Automate — marketing automation
Marketing automation for small business, built on HighLevel.
Parsimony Automate is HighLevel, white-labelled and supported by Parsimony. CRM, funnels, two-way text and email, workflows, booking, and websites on one login, at public prices, with a phone number that reaches a person.
- Built on HighLevel · white-label
- $57 / $199 / $497 a month · public
- 30-day trial · Stripe checkout
Prices from the public catalog. Parsimony Chat has its own packages on the pricing page. Cloud ERP is quoted separately.
01 — What it is
One login for the whole customer conversation.
A small business collects the same customer three or four times: once in a form tool, once in a mailing list, once in a booking calendar, once in a spreadsheet by the phone. Nobody follows up because nobody can see the whole record. Automate puts the contact, the pipeline stage, every email and text, the booked appointment, and the invoice on one screen, and then lets you write the follow-up once so it runs for every contact after that.
The platform underneath is HighLevel. Parsimony white-labels it, sets the public prices, answers the phone, and connects it to the rest of what we run for operators: managed ERPNext for the books and the warehouse, and AI chat agents and voice agents for the questions that come in before a person is awake.
Three plans, all public, all with a 30-day trial through Stripe: Startup at $57 a month (3 users, 3,000 contacts), Professional at $199 (10 users, 15,000 contacts, API, two-way text), and Premium at $497 (unlimited users and unlimited contacts, SaaS mode, AI assistants). The full matrix, and the stack it replaces, is on the pricing page.
02 — Parts list
What each plan actually includes.
This table is generated from the same catalog that drives checkout, so it cannot drift from the price you pay. Limits (users, contacts, domains, credits) are on the pricing comparison.
| Capability | Startup $57 | Professional $199 | Premium $497 |
|---|---|---|---|
| CRM & sites | |||
| Pipelines and lead nurture | Included | Included | Included |
| Online booking | Included | Included | Included |
| Website builder | Included | Included | Included |
| Social calendar / planner | Included | Included | Included |
| Campaigns & conversations | |||
| Funnels | Not included | Included | Included |
| Forms, quizzes, surveys | Not included | Included | Included |
| Workflows and triggers | Not included | Included | Included |
| Two-way text and email | Not included | Included | Included |
| Missed-call text-back | Not included | Included | Included |
| Text to pay | Not included | Included | Included |
| API access | Not included | Included | Included |
| Premium / SaaS | |||
| SaaS mode (white-label / resell) | Not included | Not included | Included |
| Email, phone, and text rebilling | Not included | Not included | Included |
| Split testing | Not included | Not included | Included |
| Advanced API access | Not included | Not included | Included |
| AI assistants | Not included | Not included | Included |
| Memberships, invoices, communities | Not included | Not included | Included |
| Affiliate manager, certificates, launchpad | Not included | Not included | Included |
| Facebook Messenger, web chat, QR codes | Not included | Not included | Included |
| Monthly price, 30-day trial on every plan | $57 | $199 | $497 |
Source: client catalog (automatePricing.ts), the same file behind the Stripe links. The 24/7 tech support add-on is $349 a month on any plan.
03 — Workflow
Write the follow-up once. It runs for every contact.
A workflow is a trigger, a list of steps, and a goal that ends it. Here is the shape of one, then the six things that happen when it runs.
- 01
A contact does something
Fills a form, books a slot, misses a call, replies to a text, moves to a new pipeline stage, or your store sends an event through the API. Automate records it against the contact.
- 02
A trigger starts the workflow
You pick the event and the conditions once. Workflows and triggers are included from the Professional plan up; Startup covers pipelines, booking, and lead nurture sequences.
- 03
The first message goes out
Email or two-way text, with the contact's name, the thing they asked about, and a link back. Copy and timing are yours to edit.
- 04
Waits and follow-ups run on schedule
A wait step, then the next message. Three touches over a day or two is the usual shape. Nobody on your team has to remember to send the second one.
- 05
The goal stops the sequence
When the contact books, replies, or pays, the workflow ends for that contact and the pipeline stage updates. No more messages to someone who already said yes.
- 06
The next workflow can begin
A review request after the job, a text-to-pay link after the quote, a re-engagement sequence after sixty quiet days. Each one is its own workflow with its own trigger.
04 — Playbooks
Six workflows most operators build first.
Each one is a trigger and a handful of steps you can copy. The last column is the plan you need, taken from the parts list above.
| Playbook | Trigger | Steps | Plan |
|---|---|---|---|
| Lead follow-up | Form submitted or booking made | Thank-you email, a text the next morning, a reminder before the appointment | Startup ($57) |
| Missed-call text-back | A call goes unanswered | An automatic text within the minute, then the conversation continues by two-way text | Professional ($199) |
| Abandoned cart | Your store sends a cart event through the API | Email at 30 minutes, text at 4 hours, final email at 24 hours; stops on purchase | Professional ($199) |
| Post-purchase | Payment received or pipeline stage set to Won | Thank-you, a review request a few days later, then a related-product or upsell note | Professional ($199) |
| Win-back | No purchase or reply in 60 days | Two emails and one text over a week, then the contact is tagged and left alone | Professional ($199) |
| Membership onboarding | A membership or course purchase | Welcome sequence, community invite, and a check-in after the first week | Premium ($497) |
Sample sequence — abandoned cart
- 01
Email · 30 min after
Your cart is saved. Here is the link back to it if you want to finish up.
- 02
Text · 4 hours after
Still deciding? Reply here with any question and a person will answer.
- 03
Email · 24 hours after
Last note from us about this cart. It stays saved; the link is below.
Sample copy. Edit the timing, the wording, and whether to offer anything. A purchase ends the sequence at any step.
05 — For ecommerce
Which Parsimony product does which job in a store.
Automate is the follow-up layer, not the storefront and not the warehouse. This map keeps the four jobs apart so you buy the right one first.
- 01Not Automate
Your store (Shopify, Miva, or similar)
Storefront, catalog, and checkout
- 02$57 / $199 / $497 a month
Parsimony Automate
Follow-up email and text, funnels, review requests, booking
- 03From $97 a month
AI chat agent (Parsimony Chat)
Answering product and order questions on the site
- 04Quoted
Cloud ERP (managed ERPNext)
Inventory, purchasing, accounting, fulfilment
For a store, the Automate work is the part that happens after the order or instead of one: the abandoned-cart sequence, the review request, the win-back text, the booking link for a consultation, and the text-to-pay link for a custom quote. The store keeps the catalog and the checkout. On Professional and Premium the API lets your store send those events into a workflow; on Startup you work from forms, bookings, and pipeline stages.
If the question is about answering shoppers, read AI agents for ecommerce. If the question is about stock and the books, start with the Cloud ERP explainer.
06 — Direct or through Parsimony
HighLevel sells direct. Here is what changes when you buy from us.
The software is the same. The price list, the phone number, and the rest of the stack are not.
| Item | HighLevel direct | Parsimony Automate |
|---|---|---|
| The software | HighLevel, under HighLevel's name | HighLevel, white-labelled as Parsimony Automate. Same login, same builder. |
| Plans | HighLevel's own public list | $57 / $199 / $497 a month, public, 30-day trial, Stripe checkout |
| Who answers the phone | HighLevel support | Parsimony, +1 (307) 284-5523, Mon–Fri. Optional 24/7 add-on. |
| Hands-on help | Your own agency or DIY | 24/7 tech support add-on, $349 a month: live chat, tickets, Zoom |
| Also from the same vendor | CRM and marketing only | Cloud ERP, AI chat agents, AI voice agents, one contact for all of it |
HighLevel's own plans and prices are published on its site and are not restated here. Parsimony amounts are the public catalog at checkout.
Start
Seven days on the plan you pick.
Then the public price.
Checkout is on Stripe. Pick the smallest plan that fits your roster; you can move up when the contact list does.
+1 (307) 284-5523 · Mon–Fri · $57 / $199 / $497 a month · $349 support add-on
07 — FAQ
Questions operators ask before they buy.
- 01
Is this GoHighLevel?
Yes. Parsimony Automate is HighLevel (GoHighLevel), sold under Parsimony's name and supported by Parsimony. We say so on this page and on the pricing page because you would find out anyway, and because there is nothing to hide: you get the HighLevel builder with Parsimony's prices and Parsimony's support.
- 02
Why buy through Parsimony instead of HighLevel directly?
Three reasons. Public prices of $57 / $199 / $497 a month with a 30-day trial. A phone number with a person on it, plus an optional 24/7 support add-on. And one vendor for the rest of the stack: Cloud ERP and AI agents from the same team, so the CRM, the books, and the chat agent are not three suppliers pointing at each other.
- 03
Which plan do I need for workflows and triggers?
Professional ($199 a month) or Premium. Startup ($57) includes pipelines, booking, the website builder, the social calendar, and lead nurture sequences, but not the workflow builder, funnels, two-way text, or the API.
- 04
Can I run abandoned-cart sequences?
Yes, as a workflow on Professional or Premium. Automate does not run your storefront; Shopify or Miva still handle catalog and checkout. Your store sends the cart event to Automate through the API, the workflow sends the follow-up, and a purchase ends the sequence.
- 05
Is there a free trial?
Every plan starts with a 30-day free trial through Stripe. You authorize a card at checkout and are not charged until the trial ends unless you cancel. Each plan also carries a one-time in-app credit for phone, text, and email usage: $10 on Startup, $25 on Professional, $100 on Premium.
- 06
What does the 24/7 tech support add-on cover?
Live chat inside Parsimony Automate, Email ticket coverage, Live Zoom when the job needs a screen share, Help building campaigns, funnels, pages, and QR flows. It is $349 a month on top of any plan. If you already know HighLevel, skip it.
- 07
Does Automate replace my ERP or accounting system?
No. Automate is the CRM and marketing layer: contacts, pipelines, messages, funnels, booking. Inventory, purchasing, and the general ledger live in Cloud ERP, which Parsimony runs as managed ERPNext on Frappe Cloud and quotes to the job.
More on plans, credits, and the stack Automate replaces: Automate pricing · a customer story · who builds this
Pricing
Automate and Parsimony Chat are self-serve.
Cloud ERP is quoted.
Parsimony Chat, the AI chat and voice agents, is $97 / $197 / $497 a month with a 15-day free trial — see the Chat packages. Parsimony Automate is $57 / $199 / $497 a month with a free trial on every plan (30 days on Startup, 7 on Professional and Premium) — see the Automate plans. Cloud ERP is quoted to the job: call or send the form and we put a package together.
- 01Quoted
Cloud ERP
Managed ERPNext on Frappe Cloud. Quoted to the job; the $999 operations analysis is the fixed-price first step.
- 02$97 / $197 / $497 a month · self-serve
Parsimony Chat — AI chat and voice agents
Chat on your site, voice on your phone line, trained on what you upload. 15-day free trial. No credit card required.
- 03$57 / $199 / $497 a month · self-serve
Automate
CRM, funnels, two-way text, workflows, and websites on one login.