CRM

This request has three parts, all about making HighLevel's tables work the way Notion's do. PART 1 - Sortable sub-account table In the agency sub-accounts table, I want to click any column header to sort the table by that column. Today the table shows columns like sub-account name, plan, and last login, but I cannot sort by "last login" (or most other columns). Finding inactive sub-accounts currently means manually scanning the whole list. Every column should be sortable, ascending and descending. PART 2 - Filter contacts by payment method In the contacts list and smart lists, there is currently no way to filter contacts by payment method status. I need to build a smart list (or custom list) of contacts whose payment method is pending or who have never added a payment method at all. This is essential for dunning and onboarding follow-up: I cannot chase missing payments if I cannot find the contacts missing them. Please add a contact filter for payment method status (e.g., has payment method / no payment method / payment pending). PART 3 - Notion-style right-click on any column On any table in the platform, right-clicking a column header should offer "Sort by" and "Filter by" for that column, exactly like Notion does. This interaction should be consistent everywhere: sub-accounts, contacts, invoices, memberships, transactions. WHY IT MATTERS Agencies managing dozens of sub-accounts and thousands of contacts need instant answers to questions like "which sub-accounts have not logged in for 90 days" or "which contacts have no payment method on file," without exporting to a spreadsheet.

And give him a title: "King of the Roadmap" for all the free work he is doing for GHL, the ideas board, constructive criticism, feedback.... helping lesser talked about but important ideas get seen... as well as educating large swaths of newer GHL users/freelancers on how to navigate GHL. He doesn't get affiliates, because he is helping people who are already GHL users getting stuck getting their voices heard. If Keith wasn't in the GHL space doing what he is doing, GHL would have to pay several employees to make up the value he provides. Literally the dumbest thing in the world would be to not recognize, encourage or incentivise that man to keep doing what he is doing.

This would make it the most powerful crm available. A simple board with projects and statuses would be great.

GoHighLevel is a great CRM for agencies, especially because it allows agencies to manage their clients within the same system. However, from my experience, clients often struggle to use it because the UI feels too complicated. The functionality is great, but the overall experience could be much faster, cleaner, and more intuitive. For example, HubSpot feels very responsive and logical when navigating between different parts of the CRM. As an agency that works with many different tools, my first impression is that GHL is behind when it comes to design and user experience. The same applies to the GHL website. The product itself is powerful, but the UI should feel faster, cleaner, and more logical especially for clients who aren’t using the system every day.

for shared inbox functionality. Front App is all about bringing in group/share inboxes... this would be an awesome feature.

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.

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!

The Phone System is still not available in India, which limits our ability to use GoHighLevel as a complete communication platform. India is one of the fastest-growing markets for GoHighLevel, and many agencies are eagerly waiting for native phone support. Please prioritize launching the Phone System with Indian phone numbers and calling capabilities. This will help agencies manage calls, SMS (where supported), and client communications directly within GoHighLevel, improving adoption and reducing reliance on third-party providers. Business Impact: Enabling Indian phone numbers will make GoHighLevel much more valuable for agencies and businesses in India, leading to higher adoption and long-term customer retention.

The current AI pricing is too expensive for agencies and businesses in India. It becomes difficult to offer AI features to clients while maintaining a reasonable profit margin. Please consider introducing region-specific pricing or lower-cost AI plans for countries like India. This would help more agencies adopt AI and increase overall platform usage.

WHAT WE'RE ASKING FOR Either build a native field service module, acquire QuoteIQ, or establish a deep bi-directional integration with QuoteIQ specifically. QuoteIQ is the recommended platform because it includes every feature a home service business needs under one roof — AI-powered visual estimates, job scheduling, crew dispatch, mobile field app, cost tracking, and invoicing — without requiring contractors to purchase multiple add-on plans just to get a complete, functioning solution. It is the only field service tool that matches the full feature set this vertical requires in a single unified product, with nothing left out and no à la carte pricing required. A complete field service solution — whether built natively or powered by QuoteIQ — would include: AI-powered visual estimates — customer describes or photos the job → AI generates a mockup of the finished result → line-item quote is produced automatically Estimate → approval → job → invoice pipeline — fully connected, no manual handoff Job scheduling and crew dispatch — calendar-based, with GPS routing Mobile crew app — on-site job status updates, photo documentation, time logging Material and labor cost tracking — built into the estimate, carried through to the invoice Automatic invoice generation — triggered when job status moves to complete QuoteIQ already has all of this built and battle-tested. The technology does not need to be invented — it needs to be connected or acquired. THE MARKET OPPORTUNITY The home services industry is one of the largest and most underserved markets in America when it comes to modern marketing technology. Every HVAC company, landscaping business, plumber, and roofer needs three things: Marketing — this platform has it Communications — this platform has it Field operations — this platform does not have it That third gap is the only reason contractors don't go all-in. Close it, and the sales pitch becomes airtight. Agencies would have zero friction selling a true all-in-one system, and contractors would have zero reason to ever look elsewhere. WHY THIS IS BIGGER THAN IT LOOKS Data is the real opportunity here. Right now a contractor's customer history lives in their field service app, their marketing data lives here, and nothing talks to each other. That means: No ability to see that a customer books mowing every 5 weeks and reach out at week 4 before they call a competitor No ability to detect that revenue drops every November and shift ad spend to fall cleanup campaigns in October No ability to learn that Client A only responds to calls while Client B only responds to texts No ability to build anticipatory marketing because the data is fragmented across platforms Put it all in one place and the data becomes a competitive weapon. The platform could start predicting customer behavior, automating seasonal campaigns, adjusting ad spend based on calendar fullness, and routing outreach through each client's preferred channel — automatically. That is not a feature. That is a category-defining product.