Include both Stripe Product and Price name
Do this as separate fields so we can filter contacts by which product OR price they are on.
me 14 days ago
Feature Request
Include both Stripe Product and Price name
Do this as separate fields so we can filter contacts by which product OR price they are on.
me 14 days ago
Feature Request
Negative Wallet Balances Workflow
Subject: Update on Non-SaaS Workflow and Negative Wallet Balances Hey team, [Solution already Planned] Since I run Auth.net V2 payment version. I cannot send out touch points for failed payments. I wanted to share a quick update regarding our efforts to address the non-SaaS accounts. We've implemented a new workflow to identify these accounts and are actively reaching out “manually” to encourage them to update their payment information. Our ultimate goal is to reduce the number of non-SaaS accounts to zero, as they should all be transitioned to SaaS. [Key Point] Additionally, we've encountered a challenge with several users having negative wallet balances. I'm looking into creating a touchpoint for these accounts to ensure they are addressed promptly. It would be great to explore potential solutions or feature requests that could help us manage this situation more effectively. Thanks for your attention to this matter! https://loom.com/share/64ab6272b1d04b408400d6da20ab9627 Best regards, Troy Hitt
troyhitt 2 months ago
Enhancements
Negative Wallet Balances Workflow
Subject: Update on Non-SaaS Workflow and Negative Wallet Balances Hey team, [Solution already Planned] Since I run Auth.net V2 payment version. I cannot send out touch points for failed payments. I wanted to share a quick update regarding our efforts to address the non-SaaS accounts. We've implemented a new workflow to identify these accounts and are actively reaching out “manually” to encourage them to update their payment information. Our ultimate goal is to reduce the number of non-SaaS accounts to zero, as they should all be transitioned to SaaS. [Key Point] Additionally, we've encountered a challenge with several users having negative wallet balances. I'm looking into creating a touchpoint for these accounts to ensure they are addressed promptly. It would be great to explore potential solutions or feature requests that could help us manage this situation more effectively. Thanks for your attention to this matter! https://loom.com/share/64ab6272b1d04b408400d6da20ab9627 Best regards, Troy Hitt
troyhitt 2 months ago
Enhancements
Success Center / Onboarding Center
We’d love a built-in Success Center that helps new customers onboard smoothly and stay engaged. It would include guided setup checklists, tutorials, and progress tracking right inside the app. Admins could see who’s completed onboarding and who needs help, while clients get a clear, step-by-step view of what to do next. The goal is to make onboarding easier, reduce churn, and give agencies a white-labeled, self-service onboarding experience for their customers.
paul 3 months ago
Feature Request
Success Center / Onboarding Center
We’d love a built-in Success Center that helps new customers onboard smoothly and stay engaged. It would include guided setup checklists, tutorials, and progress tracking right inside the app. Admins could see who’s completed onboarding and who needs help, while clients get a clear, step-by-step view of what to do next. The goal is to make onboarding easier, reduce churn, and give agencies a white-labeled, self-service onboarding experience for their customers.
paul 3 months ago
Feature Request
Manual Time Log Edits for CSM Sub-Accounts
Allow users to manually add or edit time entries in the CSM time log. This would be useful for cases where the timer wasn’t started or stopped correctly.
starbuck 3 months ago
Feature Request
Manual Time Log Edits for CSM Sub-Accounts
Allow users to manually add or edit time entries in the CSM time log. This would be useful for cases where the timer wasn’t started or stopped correctly.
starbuck 3 months ago
Feature Request
Planned
SaaS Configurator v2 SaaS Plans support
Currently, we are only able to get the v1 SaaS Plans of the SaaS Configurator. We will now be including the v2 SaaS Plans in the GoCSM Plans Configuration.
GoCSM 3 months ago
Enhancements
Planned
SaaS Configurator v2 SaaS Plans support
Currently, we are only able to get the v1 SaaS Plans of the SaaS Configurator. We will now be including the v2 SaaS Plans in the GoCSM Plans Configuration.
GoCSM 3 months ago
Enhancements
Completed
Real Time Sync User and Sub-account Created
Currently, new sub-accounts and users will be after after 24 hours. We are now making it sync in real-time when a user or a sub-account is created.
GoCSM 3 months ago
Enhancements
Completed
Real Time Sync User and Sub-account Created
Currently, new sub-accounts and users will be after after 24 hours. We are now making it sync in real-time when a user or a sub-account is created.
GoCSM 3 months ago
Enhancements
Authorize.net SaaS and Non-SaaS Users activation trigger & export
It was recently brought to my attention that there’s no way to export both SaaS and non-SaaS users from the platform. Having access to this data would make a huge difference in how we manage adoption and activation campaigns. Here’s why this is important: Our users’ sub-accounts are created automatically via API from our core software platform. However, activation requires an additional manual step where the user must enter their credit card information to fund their wallet. Currently, about 40% of our users stop midway—they create a sub-account but never complete the setup by activating their wallet. If we could export a list of these non-SaaS users, we could easily identify and target them through follow-up campaigns to drive full activations. Additionally, I’d love to see this export functionality extended beyond Stripe to include Authorize.net and NMI accounts. Since many of us operate in industries where Stripe isn’t a viable option, having parity for Authorize.net (priority) and NMI would be extremely valuable.
troyhitt 3 months ago
Feature Request
Authorize.net SaaS and Non-SaaS Users activation trigger & export
It was recently brought to my attention that there’s no way to export both SaaS and non-SaaS users from the platform. Having access to this data would make a huge difference in how we manage adoption and activation campaigns. Here’s why this is important: Our users’ sub-accounts are created automatically via API from our core software platform. However, activation requires an additional manual step where the user must enter their credit card information to fund their wallet. Currently, about 40% of our users stop midway—they create a sub-account but never complete the setup by activating their wallet. If we could export a list of these non-SaaS users, we could easily identify and target them through follow-up campaigns to drive full activations. Additionally, I’d love to see this export functionality extended beyond Stripe to include Authorize.net and NMI accounts. Since many of us operate in industries where Stripe isn’t a viable option, having parity for Authorize.net (priority) and NMI would be extremely valuable.
troyhitt 3 months ago
Feature Request
Authorize.net & NMI Payment Failed and Payment Success Workflows
We’re currently on version 2 of the payment platform, which allows sub-accounts to use alternative payment providers like NMI and Authorize.net. Our SaaS subscription is processed through Authorize.net, and we’d love to see a trigger event added for when those subscriptions fail. At present, this functionality only exists for Stripe, but because we operate in a restricted industry, Stripe isn’t an option for us or for any of our sub-accounts. Adding support for Authorize.net and NMI failure triggers would make it possible for agencies like ours to automate customer notifications, retry logic, and account management workflows—exactly as Stripe users can today. This enhancement would bring parity across all supported payment gateways and unlock far more flexibility for those of us in regulated verticals.
troyhitt 3 months ago
High Priority
Feature Request
Authorize.net & NMI Payment Failed and Payment Success Workflows
We’re currently on version 2 of the payment platform, which allows sub-accounts to use alternative payment providers like NMI and Authorize.net. Our SaaS subscription is processed through Authorize.net, and we’d love to see a trigger event added for when those subscriptions fail. At present, this functionality only exists for Stripe, but because we operate in a restricted industry, Stripe isn’t an option for us or for any of our sub-accounts. Adding support for Authorize.net and NMI failure triggers would make it possible for agencies like ours to automate customer notifications, retry logic, and account management workflows—exactly as Stripe users can today. This enhancement would bring parity across all supported payment gateways and unlock far more flexibility for those of us in regulated verticals.
troyhitt 3 months ago
High Priority
Feature Request
Speed to Lead Tracking
GoCSM to provide the ability to track the time between a new contact being created and the new contact being called with an outbound voice call through GHL. Optional add-ons: track not only time from contact creation until the lead was called, but also from creation until the lead was sent an SMS and/or Email.
sinan 3 months ago
Feature Request
Speed to Lead Tracking
GoCSM to provide the ability to track the time between a new contact being created and the new contact being called with an outbound voice call through GHL. Optional add-ons: track not only time from contact creation until the lead was called, but also from creation until the lead was sent an SMS and/or Email.
sinan 3 months ago
Feature Request
Completed
CSM Hours Dashboard
Separate dashboard for Agencies that uses the CSM Hours for easy tracking on all the sub-accounts used and unused hours, as well as what CSM have worked on using the csm hours.
GoCSM 3 months ago
Feature Request
Completed
CSM Hours Dashboard
Separate dashboard for Agencies that uses the CSM Hours for easy tracking on all the sub-accounts used and unused hours, as well as what CSM have worked on using the csm hours.
GoCSM 3 months ago
Feature Request
Completed
User Adoption - Add to Workflow
Able to add users that needs intro, needs help or adopted to a custom workflows that GoCSM users created.
GoCSM 3 months ago
Feature Request
Completed
User Adoption - Add to Workflow
Able to add users that needs intro, needs help or adopted to a custom workflows that GoCSM users created.
GoCSM 3 months ago
Feature Request
In Progress
Dashboard Enhancement - Data Up and Down Trends
More interactive dashboard that shows up/down trends that compares the data from the selected range vs the previous data.
GoCSM 3 months ago
Feature Request
In Progress
Dashboard Enhancement - Data Up and Down Trends
More interactive dashboard that shows up/down trends that compares the data from the selected range vs the previous data.
GoCSM 3 months ago
Feature Request
Planned
Individual Feature Scoring
Allocate points across your GHL/Custom features that reflects on the overall Product Adoption health scoring.
GoCSM 3 months ago
Feature Request
Planned
Individual Feature Scoring
Allocate points across your GHL/Custom features that reflects on the overall Product Adoption health scoring.
GoCSM 3 months ago
Feature Request
Add Option to Reset or Rollover CSM Hours
I would like an option to either reset CSM Hours at the end of each month or allow unused hours to roll over throughout the year, with a full reset occurring at year-end. This flexibility would help ensure better use and tracking of CSM Hours over time.
starbuck 6 months ago
Feature Request
Add Option to Reset or Rollover CSM Hours
I would like an option to either reset CSM Hours at the end of each month or allow unused hours to roll over throughout the year, with a full reset occurring at year-end. This flexibility would help ensure better use and tracking of CSM Hours over time.
starbuck 6 months ago
Feature Request
Add Trigger Explanation for Automation Workflows
To improve clarity for new users, it would be helpful to include a brief note at the top of the provided automation workflows for customer touchpoints and internal notifications. This note should explain the conditions or logic that trigger each workflow, especially since the usual trigger indicators aren’t used. This would make it easier to understand how and when each workflow is activated.
starbuck 6 months ago
Feature Request
Add Trigger Explanation for Automation Workflows
To improve clarity for new users, it would be helpful to include a brief note at the top of the provided automation workflows for customer touchpoints and internal notifications. This note should explain the conditions or logic that trigger each workflow, especially since the usual trigger indicators aren’t used. This would make it easier to understand how and when each workflow is activated.
starbuck 6 months ago
Feature Request
Completed
GoCSM Widget to Include Last Login
On the GoCSM Widget that allows agency admins to view data within their sub-accounts, include the last date that the sub-account customer logged in.
starbuck 6 months ago
Feature Request
Completed
GoCSM Widget to Include Last Login
On the GoCSM Widget that allows agency admins to view data within their sub-accounts, include the last date that the sub-account customer logged in.
starbuck 6 months ago
Feature Request
Completed
Feature Usage Summary Reports and Charts
Summary reports and visual charts showing how often features are used, to better analyze product adoption and user behavior.
GoCSM 9 months ago
Feature Request
Completed
Feature Usage Summary Reports and Charts
Summary reports and visual charts showing how often features are used, to better analyze product adoption and user behavior.
GoCSM 9 months ago
Feature Request