Centralization for franchise / groups / chains
I
Iver Aune
➕ Create a new tab in the agency-level settings called "Centralization".
✅ Let us create several centralization's within our agency. Add a "Create centralization" button. Then let us select a "master sub-account", the sub-accounts we want to connect and what features we would like to centralize.
✅ Add a option for franchises, groups and chains to make this a standard. A "Apply to all" button or something like that. Then let us select a "master sub-account" and what features we would like to centralize. Also, let us adjust the centralized feature for each sub-account for flexibility.
👆🏼 This is btw the feature I would use, since we will create a dedicated $497 account for the plumbing group with 450 plumbing companies we are helping.
Features we would like to centralize:
🔨 Create new product / update product
🔨 Ability to schedule media posts
🔨 Ablity to update Global Website sections across
🔨 Centralized dasboard, stats and reports
🔨 Centralized pre-sets of colors, saved buttons, media library, etc
🔨 A easy way to share resources like workflows, etc?
🔨 A dedicated template library?
Other features that can be centralized?
D
Deborah Church
I am new to GHL, so not sure if this idea is applicable to what I am also seeking, and that would be for the ability to share a CRM category with all my sub-accounts . Can we add custom fields to the CRM data currently ?
D
Deborah Church
if we can how many additional custom fields and can we add images and videos to an individual contact entry?
I
Iver Aune
Deborah Church Yes, you can. You should watch some youtube tutorials.
S
Shawn Moser
Another use case for this is a corporate level subaccount that can create approved content they push out to the franchise subaccounts or a subaccount creates content and can send it to corporate to get approved. Basically the social posting approval but between subaccounts.
Also ability to role up reporting between parent and child subaccounts.
And ability to pass leads back and forth between the associated sub accounts.
Example: mortgage company has multiple offices. Each location functions independently but due to market regulations, anything they want to post via funnel, email, social, etc... needs to be approved by home office to make sure it's compliant.
The home office that also does broad marketing captures leads and wants to send them to the appropriate office based on lead location so an easy way to transfer or better yet, assign the lead to an office.
I
Iver Aune
Shawn Moser Ooh, that would be nice!
K
Keith Besherse
I
Iver Aune
Keith Besherse Nice, these should be merged!
K
Keith Besherse
You asked my opinion about adding project management to HL.
I do not like it. I think that HL is already too distracted by becoming a communities and courses platform and an AI provider.
There are some core capabilities related to Company and Opportunity objects that need to be fixed. (This suggestion that we are commenting on.)
Here are some other issues that I think are higher priority:
Numeric Custom Value (with math operation).
Several social media engagement improvements.
The ability to pause outbound communications on federal holidays.
Ability to delete future occurrences of a recurring appointment.
Name your own price (donations) recurring payments.
etc
I upvoted this one and the one about Company Object hierarchy because of an associate who I provide tech support for in the mid-large business space. I am going to avoid suggesting that HL should ALSO become a Project Managment software with enough capability to serve that space well.
Prospect company hierarchy is a key function of a B2B external communications platform.
Project management is an internal function.
K
Keith1 Besherse
Here is another example of something simple that should not need large numbers of ideas board votes to get implemented...but probably won't get solved:
I
Iver Aune
Shaun Clark is a system for multi-branch companies something GHL would be implementing? Birdeye and these other larger SaaS-companies often have a system for this.
S
Shaun Clark
Iver Aune We always follow the votes and listen to our customers, if you get us the votes we'll build it!
I
Iver Aune
Shaun Clark I love that! Are this purely based on votes, or is value taken into consideration? This feature would easily equals 200 - 300 active sub-account for the Franchise I'm working with.
S
Shaun Clark
Iver Aune It's all about votes, everyone counts the same, we don't charge you per subaccount and as such everyone stays on the same playing field, but I'm sure there a lot of other customers who would want something similar so go talk to them and get them to vote this up with you.
I
Iver Aune
Shaun Clark Got it! Thank you for the clarification.