We appreciate the current Opportunities & Pipelines setup, but it feels limited to basic deal management. To truly support our workflows, we need it to evolve into a more robust project management board—similar to ClickUp—while still retaining CRM functionality. Below are the highlighted features we urgently require:

Core Enhancements Needed

Project assignment to multiple staff members

Time tracking (manual and automatic) for staff

Billing rates per staff member (internal admin view only)

Support ticketing system integrated with opportunities for customer support

Owner-view dashboard for better oversight

Sharing controls for pipelines (e.g., restrict visibility to specific teams)

Document storage or linking within opportunity cards

Team & Workflow Management

Ability to divide opportunity spaces by team (Support, Technical, Sales, etc.)

Custom staff tags visible during assignment to clarify team ownership

Full control over custom fields: decide which fields appear in which pipeline/opportunity card

Ability to add temporary custom fields to opportunities without forcing global visibility

Task & Automation Enhancements

Staff view controls coupled with customer/staff tags

More workflow triggers to automate opportunity and task management

Enhanced task creation and tracking with triggers tied to date fields in opportunities

Automatic task generation with expected dates when assigning opportunities

Collaboration & Permissions

Internal collaboration panel per opportunity for staff discussions

Role-based permissions and tagging for customer-facing vs. internal staff interactions

Summary:

We need Opportunities & Pipelines to function as a hybrid CRM + project management tool. The DNA of ClickUp—multi-staff assignment, time tracking, billing, task automation, and collaboration—should be embedded into GHL’s pipeline system to make it a true end-to-end solution.

Thank you for considering these enhancements. We believe these upgrades will significantly improve efficiency, collaboration, and customer support management.