Manage contacts, conversations, appointments and follow-up through a simplified portal built on HighLevel.
BUMS brings clearer language, grouped navigation and frequently used actions to HighLevel’s CRM, marketing and automation tools. HighLevel powers the underlying platform and ongoing product updates. Your team runs the software and chooses which workflows to configure.
Keep contact details and conversation context together. Add team users, organize contact records and track opportunities through your pipeline. Unlimited users and contacts are included; opportunities and pipeline management are available. Set responsibilities and stages around how your business actually works.
Calls, texts, email and supported social messages can come together when the relevant accounts and services are connected.
Use calendars to organize availability and bookings. Configure reminders, campaigns and workflow steps around your process. Websites, funnels and forms can capture inquiries. Social Planner handles publishing to supported profiles, including LinkedIn; social publishing is separate from inbox messaging.
Supported HighLevel or LeadConnector apps provide mobile access on iOS and Android. Available actions depend on account access, role, app version and connected services. Your team can use supported conversations, contacts and opportunities between appointments. Calls and messages outside connected business channels are not automatically captured.
AI tools, including Ask AI, are enabled in the BUMS platform plan. Mobile availability still depends on account access, role, app version and rollout. Voice Intelligence is a Labs feature for eligible recorded LeadConnector calls; insights may be reviewed in the web workspace. Core AI setup and training remain on desktop. Recording, transcription and analysis require setup and applicable consent. Enabled access does not include unlimited AI or transcription usage; applicable charges are separate. AI Concierge is a separate planned service.
An illustrative starting point: capture an estimate request, assign an owner, schedule a visit and keep the next step visible in the pipeline. This requires configuration; it is not a promised prebuilt package. Test the handoff before adding more automation.
No. Tool access, supported connections and your business requirements determine what can be consolidated. Phone, messaging, email, AI and third-party services may add costs. Confirm the tools and channels you need before purchase.
Tell us about your team, your channels and the way you work today.