Company First (vs Contacts) | Voters

Company First (vs Contacts)

upcoming

Tracey Lorenson

Our clients are companies so our conversations need to show the conversations with associated contacts. This "company first" mode is common in CRM platforms where you toggle if your clients are businesses or individuals.

March 6, 2023

Mark Hoffman

lol marked as upcoming over 2 years ago. hard to emphasize how important this is to me.
not being able to organize things by company is a complete nightmare.
HighLevel itself is a bit of a b2b company..............

Chris Fairchild

We absolutely need this. I'm a brand new end user (not agency) to HighLevel and without this functionality, I may seriously need to rethink whether I should go to Hubspot instead. Please don't make me do that! Company first is how many/most B2B companies sell.

I should be able to view a company, see all contacts (and opportunities) associated with that company, along with all the activities for all contacts at that company. Please prioritize this!

Marinus Hvelplund

Any update???

Ted Williamson

need need need this

Alastair Mackenzie

When will this be published - a client wants desperately to know?

Liron Benshoshan

GHL is not built to work with B2B businesses due to these limitations. Additionally when migrating to GHL from other CRM systems you cannot bulk import companies (accounts) which is a huge gap. Hope this will get resolved soon.

Luke Joshua

Any update?

Lukas Bruckmann

When will this feature be available? I would like to be able to use gohighlevel like close crm. Also that appointments are displayed in the future as with close crm, regardless of whether they are booked via gohighlevel or not. Simply because the e-mail of a contact who belongs to the company has been invited to an appointment in the linked Outlook calendar. We are considering switching to close completely because this feature is not yet available.

Zachary Kitchen

This has been upcoming for over a year...do we have an ETA?

Matt Barbey

For Business to Business sales organizations, this would be extremely helpful. Typically, they are organizing their CRM based on the companies that they are talking with first and foremost. They want to track the activity by the company, as well.

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