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.

Currently, social media profiles for a subaccount's business are not included within the Business Details fields. As a result, users must create custom values or custom fields whenever they need to display social media links in emails, funnels, websites, forms, or other assets. Adding social media fields directly to the Business Details section would make them available as standard account fields and simplify personalization across the platform. Issue or Need Users frequently need to display business social media links throughout marketing assets. The lack of built-in social media fields creates unnecessary setup work, requires additional custom values, and reduces consistency across subaccounts. Suggestion Add dedicated social media fields within the Business Details section, including support for multiple platforms such as: Facebook Instagram LinkedIn X (Twitter) YouTube TikTok Pinterest WhatsApp Google Business Profile Other custom social platforms Additionally, provide multiple field options for each platform, such as: Profile URL Username/Handle Business Page URL Social Icon Link (for dynamic templates) Follower Count (optional future enhancement) These fields should automatically generate corresponding custom values that can be used across emails, funnels, websites, forms, surveys, and automation workflows. Expected Result Once Done Business social media links can be managed from a single location. Users no longer need to create custom values for social profiles. Faster setup of emails, funnels, websites, and templates. Improved consistency across marketing assets. Better scalability for agencies managing multiple subaccounts. Enhanced personalization using built-in account fields and merge tags.

There should be feature to assign a user only to a particular Pipeline and he should be not able to access other pipelines

Hi, there should be a way to prevent contacts from being created in our system from incoming calls, this is only for unknown contacts. Is this possible?

I'm marketing the product locally in the UK so need the platform language relevant to the market. Can we have the language added?

As of now we cannot bulk add tags, send a campaign to opportunities in pipelines

We desperately need the ability to run companies through a pipeline instead of a contacts.

is there any way to modify the {{ contact.id }} and star from number 1, for example. the regular contact id is like this rDzAZ1gLpaYtUu4Hvi99. Is it possible to make it simple? like , 1, 2, 3 , 4 or 101, 102 ,103 The id number is necessary but is so complicated.

Hi, most CRM companies (Zoho, Hubspot...) allow you to choose the location of the server the data will be held on. It is particularly important for European businesses. Is this feature on the product roadmap?

A great help for time efficiency would be if it became possible to import LinkedIn contacts directly from a tool like Surfe.com into the GHL CRM without needing to use Zapier or other connection tools for it. This is easily achievable with HubSpot or Close.io and other CRMs. Transferring leads from LinkedIn to the CRM with just one click.