Project Overview

The client required a highly structured and scalable multi-site data model inside GoHighLevel to support Real Estate, Body Corporate, and multi-property operations. The core requirement was to build a true relational structure using Custom Objects and Associations — ensuring that one customer/contact could link to multiple properties, and each property could link to multiple site contacts (tenant, property manager, billing contact), without ever creating duplicate contacts.

This was not a general GoHighLevel cleanup project. It was a precision-driven architectural implementation focused entirely on custom objects, associations, and duplicate-safe workflows.

Key Business Requirements

• One customer/contact linked to multiple Properties/Sites
• Each Property/Site linked to multiple Site Contacts
• Adding a new property must NOT create duplicate contacts
• Properties must store full service address (street, suburb, state, postcode)
• Site Contacts must include role type (tenant / PM / billing), phone, and email
• Associations must be reliable for reporting and automation workflows
• Operational list views configured for real-world usability

Challenges

• Designing a clean relational structure inside GoHighLevel
• Preventing duplicate contacts during property additions
• Ensuring reporting and automation compatibility
• Building an operationally usable Properties table view
• Providing NDA-safe proof of concept before engagement

Our Strategic Solution

1. Custom Objects Configuration

• Created Properties/Sites custom object with full service address fields
• Created Site Contacts custom object including role type, phone, and email
• Structured fields with operational clarity and reporting logic in mind

2. Associations Architecture

• Configured Contact → Properties (One-to-Many)
• Configured Property → Site Contacts (One-to-Many)
• Ensured clean relational mapping for automation and reporting
• Validated associations with real examples (one client linked to 2+ properties, each with unique site contacts)

3. Duplicate-Safe Workflow Design

• Designed workflow to add new service address under existing customer without creating duplicate contact records
• Built structured property creation flow referencing existing Contact ID
• Tested multiple real-world scenarios to confirm zero duplication

4. Operational Table & List View Optimization

• Configured Properties list view with meaningful operational columns
• Ensured filtering and reporting readiness
• Removed dependency on default “created/updated” views

5. Documentation & Handover

• Delivered SOP-style documented workflows:
  • Add new property to existing client
  • Add/update site contacts per property
  • Confirm duplicate prevention process
• Provided field list and mapping notes
• Delivered NDA-safe Loom walkthrough demonstrating full end-to-end functionality

Why CnEL India Was the Best Team for This Project

• Deep understanding of relational data modeling inside GoHighLevel
• Strong architectural thinking beyond basic CRM setup
• Experience with multi-property and real estate operational structures
• Precision-driven implementation with duplicate-safe logic
• Professional NDA-safe proof process before engagement
• Clear documentation and structured handover

Results & Business Impact

The client now operates a true multi-site CRM structure inside GoHighLevel. Each customer can manage multiple properties seamlessly, each property holds its own site contacts, and duplicate contact creation has been eliminated. The system is now automation-ready, reporting-ready, and scalable for growth.

Client Testimonial

“CnEL India delivered exactly what we needed — a true relational multi-site model inside GoHighLevel. The associations are clean, duplicates are eliminated, and the workflow is crystal clear for our team. Their architectural thinking and professionalism set them apart from every other provider we spoke to.”

Conclusion

By combining technical expertise, structured data architecture, and operational clarity, CnEL India successfully implemented a scalable multi-site data model tailored specifically for Real Estate and Body Corporate environments — ensuring accuracy, efficiency, and long-term growth.