Archived public website (2025-04-03)
Open full preview (opens in a new tab)Project scope
SitesCRM is a GoHighLevel development and management project. A CRM is useful when the team can understand what has happened with a contact and what should happen next, rather than having to search through disconnected messages.
The work covers platform development and management within GoHighLevel. The delivery approach centers on the agreed account structure, consistent contact handling and controlled changes to the setup as business needs evolve.
Platforms and tools
- GoHighLevel
From the brief to the handover
Our approach to SitesCRM
How we approach a brief like this, from planning the work to reviewing the complete experience.
Review the account structure
Understand who uses the workspace and which contact journeys the configuration needs to support.
Configure the agreed flows
Organize the relevant pages, contact information and management settings around the documented scope.
Manage changes carefully
Test updates with representative records and review the impact on existing journeys before publishing them.
Working on something similar?
Tell us about your business and the requirements. We can discuss which parts of the approach are relevant to your project.