The LAST Digital Marketing & CRM Suite Designed to Accelerate Your Accounting Firm’s Growth.

The all in one AI system built for entrepreneurs who want to scale fast without the tech struggles, confusion, or wasted time.

🎯 Step into the smarter way of business with Next Level CRM.

We are in the Business of helping Businesses to make more Money and be more Systematic without feeling tired and trapped.

Finally You Have Everything You Need In One Single Platform

An easy to use, AI-powered, all-in-one marketing system that does (almost!) all the hard work for you to get more customers and keep clients longer.

No More

Duct-Taping Multiple Platforms

NextLevel CRM Offers all of the tools below and more to optimise and scale your business.

Not Ready To Say Goodbye To Your Tech Stack?

We get it, break-ups are hard. That's why NextLevel CRM® also integrates with all major platforms, until you're ready to go all-in-one.

Now You Can Cancel All Your Expensive Tools

Our all-in-one platform has everything you need in one easy dashboard—no more juggling subscriptions for websites, funnels, email marketing, or even courses.

By bringing all these features together under one roof, you’ll immediately cut down on unnecessary costs and clutter. It’s a simple, streamlined way to run your business without worrying about logging in and out of different software all day.

What truly sets this platform apart is its built-in AI. The AI handles complex tasks like sending follow-up messages, analysing campaign performance, and personalising customer experiences all automatically.

You’ll work smarter, not harder, because the heavy lifting is done for you. Instead of wasting hours on repetitive chores, you can focus on high-level strategy and creative work

COMPARED TO OTHERS

Stop Over Paying For Monthly Subscriptions. Let NextLevel CRM Handle It All For You

This Replaces At Least $1906 In Costs ...Every Month!

With NextLevel CRM, Marketing Gets Easy

Here’s a glimpse of what you will get when you sign up for a FREE trial today

Sales Funnels

Streamline your sales, transforming visitors into loyal customers with ease.

Websites

Design stunning, functional websites to showcase your business beautifully.

E-Mail Marketing

Boost engagement with targeted emails that connect and convert customers.

SMS Marketing

Send personalized texts that resonate with your customers instantly.

Workflows & Automations

Automate tasks, improving efficiency and freeing up your valuable time.

Landing Pages & Funnels

Craft compelling landing pages that captivate visitors and increase conversions.

Online Courses & Communities

Create and sell engaging online courses with simplicity and efficiency.

Membership Sites & Portals

Build exclusive membership sites, nurturing a loyal customer community.

Appointment Booking

Simplify scheduling, reducing no-shows and improving customer satisfaction.

Survey & Forms

Collect valuable feedback and data with user-friendly surveys and forms

CRM

Manage customer relations seamlessly, improving engagement and retention.

Tracking & Analytics

Monitor your performance with insightful tracking and analytics.

Now Powered With Automation Intelligence

With advanced tools integrated into NextLevel CRM, businesses can automate key functions effortlessly, saving time, increasing efficiency, and boosting revenue.

Here’s how these AI-powered features are making a huge impact and how you can leverage them with ease:

  • Automate Lead Conversion- AI-driven sales funnels guide prospects seamlessly, turning visitors into paying customers without manual intervention.

  • Save Time with Smart Email & SMS Campaigns- AI personalises and schedules messages, boosting engagement while you focus on higher-priority tasks.

  • Effortless Appointment Management- AI-powered booking automation minimizes no-shows and keeps your calendar organized without back-and-forth scheduling.

Our Marketing Suite Has Everything You Need To Scale Your Business.

Test drive our system and get an exclusive 14-day free trial.

cancel anytime-no contracts

Your Virtual Assistant for

Accounting Growth

AI Voice

Remind clients about tax deadlines, filing dates, and consultations automatically.

AI Chat

Provide instant answers to client queries about invoices, bookkeeping, or compliance.

AI Content

Draft professional emails, compliance reminders, and financial updates in minutes.

AI Funnel

Generate and qualify leads for bookkeeping, audits, or tax planning services.

AI Review

Gather Google reviews and client feedback to boost your firm’s credibility.

AI Insights

Monitor revenue streams, client retention, and service performance with data-driven dashboards.

Start Managing Like a PRO

Social Media Marketing Tool in NextLevel CRM – Manage all social accounts from one centralized dashboard

Master Your Social Media Game with Expert Management Tools


Your practice management system isn't growing your online presence, risking missed opportunities. NextLevel CRM automates social media promotion, boosting visibility and engagement. Share tax tips and client testimonials to attract new clients, enhancing brand recognition and growing your client base.

Connect with your clients like never before!

Appointment setting feature in NextLevel CRM – Schedule and manage appointments effortlessly with automated reminders

Unleash the Power of

Email, SMS, and WhatsApp Marketing with NextLevel CRM!


Effective client communication is key, yet your current system may hinder nurturing and re-engaging clients. Inconsistent communication weakens relationships and retention rates. NextLevel CRM automates personalized Email, SMS, and WhatsApp updates, ensuring timely, tailored contact. This boosts satisfaction, strengthens relationships, and improves retention. Choose NextLevel CRM for superior client communication.

Transform your client interactions with Automation

Automation tools in NextLevel CRM – streamline processes, save time, and boost productivity with automated workflows

Automate and
Personalized
Campaigns that Nurture & Re-Engage effortlessly.


Managing client acquisition manually is error-prone, risking stagnation and reduced revenue. NextLevel CRM automates marketing, engages clients with tailored content, and minimizes errors, ensuring a steady influx of new clients and sustainable growth.

Client Engagement with Funnels, Websites, Surveys, and Forms

Contacts feature in NextLevel CRM – Manage and organize customer data with ease for better communication and engagement

Revamp Your

Client Acquisition

Strategy with Custom Funnels!

Easily craft high-converting pages that capture leads and drive results, all without needing any coding skills. Tap into effortless marketing automation and watch your business grow exponentially.

Make scheduling a breeze and never miss a client meeting again!

Contacts feature in NextLevel CRM – Manage and organize customer data with ease for better communication and engagement

Streamline Your Appointments

While your practice management system handles internal scheduling, it lacks client-facing booking solutions. An inconvenient booking process can result in missed opportunities, driving clients to competitors with user-friendly options. NextLevel CRM’s appointment system integrates with your setup, enabling online bookings and automated reminders. This enhances client satisfaction, reduces no-shows, and improves practice efficiency and profitability.

Optimize Contact and Company Database Management with NextLevel CRM!

CRM feature in NextLevel CRM – Manage customer relationships, track sales, and automate processes from one platform

Effortlessly Enhance

Client Relationships & Productivity

with NextLevel CRM.


Unlike basic practice management systems, NextLevel CRM offers advanced features like data centralization, efficient segmentation, and personalized marketing. This not only boosts client satisfaction but also increases referrals and business opportunities.

Transform Learning & Networking

CRM feature in NextLevel CRM – Manage customer relationships, track sales, and automate processes from one platform

Unlock Success with NextLevel CRM's

Courses & Communities!


Practice management systems limit client engagement, reducing loyalty and long-term value. NextLevel CRM lets you build online communities and offer courses on topics like financial planning, boosting loyalty and referrals, and driving growth.

Simplify your client transactions and proposal management in one seamless solution.

Payments and proposals feature in NextLevel CRM – Create, send, and manage proposals and payments effortlessly on one platform

Streamline Your

Payments & Proposals


Managing payments and proposals manually is time-consuming and error-prone, risking client frustration and cash flow disruption. NextLevel CRM streamlines these tasks, ensuring accurate, timely billing with professional proposals. This leads to faster payments, improved cash flow, and a more professional client experience

Transform Reviews into Revenue with NextLevel CRM!

Review management feature in NextLevel CRM – Collect, monitor, and respond to customer reviews to build trust and improve reputation

Master Your Reputation– Optimize

Listings & Reviews


A strong online reputation is vital for attracting clients, but many systems don't manage reviews or listings effectively. Negative reviews and incorrect information can harm your reputation. NextLevel CRM oversees your reviews and ensures accurate listings, enhancing trust with potential clients and increasing inquiries and conversions.

Book a call with us

Unlock Your Potential

Next Level is designed specifically for all businesses, and it’s guaranteed to significantly enhance your capacity and output

Streamline Client Management

Effortlessly capture leads, nurture relationships, and close deals—all within a single system with Next Level CRM.

Comprehensive All-in-One Solution

The NextLevel System replaces multiple platforms, offering shared inboxes, customer service management, and custom websites in a single, easy-to-use interface.

Personalised Setup And Support

You’ll receive assistance from automation consultants and access to extensive learning resources. All keeping you well ahead in the industry.

Take your business to the next level with seamless plug & play integrations.

MEET OUR FOUNDER

Sohail Sarwar FRSA, MSc

Founder, CEO & Principal Consultant at Kaprix Consulting. Business Coach, Digital Strategist & Management Consultant for Fortune 500 global scale transformations to the largest NPOs and even startups & SMEs. Enabling them to lead in the digital age with the right strategy, systems, support, services, and solutions.

Sohail Sarwar – Founder & CEO of NextLevel CRM, Principal Consultant at Kaprix Consulting, Business Coach and Digital Strategist

CHOOSE YOUR PERFECT PLAN FOR YOUR BUSINESS

Choose Your Plan

STARTER

£97/month

OR GET A LIVE DEMO

Features

  • Social Media Marketing Management

  • Email Marketing

  • Phone & SMS

  • Campaigns & Automations

  • Reputation Management ( Listing & Review)

  • Appointment Booking

  • Payments, Proposals

  • Funnels, Website, Survey, Forms

  • Contact & Company Database Management

  • Reporting ( Ads, Dashboard, Sales)

  • Sales Opportunity Pipeline Management

  • Courses & Communities

  • Everything unlimited + basic support via email

  • 5 Users

  • 5000 Contacts

PRO

£297/month

OR GET A LIVE DEMO

Features

  • Everything in Starter

  • Premium support

  • 10 Users

  • Monthly Marketing Audit Report

  • Monthly System Health Check

  • System Utalization Audit

EXPERTISE

£497/month

OR GET A LIVE DEMO

Features

  • Everything in Pro level

  • AI Employee

    • Voice

    • Chat

    • Content

    • Funnel

    • Review

    • Insights

  • Monthly Coaching call

  • Done with you Customization

  • 2-Hour of Premimum consultation

  • Done for you chat integeration

  • Dedicated Account Manager

Starter

£97/mo

  • Social Media Marketing Management

  • Email Marketing

  • Phone & SMS

  • Campaigns & Automations

  • Reputation Management ( Listing & Review)

  • Appointment Booking

  • Payments, Proposals

  • Funnels, Website, Survey, Forms

  • Contact & Company Database Management

  • Reporting ( Ads, Dashboard, Sales)

  • Sales Opportunity Pipeline Management

  • Courses & Communities

  • Everything unlimited + basic support via email

  • 5 Users

  • 5000 Contacts

Bonus on Yearly plan

  • Get 2 Months Free with Our Yearly Plan

  • Complete 1 Pager Website

Professional

£297/mo

  • Everything in Starter

  • Premium support

  • 10 Users

  • Monthly Marketing Audit Report

  • Monthly Health Check

  • System Utalization Audit

Bonus on Yearly plan

  • Everything Included in Starter Plan

  • AI-Powered Chatbot – engage visitors 24/7

  • AI Voice Bot – smart, human-like conversations

  • 3–5 Page Professional Website – modern, responsive & business-ready

Enterprise

£497/mo

  • Everything in Pro level

  • AI Employee

  • Monthly Coaching call

  • Done with you Customization

  • 2-Hour of Premimum consultation

  • Done for you chat integeration

  • Done for you chat bot

Bonus on Yearly plan

  • Everything in Pro Level

  • SEO-Optimized Website (6–10 Pages)

  • Marketplace Access

Choose Yearly Plan & Get Bonuses

Starter

BONUSES IN Yearly Plan

  • Get 2 Months Free with Our Yearly Plan

  • Complete 1 Pager Website

Professionals

BONUSES IN Yearly Plan

  • Everything Included in Starter Plan

  • AI-Powered Chatbot – engage visitors 24/7

  • AI Voice Bot – smart, human-like conversations

  • 3–5 Page Professional Website – modern, responsive & business-ready

Enterprise

BONUSES IN Yearly Plan

  • Everything in Pro Level

  • SEO-Optimized Website (6–10 Pages)

  • Marketplace Access

Separate SMS & Email Rates May Apply

BONUS

  • FREE 1-on-1 Tech Set Up and Onboarding Call - VALUE $197

  • Weekly LIVE System Training Zoom calls

  • Private Slack Community with our founder!

Frequently asked questions

Have another question? Reach out to [email protected]

What is Next Level System?

The Next Level system captures leads, nurtures relationships, and closes deals effortlessly. It features seamless plug & play integrations, user-friendly CRM capabilities, and streamlined document management to save businesses time and enhance productivity.

How can I sign up?

We first recommend that you book a demo call with our team so we can show you how the system works and answer your quires.

Is training available?

Yes, we provides comprehensive onboarding sessions and continuous support to ensure users can maximise the platform's benefits effectively.

How Next Level secured data?

We implements robust security measures, including GDPR, data encryption and secure servers, to protect all user data and client information.

Who can I contact for support?

We offers dedicated customer support that can be reached via email or phone, providing assistance for any technical or user-related queries.

How much does it cost?

Our pricing varies based on the level of setup and the size of your operation. Typically, there is a one-time setup fee followed by a monthly retainer starting from £97/month. We also offer two comprehensive packages at £297/month and £497/month to cater to different business needs.

Who's This Perfect For

BUSINESses

AGENCIES

Charities

Lawyers

COACHES

TRAINERS

Accountants

INDUSTRIES

AFFILIATES

Want more support implementing AI &

Automation in your business?

Book a call to discuss how we can help you build MOMENTUM in the next 90 days

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