Overview
By role
Features
AI Sales Coaching
Every appointment graded on your playbook
Custom Playbooks
The rubric every call is graded against
Door-to-Door
Track & score every door your reps knock
Photo & Video Capture
Attach photos & video to any recording
Visit Checklists
Inspections with required photos
Sales Roleplay
Practice the pitch with an AI homeowner
Industries
Built for the field
Every industry. One grading platform.
Default rubrics for your trade, or bring your own process. Up and running in 15 minutes.
Explore all industries →Resources
Blog
Sales tactics, coaching tips, and industry news
Guides
Deep dives on closing, objection handling, and process
Docs
Set up the MCP server and your CRM integration
ROI Calculator
See your payback period in under 2 minutes
Playbook Generator
Build a starter coaching rubric for your industry in 30 seconds
Roleplay Tool
Practice your pitch live against an AI homeowner
Videos
Friday Features, full call breakdowns, and podcast clips
FAQ
Pricing, setup, scoring and recording, answered
HighLevel integration
Hit Record.
HighLevel Gets the Notes.
AdaptClose grades the appointment, posts the call summary to the HighLevel contact and moves the deal to the right stage. Nobody retypes anything.
HighLevel
How it works
Three Steps.
One Is Hitting Record.
The owner sets it up once. After that, reps record appointments the way they already do.
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01
Connect HighLevel
The owner signs in with their HighLevel login and picks the sub-account. That one connection covers the whole company. AdaptClose matches your reps to their HighLevel users by email or phone.
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02
Record the appointment
The rep hits record at the appointment. They search HighLevel by name, email or phone and link the homeowner to the right contact. If the homeowner is new, AdaptClose can create the contact.
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03
Results land on the contact
AdaptClose grades the call against your sales process. The summary and the top coaching tip post to the contact, and the opportunity moves to the stage the call reached.
What lands in HighLevel
Your Team Works the Pipeline.
So That’s Where It Goes.
HighLevel (GoHighLevel) is where your office follows up, from the contact timeline and the pipeline. AdaptClose writes to both. Your office reads what happened at the appointment without calling the rep.
Summary and coaching tip
After each graded call, AdaptClose posts the call summary and the top coaching tip to the contact as notes. Each note links back to the recording in AdaptClose.
Notes by default. Switch to tasks if your team works from tasks.
Stage, amount, won or lost
The call outcome moves the contact’s opportunity to the right stage in the pipeline you choose and fills in the amount. It can mark the deal won or lost. HighLevel’s revenue reports run on won and lost, so those numbers stay right.
By default it only touches open opportunities, so a deal already won or lost stays put. Turn on reopening if you want a new outcome to move it back.
Updates the existing opportunity. Never creates one.
Link one or add one
Reps search HighLevel contacts by name, email or phone and link the homeowner they’re recording.
A homeowner recorded in AdaptClose first can be added to HighLevel as a new contact, assigned to the rep, with the source set to AdaptClose.
The note your office types today
Write up to 12 questions for each pipeline stage. Your office needs different answers at Estimate Sent than at Won Bid. AdaptClose answers the questions for the stage the call lands in, using only what was said, and posts the answers as a note on the contact.
A question the call didn’t cover is marked that way, so nobody mistakes a guess for an answer. Stages without their own questions use one shared set.
Off until you turn it on.
Reps are matched for you. AdaptClose pairs each rep with their HighLevel user by email or phone. Change any match on the Members page.
You pick what gets sent. Open HighLevel preferences in AdaptClose to choose what it reads from HighLevel and what it sends back. Turn any of it off.
One roofing appointment
From the Kitchen Table
to Estimate Sent.
A rep runs an in-home estimate for a roof replacement. Here is what the office sees in HighLevel afterward, without anyone typing it in.
- The rep records the estimate.They hit record when they sit down with the homeowner and stop when they walk out.
- AdaptClose grades the call.It checks the conversation against your roofing sales process and picks the one thing to fix first.
- The notes land on the contact.The call summary and the coaching tip post to the homeowner’s contact, each with a link to the recording.
- The deal moves.The opportunity moves to Estimate Sent with the quoted amount filled in. If you set up questions for that stage, a stage note answers them.
Dan & Maria Ortiz
412 Cypress Bend Dr · Owner: Jake R.
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Call summary. Full tear-off quote, architectural shingles. Hail damage on the north slope. They want the adjuster’s report before they sign.
Review the full graded call in AdaptClose -
Coaching tip. Ask for the adjuster’s visit date before you leave, and book your follow-up for the same afternoon.
Review the full graded call in AdaptClose -
AdaptClose stage note: Estimate Sent · Call on October 1, 2026
What was proposed + price? Full tear-off, architectural shingles, $18,400.
Why didn’t they close? Waiting on the adjuster’s report. Follow-up booked for Thursday.
Financing discussed? Not covered on the call
Outcome: Estimate sent · Deal amount: $18,400 · Rep: Jake R.
Review the full graded call in AdaptClose -
Stage moved to Estimate Sent. Amount set to $18,400.
Illustrative example. The names, address, amount and layout are made up and are not a screenshot of HighLevel.
Setup questions
HighLevel Setup,
Answered.
What does the AdaptClose HighLevel integration do?
It sends the results of each graded appointment into HighLevel. AdaptClose posts the call summary and the top coaching tip to the HighLevel contact as notes, with a link to the recording, and moves the contact’s opportunity to the right pipeline stage with the amount filled in.
Does AdaptClose work with GoHighLevel?
Yes. GoHighLevel and HighLevel are the same product. Connect your HighLevel sub-account and graded calls land on your contacts and your pipeline.
Do I need an admin or a developer to set it up?
No. Sign in with your HighLevel login and pick the sub-account. AdaptClose matches your reps to their HighLevel users by email or phone, and you can change any match on the Members page.
Does it work with my agency’s sub-account?
Yes. You connect the sub-account you log into, including one your agency set up for you.
Will it create duplicate opportunities?
No. AdaptClose only updates the opportunity that already exists on the contact. It never creates one.
Will it change a deal that is already won or lost?
Not by default. AdaptClose only updates open opportunities. If you want a new call outcome to move a won or lost deal back, turn that on in the Push tab of HighLevel preferences.
What happens if the call doesn’t answer a stage note question?
The note says so. AdaptClose answers only from what was said on the call, and marks any question the call didn’t cover as not covered.
Can I connect HighLevel and Salesforce at the same time?
No. Each AdaptClose account connects to one CRM.
Can I choose what gets sent to HighLevel?
Yes. Open HighLevel preferences in AdaptClose. The Pull tab sets what AdaptClose reads from HighLevel, like team matching and contact lookups. The Push tab sets what it sends back: notes, new contacts, opportunity updates and stage notes. Turn each one on or off.
Retire the Ridealong.
Keep HighLevel.
Book 30 minutes. See a real appointment graded against your own sales process.