Cloven vs GoHighLevel

Choosing the right CRM can make or break your practice’s efficiency. Many advisors ask how Cloven compares with GoHighLevel.

It’s essential to understand their differences to make an informed decision for your business needs as a Canadian Financial Advisor. Here’s a closer look at four key factors to consider.

Data & Integrations

Cloven stores all data in Canada, helping advisors stay compliant with regulations like PIPEDA.

GoHighLevel, on the other hand, stores data on globally distributed infrastructure with compliance to GDPR, CCPA, and PCI DSS, but there is no guarantee your data will reside in Canada. For some advisors, this is a non-negotiable compliance requirement. If this is you, then GoHighLevel is a no-go, if not — then please read on!

Both Cloven and GoHighLevel offer best-in-class capabilities when it comes to third-party integrations. They both integrate emails, calendars, and contacts with Office 365 and Google Workspace. They also support Zapier and offer a fully open API for custom integrations and workflow automation — though in GoHighLevel, API access isn’t included in the Starter Plan (more on this in pricing).

For most advisors, industry-specific integrations are where the real difference shows. Cloven supports tools widely used across the Canadian financial landscape, including BlueSun Advisor, SideDrawer, and NDex. GoHighLevel, while highly flexible, focuses more on marketing and lead generation tools — with less emphasis on the Canadian financial advisor ecosystem.

The winner? Both platforms integrate well, but if local data residency is important to you, Cloven is the clear choice.

Functionality

GoHighLevel is not built for financial advisors. Out of the box, it’s designed as a flexible marketing and sales system for a wide range of service-based businesses. To make it work for financial services, agencies have created custom add-ons — but these are typically US-focused and not designed for Canadian compliance requirements.

In practice, this means Canadian advisors would need to spend significant time and resources configuring pipelines, client records, and workflows to reflect their day-to-day processes. And advanced custom modules or objects (for example, storing investment accounts) are not included in the Starter Plan (more on this in pricing).

Cloven, by contrast, is purpose-built for Canadian advisors, right down to the pipelines, automation, and terminology. From day one, users get access to pre-built workflows, client onboarding sequences, and advisor-specific fields that reflect how Canadian practices actually operate. This means less time spent on setup and more time actively using the platform to manage compliance, renewals, client touch points, and policy updates— all while still giving you flexibility to customize anything for your specific processes.

Beyond core CRM functionality, Cloven includes a Productivity Suite with online forms, calendar bookings, and even website tracking — all at no extra cost.

If we had to pick a winner, for advisors who want a system built for their industry from the start, it would be Cloven.

Customer Support

GoHighLevel offers 24/7 live chat, along with onboarding assistance, an extensive knowledge base, and an active user community. Their support model is built for a wide range of industries and is ideal for users who are comfortable with a mix of live help and self-serve resources.

Cloven offers unlimited 1-on-1 support and training, with a team that’s specifically trained to work with Canadian financial advisors. The focus is on advisor-specific workflows, allowing users to get personalized help with setup, automation, and day-to-day questions.

The winner for this category depends on your preference. If you prefer around-the-clock chat and self-serve tools, choose GoHighLevel. If you prefer personalized, advisor-specific guidance, choose Cloven.

Pricing

Cloven costs CA$105 per user per month, with all Productivity Suite tools — including online forms, calendar booking, e-signatures, email marketing, and more — included at no additional cost.

GoHighLevel’s Starter plan costs about CA$130 per month (US$97) for up to three users. For API access or white-labeling, teams need the Agency Unlimited plan at about CA$410 per month (US$297). This covers the entire organization. Like Cloven, GoHighLevel also includes a broad set of productivity features such as forms, scheduling, and email marketing. However, some advanced capabilities – like advanced custom modules or objects – are gated to higher plans at CA$685 per month (US$497).

The winner? If you want organization-wide pricing, then GoHighLevel may be more attractive. If you want predictable per-user pricing with all tools included, then Cloven is the better choice.

Conclusion

Both platforms bring value, but in different ways. In short, GoHighLevel is well suited for teams that want a flexible, marketing-driven platform with organization-wide pricing.

Cloven is built specifically for Canadian financial advisors, with compliance-friendly data residency, advisor-focused workflows, and personalized support. So, for advisors who want a CRM designed for their industry from day one, Cloven is the clear choice.