CRM

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

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.

Dear GHL Development Team, I am writing as a partner with significant business experience and a vertical focus in the B2B sales sector. Our community of professionals and agencies agrees that, while GHL is an exceptional platform, its current CRM implementation represents a critical bottleneck for managing complex and professional sales processes. The current structure seems more geared towards mass acquisition and is not optimized for the Consultative Selling typical of B2B. 💡 The Need: HubSpot-aligned CRM Architecture for Professional Selling To transform the GHL CRM into a truly professional and high-performing tool for B2B, we strongly recommend adopting a data and management architecture similar to that offered by industry-leading platforms such as HubSpot. 🎯 Key Proposed Improvements: Simplified and Interconnected Data Management (Contact ↔ Company ↔ Opportunity): Contact (Lead/Person): The individual. Company: The legal entity. Opportunity (Deal/Affair): The object of the sale. Fast and Bi-directional Association: The ability to quickly create and associate a Contact with a Company and simultaneously with one or more Opportunities (and vice-versa), with a clear and immediate view of all relationships. Benefit: Allows B2B sales teams to track the complex decision-making journey within a company (multiple stakeholders). Complete Data Customization (Custom Fields): Mass Customization: All data fields (Contact, Company, and Opportunity) must be fully customizable (Custom Fields) and not constrained by predefined lists, to adapt to any market vertical (e.g., company size, industry sector, estimated budget). Benefit: Transforms the CRM into a flexible system, capable of modeling data exactly as required by each company's unique sales process. Optimization of View and Speed of Use: The User Interface (UI) and User Experience (UX) must be optimized for speed and clarity. Information entry, modification, and consultation must be frictionless, allowing the salesperson to dedicate more time to selling and less to data entry.

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

Please add formatting - at leas line breaks / paragraphs in multiline custom values

Page reloads and re-routes back to source with every click. This occurs after emptying cookies and cache which team is doing every 10 minutes or so to get the CRM to function semi normally for only 3-4 minutes at a time. Calls are dropping and sales are being lost. MAJOR ISSUE

Can the client portal contain pluggable features i.e. make Memberships etc. visible only when selected (those who sell courses)? Dental practices, lawyers, gyms, retail, and other local businesses, etc. can't benefit much from the new offering. So can these new features be added to expand the usability features and be made available to all kinds of clients (and their customers)? View and manage billing history, payment methods, invoices, and subscriptions View and manage past and upcoming bookings View (and maybe send) messages (integrated chat option with the location owner or assigned staff member) Share documents View, upload, download, and manage all documents Sign estimates/proposals Integrate forms and surveys for raising issues and collecting feedback etc. View checklists (feature requested separately) View Reports (agency clients only)

To develop an intuitive and efficient time registration system that integrates seamlessly into the daily workflow of employees, while providing advanced features for administrators to manage time entries, generate reports, and maintain data integrity. ✅ Time Registration and Management: ➕ Implement a user-friendly interface for employees to log working hours, overtime, materials, driving, and expenses. ➕ Provide options for employees to input time details such as start and end times, total hours worked, and lunch breaks. ➕ Include a reminder system to notify employees to complete their time entries before they are locked or deleted. ✅ Customization Options: ➕ Allow administrators to configure the system to require project association, task descriptions, and work type during time entry. ➕ Implement a system to restrict editing or deletion of time entries after a specified period (e.g., after 1 day). ✅ Advanced Time Tracking: ➕ Include features for quick time entry, such as automatic lunch breaks and fast-fill options for recurring entries. ➕ Provide the ability to set deadlines and enforce content requirements for time entries. Allow administrators to approve and lock time entries to prevent further modifications. ✅ Reporting and Data Export: ➕ Develop a reporting module that allows users to generate detailed reports based on selected criteria (e.g., date range, employee, project). ➕ Include filtering options within the report generation to refine data as per client needs. ➕ Enable the ability to download reports in various formats and send them directly via email from the mobile application. ✅ Additional Requirements: ➕ Mobile Compatibility: Ensure all features are fully functional on mobile devices, with an emphasis on ease of use for field workers.

Hi HighLevel Team, I’m currently building production templates using Custom Objects and Object-Based Workflows (Beta) and have run into a limitation that affects real-world usability. Current behavior: In object-based workflows (e.g. Enrollment-based workflows), the custom variable picker only exposes fields on the triggering object. Fields from associated custom objects (e.g. Student, Program) are not available in the variable picker, even though the associations are properly configured and usable elsewhere in the UI. Impact: This prevents common, expected use cases such as: Auto-naming records using associated object fields (e.g. Student Name – Program Name) Building dynamic notifications that reference related object data Creating clean, automated workflows without brittle workarounds or manual steps Requested enhancement: Expose associated custom object fields in the workflow variable picker for object-based workflows, similar to how related Contact / Opportunity fields are accessible in legacy workflows. Ideally: Associated objects appear in the variable picker Fields are scoped to valid associations This would significantly improve adoption of Custom Objects and allow builders to ship cleaner, safer automation without relying on manual naming or external systems.

I have several alias email addresses in my Gmail (Google Suite) account, and regularly send emails from the different aliases. It would be really really helpful to be able to sync emails send from Gmail to GHL.