About NextLevel CRM
An all-in-one business management platform. It combines a CRM with tools for communication (SMS, calls, email), sales pipelines, scheduling, and payments.
NextLevel CRM is an all-in-one platform designed for businesses seeking to consolidate their sales, marketing, and operational tools into a single system. It provides a central hub for managing contacts, conversations, sales pipelines, calendars, and payments. Key features include multi-channel communication via SMS, calls, and email, a visual pipeline manager, and an integrated scheduling system to reduce no-shows. The platform also includes marketing automation, a website and funnel builder, and reputation management tools. Pricing is not publicly listed; interested users must request a demo for a quote. The software is a cloud-based, web browser-accessible solution with a companion mobile app. It is positioned as an alternative to using multiple, disconnected software subscriptions.
Pros & Cons
- Combines over a dozen common business tools into a single platform and subscription.
- Provides a unified view of each customer, including all communications and payment history.
- Includes workflow automation to reduce manual data entry and repetitive tasks.
- Offers a mobile app to manage the entire business from a mobile device.
- SMS, calls, and email incur additional usage charges.
- Annual billing requires a larger upfront payment.
- Content Engine pricing is not publicly disclosed.
- The platform is highly specialized for insurance, making it less relevant to businesses outside the insurance sector.
Features
Key features
Consolidates every customer email, text, call, note, and payment into a single, readable timeline.
Enables two-way SMS, calls with a built-in power dialer, and email from a single inbox.
Provides drag-and-drop pipelines to track deals for sales, onboarding, or any other process.
Allows customers to self-book appointments, sends automated reminders, and syncs with user calendars.
Supports sending invoices, accepting card payments, and setting up recurring billing directly within the platform.
Additional features
Automates repetitive processes using a no-code workflow builder.
Includes tools to create lead capture pages and sales funnels.
Features a drag-and-drop builder for creating and sending email campaigns and broadcasts.
Automates the process of requesting and managing customer reviews.
Allows users to plan and post content to multiple social media channels from one place.
Provides tools to assign and track follow-up tasks.
Offers a mobile application to manage business operations on the go.
Pricing
Monthly plans
- CRM and contact management
- Workflows and sales pipelines
- AI appointment setter
- Two-way SMS
- Dedicated business phone number
- Power dialer
- Calendar and appointment management
- Email templates
The core CRM is offered as one all-inclusive subscription with no starter tier or upsell ladder.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to NextLevel CRM
ScaleONE
ScaleONE CRM is an all-in-one sales CRM and marketing automation platform developed by Shift ONE…
.png){kind=small}
WebPay
WebPay is a payment gateway software from WebPay that provides a full-featured solution for processing…
Moniepoint
Moniepoint is a financial management software from Moniepoint Microfinance Bank that supports small business transactions.…
HomeArize
HomeArize is a cloud-based ERP software for flooring retailers, showrooms, and contractors. It provides tools…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
About NextLevel CRM
An all-in-one business management platform. It combines a CRM with tools for communication (SMS, calls, email), sales pipelines, scheduling, and payments.
NextLevel CRM Details
NextLevel CRM's In-App Market Place
Does NextLevel CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- CRM and contact management
- Workflows and sales pipelines
- AI appointment setter
- Two-way SMS
- Dedicated business phone number
- Power dialer
- Calendar and appointment management
- Email templates
The core CRM is offered as one all-inclusive subscription with no starter tier or upsell ladder.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Combines over a dozen common business tools into a single platform and subscription.
- Provides a unified view of each customer, including all communications and payment history.
- Includes workflow automation to reduce manual data entry and repetitive tasks.
- Offers a mobile app to manage the entire business from a mobile device.
- SMS, calls, and email incur additional usage charges.
- Annual billing requires a larger upfront payment.
- Content Engine pricing is not publicly disclosed.
- The platform is highly specialized for insurance, making it less relevant to businesses outside the insurance sector.
NextLevel CRM's Support Options
Email Address
support@nextlevelcrm.ioContact
(435) 359-4364NextLevel CRM's Alternatives
ScaleONE
ScaleONE CRM is an all-in-one sales CRM and marketing automation platform developed by Shift ONE…
WebPay
WebPay is a payment gateway software from WebPay that provides a full-featured solution for processing…
Moniepoint
Moniepoint is a financial management software from Moniepoint Microfinance Bank that supports small business transactions.…
HomeArize
HomeArize is a cloud-based ERP software for flooring retailers, showrooms, and contractors. It provides tools…