CRM

If an invoice is created and the terms of the service are updated, we need to be able to update the due dates to match the terms of the service, after the fact, as well as carry over any payments already made.

Adding native theme customisation features to GHL would let users personalise menus, colours, icons, login pages, and subaccount logos to align with their brand. It could include rearranging, renaming, or hiding menu links, custom colour schemes, branded logins. Building this in would create an on-brand, professional experience without external plugins, which would be fantastic.

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

Custom fields in GHL only support static text options. We need the ability to create dynamic dropdowns populated from CRM data — such as contacts, companies, or tagged records. This would allow Opportunities to reference vendors, partners, staff, or any other CRM record without manually updating lists. Dynamic custom fields would massively expand CRM functionality and reduce the need for middleware or manual maintenance.

I NEVER want to see only 10 workflows or contacts. Why do I have to change it to 20 or 50 every time. Please make it possible to remember when I choose to view larger numbers when items are listed in the CRM. So if I choose the 100 option in a smart list, please just have the system remember that every time. Thanks!

Dear GHL Development Team, I am writing as a partner with significant business experience and a vertical focus in the B2B sales sector. Our community of professionals and agencies agrees that, while GHL is an exceptional platform, its current CRM implementation represents a critical bottleneck for managing complex and professional sales processes. The current structure seems more geared towards mass acquisition and is not optimized for the Consultative Selling typical of B2B. 💡 The Need: HubSpot-aligned CRM Architecture for Professional Selling To transform the GHL CRM into a truly professional and high-performing tool for B2B, we strongly recommend adopting a data and management architecture similar to that offered by industry-leading platforms such as HubSpot. 🎯 Key Proposed Improvements: Simplified and Interconnected Data Management (Contact ↔ Company ↔ Opportunity): Contact (Lead/Person): The individual. Company: The legal entity. Opportunity (Deal/Affair): The object of the sale. Fast and Bi-directional Association: The ability to quickly create and associate a Contact with a Company and simultaneously with one or more Opportunities (and vice-versa), with a clear and immediate view of all relationships. Benefit: Allows B2B sales teams to track the complex decision-making journey within a company (multiple stakeholders). Complete Data Customization (Custom Fields): Mass Customization: All data fields (Contact, Company, and Opportunity) must be fully customizable (Custom Fields) and not constrained by predefined lists, to adapt to any market vertical (e.g., company size, industry sector, estimated budget). Benefit: Transforms the CRM into a flexible system, capable of modeling data exactly as required by each company's unique sales process. Optimization of View and Speed of Use: The User Interface (UI) and User Experience (UX) must be optimized for speed and clarity. Information entry, modification, and consultation must be frictionless, allowing the salesperson to dedicate more time to selling and less to data entry.

How GHL handles folders seems to be pretty random throughout GHL. Workflows has a robust folder system, allowing you to create as many folders and sub-folders as you want. However, this isn't the case throughout the rest of the system. Please give us better folders everywhere, throughout GHL. See specifics below: The following do not have folders at all. We need both top level folders and sub-folders: Snippets The following all have top level folders, but no sub-folders. We need sub-folders for all of these: Email Templates, Email Campaigns, Custom Values, Websites, Forms, Surveys Custom Fields: has top level folders, but no sub-folders. We may or may not need sub-folders here. I can see how custom field sub-folders could get messy, but it would still probably be better to have them than not have them. I'm sure there's some I'm missing, but adding folders to these alone would be a huge improvement to the system.

I find it necessary that we are able to delete the standard custom fields and values, since our clients might not need them.

For the true sales people that use GHL this would be groundbreaking. Think how simple it would be to record a note verbally instead of typing notes on a phone in the car. The NOTES listings woould display both text and audio notes. The audio notes would have a play button to listen. To really hit the ball out of the park and ai could trancribe the notes too. But the recording is the ticket.

I have multiple clients who use Outlook sync, and are unable to send emails without it (DMARC issues). Often, Outlook 2-way sync will become Un synced for some reason - and then emails fail. No alert to the client and some of them don't even notice it fails until something blows up. Can we please integrate some sort of notice to the client/agency when a 2 way-sync or integration becomes unsynced on its own?