New user to this system, seems pretty good. But one glaring flaw seems to be is that it is only "contact" centric, and companies as secondary. This would be fine for companies that sell to individuals, but very poor way to manage data for B2B sales. It is COMPANIES, not contacts that we sell to, and COMPANIES should have attributes, categories, Opportunities, assigned. Contacts come and go , it is the COMPANY that should anchor the user data, not a person within the company. Companies should be entered first, then add contacts within the company record. For B2B, this is a must. Notes, Opportunities, Categories need to exists for COMPANIES

Everyone, please upvote this!!! We need this now!!!

I believe this has been said in a variety of ways, and broken into a number of feedback posts, but I'm going to say it again here, and hopefully tie things together a bit more. First, HighLevel is awesome, and I see what you're trying to do, and love a lot of it. I also want to preface this dialogue with the fact that I've used multiple CRMs, for multiple purposes, and so I do have a broad perspective of these things, such as FreshWorks, Zoho, Bitrix24, Salesforce, Hubspot, Monday, Pipedrive.

So, without further adieu, your CRM is at the core of everything your system does, and it needs some serious updates in order to be truly competitive. First, we need to be able to view our data with a focus on companies, and our respective contacts, if we're B2B, or focus on contacts and disregard companies, if we're B2C.

And there needs to be a way better flow between contacts and companies. It's absolutely ridiculous that they're in two separate places, and that you can't update companies from contacts or update contacts from companies. It's also very stupid that you have to go back to contacts to create a new contact for a company and then link it. And the only way to disconnect a contact from a company is from the company side. It's also a bit weird that the contacts view is called smart lists, when smart lists are actually a tool within contacts. But I'll set that aside for now.

It's just super clunky, way too many clicks, no flow, and takes forever to load flipping between multiple tools and screens. Not to mention having to go over to automations to look into data there, and update things, and then back to contacts/companies, opportunities, etc.

There's also no activity view in the opportunities, so then you have to go back to contacts to see a list of your activities with that contact. And it's clunky with how it ties to conversations too. And you don't seem to be able to delete a contact from the conversations view, so you have to go back to contacts, but then it doesn't take you directly to that contact. So then you have to search for them and then delete, and then type in a confirmation to delete them. Why does this system require typed confirmations for everything? Like merging. A checkbox or clickable confirmation would do just fine. There are just TOO MANY CLICKS, STEPS AND LOADING TIME to get anything done efficiently. It's driving my sales guy nuts, and as I'm using it for my own partnership initiatives, it's driving me a bit nuts too.

There needs to be a SERIOUS review of the Contacts, Companies, Opportunities and Conversations, to build a more unified view and flow between them. If done right, this would make HighLevel almost untouchable, especially at the speed you're adding awesome new features and tools.

Pipedrive is an amazing pipeline system, the best out there I think, and you could certainly learn from a few things they do. Another one though that most people aren't aware of is Bitrix24. They've designed a really competitive CRM and Deals Pipeline, with multiple ways to view contacts, companies, deals, leads, etc.. It's easy to navigate, gives you a broad visual of a number of things in a single view, and they have an awesome Task and Chat system to boot. But their automations and marketing tools lacked some things we were looking for, and of course nothing could be white labeled and resold like an agency. So we left their CRM, and just use them for internal Tasks, Scrum and Chat now.

Anyway, I really hope, and I think there are thousands of others out there hoping as well, that there's a huge CRM revamp in the near-future product roadmap.