The GHL needs teams now — or risks being replaced by platforms that offer them.
M
Mira leads
Objective: Improve metric tracking, lead distribution, and internal communication among user groups within the platform.
Current Problem:
Currently, GHL only allows the addition of individual users without the ability to organize them into teams. This limitation impacts:
Group Metrics: It’s impossible to analyze conversion rates, performance, or productivity by team (e.g., sales team vs. support team).
Uneven Lead Distribution: Leads are assigned to individuals, not teams, which can overload some users while leaving others underutilized.
Fragmented Communication: There’s no way to send targeted notifications to specific groups (e.g., alerts to the sales team about hot leads).
Proposed Solution:
Introduce a "Teams" feature within GHL, with the following functionalities:
- Team Creation
Hierarchical Organization: Allow admins to create teams (e.g., "Sales SP", "24/7 Support") and assign users to multiple teams if needed.
Customizable Permissions: Define access levels by team (e.g., sales team can edit pipelines, marketing team can only view reports).
- Team Metrics
Custom Dashboard:
View total conversion by team (e.g., how many leads from Team X became customers).
Compare performance between teams (close rates, response times, etc.).
Filter reports by team for strategic analysis.
Automatic KPIs: Generate metrics like "Team Conversion Rate" or "Leads Assigned per Team" in charts and tables.
- Lead Distribution to Teams
Automated Rules:
Distribute leads evenly among team members (e.g., round-robin).
Prioritize teams with lighter workloads or higher conversion rates.
Assign leads based on tags or specific criteria (e.g., SP leads → SP sales team).
Workload Balancing: Prevent overload by monitoring how many leads each team is handling.
- Internal Notifications by Team
Targeted Alerts:
Send real-time notifications to entire teams (e.g., "New urgent lead for the sales team").
Integrate with channels like Slack, email, or push notifications within GHL.
Automated Reminders: Notify teams about pending tasks (e.g., follow-ups for unattended leads).
Strategic Importance for GHL:
Scalability: Larger businesses need to manage multiple teams without losing the big-picture view.
Decision-Making: Team metrics help leaders identify gaps and reallocate resources effectively.
Customer Experience: Evenly distributed leads are attended to faster, boosting satisfaction.
Competitiveness: Platforms like HubSpot and Salesforce already offer this feature – GHL needs to keep up.
Example Use Case:
A marketing agency with 3 teams (Sales, Onboarding, Support) would use GHL to:
Measure which team converts the most leads into meetings.
Distribute 100 leads/day evenly among 10 sales reps.
Send an automatic alert to the support team when a client opens a critical ticket.
Technical Implementation Suggestion:
Simple UI: Add a "Teams" section in the settings menu, with drag-and-drop user assignment.
APIs for Automation: Allow teams to be used in workflows (e.g., "Send lead to Team X if tag is Y").
Integration with Existing Features: Link teams to pipelines, calendars, and campaigns.
Why This is Urgent:
Businesses are migrating to GHL for its flexibility, but the lack of team management limits its use for medium/large organizations. This feature would transform GHL into a truly competitive all-in-one platform.
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Nicholas Rustad
I think you can use the communities feature to have "teams" setup in the system.