HighLevel
Create
Roadmap
CRM
1257
Changelog
Log in to your HighLevel account to give feedback
Powered by Canny

CRM

Category

Color-Coded Opportunities in Pipelines
Allow users to highlight opportunities in a pipeline with different colors based on status, priority, or custom conditions. This would make it easier to visually track leads, deals, and tasks at a glance without relying solely on labels or filters.
1
White Label CRM Training Videos!
HIGHLVL-I-2827
87
·

planned

Helpdesk / Ticketing
For our clients, when thinking of a CRM a helpdesk / ticking feature would help make GHL a full service CRM System similar to Hubspot. HIGHLVL-I-2584
79
·

under review

Upload custom Fonts
The fonts claim to use google fonts but I have noticed that not all are on there. It would be handy to be able to have a feature where we could upload custom font folders so that we can have more control HIGHLVL-I-3635
93
Ability to sort everywhere you find a table like structure with columns by clicking column headings
0
Add gamification elements to consumption of course content
Award points based on completion of specified goals (i.e. successful completion of quizzes). Points could translate to earning badges or certificates or other prizes). Include a leaderboard to promote friendly competition. Add ability to unlock course content based on achievement of points, badges, etc. MEMBER-I-38
25
·

planned

Email Parser to create contacts from inbound email leads (Similar to Follow Up Boss)
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
32
Cancel/VOID Payment Plans without refunding
My clients need to be able to cancel payment plans. Currently, we are unable to void a payment plan without refunding the client. Sometimes, an invoice just needs to be voided without refunds.
1
Allow workflow triggers for individual tasks
Sometimes I have a specific task, like updating the website or calling a customer, when that task is marked complete, I'd like to be able to have a workflow trigger, but only for that specific task.
0
ROUTE PLANNING AND GOOGLE/WAZE INTEGRATION WITH TRACKING
Route planning for service based businesses. Essentially allowing technicians to schedule their day going from job site to job site or house to house and plan their route for the day while also be able to be tracked by the owner to make sure they are actually at the job site. This can be used for any service based business. GPS Tracking, Job Photos, and Job Dispatch.
33
Load More
→
Powered by Canny