
HighLevel Secures Business Prospecting Tool Patent, Unlocking Smarter Lead Generation for Agencies
HighLevel has secured a new patent for its Business Prospecting Tool, reinforcing our leadership in AI-powered business prospecting and marketing automation. This milestone protects core technology that helps agencies find better leads, faster, by combining multi-source data, predictive analytics and cross-platform learning.
Achieving a New Milestone in Business Prospecting
For agencies using the HighLevel platform, this patent is more than a legal win; it is a signal that prospecting is entering a new era of intelligence and automation. Instead of relying on manual research or disconnected tools, we now give agencies a structured, tiered system that understands the relationship between HighLevel, the agency, and the local businesses they serve.
The patented framework is built around our unique three-tier structure: Tier 1 is HighLevel as the SaaS provider, Tier 2 is the marketing agency and Tier 3 is the local business client. Within this design, we can automatically search external networks for relevant prospects, evaluate them against agency-specific criteria and surface the most promising opportunities directly inside the platform.
“This patent marks an exciting milestone for HighLevel because it protects a core piece of technology that helps agencies find better leads, faster. It also confirms that the HighLevel platform is truly unique and offers patented tools you can only find on our platform.” - Betsy Cantrell, Vice President of Legal
By protecting this system we are also formalizing a smarter way for agencies to approach prospecting, list building, enrichment and lead generation at scale.
The Power of the HighLevel Business Prospecting Tool
The patented Business Prospecting Tool is designed to help agencies move from guesswork to data-driven growth. Instead of starting with a blank list, we automatically pull in rich, third-party data from sources such as Google Maps, social media platforms, telephony providers and business directories.
From there, the system helps analyze each prospect against criteria that actually matter in a modern marketing context, such as:
Whether the business has a text-enabled phone number for Conversational AI outreach
Whether their listings are claimed and consistent across networks
Whether they have a website and active social media presence
Signals that indicate marketing maturity and readiness to buy
Inside the product, agencies see this analysis in a clear, two-window interface. An icon-based summary view makes it easy to scan large lists of prospects, while detailed drill-down reports provide full marketing audits that can be shared directly with clients and prospects. This helps agencies tell a powerful story in sales conversations, backed by concrete data instead of generic pitches.
Under the hood, the system uses historical conversion data from across our platform to help estimate the likelihood that a prospect will convert. While each account remains private and isolated, we are able to tap into anonymized and aggregate patterns across a plurality of accounts, so every agency benefits from the collective intelligence of the broader HighLevel ecosystem.
Delivering Real Impact for Agencies and Businesses
The value of this patent is ultimately measured in real-world outcomes for agencies and the local businesses they support. With the Business Prospecting Tool, agencies can:
Find better leads, faster, using automated prospect discovery instead of manual research
Increase lead quality and quantity, by targeting businesses that match proven conversion patterns
Streamline sales and marketing workflows, with a centralized CRM view that connects prospecting to campaigns, follow ups, and pipelines
Launch new service offerings, such as data-backed marketing audits and prospecting packages that can be white-labeled for clients
Improve team efficiency, so sales reps and account managers spend more time closing deals and less time hunting for contact data
Drive more predictable revenue growth, fueled by a steady, high quality pipeline of prospects already scored and prioritized
These capabilities are especially powerful for agencies that serve multiple verticals. Instead of reinventing their prospecting process each time they enter a new niche, they can rely on HighLevel to bring forward data-driven suggestions that reflect what is actually working across similar accounts.
Technology & Integration for the Business Prospecting Tool
From a technology standpoint, this patent highlights how we think about HighLevel as an AI-Powered platform for agencies. The Business Prospecting Tool is not a standalone widget, it is deeply integrated into our CRM, workflows and communication channels so that prospecting flows naturally into outreach and ongoing engagement.
Key technical differentiators include:
Multi-source data integration, combining telephony, maps, websites, social platforms, and business directories into a unified prospect profile
Predictive analytics, using historical conversion trends across many accounts to score and prioritize prospects while still respecting privacy boundaries
Privacy-preserving cross-platform learning, where each agency keeps its data confidential, but the overall system gets smarter as more campaigns succeed
Intelligent user experience, with iconized summary views, detailed marketing audits, and simple paths to launch automation, SMS, email, and WhatsApp outreach
Because prospecting is connected directly into HighLevel’s automation engine, agencies can instantly plug new leads into workflows for follow up, nurture and Conversational AI sequences. This turns static prospect lists into living pipelines that are continuously enriched, engaged and measured against real business outcomes.
As more agencies join HighLevel and adopt the Business Prospecting Tool, we expect the system to keep improving, leading to better scoring and new patterns that help agencies win.

