🔁 New Enhancement: Churned Users Are Now Tagged & Removed from Workflows

We’ve just rolled out a powerful update to how churned accounts are handled in GoCSM — helping you keep your system clean and your automations accurate.

🆕 What’s New

When a SaaS Company is marked as “Churned” (i.e., canceled their subscription):

• ✅ All users under that company are now automatically tagged as

  Churned

• 🚫 Churned users are also removed from all active Workflows and Pipelines

💡 Why This Matters

• 🧹 Cleaner Automation Flows:

  Prevent churned users from receiving irrelevant emails or offers.

• 📊 Better Reporting:

  Ensure segmentation and metrics reflect actual customer status.

• 🔄 Streamlined Retention Strategy:

  Focus your CSM efforts only on active users while optionally creating separate win-back workflows for churned ones.

This logic is now live and requires no setup.

Churned Companies = SaaS customers who’ve canceled

→ All associated users = Tagged Churned + Removed from Pipelines & Workflows