CRM

Many bulk email platforms have a "subscription center" that people are taken to when unsubscribing. It lets the subscriber choose which campaigns to unsubscribe from, or system emails, or all. Right now it's a very aggressive DND option which leads to a lot of unintentional unsubscribes from things they still wanted such as invoices and appointment alerts etc.

We propose to add a feature to integrate multiple email accounts into the CRM and associate them with specific team members. Each employee could then access their emails directly from the CRM, view received messages, and manage customer interactions centrally. This improvement would facilitate the tracking of exchanges, improve collaboration, and strengthen team efficiency.

It would be awesome to get LinkedIn connection requests and messaging as a feature in workflows.

Customer feedback; The biggest issue I've had with GHL since I first started with GHL 3 years ago is, more than any other factor, GHL's design is not a good fit for multi-location businesses. For example... a call recipient must be logged in to a specific subaccount to receive webapp calls for that subaccount. That is impractical for a business with 10 locations. Managing GBPs and the associated review requests separately by subaccount is an example of another centralized job task that is made impractical. Managing contacts separately, managing communication separately by subaccount, managing social media accounts separately by location, reporting, and everything else all seems to end with the location. LocationId being the central piece is an underlying design flaw, if you believe that businesses centralize tasks across locations to improve quality and drive efficiencies. GHL REALLY needs to create an alternate user experience associated with a CompanyID. Where a login to one account will house the collective of all subaccount contacts, interactions, Google Ad and facebook accounts (likely only one per company... not one per location), phone system, GBP review requests, etc. At a minimum, tie calls back to the user... not the subaccount. A phone system where calls can be forwarded across subaccounts to multiple locations is the norm for phone systems, for a reason. The locationID is still important, but it can operate in the background like a "tag." Otherwise GHL is forcing businesses to be more inefficient by not centralizing. Or worse, GHL simply is not a good option for multi-location businesses, because it is confusing and impractical for a centralized resource to remember to have 5 tabs open at all times for 5 businesses, and then go back and forth between these tabs, and feel like she or he is keeping things straight. Missing just a few customer calls (for example) because one tab was closed, is a non-starter for businesses. What I'm saying becomes even more confusing and more compounding for the mobile app. Which is why I ask that logins change from being location-based to company-based (encompassing all locations set in user permissions). Locations need to be a filter for a company, rather than something that divides a company's CRM, and operation into location-based, and inefficient, silos. There are of course lots of people who will manage multiple companies... and may even want account level interface. It would be a dream to have a login that centralizes permissions across companies as well! Answering phone calls is an easy use case... just like answering services answer calls for dozens of companies. Centralized logins could, and should eventually, happen at three different levels. AccountId --> CompanyId 1 --> LocationId 1 --> CompanyId 2 --> LocationId 1 --> LocationId 2 --> LocationId 3 I know there is an ideas board, and you probably tempted to redirect me there... but this is not an idea... this is fundamental restructuring so that mult-location businesses find GHL more useable. I believe this will drive adoption through the roof.

This is SUPER importnant for real estate agents as they receive leads into their emails from many different sources. One of the main reasons a lot of agents will not come over to my GHL CRM is because they need to manually enter every lead they get into the crm from their email. Follow Up Boss allows this and would be crucial for this CRM

Pause Members in CRM. If a staff member take time off, we would like the ability to pause their account or, if someone leaves our organization, we can transfer their account to a different agent easily.

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.

This would be game changing for anyone who is making recorded sales calls. Similar to Zoom and Otter.ai recorded and summarized meeting notes, having transcribed calls and post call summaries in a format controlled by the user would be amazing. This is a feature that everyone can find value in especially sales people on the road making calls while we are driving between appointments.

I'm marketing the product locally in the UK so need the platform language relevant to the market. Can we have the language added?

Add a section on the menu bar below reports called project management. It can look almost exactly like opportunities. Then make it able to integrate with asana and monday and trello and have it show up as its own section in the GHL app. They actually look so similar enough to integrate the look pretty well. Add Asana's left projects menu bar to GHL on the left below Reports, and make the view similar to the boards view on Asana