirements.
Track where leads come from
Know where the
relationship began.
Tracked links identify each campaign and source. UTM tags connect clicks to website and CRM activity where data allows.
Review Metricool, Google Analytics and recorded CRM results together to plan your next campaign.
Explore reporting & attribution →A REGISTERED CAMPAIGN LINKOne placement. A known source.
Source InstagramMedium SocialCampaign WorkshopContent Guide post
- 01A click with contextTracked link + captured UTM parameters
- 02A person in the CRMForm or booking + contact record
- 03A recorded outcomeOpportunity, booking or recorded revenue
↻ Results inform the next campaign
Illustration of the tracking model, not measured results.
Good reporting shows its limits.
Core and Pro include attribution where touchpoints were captured. Untracked journeys stay unattributed. Reports depend on connected sources, consent, identity matching and data freshness. Automated Google and Meta ad-spend ingestion is not yet live.
The Orcaru part
Get help using your CRM.
Get help connecting your CRM to your content, campaigns and follow-up.
- 01 / A plan and content to feed itStrategy, brand context, AI agents and monthly production. Explore the planner →
- 02 / A connected customer journeyLanding pages, forms, booking and follow-up around your offer. Explore websites →
- 03 / Help every month1, 2 or 3 support hours on Starter, Core or Pro for calls, configuration and AI management.
- 04 / Results you can talk throughConnect your assistant through Orcaru MCP, or chat with your agent in your supported workspace. Explore connections →
Want our team to lead ongoing delivery too? Explore Managed Marketing. Larger builds and additional campaign operation are scoped separately.
Two ways in. One connected system.
Start fresh.
Or transfer your CRM.
Choose a new GoHighLevel instance or transfer an eligible account.
“I need a CRM.”
We provide a new GoHighLevel instance under Orcaru and help configure your contacts, pipeline, booking and initial follow-up.
- Your own business workspace
- Setup around your offer and customer journey
- Connections and priorities agreed together
“I already use HighLevel.”
Bring your existing GoHighLevel sub-account to Orcaru and let us help manage it as part of your marketing system.
- Review your current account and access
- Coordinate an eligible sub-account transfer
- Reconnect services and verify the key journeys
A careful handover, with a clear scope.
A HighLevel transfer moves an eligible whole sub-account between agencies; it does not merge two accounts. It requires the appropriate agency permissions and receiving-agency approval. We confirm transferable records, integrations and phone-number porting before moving anything. Phone numbers, email services, payment connections and subscriptions may need separate coordination or reconnection.
Read HighLevel’s transfer requirements ↗The useful details
Before you
get started.
Is the GoHighLevel instance really included?
Yes. Every paid Orcaru plan includes your own GoHighLevel instance. You can start with a new instance or bring an eligible existing sub-account. A free account request starts onboarding; it does not activate a paid plan or provision every service instantly.
Does “included” mean unlimited usage and setup?
The CRM instance is included. Sending email and messages, calls, AI usage, premium services and payment processing may cost extra. Hands-on support and content production have plan allowances. We confirm your setup scope and any additional services with you.
Do all social channels send their DMs into the CRM?
No. Publishing support and inbox support are different. Orcaru connects content and social reporting through its supported tools; HighLevel conversations use the channels its inbox supports and your account authorises. We confirm your actual connections during setup.
Can Orcaru run the CRM for me?
We help configure and improve your CRM within the monthly support allowance. If you want ongoing campaign operation, more workflows or our team to lead delivery, we agree that scope through optional services or Managed Marketing.
Can I keep another CRM?
Orcaru also supports connections with HubSpot and ActiveCampaign. Tell us what you already use and we’ll map the supported workflow before you commit. Your included GoHighLevel instance does not mean you must move every tool at once.
Ready to connect your CRM?
Give every enquiry
a next step.
Connect your CRM, content and team.