CRM AI

Add business-card scanning to the mobile app so users can take a photo of a physical business card and automatically extract details such as the person’s name, company, job title, phone number, email address, website, and address. The extracted information should populate a new CRM contact for review and confirmation before saving.

Currently, you can only add one Google account in the settings. This works well for a standard work calendar. However, many people have a more fluid balance between their work and personal lives nowadays. Adding a personal Google account would give a more comprehensive view of their calendar. The current setup creates conflicts when scheduling meetings over events that are already on their personal calendar. Calendly has this feature, and it's exceptionally useful.

This is something that GoHighLevel has and I think if you guys have the function to call the customers directly from the Business App - I think it would convert a lot of users.

Adding files for Google Workspace to opportunities would be a great enhancement to the File options across all areas of the platform. This will ensure that all the attached files are current and not need to download and upload when any changes are made. we currently use some custom fields to do this but only for certain files.

When working with LinkedIn and LinkedIn SalesNav it would be crucial to "push" profiles and companies into the CRM to manage them here more efficiently.

We would like it if the client can book multiple attendees into a single group session or class (e.g., martial arts classes with multiple participants in the same slot with one instructor)

Client's have requested advance notice of up to 1 week to accomodate their schedules. The current 48 hour max also runs into issues for appoinments booked on Friday for a Monday meeting.

I'd like to request an enhancement for CRM scoring functionality on company records. Currently, only one overall score can be assigned to a company, and it is not possible to distinguish what specific actions or criteria contributed to the score. There should be a really different marketing/sales communication for example when Company engages in campaign than when Company has poor results in Snapshot report. For our sales team to be effective, it would be extremely helpful to: Display a breakdown that clearly shows which criteria (e.g., campaign engagement, Snapshot Report rating, email opens, etc.) awarded points to a specific company. Optionally, support multiple score fields (such as separate "Fit Score" and "Engagement Score")—so each dimension can be tracked and filtered independently. With either solution, our sales team can better prioritize outreach and tailor sales messaging based on what matters most for each company. Thank you for considering this improvement!

Add a configurable upcoming-task email reminder(s) for client use in Business App, similar to Partner Center (i.e, Task Due Tomorrow).

Please expand the capabilities in Administration > Custom Fields across all entities (Company, Contact, Order, etc.) to allow user to mark Fields as "Required": Enforce mandatory data collection globally at the entity level rather than relying on individual forms.