GHL Prospecting Tool CRM Now in Sub-Accounts

Here’s what just changed: the Basic (Free) version of GHL’s prospecting tool CRM is now available inside Agency Sub-Accounts, not just in your main Agency dashboard.

This update lets you:

• Run lead audits from inside each sub-account
• Sync contact data straight into the CRM
• Launch follow-up automations immediately

You no longer need to bounce between views or manually copy lead data into the sub-account where the real work happens. That’s gone. Now you can prospect where you build funnels, send emails, and manage pipelines.

Important:
This only applies to sub-accounts marked as Agency-Owned Sub-Accounts, which can be toggled on from your Agency dashboard (more on that soon).

Think of this as unlocking native lead gen tools directly inside your client workspace, which is exactly where they belong.

Now that Prospecting is available inside Sub-Accounts, let’s clear up what you actually get, and what you don’t.

The Free (Basic) Tier includes:

• Limited monthly lead volume
• Website audit reports
• Contact syncing into CRM
• Basic prospecting workflow setup

The free prospecting tool CRM are great for getting your feet wet. But if you’re planning to scale or want branded lead capture experiences, Premium is where things really level up.

Upgrading to Premium unlocks:

• Higher or unlimited lead volume
• Detailed lead enrichment (POC, emails, phone, company info)
• Custom audit reports (logo, colors, branding)
• Embeddable lead-gen audit widgets
• Prospecting dashboard enhancements

The bottom line? Basic gives you the essentials. Premium turns it into a fully branded lead machine.

Start with Basic. Scale with Premium. Either way, you’re now running smarter.

Let’s face it, agencies do their real work inside the sub-account. That’s where the funnels are built, automations are tested, and leads actually get followed up.

That’s why this update is such a big deal.

By putting the prospecting tool CRM directly into Agency Sub-Accounts, you can:

• Run audits and instantly qualify leads
• Sync lead data into your pipeline and smart lists
• Trigger nurture automations the moment a lead hits your CRM

No more exporting and importing contacts. No more switching between the Agency view and client accounts.
You now have true embedded lead generation inside your working environment.

It’s cleaner, faster, and way more scalable, especially if you’re running multiple sub-accounts or managing SaaS clients.

This update isn’t just a new feature. It’s a workflow shift that brings prospecting where it should have been all along, right into the action.

If you’re running audits in the Agency view and copy-pasting lead data into workflows, stop. That’s slow and outdated. With the Basic prospecting tool CRM now inside GHL sub-accounts, you can launch audits, generate leads, and trigger automations right where you manage your clients.Here’s how to start using it today:

1.1 Go to your GHL Agency View
1.2 Click Labs in the left menu
1.3 Find “Prospecting Free Tier in Sub-Accounts” and toggle it ON

2.1 Still in Agency View, go to Sub-Accounts
2.2 Click the 3-dot menu next to the desired account
2.3 Select “Add as Agency Sub-Account”

Note: Only available on the $497/month plan or higher

3.1 From the agency dashboard, click into your newly marked Agency Sub-Account
3.2 In the left-hand menu, locate and click on “Prospecting”
3.3 You’ll see the Basic Tier interface with audit tools and lead options

4.1 Enter a business name or domain in the search bar
4.2 Run the audit to generate a lead analysis
4.3 Review the report and save the contact to your CRM

5.1 From the audit result, click “Save as Contact”
5.2 Assign tags or add to a pipeline stage
5.3 Contact is now available for automations and Smart Lists

6.1 Go to Automation > Workflows
6.2 Trigger based on tag, pipeline stage, or custom field
6.3 Follow up instantly with emails, SMS, or tasks

That’s it. You’re now generating and converting leads without ever leaving the sub-account. It’s the prospecting process, streamlined, simplified, and synced with your CRM.

You’ve got the prospecting tool CRM running inside your sub-account. Now let’s take it further.

These tips will help you turn basic lead audits into full-blown conversion machines:

Use Smart Tags on New Leads
Create tags like “WebsiteAudit_Pending” or “ColdLead_AutoAudit” and apply them during contact sync. Then build workflows that trigger based on these tags for instant follow-up.

Automate Your First Touch
Don’t let a hot lead sit. Set up a workflow to fire off a personalized email or SMS the moment a contact is created from a prospecting audit.

Use Audit Reports as a Sales Tool
Download the audit and send it in your outreach with a subject line like:
“Here’s a quick website breakdown for [Business Name] — what’s working and what’s not.”

Upgrade to Premium When You Need Customization
If you want branded reports, embedded audit widgets on your website, or lead enrichment like emails and decision-maker contacts, Premium Prospecting is 100% worth it.

Train Your Team to Stay Inside the Sub-Account
Running audits from the sub-account reduces confusion and keeps data flowing into the right workflows. Make this your agency’s new standard operating procedure.

This update isn’t just a convenience, it’s a game-changer for how agencies run outbound.

Here’s what you can expect when you move prospecting into your sub-accounts:

Faster Lead Generation
You can run audits, review results, and save leads in one seamless flow. No switching dashboards, no extra prospecting tool CRM, just instant CRM entries.

Improved Automation Flow
Since contacts land directly into the sub-account’s CRM, they’re immediately available for Smart Lists, workflows, pipeline stages, and more. No delay, no sync issues.

Cleaner Client Management
When everything lives inside the sub-account, your team isn’t stuck jumping around or manually entering lead data. That reduces errors, increases speed, and makes your SOPs bulletproof.

Scalable Prospecting Across Clients
If you’re running multiple client sub-accounts, this lets you offer scalable, repeatable lead generation, without adding more prospecting tool CRM to the stack.

SaaS Mode Bonus
For agencies in SaaS Mode, you now have a built-in value-add: done-with-you or done-for-you prospecting directly in the client’s workspace.

If you’re still running prospecting from the Agency view, you’re making it harder than it needs to be.

The Basic prospecting tool CRM now lives inside your GHL Agency Sub-Accounts, right where your automations, funnels, and pipelines are. This shift means less friction, faster lead flow, and more control.

Here’s what to do next:

• Toggle ON the feature from Agency → Labs
• Mark your client accounts as Agency Sub-Accounts
• Start running lead audits and syncing contacts directly into your CRM

You’ll be running streamlined, in-context lead gen in under 10 minutes.

The best part? It’s already included, no extra cost. Just turn it on and go.