v2.0.0

Beta Launch
March 19, 2026

🎉 Complete platform rebuild with multi-tenant architecture, bidirectional sync, visual field mapping, and GHL Custom Objects support.

Multi-Tenant Architecture

  • Three-tier user system – Super Admin, Agency, and Individual user roles
  • Agency accounts – Manage multiple customer connections under one login
  • Individual accounts – Simplified single-customer experience with auto-created customer record
  • Complete tenant isolation – Data separation between agencies and customers
  • Customer account management – Full CRUD with ownership hierarchy
  • Impersonation – Super admin can view platform as any user for support

Bidirectional Sync Engine

  • SM8 → GHL – Company → Contact, Job → Opportunity, Note → Note, Task → Task
  • GHL → SM8 – Contact → Company, Opportunity → Job, Task → Task
  • Queue-based processing – Async webhook handling with exponential retry
  • Loop prevention – 60-second locks prevent infinite webhook loops
  • Entity linking – Persistent SM8 UUID ↔ GHL ID mapping for update detection
  • Enrichment engine – Fetch complete data before sync (contacts, activities, payments)

Field Mapping System

  • Visual field mapping UI – Intuitive drag-and-drop style configuration
  • Per-customer mappings – Each customer can have unique field configurations
  • Bidirectional mappings – Separate configs for SM8→GHL and GHL→SM8
  • Field transforms – uppercase, lowercase, phone_format, date_iso, bool, int
  • Static values – Set fixed values on target records
  • Conditional rules – IF/THEN logic for dynamic field setting

Status & Pipeline Mapping

  • SM8 Job Status → GHL Pipeline Stage mapping
  • SM8 Job Status → GHL Opportunity Status (won/lost/open)
  • Reverse mapping: GHL stage changes update SM8 job status

GHL Custom Objects Integration

  • Jobs → Custom Objects – Sync SM8 Jobs to GHL Custom Objects instead of Opportunities
  • Custom Object selection – Choose which Custom Object to use for job data
  • Field mapping for Custom Objects – Map SM8 job fields to your Custom Object fields
  • Toggle on/off – Easy switch between Opportunities and Custom Objects
  • Full v2 API support – Built on GHL's latest API with Custom Objects and associations

Security & Authentication

  • Argon2ID password hashing – Industry-leading password security
  • AES-256-GCM encryption – API credentials encrypted at rest with random IVs
  • Session security – httponly cookies, secure flag, SameSite=Strict, 30-min regeneration
  • CSRF protection – All forms protected against cross-site request forgery
  • Prepared statements – All database queries use parameterised queries
  • Activity logging – Full audit trail with IP and user agent tracking

Sync Logging & Monitoring

  • Comprehensive sync logs – Before/after data diff, duration, success/failure status
  • Webhook logging – Full payload capture for debugging and replay
  • Queue monitoring – View pending, processing, completed, failed items
  • Processing steps – Detailed enrichment and mapping step logs
  • Per-customer filtering – See only relevant logs for each customer

Technical Infrastructure

  • PHP 8.3 – Built on the latest PHP with full type safety
  • MySQL with utf8mb4 – Full Unicode support including emojis
  • ServiceM8 REST API – Full API client with Basic Auth
  • GoHighLevel v2 API – Private Integration Token authentication
  • Webhook-driven – Real-time sync via webhooks with queue fallback
  • Cron jobs – Queue processing, log cleanup, SM8 data refresh

Roadmap

Here's what's coming next based on beta tester feedback.

v2.1.0 – Attachments Sync

  • SM8 Attachments → GHL Contact Notes with file links
  • Support for images, PDFs, and documents
  • Automatic file type detection

Help Shape the Future

We're listening to our beta testers! Got a feature request or improvement idea? Let us know and we'll prioritise based on your feedback.