Workflow Trigger: When a DFY customer, who's not supposed to login, logs into the system.
This will trigger the workflow when a DFY user or account logs in to the system who is not supposed to log in.
Sam Dev about 24 hours ago
Feature Request
Workflow Trigger: When a DFY customer, who's not supposed to login, logs into the system.
This will trigger the workflow when a DFY user or account logs in to the system who is not supposed to log in.
Sam Dev about 24 hours ago
Feature Request
Ability to mark an account as Never Track or Ignore (for accounts meant primarily for snapshots).
Agencies have their own sub-accounts which they use for testing purpose or creation of snapshot. This feature will allow Agencies an option to never track or ignore these accounts from tracking.
Sam Dev about 24 hours ago
Feature Request
Ability to mark an account as Never Track or Ignore (for accounts meant primarily for snapshots).
Agencies have their own sub-accounts which they use for testing purpose or creation of snapshot. This feature will allow Agencies an option to never track or ignore these accounts from tracking.
Sam Dev about 24 hours ago
Feature Request
Billing Page for GoCSM
Creation of Billing Page for GoCSM which will tell the users a lot of details related to their Billing/Subscription on GoCSM Like who upgraded the trial etc.
Sam Dev about 24 hours ago
Feature Request
Billing Page for GoCSM
Creation of Billing Page for GoCSM which will tell the users a lot of details related to their Billing/Subscription on GoCSM Like who upgraded the trial etc.
Sam Dev about 24 hours ago
Feature Request
Planned
GoCSM AI ChatBot
We are bringing the power of our GoCSM AI directly into the platform. Instead of navigating through multiple dashboards and filters to find answers, you will soon be able to simply ask GoCSM for the insights you need. This turns your data into a conversational partner that helps you manage your agency at scale.
Sam Dev about 24 hours ago
Feature Request
Planned
GoCSM AI ChatBot
We are bringing the power of our GoCSM AI directly into the platform. Instead of navigating through multiple dashboards and filters to find answers, you will soon be able to simply ask GoCSM for the insights you need. This turns your data into a conversational partner that helps you manage your agency at scale.
Sam Dev about 24 hours ago
Feature Request
Product Adoption Tracking: Opportunities and Pipelines
Tracking Opportunities and Pipelines data into GoCSM to provide a clear view of the sales funnel for every sub-account.
Sam Dev 1 day ago
Feature Request
Product Adoption Tracking: Opportunities and Pipelines
Tracking Opportunities and Pipelines data into GoCSM to provide a clear view of the sales funnel for every sub-account.
Sam Dev 1 day ago
Feature Request
Product Adoption Tracking: A2P 10DLC Registration & Status Monitoring
A2P 10DLC compliance is now mandatory for SMS deliverability. Track the status whether the A2P is completed or failed for accounts.
Sam Dev 1 day ago
Feature Request
Product Adoption Tracking: A2P 10DLC Registration & Status Monitoring
A2P 10DLC compliance is now mandatory for SMS deliverability. Track the status whether the A2P is completed or failed for accounts.
Sam Dev 1 day ago
Feature Request
Client Onboarding Command Center
Customizable Onboarding Engine that allows agencies to turn their setup process into a trackable checklist inside GoCSM. Agencies will be able to: Define Onboarding Criteria: Create a list of "Must-Have" actions (e.g., 1+ Funnels created, 1+ Forms created, 1+ Team Members added). Automated Check-offs: As GoCSM detects these assets/activities in the sub-account, the items are automatically marked as "Complete." Onboarding Progress Bar: A visual percentage or progress tracker on the Portfolio Overview and Sub-account pages. Manual Overrides: The ability for a CSM to manually check off "Soft Tasks" (like "Had Kickoff Call") that can't be tracked via API.
Sam Dev 1 day ago
Feature Request
Client Onboarding Command Center
Customizable Onboarding Engine that allows agencies to turn their setup process into a trackable checklist inside GoCSM. Agencies will be able to: Define Onboarding Criteria: Create a list of "Must-Have" actions (e.g., 1+ Funnels created, 1+ Forms created, 1+ Team Members added). Automated Check-offs: As GoCSM detects these assets/activities in the sub-account, the items are automatically marked as "Complete." Onboarding Progress Bar: A visual percentage or progress tracker on the Portfolio Overview and Sub-account pages. Manual Overrides: The ability for a CSM to manually check off "Soft Tasks" (like "Had Kickoff Call") that can't be tracked via API.
Sam Dev 1 day ago
Feature Request
In Progress
Workflow Trigger: Feature Time Spent is less than X since signed up
We are currently developing a new trigger based on feature engagement time. This will allow you to automate workflows based on actual platform usage, providing a much deeper level of insight into your account health.
Sam Dev 1 day ago
Feature Request
In Progress
Workflow Trigger: Feature Time Spent is less than X since signed up
We are currently developing a new trigger based on feature engagement time. This will allow you to automate workflows based on actual platform usage, providing a much deeper level of insight into your account health.
Sam Dev 1 day ago
Feature Request
In Progress
Workflow Trigger: Feature Assets is Empty since signed up
We currently do not have any workflow trigger that triggers the workflow on when the Assets count is 0 after n number of days since sign up. The team is working on to create this on the new APP so that tracking Onboarding of your Accounts becomes easy.
Sam Dev 1 day ago
Feature Request
In Progress
Workflow Trigger: Feature Assets is Empty since signed up
We currently do not have any workflow trigger that triggers the workflow on when the Assets count is 0 after n number of days since sign up. The team is working on to create this on the new APP so that tracking Onboarding of your Accounts becomes easy.
Sam Dev 1 day ago
Feature Request
In Progress
Product Adoption: Forms & Submission Activity Tracking
The Problem We currently don't have a clear view of lead-generation activity within sub-accounts. A sub-account might have a form created, but if it hasn't received a submission in 30 days, that account is "stagnant." Without tracking Form Submissions, agencies can't distinguish between a "setup" account and an "active" account that is actually generating leads. The Solution Add Forms as a core metric within the Product Adoption module, focusing on two distinct data points: Asset Count (total forms created) and Event Activity (total submissions received).
Sam Dev 1 day ago
Feature Request
In Progress
Product Adoption: Forms & Submission Activity Tracking
The Problem We currently don't have a clear view of lead-generation activity within sub-accounts. A sub-account might have a form created, but if it hasn't received a submission in 30 days, that account is "stagnant." Without tracking Form Submissions, agencies can't distinguish between a "setup" account and an "active" account that is actually generating leads. The Solution Add Forms as a core metric within the Product Adoption module, focusing on two distinct data points: Asset Count (total forms created) and Event Activity (total submissions received).
Sam Dev 1 day ago
Feature Request
In Progress
Product Adoption Tracking: GHL Funnels & Websites
The Problem Currently, we lack visibility into how deeply sub-accounts are utilizing the GoHighLevel Funnels and Website builders. An account might have a high "Health Score" based on logins, but if they aren't launching assets, they are at a higher risk of churn. We need a way to quantify "Asset-based Adoption" within GoCSM to see who is truly building on the platform. The Solution Integrate Funnel and Website asset counts into the Product Adoption module. This would allow agency owners to see at a glance which sub-accounts have active web assets and which are under-utilizing these high-value features.
Sam Dev 1 day ago
Feature Request
In Progress
Product Adoption Tracking: GHL Funnels & Websites
The Problem Currently, we lack visibility into how deeply sub-accounts are utilizing the GoHighLevel Funnels and Website builders. An account might have a high "Health Score" based on logins, but if they aren't launching assets, they are at a higher risk of churn. We need a way to quantify "Asset-based Adoption" within GoCSM to see who is truly building on the platform. The Solution Integrate Funnel and Website asset counts into the Product Adoption module. This would allow agency owners to see at a glance which sub-accounts have active web assets and which are under-utilizing these high-value features.
Sam Dev 1 day ago
Feature Request
Planned
CSM Assignment & Performance Analytics
Currently, as agencies scale, there is no native way to assign specific Customer Success Managers (CSMs) to individual sub-accounts. This makes it difficult to manage workloads, creates confusion over account ownership, and makes it nearly impossible to track which CSMs are driving the best health scores or retention rates. The Solution We need a two-part feature that introduces Account Ownership and Performance Reporting: CSM Assignment: A field within the Sub-account settings (and a bulk-action option) to assign one or more CSMs to a specific sub-account. CSM Performance: A new view or filter within the Portfolio/Health overview that aggregates metrics (MRR, Health Score, Churn) by the assigned CSM.
Sam Dev 1 day ago
Feature Request
Planned
CSM Assignment & Performance Analytics
Currently, as agencies scale, there is no native way to assign specific Customer Success Managers (CSMs) to individual sub-accounts. This makes it difficult to manage workloads, creates confusion over account ownership, and makes it nearly impossible to track which CSMs are driving the best health scores or retention rates. The Solution We need a two-part feature that introduces Account Ownership and Performance Reporting: CSM Assignment: A field within the Sub-account settings (and a bulk-action option) to assign one or more CSMs to a specific sub-account. CSM Performance: A new view or filter within the Portfolio/Health overview that aggregates metrics (MRR, Health Score, Churn) by the assigned CSM.
Sam Dev 1 day 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 4 months 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 4 months 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 months ago
Enhancements