Our Evolution Timeline
Explore the key milestones and updates that have shaped our CRM over the time.
New Big Feature: Invoice Custom Layouts
Businesses can now design their own invoice layouts with the new Layout AI Builder. Describe the invoice layout you want, and AI builds it for you. Then fine-tune any element in a visual builder and apply the layout to the invoices your customers see. You get full control over how your invoices…
New Big Feature: Invoice Custom Layouts
Businesses can now design their own invoice layouts with the new Layout AI Builder. Describe the invoice layout you want, and AI builds it for you….
Guest Enhancements in Calendars
We’ve enhanced guest management for calendars, giving businesses more flexibility over the information they collect from guests while improving…
Multiple Meeting Durations Single Calendar
What’s New? You can now offer multiple meeting durations within a single calendar, giving bookers the flexibility to choose the meeting length that…
Custom Fields Dashboards and Reports
👀 What’s New? Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics — not just filters or groupings. Aggregate…
Organize and Customize Tags with Colors and Categories
Tags are now easier to organize, identify, and manage with tag categories and customizable tag colors. You can group related tags into categories…
Custom Fields Grouping and Bulk Actions
Adding custom fields one at a time gets tedious fast — especially when you’re building a long form with dozens of contact, opportunity, or…
Communities – Editor and Community experience
Several improvements to make creating content, moderating communities, and participating in discussions faster and more intuitive. What’s New? Rich…
Multi-Role Signing for Documents and Contracts
Documents and Contracts templates can now carry multiple signer roles — buyer, seller, witness, or any custom role you define. When a document goes…
Full Edit Service Bookings
Managing service bookings just got a whole lot easier! You can now fully edit both paid and unpaid service appointments without needing to cancel…
Payments Enhancements
We’re introducing a set of enhancements to the Services payment experience that make checkout more flexible for customers while improving the…
New Workflow Trigger: User Replied
What’s new? You can now start workflows when a user replies to a conversation. This trigger fires whenever a user (team member) replies to a…
Contact Page Customization – in labs!
Contact page customization is now available in labs for all users. What’s new? Fully customizable contact detail page layouts for users and admins….
Gift Card Creation, Selling, Sending & Redemption Now Available
What’s New? Businesses can now run a complete, end-to-end Gift Card System inside the platform. This release introduces the ability to create, sell,…
Projects: Pipeline Navigation Improvements & Stage Colors
Managing pipelines just got faster—and a lot more visual. What’s New Create and edit pipelines directly from the pipeline dropdown Assign colors to…
★ Canva Integration In Media Storage ★
What’s new? You can now connect Canva directly inside Media Storage and: Browse Canva designs Edit in Canva Download files Import designs into My…
★Introducing Rentals within Calendars★
Overview We’re excited to introduce Rentals within Calendars! Rentals is a powerful new addition to HighLevel’s scheduling suite, purpose-built for…
Invoices, Estimates: Open in new tab
What’s New? View/Edit Invoices in a New Tab: You can now open any invoice/estimate in a separate browser tab directly from the 3-dot menu. No more…
“Manage Smart List” and “Restore” have a new home in the menu
Overview The ‘Manage Smart List’ and ‘Restore’ options have been moved! As part of the full launch of the revamped Contact List View and SmartLists…
New Layout for Submission PDFs: Attachments and Quiz Results Page Included
Overview We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared. This update introduces cleaner PDF layouts, more…
★New Feature: Video Testimonials!
We’re introducing a brand new way to collect authentic video reviews from your customers. You’ll find it inside Reputation → Video Testimonials. 🎥…
Icons For Buttons in the Contact Form Builder
What’s New You can now add icons to form buttons! The latest update brings a fresh, intuitive way to enhance your buttons with a wide selection of…
Invoices: Editable “Payment Schedule” Notifications
What’s new? You can now fully customize, enable, or disable the “Payment Schedule Received” notification in Payments → Invoices & Estimates →…
Documents & Contracts: Content Library for ease of Document Creation
What’s new? Content Library inside the Documents & Contracts editor and template editor. Save your own reusable pieces – from a single block…
Payments Tab in Appointment Modal
We are excited to announce that we have added a new Payments Tab inside the Appointment Modal. This provides a comprehensive view of all…
Multiple Review Links in Emails
We’ve enhanced the Reputation Management email builder to support multiple review platform links in a single Email. This means your customers can…
SMS Review Requests – Create & Use Custom Templates for Recurring Messages
You requested more personalization, and it’s now available! Users can create, edit, and assign custom SMS templates for their recurring review…
Enhanced Button Styling Experience
We’ve revamped the button editing panel to deliver a cleaner interface and introduced powerful new customization features, including a full theme gallery to elevate your form design.
Modern Order Bumps Now in Forms & Surveys
Drive more revenue with high-converting add-ons—now directly within your forms and surveys.
Wait Time in Recurring Timer
Added support for custom wait time between recurring timer cycles.
★ Social Planner: Best Time to Post Feature
We are excited to introduce the “Best Post Time” feature in the Social Planner! This new feature will help you optimize your posting schedule by suggesting the best times to post
Email Statistics Dashboard Updates
What we did We made statistics for the new default landing page in Email Marketing. Introduced a dummy data view so new users can explore without…
CRM Contacts And Client Portal
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal….
Estimates: Now support Payment Schedules/Deposits/Installments
What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on…
Add Guests – Enhancements
We’ve introduced new improvements to the ‘Add Guests’ experience, giving you more control over how guests are handled during appointment bookings….
Appointment Modal – Now in a Side Drawer
We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek, scalable design that brings a more…
★ New Feature: Call Scripts
You can increase the consistency and productivity of your calling agents by providing them with an easy-to-follow Call Script right within the web…
Improving the First-Time Experience in Calendars
We’re excited to roll out a series of updates that aim to make the Calendars module more intuitive and user-friendly—especially for first-time users.
★ New Feature: Multiple Review Platform Integration
We’ve just launched a game-changing update to streamline your review management! Now, you can easily integrate and pull reviews from various…
Deposits and Payment Plans on Documents & Contracts!
What’s new? Users can now add payment schedules to their product lists within Documents and Contracts. This schedule can be added dynamically based…
★ New Feature: Documents and Contracts Template Library now available
What’s New? We have introduced a Template Library in the Docs and Contracts sections of the platform. Users can now access a collection of pre-made…