CRM

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

To develop an intuitive and efficient time registration system that integrates seamlessly into the daily workflow of employees, while providing advanced features for administrators to manage time entries, generate reports, and maintain data integrity. ✅ Time Registration and Management: ➕ Implement a user-friendly interface for employees to log working hours, overtime, materials, driving, and expenses. ➕ Provide options for employees to input time details such as start and end times, total hours worked, and lunch breaks. ➕ Include a reminder system to notify employees to complete their time entries before they are locked or deleted. ✅ Customization Options: ➕ Allow administrators to configure the system to require project association, task descriptions, and work type during time entry. ➕ Implement a system to restrict editing or deletion of time entries after a specified period (e.g., after 1 day). ✅ Advanced Time Tracking: ➕ Include features for quick time entry, such as automatic lunch breaks and fast-fill options for recurring entries. ➕ Provide the ability to set deadlines and enforce content requirements for time entries. Allow administrators to approve and lock time entries to prevent further modifications. ✅ Reporting and Data Export: ➕ Develop a reporting module that allows users to generate detailed reports based on selected criteria (e.g., date range, employee, project). ➕ Include filtering options within the report generation to refine data as per client needs. ➕ Enable the ability to download reports in various formats and send them directly via email from the mobile application. ✅ Additional Requirements: ➕ Mobile Compatibility: Ensure all features are fully functional on mobile devices, with an emphasis on ease of use for field workers.

Hi HighLevel Team, I’m currently building production templates using Custom Objects and Object-Based Workflows (Beta) and have run into a limitation that affects real-world usability. Current behavior: In object-based workflows (e.g. Enrollment-based workflows), the custom variable picker only exposes fields on the triggering object. Fields from associated custom objects (e.g. Student, Program) are not available in the variable picker, even though the associations are properly configured and usable elsewhere in the UI. Impact: This prevents common, expected use cases such as: Auto-naming records using associated object fields (e.g. Student Name – Program Name) Building dynamic notifications that reference related object data Creating clean, automated workflows without brittle workarounds or manual steps Requested enhancement: Expose associated custom object fields in the workflow variable picker for object-based workflows, similar to how related Contact / Opportunity fields are accessible in legacy workflows. Ideally: Associated objects appear in the variable picker Fields are scoped to valid associations This would significantly improve adoption of Custom Objects and allow builders to ship cleaner, safer automation without relying on manual naming or external systems.

I use GHL as my email marketing platform and when sending emails to my entire list, I get inundated with countless "out of office" or "autoresponder" emails in my notifications from people on my list. It would be nice to have GHL autodetect this and delete the notification so I can focus on the real email responses I do get. Please make this feature available for those of us who are used to Flodesk and other email marketing platforms, where you'd never get the out of office emails.

It would be amazing to have an easy option to auto-resend an email that failed to send, due to the "Insufficient funds to send email" error, so you do not have to pull up each contact record one by one, and click the resend option. This would be a huge time saver for our customers, who forgot to add more money to their wallet balance, before starting a big launch. We just had a customer manually re-send 2,300 emails that failed due to this "Insufficient funds to send email" error.

Create a drop down single and/or multi select field that would dynamically add or remove sub-account staff members and ensure their associated information is linked- employee ID’s, phone, email, profile photo (similar to how the service calendar staff selection dropdown works). Doing so would allow GHL users to add the dropdown to forms and surveys which would could be used to assign the appropriate staff member or notify the selected user upon submission. Additionally, it would eliminate manually adding or removing the staff member as they come and go from a company. Use Case 1: Door to Door Sales I have a door to door sales company with 20 sales reps. I make a form for internal use. As they knock on doors they can type in the home address, owners information, and select themselves from the dropdown list of sales reps which is dynamically populated/updated with the existing list of staff on the sub-account. Doing so assigns the contact and/or opportunity to them. When a sales reps leaves the company and are removed from the CRM, the drop down menu option for that person disappears- vise versa for adding a new sales reps. Current Scenario: We use affiliate manager with a funnel for 20 coaches to track their leads without needing to make unique forms and funnels each time. Affiliate manager recognizes the affiliate ID but elaborate workflows must be setup to setup conditions to assign the appropriate coach to the contact based on the affiliate ID pulled from the url parameters. Instead, allowing the user to select the coach they like from a dropdown that would then assign that user (similar to service calendars) would be much easier. We’d also be able to auto add commissions in affiliate manager once the coach signs the client after a consult call.

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.

Under my profile, notification. please add a box for the channels so we can specify what channels the user wants to receive the notification if all the channels or a specific channel are shown in the picture below.

Homeservices need job sheets and work orders

There are several places where we can select time zones across the platform. However, for many of us (especially in Europe), we only need one time zone. We don't need the time zone selector all over the platform, we would like to operate in only 1 forced time zone agency-wide. ➕ Add a time zone selector in the agency setting. ✅ If only one time zone is selected - This will remove every time zone selectors in the whole platform and only operate in this one time zone. ✅ If several time zones are selected - This will remove every time zone option irrelevant to this platform-wide. Also, when we are at it. Time format: ➕ Add time format selector in the agency setting. ✅ If only one time format is selected - This will remove every other time formats in the whole platform and only operate in this one time format. ✅ If several time formats are selected - This will remove every time format options irrelevant to this agency platform-wide.