CRM Building
A CRM shaped around how your business actually sells and serves.
Eliix does HighLevel CRM setup and CRM migration for service businesses. Our certified admins move your contacts and process into GoHighLevel, build pipelines around how your team really sells, and connect the tools you already use. You get a system shaped to your business, not a generic template you have to work around.
We build your CRM around your real process, on HighLevel. That means the right pipelines, the right fields, and data structures that match how your customers, families, or staff connect to each other.
The problem it solves
Customer information scattered across spreadsheets, inboxes, and people's heads, with no single place to see what is happening.
What you get
- Custom lead fields, with labelled workflows for lead status and qualification tracking.
- Pipelines that show where every lead stands.
- Custom data structures for relationships a standard CRM cannot hold.
- Repeat form fills that fill blanks and never reopen leads already worked.
- Bulk list merges matched by email then phone, with unsubscribes excluded.
- AI assistants that answer common questions and book appointments.
Sam, new lead
Hi, can I get a quote this week?
No reply until the next afternoon
Hi Sam, sorry for the delay! Still need that quote?
Thanks, but we already went with someone else.
Lead lost
Sample conversation
How we work
- 1
We learn how you sell
We start from your real process, not a template.
- 2
We structure the data first
Getting records and relationships right now prevents rework later.
- 3
We train the team on it
A system only works if people use it, so we hand it over step by step.
CRM work we have done
Parents and children in one system
One form creates the parent, the child, and the link between them, with several children per family.
Staff workload balancing
New participants are assigned to staff automatically, based on real-time conditions, so no one is over-assigned.
A list moved into one CRM
An email list merged into one CRM: 27,058 phone numbers and 1,586 new contacts added with 0 failures.
See it in a real business
31
markets with their own pages
Garage Flooring Pros
Ads, market pages, lead management, and revenue reporting for a flooring company selling across dozens of markets.
Austin Children's Academy
A structured admissions system for a Montessori school and the families it serves.
Perfect Fit Day Program
Onboarding, staffing, scheduling, and hiring connected into one system for Perfect Fit Day Program.
Common questions
What is HighLevel?
HighLevel, often called GoHighLevel, is an all-in-one platform for CRM, pipelines, text and email, calendars, funnels, and automation. Many service businesses use it to replace several separate tools.
Is HighLevel a good alternative to Salesforce or HubSpot?
For many service businesses, yes. It covers CRM, messaging, calendars, and automation in one platform, often at a fraction of the cost. We can help you judge whether it fits on a discovery call.
Can you migrate us from another CRM or from spreadsheets?
Yes. CRM migration is a core part of what we do. We map your contacts, fields, and stages, move the data, and rebuild your follow-up in HighLevel. Clients like WeRoam and Garage Flooring Pros came to us running on spreadsheets.
Are your admins certified?
Yes. Mike Petritis, Nicole, and Ellie are HighLevel Certified Admins.
Can you fix a HighLevel account that is already set up?
Yes. We can review what you have, clean up what is getting in the way, and rebuild the parts that are not working.
Can HighLevel handle complex relationships between records?
Yes, with custom objects. We built one family with several children for Austin Children's Academy, and linked participants, guardians, and staff for Perfect Fit Day Program.
Want this working in your business?
Book a discovery call. We'll look at where your leads are getting lost and what it would take to fix it.