CRM

Please add formatting - at leas line breaks / paragraphs in multiline custom values

The new update looks sloppy to me and not as user friendly . Please revert back to

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.

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.

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 would love to see the conversation directly in the CRM without having to go to the conversation or contact tap. I’m constantly changing taps to be able to see the opportunity and contact information while chatting with the person. Example: Pipedrive you can go to the opportunity and see the conversation notes and everything in order. Another thing is the priority on opportunities the one that has a task or something pending should go on top.

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?

Currently, custom fields can only be connected to the contact object. It would be useful to attach custom fields to the sub-account user. For example, employee id numbers, license numbers, specializations/certifications, etc

As a yoga studio owner and longtime GoHighLevel user, I love that GHL allows me to manage my marketing, website, CRM, and automations all in one place. However, like many wellness businesses (yoga, Pilates, fitness, martial arts, etc.), I’m forced to rely on outside tools like Fitli, Glofox, or Momence just to manage class scheduling, packages, and attendance. This not only adds ~$300–$400/month in costs, but it also breaks the client data flow, making marketing automation and client retention more difficult. Here’s what’s currently missing in GHL that would make it a complete platform for studios like mine: Key Features Needed: True Class Package Support Sell class packs (e.g. 10-class pass) using GHL products + Stripe Track remaining class credits per client Automatically deduct 1 credit per class booking Restrict or prompt when credits run out Recurring Class Scheduling Schedule weekly recurring classes or limited-time series Include workshops or pop-ups Allow for cancellations/holiday breaks Client-Facing Class Calendar Widget Modern, embeddable calendar with daily/weekly views Show class availability, allow real-time booking Optional client portal to manage bookings and see credit balance Attendance Tracking Mark clients as attended or no-show Track attendance history per client Report on visit frequency and engagement CRM Automation Triggers Based on Class Behavior Triggers like “Hasn’t attended in 14 days” or “Credits <= 2” Enable re-engagement emails, upsells, or reminders based on actual usage Why This Matters: Right now, GHL can’t “see” whether a client is active, engaged, or nearing the end of their pass. We can’t automate re-engagement or track who’s at risk of churning without manual updates or expensive third-party tools. Studios are turning to competitors like Momence or Mindbody for these features—but we’d rather stay inside GHL if it had this functionality. The Business Case: Thousands of yoga, fitness, and coaching businesses would benefit. If GHL introduced this, we could: Cancel expensive software (saving $300+ monthly) Improve retention through targeted automations Keep all client data in one system Fully run our studios on GHL I’d be happy to serve as a beta tester or provide additional user stories from the wellness industry.

Increase capabilities of card scanner to include ids