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 minute 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 minute 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 4 minutes 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 4 minutes 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 9 minutes 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 9 minutes 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 12 minutes 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 12 minutes 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 19 minutes 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 19 minutes 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 20 minutes 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 20 minutes 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 23 minutes 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 23 minutes 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
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 6 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 6 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 7 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 7 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 7 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 7 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 Murat 7 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 Murat 7 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 7 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 7 months ago
Feature Request