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GoLevelBeyond

THE CRM BUILT FOR SMALL B2B SALES TEAMS

Keep clients and deals moving.
Make every next step clear.

Manage clients, track deals and keep every follow-up moving. One shared workspace.

Get started See how it works
GoLevelBeyond sales pipeline showing sample deals and next steps
Actual GoLevelBeyond app · Sample data

Everything your team needs to keep moving.

  • Manage Clients
  • Track Deals
  • Automate Follow-ups
  • Stay Organized
  • Shared Calendar
  • Team Collaboration
  • Reports & Insights
  • Contact Management
  • Recurring Tasks
  • CSV Import & Export

A shared CRM for small B2B sales teams

Know the client. See the deal.
Own the next step.

Keep the conversation, the opportunity and the follow-up connected. See how your team can work in GoLevelBeyond.

Clients

The context behind every conversation.

Open a company profile to see its contacts, notes and recent activity. Keep the relationship history available to the whole team.

  • Company and contact details together
  • Notes, calls and meetings in the client record
  • Tasks and deals linked to the relationship
Explore client management
Company profile showing sample contact details, notes and linked work
Actual GoLevelBeyond app · Sample data

Deals

An owner and a next step for every opportunity.

See your deals by stage, track their value and assign responsibility. Connect each opportunity to the work that moves it forward.

  • Lead, Qualified, Proposal, Won and Lost stages
  • Deal values, owners and expected close dates
  • Next tasks connected to each deal
Explore sales pipeline
Sales pipeline showing sample opportunities, stages, values and owners
Actual GoLevelBeyond app · Sample data

Follow-ups

Know what needs your attention today.

Start with your daily priorities. See overdue and upcoming work, complete tasks and keep follow-ups connected to the client or deal.

  • Today, overdue and upcoming task views
  • Task assignment and recurring follow-ups
  • Daily priorities alongside workspace activity
Explore tasks and follow-ups
Overview showing sample daily priorities and follow-up work
Actual GoLevelBeyond app · Sample data

Contacts & bulk import

Bring your contacts into the conversation.

Add contacts to the companies your team works with. Import a CSV in bulk, map your columns and review the preview before bringing the records into your workspace.

  • Bulk contact import into existing companies
  • Column mapping and a preview before import
  • Up to 200 rows / 100 KB per CSV file
GoLevelBeyond contact directory with sample contacts and the Import CSV action
Actual GoLevelBeyond app · Sample data

Task & reminder automations

Set the rule. Keep the next step moving.

Use events such as a deal entering a stage or a client follow-up date to create tasks and notifications. Build repeatable follow-through around the way your team works.

  • Triggers for deal stages and follow-up dates
  • Create tasks, send in-app notifications or add a wait
  • Enable or pause rules and review execution history
GoLevelBeyond Automations screen showing available workflow triggers
Actual GoLevelBeyond app · Sample data
Built to work together.

Team roles and invitations · Shared calendar · Reports · CSV import and export

How it works

One relationship.
Every next step connected.

From a company record to an opportunity to the follow-up that moves it forward.

  1. THE RELATIONSHIP

    Start with the people.

    Add a company and its contacts. Keep notes and conversations with the relationship.

    A
    Acme SolutionsCompany profile
    Sarah ChenYour contact at Acme
    Contact
  2. THE OPPORTUNITY

    Give the deal a direction.

    Create an opportunity, assign its owner and track its progress through your pipeline.

    ProposalAnnual renewalAcme Solutions
    JD
    Deal ownerJordan Davis
    €12,000
  3. THE NEXT ACTION

    Make follow-through clear.

    Link a task to the deal. Set a due date so your team knows who should do what next.

    Follow up on proposalAnnual renewal · Acme Solutions
    Due todayJDJordan Davis

One shared workspace. A clear owner. A visible next step.

Get started

SIMPLE TEAM PRICING

One CRM. Room for your team.

Start with two people. Add teammates when you need them.

GoLevelBeyond7-day trial

Team workspace

Keep your clients, deals and next steps connected.

€20/ month

€20/month includes

1 workspaceOwner account1 additional user

The additional user can be an admin or a member.
Each user beyond these two costs €7/month.

Your team, your price2 people

The workspace costs €20/month, even if you use it alone. Your owner account and 1 additional user are included.

Workspace + owner + 1 user€20
Additional paid users€0
Total per month€20

YOUR TEAM WORKSPACE

What’s included

These features are included in your subscription.

Features included in the Team workspace plan
FeatureWhat you can do
Clients & contactsCompany profiles, people and activity history
Sales pipelineDeal stages, opportunity values and owners
Tasks & follow-upsDue dates, recurring tasks and linked next actions
AutomationsRules for tasks and in-app notifications
Shared calendarA shared view of team events and scheduled work
Team managementInvitations and workspace roles
ReportsVisibility into sales and team activity
CSV import & exportBulk contact import and data export

14-day first-payment refund windowRead the planned refund policy →

Planned subscription. Prices in EUR, before applicable taxes. Final billing terms will be shown before purchase.

Registration is open. Paid checkout is not available yet.

BEFORE YOU GET STARTED

Good questions. Clear answers.

Get to know the CRM. Ask us about your team.

GoLevelBeyond

Have a question?

Tell us what you’re looking for. We’ll help you understand how GoLevelBeyond fits.

Opens your email app. Review and send your question there.

support@golevelbeyond.com
Who is GoLevelBeyond built for?

Small B2B sales teams that work with company accounts and need a shared view of client conversations, sales opportunities and follow-up tasks.

Can my team work in the same CRM?

Yes. Shared workspaces support teammate invitations, roles and assigned work. Keep company records together and give deals and tasks a clear owner.

Can I import my contacts?

You can import contacts from a CSV file into existing companies. Map the columns and review the preview before importing. The current limit is 200 rows and 100 KB per file. This imports contacts; it is not a complete migration of deals or activity history.

How do follow-ups work?

Create tasks linked to a client or deal, assign an owner and set a due date. Review today’s, overdue and upcoming work, and use recurring tasks for repeat activities. Task reminders and recurring work do not mean an email is automatically sent to a client.

What can I automate?

Use events such as a deal entering a stage or a client follow-up date to create tasks and in-app notifications. You can add a wait, enable or pause rules, and review execution history. These automations do not automatically email your clients.

What does the subscription include?

The planned €20/month workspace subscription includes the owner and one teammate. Each additional teammate adds €7/month before applicable taxes. A five-person team would pay €41/month.

Can I purchase a subscription today?

Checkout is not available yet. You can use the registration link to create an account; it is not a payment link. The launch offer includes a 7-day trial and a 14-day refund request window after the first subscription payment. Final payment and cancellation instructions will be shown before purchasing is enabled.

GoLevelBeyond

A SHARED CRM FOR SMALL B2B SALES TEAMS

Keep your team connected.
Keep your deals moving.

Your clients, opportunities and follow-ups in one workspace.
A clear owner. A visible next step.

Get startedView pricing