CRM

Pin a specific note to the top. Would be great to have an easily accessible note at the top of the notes list to include links associated with the contact or opportunity, as urls are not clickable in custom fields.

In our team we use multiple smart lists. Different lists for different team members. My problem is, when I open the contacts section it always open with "All Contacts" as the default list. I want a option where the users can pin their smart list and when they open contacts section, it should always by default open with the pinned smart list. And not "All contact".

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.

Would be great to have the native ability to send iMessages in CRM without needing a third party app that costs $1000/mo. iMessage increases response rates 2x and would be a great way for GHL to bring in additional revenue. Could charge agencies or subaccounts per line to add on the service.

Problem Statement: Currently, only track opens and clicks for emails sent directly from the platform. While 2-way sync allows us to see Outlook replies, it does not track engagement (opens/clicks) for individual sales emails composed and sent directly from the Microsoft Outlook desktop application. This creates a "blind spot" for sales teams who prefer working out of their primary inbox but still need GHL to log engagement data for lead scoring and follow-up triggers. Proposed Solution: Develop a native Outlook Add-in (similar to HubSpot or Mailtrack) that allows users to: -Track Opens/Clicks: Automatically insert a tracking pixel and link-wrapper for emails sent directly from Outlook. -Sync Engagement Data: Instantly push "Email Opened" or "Link Clicked" events back into the GHL Contact Timeline. -Log History: Automatically log the sent email body into the GHL "Conversations" tab without requiring manual BCC or forwarding. Business Impact: -Increased Sales Efficiency: Sales reps can stay in their preferred environment (Outlook) while still leveraging GHL’s powerful automation. -Better Data Accuracy: Provides a 360-degree view of lead engagement that is currently missing for manual Outlook outreach. -Stop losing clients to Hubspot because they have this- specifically because of this missing "inbox-native" tracking.

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

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

I have a few clients from trello that would like to see to do list under the lead on the pipeline.

Thats right. I want this service. I want HighLevel employees to be a whitelabel support provider that I can subscribe to and pay per use or unlimited subscription. A fully managed zoom room with the best trained staff that know the product.

Hi HighLevel Team, As agencies grow and add more employees to their accounts, email privacy becomes a real issue. Currently, when team members have access to contacts, they can also see all email communications between the account owner and the client. In many cases, those emails include private negotiations, pricing discussions, or sensitive business conversations that shouldn’t necessarily be visible to every employee. For agencies managing teams, this creates a challenge: We want our staff to see client activity and communication history, but we don’t always want them to see private or strategic emails between the owner and the client. Suggested Solution Add email visibility permissions so account owners can choose: • Private Emails – Visible only to the sender and authorized users • Shared Emails – Visible to the team in the contact timeline • User-Level Permissions – Control which employees can view private conversations Why This Feature Matters Protects confidential client negotiations Allows agencies to scale teams without losing privacy Gives owners better control over internal information Makes HighLevel more suitable for larger agencies and sales teams Many agencies operate with multiple employees handling the same client list, and having granular email privacy controls would significantly improve how teams collaborate. If this would help your agency as well, please upvote this feature request so the team can prioritize it. “If you run a team or agency and need better email privacy controls, please comment how you currently handle this.” Thank you!