CRM

Allow users to highlight opportunities in a pipeline with different colors based on status, priority, or custom conditions. This would make it easier to visually track leads, deals, and tasks at a glance without relying solely on labels or filters.

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.

Nonprofits can benefit from a payment collection process designed from the mindset of giving while creating a frictionless consumer experience. You can learn more about their platform here: https://fundraiseup.com/ I would like to integrate payment processing by FundraiseUP into our CRM to create a seamless marketing/nurturing ecosystem to manage giving campaigns for nonprofits.

Currently, only specific colors can be added. It would be great to include an option to add gradient setups, similar to what Canva offers.

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.

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.

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

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

Athena Health stands at the forefront of healthcare innovation. By integrating our API, Athena Health can unlock new capabilities that streamline operations, improve patient outcomes, and enhance provider efficiencies. This is a massive opportunity to tap deeper into the healthcare ecosystem, addressing critical gaps that no one is currently managing effectively. Integrating our API with Athena Health is more than a technical enhancement; it’s a strategic move that will redefine the healthcare landscape. Together, we can drive innovation, improve healthcare delivery, and create lasting value for providers, patients, and the broader healthcare ecosystem. We look forward to the opportunity to discuss this transformative partnership further and explore how we can collaborate to achieve these ambitious goals.