Done-for-you CRM setup for small business.
Max Level replaces the separate CRM, scheduler, email tool and texting app with one system. We set it up in an account registered in your name and, on Core and Pro, run it for you.
What is in the system
- Contacts, pipelines and deals.
- One inbox for email, text and direct messages.
- Calendars and online booking.
- A business phone line with missed-call text-back.
- Websites, funnels and blogs.
- Forms, surveys and quizzes.
- Invoices and subscriptions.
- Email and social campaigns.
- An automation builder and monthly reporting dashboards.
Who Max Level is built for
Max Level fits businesses that run on four or more disconnected tools and re-type customers from one system into the next.
If marketing, sales, service and billing each keep their own copy of a customer, Max Level puts them in one place.
You own the account
The platform is deployed into an account registered in your name. If you leave, your pipeline, contacts, workflows, calendars, website and phone number stay yours.
The AI reply layer is the exception. It runs outside the platform, it is Max Level software, and it is switched off when an engagement ends.
Three ways to run it
Max Level CRM is $297 a month and you drive it. Max Level Core is $497 a month plus a $997 setup, and our team builds it and includes 20 VA hours a month. Max Level Pro is $997 a month plus a $1,497 setup and adds the AI team.
All three are month to month, with no contracts.
Questions, answered.
What does Max Level replace?
One login replaces the CRM, scheduler, email platform, texting app and reputation tool many businesses pay for separately.
Who builds my system?
The operator who sets it up knows every workflow in it and answers when something needs fixing. It is not a support queue.
Do I own my data?
Yes. The account is registered in your name, so your contacts, pipelines and workflows stay with you.
Is there a contract?
No. Every plan is month to month.
How do I start?
Book the free 30-minute systems audit and we map what you use today and what Max Level would replace.