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Add LifeCycle Stages filter to Product Adoption and the other insights that GoCSM has.
It will be a very good filter to have so that we can check who are utilizing our products depending on which Lifecycle they are in.
Suggestion: Create Custom Fields in Account Health Hub
They want to be able to create custom fields like date, checkbox, single-line (for adding URLs and other data). This is a BIG part to move to GoCSM ENTIRELY for our Account Management instead of navigating multiple project management apps.
Suggestion: Update Lifecycle Stages Based on New Onboarding Flow
Her feedback was that the lifecycle stages should be updated after the onboarding was actually completed, not after a specific number of days; onboarding exit should be milestone-based (checklist completion), with days as a backstop, not the sole driver.
Suggestion: Asset user list — numerator/denominator view with drillable sub-account list
Component: Product Adoption → Assets This is something they’ve requested before that’s really important to their team! Current behavior: Shows only a percentage of active users per asset — no visibility into which specific sub-accounts have or don't have it. Desired behavior: Numerator/denominator on hover (e.g. "49 of 1,800") Clickable list of sub-accounts with that asset installed Filter by active vs. inactive Add results to a smart list or trigger a workflow directly Business justification: ~1,800 clients — manual workaround not feasible. Critical for asset upgrades, discontinuations, and adoption campaigns.
Suggestion: Proactive workflow failure alerts — trigger on webhook drop or execution failure
A custom GoCSM trigger that fires when a workflow fails to execute due to a webhook error, enabling a notification so the team can fix it proactively before clients are impacted. — recommend prioritizing.
Suggestion: Ability to Mark Intervention for SubAccounts
Checkbox + timestamp per account, filterable, visible in the health hub and list view. Her idea: plot interventions on the health trend line to measure save rates.
Suggestion: Churn prediction based on historical usage pattern changes
Current behavior: At-risk scoring is configurable by pillar weights but tuning is manual with no historical data to validate which signals actually precede churn. Desired behavior: Data-driven churn prediction identifying which feature usage changes historically precede churn — enabling health scoring tuned to real behavioral signals, not arbitrary weights. Notes: Flagged as a potential differentiator and marketable GoCSM capability. PushPress focus is usage-based signals, not revenue intelligence.
Webhook backfill — let agencies replay historical events on subscribe
When an agency subscribes to a webhook in GoCSM, give them the ability to trigger a backfill of historical events so they can hydrate their downstream systems without missing data that occurred before the subscription was set up.
Public REST API + Snowflake-compatible bulk data export for GoCSM
Expose a public REST API and provide a Snowflake-compatible bulk data export mechanism, enabling customers and partners to programmatically access and integrate GoCSM data into their own data infrastructure and BI workflows.
Retain historical activity snapshot for churned accounts after auto-untrack
When a sub-account is auto-untracked due to churn, preserve a read-only historical snapshot of its activity data rather than losing visibility entirely.
List/drill-down: sub-accounts that have a specific workflow active
Ability to filter and view a list of sub-accounts based on whether a specific workflow is currently active within them.
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.
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.
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.
Tracking Missed calls and in case they have been called back.
Enable tracking of missed calls and call backs.
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.
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.
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.
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.
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.