TRASEOInstall on HighLevel

Lead accountability for HighLevel agencies

See what happens after every lead.

TRASEO gives HighLevel agencies a clear view of whether every lead was contacted, how quickly it happened, what happened next, and which leads need attention.

HighLevel remains your CRM and system of record.

TRASEO dashboard showing lead accountability KPIs, leads, and needs attention

The gap after the handoff

Leads enter HighLevel. Then visibility gets harder.

Agencies should not have to manually inspect conversations to answer the questions that matter:

Was this lead contacted?How quickly?Did the customer respond?Did the contact attempt fail?Which leads need attention?

A clearer accountability layer

The signals your team needs, in one view.

TRASEO keeps the answer close to the lead, with evidence-based states your team can act on.

01

First contact attempt

See whether contact happened and how quickly.

02

Customer response

See when customer activity was observed after contact.

03

Outcome

See whether the selected contact attempt was delivered, failed, or remains unconfirmed.

04

Needs attention

Surface leads where the contact target was missed or the contact attempt failed.

Simple by design

From HighLevel activity to clear accountability.

No new CRM workflow to learn. Just a focused view of what happened next.

01

Connect HighLevel

Install TRASEO for the client Location you want to understand.

02

TRASEO observes activity

Lead and contact activity is organized into a deterministic observation period.

03

Your team gets clarity

See timing, response, outcome and the leads that need attention.

Product visibility

A calm, useful view of the work after the lead.

Start with the overview. Open a lead for a factual timeline when the team needs more context.

  • OverviewKPI cards and a compact operational queue.
  • Lead tableFirst contact, outcome, response and attention at a glance.
  • Lead detailA clear record of the observed period, without claiming ownership the CRM does not prove.
TRASEO lead details showing follow-up summary, first contact attempt, outcome, customer response, timeline, and needs attention

For HighLevel agencies

Built for agencies managing lead follow-up in HighLevel.

TRASEO is designed for agencies managing lead follow-up across HighLevel client accounts.

Scoped independentlyEach client Location stays isolated.Built around HighLevelYour CRM remains the system of record.Focused, not another CRMTRASEO adds visibility to the workflow you already have.

Trust by design

Evidence over assumptions.

TRASEO uses metadata-focused processing, does not store message bodies or content, and keeps customer product data scoped to its Location. When the evidence is incomplete, the product stays conservative.

Questions, answered

A clearer view starts here.

What is TRASEO?

TRASEO is a lead accountability layer for HighLevel agencies. It shows what happened after a lead entered your CRM so your team can follow contact activity and attention areas clearly.

Does TRASEO replace HighLevel?

No. HighLevel remains your CRM and system of record. TRASEO adds a focused visibility layer for what happens after each lead.

What counts as a lead?

A lead is an opportunity created inside the Lead Pipeline configured for that client Location.

What does Needs attention mean?

It highlights leads where the configured contact target was missed or the selected contact attempt failed.

Does TRASEO read message content?

TRASEO is metadata-focused. It does not store message bodies or communication content.

Can agencies use TRASEO across different HighLevel sub-accounts?

Yes. Open TRASEO from the relevant HighLevel sub-account. Each client Location remains independently scoped.

How do I install TRASEO?

Install TRASEO from HighLevel using the button on this page, then open it from the client sub-account you want to analyze.

The next step after every lead

Know what happened after every lead.

Turn HighLevel activity into clear lead accountability.

Install TRASEO on HighLevel