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🩺 New: Health Status Breakdown Page is Now Live!

Quickly view and manage your customers based on their real-time health score with the all-new Health Status Breakdown Page in GoCSM.

🆕 What’s Included

  • 🟥 At-Risk, 🟧 Steady, 🟦 Healthy, 🟩 Thriving
    Sub-accounts are now grouped by Health Status so you can take action where it matters most.

  • 🔎 Filter Options

    • View All, SaaS Only, or Regular Only accounts

    • Filter by Premium or Non-Premium customers

  • 📤 Bulk Selection Ready
    Easily select accounts for future actions, bulk updates, or export.

🔜 Coming Soon: Add to Workflow

A new “Add to Workflow” button will allow you to bulk enroll selected accounts directly into your GoCSM Workflows — coming very soon!

💡 Why This Matters

  • 🚨 Act Fast on At-Risk Clients

  • 🧠 Segment Your Book of Business by Engagement

  • 📈 Plan Proactive Outreach by Health Category

Now available under GoCSM > Health > Health Status

Want help turning these segments into actionable campaigns? Join a support session or visit help.gocsm.com.

NewHealth