CRM

Let’s say you manage appointments booking for 1000 customers. It will become very easy if your customers can login into their dashboard using their email and password and can see all their details there. It will be like client portal but better such that You will be able to customize it better. Pull their appointment time, their meeting link and clients won’t have to start looking through emails to get their meeting details again.

Many bulk email platforms have a "subscription center" that people are taken to when unsubscribing. It lets the subscriber choose which campaigns to unsubscribe from, or system emails, or all. Right now it's a very aggressive DND option which leads to a lot of unintentional unsubscribes from things they still wanted such as invoices and appointment alerts etc.

An opportunity card with overdue tasks should be colored “red” so that users can see at a glance which opportunities need to be addressed first (e.g. Pipedrive) A more flexible way would be to allow color codes based on opportunity tags. That way, it would be enough to add tags with workflows, according to a free scenario.

It would be amazing if we could just text our AI and ask it to update the system like a VA. Log a call with XYZ client stating ABC Set an appt with XYZ for Monday at 3pm on Zoom Move 123 Main Street to pending in the seller pipeline Etc.

It would be awesome to get LinkedIn connection requests and messaging as a feature in workflows.

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.

Time tracking for employees. Some service based businesses, charge on time spent. GPS time clock for instance.

Notion has added "connectors" for things like Slack and Google Drive. When my team searches for something in Notion AI, would love for the system to also consult GHL so if they ask Notion AI for an update on a client, it'll pull the conversations, notes, opportunities, etc.

I want to make my WL software truly All-in-One by providing job creation and management in addition to marketing a local service-based business. There are these item categories in GHL currently - contact, (cal) event, task, etc and I'd like to request a new category - JOB - so if a client is a service-based business for example, they can easily use the job to: Create jobs from Proposals & Estimates (standalone or recurring) Map Contacts Manage staff members & their work schedules - (Revamp 'My Staff' page) Assign tasks and/or checklists for that job type Create new or map existing quotes/estimates/proposals Take payments (both one-time & recurring) Schedule, view, and manage jobs & bookings Updating jobs and tracking progress for everyone - business owner, staff & customer Add quality audit or compliance specification for each job and record evidence Take pictures or record videos using the mobile app (for sharing with customers or recording evidence). Assign items to every job and manage their inventory (optional but useful) Track key business metrics - view the number and value of completed and pending jobs by week, month or year. Providing an end customer portal for viewing and managing bookings will be just ideal. Here's that request. https://highlevel.canny.io/saas/p/end-customer-portal Most tech providers for service businesses have a job feature that's quite useful to clients. (Jobber, HouseCallPro, JobNimbus, HubScape, Launch27, ConnecTeam, MaidCentral, CleanSure, etc.)

It would be great to be able to instantly view the age directly on the opportunity card. Not only that, but also be able to select what type of aging we prefer. Example Application: Select Start Date: From Added to Pipeline; From Last/First Stage Change; From Last/First Note Added; From Last/First Opportunity Card Update; From Custom Date Field; From Manually Selected Date; Etc... Select Date View: In Days In Weeks In Minutes In Hours Etc...