CRM

It would be fantastic to have the capability to add attachments (such as photos or doc files) to the notes and make this section more feature rich.

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.

Can the client portal contain pluggable features i.e. make Memberships etc. visible only when selected (those who sell courses)? Dental practices, lawyers, gyms, retail, and other local businesses, etc. can't benefit much from the new offering. So can these new features be added to expand the usability features and be made available to all kinds of clients (and their customers)? View and manage billing history, payment methods, invoices, and subscriptions View and manage past and upcoming bookings View (and maybe send) messages (integrated chat option with the location owner or assigned staff member) Share documents View, upload, download, and manage all documents Sign estimates/proposals Integrate forms and surveys for raising issues and collecting feedback etc. View checklists (feature requested separately) View Reports (agency clients only)

I have several alias email addresses in my Gmail (Google Suite) account, and regularly send emails from the different aliases. It would be really really helpful to be able to sync emails send from Gmail to GHL.

Description: Currently, when a contact record is opened within the platform, the back button behaves as expected and returns the user to the previous page (e.g., Contacts list). However, when the same contact is opened via a direct URL in a new tab, the back button follows the browser history instead of returning the user to the platform view. While this has been confirmed as expected behavior, it creates a confusing and inconsistent user experience. Problem / UX Impact: Users do not differentiate between how a page was opened (in-app vs direct URL) The back button behaving differently feels unpredictable This can disrupt workflows and navigation, especially when working across multiple tabs It creates the impression that the platform navigation is broken or unreliable Requested Improvement: We request a more consistent navigation experience, such as: Ensuring the back button always returns users to a logical platform page (e.g., Contacts list), regardless of how the contact was opened or Providing a clear in-app navigation fallback (e.g., “Back to Contacts”) that behaves consistently Additional Context: This has been raised as a UX concern and should be considered for improvement, even if technically working as designed.

Currently the platform defaults to the the launchpad. We want to be able to control where they land, ideally by the saas plan itself. This will help us land them on a custom menu link or other page that can help onboard our clients faster.

I’ve noticed an inconsistency between the custom field names used in automations and those defined in the “Business Profile,” which creates confusion during workflow setup. For example, within a workflow, selecting Account → Address Line 1 inserts the value {{location.address}}. However, this value corresponds to a field labeled “Street Address” in the Business Profile. This mismatch in naming conventions applies across multiple fields. Additionally, it is unclear why selecting Account fields results in values prefixed with {{location...}}. The term “location” appears to refer to the Business Profile, but this relationship is not explicitly explained. This adds another layer of confusion, as users must mentally map “Account” fields in automations to “location” variables and then to differently named fields in the Business Profile. Because of these inconsistencies, it becomes difficult to understand what data is actually being referenced when building workflows. This often leads to unnecessary trial and error to verify outputs, which slows down the process and makes it harder to confidently select the correct fields from the start. Improving naming consistency across the platform—or clearly documenting and aligning how “Account,” “location,” and Business Profile fields relate to each other—would significantly improve usability and reduce the need for repeated testing.

When opening a call in the full call detail view, the Calls tab becomes locked and cannot be closed or navigated away from while the call is active. The Calls workspace remains locked until the call is ended and the full call view is exited.

I would like to be able to present my whole platform to my subaccount in Spanish. There are many terms automatically translated but many terms still stay in English. Specifically on the purchasing (order) forms. I have create a SaaS platform to sale GHL to spanish speaking coountries. Most of them do not count with the avility to purchase phone numbers thereform many of our features do not work as good, but the rest work fine. Just with Mexico and Chile we have eanought population to make it worth changing all features to a spanish responsive platform. My website is www.prometheus360espanol.net Thank you.

Please make desktop pop up notifications, preferably with sound. Silent notifications on desktop are practically worthless.