Overview

We would like to suggest a native enhancement for Opportunities/Pipelines inside HighLevel.

Currently, Products exist separately inside Payments/Products, but there is no seamless native way to associate multiple products directly within an Opportunity record in a scalable and sales-friendly workflow.

This creates friction for SaaS businesses, agencies, CRM resellers, and subscription-based companies using Opportunities for forecasting and revenue management.

Suggested Improvement

When creating or editing an Opportunity, allow users to:

Select one or multiple products directly from the existing Products catalog

Automatically calculate the total Opportunity Value based on selected products

Support recurring and one-time products

Display selected products visually inside Pipeline cards and Opportunity views

Use selected products in Forecasting, Reporting, Automations, and Revenue Analytics

Proposed Workflow

Inside Opportunity

Add Products

Select products from existing Payments → Products

Multi-product selection

Quantity selector

Discounts

Recurring or one-time billing indicators

Automatic Calculations

Example:

Product Price

Enterprise Plan $750

Voice AI Add-on $100

WhatsApp Add-on $50

Automatically update:

Opportunity Value = $900

Benefits

Sales Teams

Faster deal creation

More accurate quoting

Better visibility of sold solutions

Forecasting

Revenue forecasting becomes product-aware

Better MRR/ARR tracking

More accurate expected revenue

SaaS Businesses

Native SaaS sales workflow

Expansion revenue tracking

Upsell/Cross-sell visibility

Automation

Allow workflows such as:

IF Opportunity contains Product = Voice AI

THEN trigger onboarding automation

Visual Pipeline Enhancements

Display selected products directly on Opportunity cards:

Example:

Enterprise

Voice AI

WhatsApp

This would make pipelines significantly more actionable and revenue-oriented.

Why This Matters

Today many HighLevel users use:

Custom fields

Smart tags

Manual value updates

to simulate product association.

A native product-to-opportunity relationship would elevate HighLevel closer to:

HubSpot

Salesforce

Pipedrive

Monday CRM

especially for SaaS and subscription businesses.

Additional Suggestions

Future improvements could include:

Native MRR/ARR tracking

Product-level forecasting

Revenue expansion tracking

Subscription linkage

Product-based reporting

Revenue operations dashboards