Simpro and GoHighLevel

Enquiries in. Milestones out. Nobody retypes a job.

A website form, chat or call becomes a Simpro customer, site and quote, with the photos on it. Then every quote, job and invoice milestone comes back to your CRM, where your follow-ups run.

Live at a Simpro business · Your own API key · Never deletesAn office desk with a monitor showing the custom fields in Leadout CRM
Into Simpro

From the form to the quote, without the retyping.

An enquiry in your CRM goes into Simpro the way your office would key it in, only faster and the same way every time.

No duplicate customers

It finds the customer by their CRM record, their phone in any spacing, or their email. If two customers match, it writes nothing and leaves it to the office.

People and companies

A new customer is made as a person or a company, with their contacts and the site, named the way you name sites.

A quote, or a job

A quote by default. Skip quoting for some work? It makes a job at the stage you choose.

Their words, kept private

What the customer wrote goes in the private notes, and each job type they ticked gets its own cost center.

Written up by AI

An AI step writes the job description from their words, with no prices in it, and picks and names cost centers from your own list. The name prints on the invoice, so it stays one plain line.

How they found you

The lead source sets the Simpro customer group: Google Ads, Facebook, word of mouth, as your Simpro already names them.

Photos attached

The photos from the form go on the quote, and stay private.

Each enquiry goes in once, even when the CRM sends it twice.

Back to your CRM

Simpro moves the job. Your CRM keeps up.

When a quote is sent, accepted or declined, a job is booked, completed or invoiced, or an invoice is paid or goes overdue, your CRM hears about it within seconds.

CRM pipelines with cards in quote and job stages
Pipelines that move when Simpro does

Pipelines that move themselves

Quotes and jobs move through your pipelines as Simpro changes, so follow-ups stop the moment the work is won.

Texts at the right moment

Booked, on the way, completed: each can send the customer a text you wrote.

Ad spend counted in jobs

Paid jobs reported to Google Ads with their real value, so you see which ads bring work, not just clicks.

It reads Simpro again for every change, so the CRM gets the record as it stands, not a stale copy.

Paperwork

Supplier invoices and work orders, read for you.

AI reads the PDF, the code checks the sums, and a person approves before anything goes into Simpro.

Supplier invoices

Become receipts on the purchase order, line by line, at the invoice's price, with the PDF attached.

Supplier quotes

Become purchase orders on the job's cost center.

Customer work orders

From agents, strata managers and builders: a job, or a quote when they ask for one, with their order number on it.

Nothing goes into Simpro until a person approves it, under their own name. See Data Feed AI.

A tradesperson at a wholesaler's trade counter reading the paperwork for an order
Supplier paperwork, read for you
Your rules

Your Simpro. Your rules.

Your own API key

Made in your Simpro, kept sealed, and turned off by you at any time.

Switched on part by part

Enquiries in, milestones out, paperwork: each one is its own switch.

Never deletes

It adds and updates. It never deletes anything in Simpro.

Every write logged

Which record, when, and which enquiry or approval it came from.

Unclear means stop

When a match is unclear, it writes nothing and a person decides.

Not used to train AI

Your Simpro data runs your connection and nothing else.

The choices

A sync, a CRM, or both.

A sync app

Copies records between Simpro and your CRM when a status changes. Useful, and it stops there.

A trades CRM

Puts leads into Simpro and runs your follow-ups.

Leadout CRM with the AI Agent for Simpro

Does both, and lets your receptionist and your office ask Simpro questions as they come up.

See the AI agents →

Already on HighLevel or Lana? Move your account to Leadout CRM and keep every contact and conversation.

Leadout CRM

Leadout CRM, with the AI Agent for Simpro built in.

Leadout Pro is Leadout CRM connected to your Simpro by the Leadout AI Agent for Simpro, with a website we build and host for you. US$299 a month after 30 days free.

Leadout CRM

Contacts, conversations, pipelines, the receptionist and your follow-ups in one place, on desktop and in the mobile app.

The AI Agent for Simpro

Enquiries into Simpro, milestones back out, answers from live Simpro and paperwork read for you. All included.

A website, built for you

Up to 20 pages, written, built and hosted while you're a member.

Already on HighLevel or Lana? Don't open a new account: move yours across and keep every contact and conversation.

Talk to us

Ask about the AI Agent for Simpro.

Tell us what you'd like it to do in your Simpro. It comes straight to us, and a person replies within one business day.

Questions

Simpro and GoHighLevel, answered.

Do we still need a sync app?

No. This syncs both ways. If you run one now, we switch it off in the same minute this goes on, so nothing is made twice.

Can it write to Simpro without us knowing?

It writes only the parts you switch on, logs every write, and never deletes.

Does it handle company customers, not just homeowners?

Yes. A company is made as a company, with the person who got in touch as its contact.

What do we need from Simpro?

An API key from your Simpro build. We'll check yours on the call.

What does it cost?

It comes with Leadout Pro: US$299 a month after 30 days free, with Leadout CRM and a website built for you.

Book a call

Stop retyping into Simpro.

Fifteen minutes. Show us your quote form, and we'll show you the quote it would make in Simpro.

Hayden Nosatti · Leadout · Sydney