Better UI for Conversations
upcoming
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Chase Crawford
Right now the UI in conversations is confusing. Here are two improvements that will help us and our clients:
- Make it more clear what channel a message was sent from. The current icons that show the channel are small and not specific.
- Make email threads easier to read and understand. The current system for email threads is clunky and unintuitive.
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A
Alfredo Grossi
Check out CallBell CRM—its UX/UI is incredible! It has everything we need and is incredibly simple to use. Tags are always visible and color-coded, making it easy to track contacts. Moving a contact to a specific stage is seamless. The dashboard provides key sales team performance insights, including response time, number of conversations engaged, and time spent online. A standout feature is the "unassigned contacts" list, allowing salespeople to claim leads while keeping them hidden from the rest of the team.
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Alfredo Grossi
Instead of focusing on adding conversational voice AI, it would be more valuable to address the fundamental UX and UI issues. I'm losing clients to smaller, simpler CRMs because their user experience is more intuitive and efficient.
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Alfredo Grossi
The contact information displayed in the conversation tab isn't very useful. The tags should always be visible, and there should be an option to customize their colors. I don’t need constant access to the phone numbers and email addresses, yet they dominate the view. On the other hand, the DND (Do Not Disturb) section takes up too much space, considering how rarely it’s used.
It would be much more efficient if we could choose which fields to display. Additionally, colored tags should be visible above the contact's name on the left-side menu. This way, I can easily identify tags without opening the conversation and expanding the tag view.
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Aleia Pengilley
It is really confusing using internal notifications and the user is becoming a contact. Can you keep user notifications out of the conversations tab?
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Matan Michael
Check out Follow Up Boss UI! This is great inspiration for what GHL should strive for
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Rachel Llanes
Matan Michaelwe're using Follow Up boss as well it's great even the Hubspot. Love the UI. Hoping they could create something similar.
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Diksha Bisht
- I think there should be an option to make seperate lists of the clients according to our preferences so that we can seperate them and hence the scrolling time and other time to fetch data is reduced.
- Moreover, the content of emails inside each conversation should be more visible its really hard to get insights into what that conversation is about, and it requires opening up each thread.
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Roland Wienen
Some additional, very important requests:
1.) My clients need a date for every single email in a thread. There is just a time right now
2.) My clients need that the singe emails in a thread are ordered from the newest to the oldest email in order to avoid demanding scrolling work.
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Simon Bakker
How is this still not in progress? This is one of the biggest updates we need right now.
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Josh Vo
Please have an option where we can have everything filtered, ig sms, emails, whatsapp and unread and all
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Jay Martin
https://ideas.gohighlevel.com/reporting/p/ui-doesnt-fit-on-laptop-screens ----UI does not fit on different screen sizes
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