Top 5 CRM systems for financial services

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🎓 HighLevel Live Training Workshop #11 : eCommerce & Ad Manager – 23rd June 2026

This week, we’re diving into how to advertise and sell products online, all from inside HighLevel. This week’s workshop: eCommerce & Ad Manager📅 Live on Tuesday {{custom_values.611__ecommerce_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users looking to advertise and sell products and services online, take payments and electronically sign contracts and documents. 💸 Free for all HighLevel users If you’ve been using other platforms to sell your products or manage referrals — this is your chance to bring it all under one roof. You’ll learn how to:✅ Set up digital and physical products in HighLevel ✅ Integrate Shopify & WooCommerce with HighLevel eCommerce ✅ Build order forms, upsells, and simple checkout pages✅ Set up and manager Facebook and Google Ads in the HighLevel Ad Manager✅ Use workflows to automate post-purchase follow-up and fulfilment ✅ Create and sign documents electronically – just like Docusign Whether you’re selling a course, a coaching package, or a physical product — this workshop will help you build a system that works while you sleep. ✅ Already registered? Check your inbox for your Zoom link✅ Not booked in yet? Grab your free place here: Click to register 📚 Want to review the full series?👉 View the full 12-week workshop menu Let’s get your sales system running — and make it scalable. See you there?
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🎓 HighLevel Level Training Workshop #10 : Courses & Communities – 6th October 2026

We’re into Week 10 of the MarketerM8 Live HighLevel Workshop Series — and this time, we’re talking about how to turn your knowledge into revenue and engagement. This week’s workshop: Courses & Communities in HighLevel📅 Live on Tuesday {{custom_values.610__online_courses_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to deliver online learning or create a private space for their audience💸 Free for all HighLevel users If you’ve ever thought about building a course, a client hub, or a private members’ area — this workshop will show you exactly how to set it up using tools already built into HighLevel. You’ll learn how to:✅ Build a simple online course or membership program✅ Upload videos, PDFs and other resources✅ Set access levels and drip content ✅ Include live online meetings and trainings✅ Automate enrolments and onboarding ✅ Already using Kajabi? – learn how to import those courses into HighLevel✅ Create a private community (like a Facebook Group — but without the algorithm) Whether you’re running workshops, offering coaching, or just want to build a better experience for your clients — Courses & Communities are the tools that make it happen. ✅ Already registered? Zoom link should be in your inbox✅ Not signed up yet? Save your spot here: Click to register 📚 Want to see what’s coming next in the series?👉 Browse the full 12-week workshop menu Let’s turn your content into a client experience they’ll actually stick with. See you there?
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🎓 HighLevel Live Training Workshop #9 : Social Media & Reputation Management –

We’re heading into Week 9 of the MarketerM8 Live HighLevel Workshop Series — and this one’s all about staying consistent online and building a 5-star reputation without the overwhelm. This week’s workshop: Social Media Planner & Reputation Management📅 Live on Tuesday {{custom_values.69__social_media_planner_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to simplify content scheduling and get more 5-star reviews💸 Free for all HighLevel users This is the behind-the-scenes marketing work that keeps your brand visible, credible, and top-of-mind — even when you’re busy elsewhere. You’ll learn how to:✅ Use the built-in Social Planner to schedule posts across Facebook, Instagram, LinkedIn, and more✅ Create a simple, repeatable content calendar✅ Automate review requests to get more 5-star Google reviews✅ Monitor and respond to customer reviews from one place✅ Build trust with prospects by showing off your reputation Whether you’re doing your own marketing or managing it for clients, this session will help you take control of your brand across platforms. ✅ Already registered? Check your inbox for your Zoom link✅ Not booked in yet? Reserve your spot here: Click to register 📚 Want to see the rest of the series?👉 View the full 12-week workshop menu Let’s build your presence and your reputation — on autopilot. See you there?
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HighLevel Not Working? Try These Two Fixes Before Contacting Support

If you’ve landed on this page, there’s a good chance something in HighLevel isn’t behaving as expected. Perhaps your opportunities have disappeared. Your pipeline is blank. Your contacts aren’t showing. A workflow has stopped working. Your calendar isn’t displaying appointments. Maybe you’ve searched Google for an answer, watched a few YouTube videos, or even started drafting a support ticket. Before you spend hours troubleshooting, there are two simple checks I recommend making first. As a HighLevel consultant who works with businesses throughout the UK and internationally, I’ve seen many situations where what appears to be a major problem turns out to be a browser issue that can be resolved in seconds. Julian Mills’ 1st Recommendation: Use Google Chrome HighLevel is a modern web-based application that is constantly evolving. New features, updates and improvements are released regularly. Because of this, browser compatibility can sometimes become an issue. My recommendation is simple. Use Google Chrome. While HighLevel will often work in other browsers, Chrome generally provides the most consistent experience. If you’re using another browser and something appears broken, switch to Chrome before investigating further. You may find the issue immediately disappears. Julian Mills’ 2nd Recommendation: Clear Your Browser Cache In my experience, browser cache issues are responsible for a surprising number of apparent HighLevel problems. When HighLevel updates part of the platform, your browser can sometimes hold onto older versions of files. This can result in: Missing opportunities Blank pages Missing buttons Incorrect reports Broken layouts Workflows appearing not to work Missing contacts Calendars displaying incorrectly The good news is that the data is still there. Everything is backed up in HighLevel. Your browser simply isn’t displaying the latest version of the platform correctly. How To Clear Cache In Google Chrome Open Google Chrome. Press Ctrl + Shift + Delete on Windows or Command + Shift + Delete on Mac. Select Cached Images and Files. Click Delete Data. Close Chrome completely. Reopen Chrome. Log back into HighLevel. Try An Incognito Window You can also test HighLevel in an Incognito window by pressing: Ctrl + Shift + N This creates a clean browser session and can quickly identify whether the issue is cache-related. If HighLevel works correctly in an Incognito window but not in your normal browser session, there’s a good chance you’re dealing with a browser cache issue. Before You Contact Support If something appears broken in HighLevel, I recommend working through this checklist: ✅ Use Google Chrome ✅ Clear your browser cache ✅ Open an Incognito window ✅ Log out and back in ✅ Try another computer if available / or ask another user to check for you Many apparent HighLevel issues could be resolved before a support ticket is ever needed. Are You Getting The HighLevel Technical Support You Need Or Were Promised? One thing many business owners discover after signing up for a HighLevel sub-account is that not all HighLevel resellers, implementation partners and white-label agencies provide the same level of support. In some cases, support may be limited to basic onboarding or ticket-based assistance. When issues arise, users can find themselves searching Google, watching YouTube videos, reading Facebook groups or trying to troubleshoot problems on their own. That’s not necessarily anyone’s fault. Every agency has a different business model and level of technical expertise. At MarketerM8, we take a different approach. When you become a MarketerM8 customer, you’re not simply getting access to the HighLevel software. You’re also gaining access to a team of experienced HighLevel specialists who work with the platform every day. Included with your MarketerM8 subscription: Unlimited HighLevel support Access to 24/7 live chat support Zoom support calls when required Help troubleshooting workflows, automations, calendars and pipelines Assistance with integrations and technical setup Access to free live HighLevel training workshops Guidance from experienced HighLevel consultants If something isn’t working, you shouldn’t have to spend hours searching the internet trying to find the answer. Our aim is to help you solve the problem quickly so you can get back to running your business. Already Have A HighLevel Account? Many people don’t realise that it is often possible to move an existing HighLevel sub-account from one reseller or agency to another. If you’re currently using HighLevel and would like to learn more about transferring your sub account to MarketerM8, book a discovery call with Julian Mills. During the call we’ll discuss your current setup, the support you’re receiving today, and whether moving your account to MarketerM8 would be a good fit for your business. Book your discovery call: https://www.julianmills.co.uk/discovery Appendix: Common HighLevel Issues Often Resolved By Clearing Browser Cache This appendix contains a reference list of common questions HighLevel users search for online. While each issue may have multiple possible causes, browser cache is one of the first things worth checking. Opportunities & Pipelines HighLevel opportunities disappeared HighLevel pipeline is blank HighLevel opportunities not showing HighLevel sales pipeline not loading HighLevel opportunity cards missing HighLevel stages missing HighLevel pipeline showing incorrect information HighLevel opportunities not updating HighLevel dashboard figures don’t match pipeline HighLevel pipeline won’t refresh Contacts & CRM HighLevel contacts disappeared HighLevel contact search not working HighLevel Smart Lists empty HighLevel tags missing HighLevel custom fields not showing HighLevel notes missing HighLevel contact records not loading HighLevel filters not working HighLevel CRM loading slowly HighLevel contact information incorrect Calendars & Appointments HighLevel calendar blank HighLevel appointments missing HighLevel availability not showing HighLevel booking calendar not loading HighLevel scheduler not working HighLevel appointments not displaying HighLevel calendar widget broken HighLevel booking page loading incorrectly HighLevel appointment list missing HighLevel calendar not refreshing Workflows & Automation HighLevel workflow not working HighLevel workflow builder not loading HighLevel automation screen blank HighLevel workflow history not showing HighLevel workflow editor frozen HighLevel triggers missing HighLevel actions not displaying HighLevel automation settings missing HighLevel workflow page broken HighLevel workflow screen loading slowly Conversations & Messaging HighLevel inbox blank HighLevel conversations missing HighLevel SMS messages not showing HighLevel WhatsApp conversations missing HighLevel Facebook messages missing HighLevel inbox not refreshing HighLevel conversation Read more…
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🎓 HighLevel Live Training Workshop #11 : eCommerce & Ad Manager – 23rd June 2026

This week, we’re diving into how to advertise and sell products online, all from inside HighLevel. This week’s workshop: eCommerce & Ad Manager📅 Live on Tuesday {{custom_values.611__ecommerce_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users looking to advertise and sell products and services online, take payments and electronically sign contracts and documents. 💸 Free for all HighLevel users If you’ve been using other platforms to sell your products or manage referrals — this is your chance to bring it all under one roof. You’ll learn how to:✅ Set up digital and physical products in HighLevel ✅ Integrate Shopify & WooCommerce with HighLevel eCommerce ✅ Build order forms, upsells, and simple checkout pages✅ Set up and manager Facebook and Google Ads in the HighLevel Ad Manager✅ Use workflows to automate post-purchase follow-up and fulfilment ✅ Create and sign documents electronically – just like Docusign Whether you’re selling a course, a coaching package, or a physical product — this workshop will help you build a system that works while you sleep. ✅ Already registered? Check your inbox for your Zoom link✅ Not booked in yet? Grab your free place here: Click to register 📚 Want to review the full series?👉 View the full 12-week workshop menu Let’s get your sales system running — and make it scalable. See you there?
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How to Seamlessly Transition from ClickFunnels to HighLevel (And Why Many Businesses Make the Move)

If you’ve been using ClickFunnels for a while, there is a good chance you’ve reached a point where you’re asking yourself whether it’s still the right platform for your business. For many business owners, coaches, consultants and agencies, ClickFunnels is often the first serious marketing platform they invest in. It helps them build landing pages, sales funnels and lead generation campaigns without needing a developer. The challenge comes later. As your business grows, you often need more than just funnels. You need a CRM. You need email marketing. You need appointment booking. You need automation. You need lead nurturing. You may need SMS, WhatsApp, AI tools and sales pipelines. This is where many businesses begin exploring HighLevel. In this guide, I’ll explain why businesses move from ClickFunnels to HighLevel, what can be migrated, what challenges to expect and how to make the transition as smooth as possible. Quick Answer Many businesses move from ClickFunnels to HighLevel because they need more than a funnel builder. ClickFunnels remains one of the most popular platforms for creating sales funnels, landing pages and lead generation campaigns. However, as businesses grow, they often require CRM functionality, appointment booking, email marketing, automation, SMS messaging, WhatsApp communication and customer management tools. HighLevel combines all of these functions into a single platform. For businesses looking to reduce software costs, simplify integrations and centralise their marketing and sales systems, HighLevel is often a natural next step. What Is the Difference Between ClickFunnels and HighLevel? ClickFunnels is primarily a sales funnel platform designed to help businesses generate leads and sales online. HighLevel is a marketing and sales operating system that includes funnel building alongside CRM, email marketing, workflow automation, appointment booking, communications and customer management tools. A simple way to think about it is: ClickFunnels focuses on generating leads. HighLevel focuses on generating leads and managing everything that happens afterwards. Why Businesses Move from ClickFunnels to HighLevel Let’s be clear. ClickFunnels is not a bad platform. In fact, it remains one of the most recognised funnel-building platforms in the world and has helped thousands of businesses generate leads and sales. The reason many businesses move is not because ClickFunnels stops working. The reason is that they start needing additional tools. A common software stack looks something like this: ClickFunnels Calendly ActiveCampaign Zapier Stripe CRM software SMS platform Each tool performs a specific function, but costs begin to add up and integrations become increasingly complex. Many business owners eventually ask: Wouldn’t it be easier if all of this lived under one roof? That is often what leads them to HighLevel. The Problem Isn’t ClickFunnels One of the biggest misconceptions is that businesses leave ClickFunnels because of funnels. In reality, most businesses are perfectly happy with their funnels. The problem is usually what happens after someone opts in. Once a lead enters your world, you need to: Track conversations Manage follow-up Book appointments Send reminders Nurture prospects Manage opportunities Monitor sales performance Collect reviews Automate communication This is where businesses often find themselves adding more and more software around ClickFunnels. Expert Insight from Julian Mills “The reason most businesses leave ClickFunnels isn’t because the funnels stop working. It’s because they eventually need a CRM, automation, appointment booking and customer management platform around those funnels.” – Julian Mills The Funnel-to-System Framework Over the years, I’ve noticed a pattern. Most businesses start by solving one problem and then gradually discover they have four or five more. Stage 1: Build Funnels Generate leads and enquiries. Stage 2: Capture Leads Store contact information and customer data. Stage 3: Follow Up Use automation, reminders and nurture campaigns. Stage 4: Convert Opportunities Manage pipelines and sales processes. Stage 5: Retain Customers Deliver ongoing communication, reviews and customer experience. Julian Mills’ View “Many businesses buy ClickFunnels to solve Stage 1. They move to HighLevel when they need Stages 2 through 5.” – Julian Mills What Can Be Migrated from ClickFunnels to HighLevel? The good news is that most of your existing assets can be migrated. Funnels and Landing Pages Most funnel structures can be recreated inside HighLevel. In many cases, businesses take the opportunity to improve conversion rates by refreshing designs, simplifying pages and updating messaging. What many ClickFunnels users don’t realise is that HighLevel includes a ClickFunnels Page Importer. Rather than rebuilding every page from scratch, HighLevel can import many ClickFunnels pages directly into a HighLevel funnel. The imported page is recreated within HighLevel, often saving a significant amount of time during the migration process. In many cases, the page design, layout, images and copy will import successfully. The main tasks afterwards are typically: Recreating forms in HighLevel Recreating order forms in HighLevel Reconnecting automation workflows Testing the funnel before going live Julian Mills’ View “One of the biggest surprises for ClickFunnels users is discovering that HighLevel can often import their existing funnel pages. Instead of rebuilding everything from scratch, the process is often as simple as importing the page, recreating the form or order form and reconnecting the automation. That can save hours, or even days, during a migration.” – Julian Mills Forms Lead capture forms can be recreated and often enhanced with additional automation. Email Campaigns Email templates, nurture sequences and marketing campaigns can usually be transferred into HighLevel. Contacts Customer and prospect databases can be imported into HighLevel using CSV imports. Membership Areas Courses and membership content can be recreated inside HighLevel’s Courses and Communities features. For many former ClickFunnels users, HighLevel Communities offers a more modern experience and continues to receive regular development updates. Appointment Booking and Calendars Many businesses using ClickFunnels will connect a tool such as Calendly for appointment scheduling. HighLevel certainly handles traditional appointment booking, including: Discovery calls Sales consultations Classes / Workshops Webinars Strategy sessions Demo bookings Team appointments However, HighLevel’s calendar functionality extends far beyond what most people expect from a standard scheduling tool. Service Calendars For businesses delivering services, HighLevel includes Service Calendars. These are ideal for businesses where appointments need to be assigned to specific team Read more…
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Top 5 CRM systems for financial services

🎓 HighLevel Live Training Workshop #12 : Advanced Marketing –

🎓 HighLevel Live Training Workshop #13 : AI Employee – 7th July 2026

🎓 HighLevel Live Training Workshop #1: HighLevel Foundations for Beginners – 28th July 2026

🎓 HighLevel Live Training Workshop #2 : Simple Email Marketing – 4th August 2026

🎓 HighLevel Live Training Workshop #3 : Calendars & Appointments – 11th August 2026

🎓 HighLevel Live Training Workshop #4 : Sales Pipelines & Opportunities –

🎓 HighLevel Live Training Workshop #5 : Automation & Workflows -

🎓 HighLevel Live Training Workshop #6 : Database Management

Social Marketing Automation with HighLevel in 2026 and beyond. Capture More Leads and Generate More Sales

🎓 HighLevel Live Training Workshop #7 : Forms, Surveys & Quizzes –

Book Review. Endless Customers by Marcus Sheridan

The Ask. What’s The Best Survey Funnel Software Bucket.io Alternative for Ryan Levesque’s Ask Method (HighLevel)

Book Review: Scorecard Marketing by Daniel Priestley

Book Review: The Psychology of Money by Morgan Housel

Clear, practical, and genuinely enjoyable – The Personal MBA is a book that’s earned its permanent place on my shelf

DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

Wow! Just Read: Sell Like Crazy – Sabri Suby

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Selling to Serve – James Asford – GoProposal

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐