How to Set Up SIM-based calling with the Mobile App in HighLevel

You just closed a massive new roofing contractor. You built their funnels, launched their ads, and leads are pouring in. The client is out on a job site, standing on a roof, when their phone buzzes with a hot new lead notification. They are ready to close the deal.

But because they do not have a full LC Phone setup yet, they are stuck. They are trying to awkwardly memorize the phone number, toggle between the CRM app and their native phone dialer, and type the digits in while balancing on a ladder. They accidentally fat-finger the number, call the wrong person, get frustrated, and lose a $15,000 roof replacement job because they could not respond fast enough.

You cannot scale an agency if your clients are fumbling with manual copy-paste while out in the field. HighLevel fixes this instantly with SIM-Based Calling in the mobile app. You can let your clients dial hot leads with a single tap using their native phone plan—no extra setup required. Let us get your mobile outreach dialed in right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Understand the Ground Rules

Before we start tapping, you need to know how the system decides to use your SIM card.

1. The Golden Rule: SIM-based calling only works when there is NO LC Phone number active at the sub-account level. It is the perfect bridge to get teams calling on day one. Once you purchase an LC Phone number, this feature automatically turns off.
2. Because this uses your phone’s native SIM, standard carrier minutes and charges apply.
3. You will not have call recording or automatic analytics, so you must log your outcomes manually.

Part 2: Locate the Call Button

The app puts the dialer right where you need it most. You can find the call icon wherever phone numbers surface.

1. Contacts: Look at the top-right of the profile header.
2. Opportunities: Open a lead to find it inside the Kanban card and detail view.
3. Conversations: Look for the quick-action toolbar right above each message thread.

Part 3: Place the SIM-Based Call

Stop toggling between apps. Let us make the call.

1. Open Contacts, Opportunities, or Conversations inside the mobile app.
2. Tap the phone icon next to the lead’s number.
3. Your device’s native dialer will immediately pop up with the number completely pre-filled.
4. Just press the Number to place the call!

Part 4: Manually Log the Outcome

Since the call routed through your personal carrier, the CRM does not know what happened. You have to tell it.

1. Tap Notes on the contact profile to quickly record the outcome.
2. Alternatively, you can use the Log External Call workflow action to attribute your manual notes directly to your reporting fields.
3. Need to call them back? Use the Manual Call workflow action to schedule your follow-ups instantly.

Using SIM-Based calling empowers your field teams to close deals the second a lead comes in, bridging the gap seamlessly until you scale them to a full voice setup.

Frequently Asked Questions

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