CRM

For our clients, when thinking of a CRM a helpdesk / ticking feature would help make GHL a full service CRM System similar to Hubspot. HIGHLVL-I-2584

It would be a game changer to be able to to edit layout for opportunities in pipeline where in my case that sells different product i can have each product showing their own fields on the pipeline versus seeing every field congested in the opportunity. additionally it would be great to have permissions such as read only, no shows for each custom field that we create.

Imagine if Opportunities view and Conversations view had a baby. Then their baby had a baby. Merge Conversations and Pipelines into One Unified Workspace Conversations and Opportunities often represent the same customer interaction, but HighLevel currently treats them as separate systems with independent statuses. Users recreate the Conversations inbox inside pipelines because they need visible stages, drag-and-drop organization and additional opportunity information. Pipelines, however, lack the simplicity and familiarity of an inbox. Could HighLevel treat Conversations and Pipelines as two views of the same workspace? Proposed views: Inbox: Optimized for reading and replying, with Unread, Recent, All and Starred filters. Pipeline: The same contacts and conversations organized into customizable stages. Split: Pipeline stages and the selected conversation visible together. Shared functionality: • Conversation status and opportunity stage become one shared, customizable status. • Moving a pipeline card changes the stage shown in Conversations. • Changing the stage from a conversation moves the pipeline card. • Inbox cards display opportunity value, stage, source, assignment and other pipeline information. • Pipeline cards display unread status, starred status and the latest message. • Opening a record from either view displays the same conversation, contact and opportunity information. • Unread and Starred remain message indicators, not separate workflow stages. • Starred conversations remain visible in the inbox until manually unstarred. • Global Unread and Starred counters remain visible in the navigation or header throughout HighLevel. The recently added conversation slide-in within Opportunities is a strong first step. Combining these areas into one workspace would eliminate duplicate statuses and reduce the workflows currently required to keep Conversations and Opportunities synchronized. The attached UI concept shows how the Inbox and Pipeline views could share the same records, stages and conversation information while preserving the important functionality of both areas.

As someone who uses a lot of tags, it would be helpful to have catagories. The catagories allows you to sort your tags into groups. It would also be nice to have 1 place we can go to see all the tags we've added. After so many tags, it's easy to forget which ones you've already added. On one page, you can look for the category it would be under and then double check before making another duplicate or similar tag. HIGHLVL-I-108

Currently, sales reps can drag opportunity cards to "Closed Lost" on the pipeline board or change a contact's Lead Status to "Disqualified" without providing a reason. This results in missing data and prevents management from tracking lost deal analytics. Requested Feature: Mandatory Field Rules: Allow admins to set specific fields (like "Lost Reason") as required before an Opportunity Stage or Lead Status update can be saved. UI Validation Modal: Display a pop-up requiring input for mandatory fields when a user drags an opportunity card to a specific stage or updates a status on the CRM/contact record. This will drastically improve CRM data integrity across pipelines!

It would be fantastic to have the capability to add attachments (such as photos or doc files) to the notes and make this section more feature rich.

When users leave an organization, we should be able to deactivate them from logging in, but keep them in the system for historical purposes

It would be VERY helpful to allow the "Log-In As" feature for Sub-Account Admins to their Staff. The allows even more oversight for the Admins of the Sub Accounts and easier editability.

As a yoga studio owner and longtime GoHighLevel user, I love that GHL allows me to manage my marketing, website, CRM, and automations all in one place. However, like many wellness businesses (yoga, Pilates, fitness, martial arts, etc.), I’m forced to rely on outside tools like Fitli, Glofox, or Momence just to manage class scheduling, packages, and attendance. This not only adds ~$300–$400/month in costs, but it also breaks the client data flow, making marketing automation and client retention more difficult. Here’s what’s currently missing in GHL that would make it a complete platform for studios like mine: Key Features Needed: True Class Package Support Sell class packs (e.g. 10-class pass) using GHL products + Stripe Track remaining class credits per client Automatically deduct 1 credit per class booking Restrict or prompt when credits run out Recurring Class Scheduling Schedule weekly recurring classes or limited-time series Include workshops or pop-ups Allow for cancellations/holiday breaks Client-Facing Class Calendar Widget Modern, embeddable calendar with daily/weekly views Show class availability, allow real-time booking Optional client portal to manage bookings and see credit balance Attendance Tracking Mark clients as attended or no-show Track attendance history per client Report on visit frequency and engagement CRM Automation Triggers Based on Class Behavior Triggers like “Hasn’t attended in 14 days” or “Credits <= 2” Enable re-engagement emails, upsells, or reminders based on actual usage Why This Matters: Right now, GHL can’t “see” whether a client is active, engaged, or nearing the end of their pass. We can’t automate re-engagement or track who’s at risk of churning without manual updates or expensive third-party tools. Studios are turning to competitors like Momence or Mindbody for these features—but we’d rather stay inside GHL if it had this functionality. The Business Case: Thousands of yoga, fitness, and coaching businesses would benefit. If GHL introduced this, we could: Cancel expensive software (saving $300+ monthly) Improve retention through targeted automations Keep all client data in one system Fully run our studios on GHL I’d be happy to serve as a beta tester or provide additional user stories from the wellness industry.

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