June 5th, 2025

New

Integrations

⚠️ New Feature: Real-Time Cancellation Detection

Tired of finding out about cancellations after it's too late?

GoCSM now detects and alerts you the moment a customer clicks the Cancel Subscription button — so you can act before churn happens.

What’s New

🚨 Instant Cancellation Alerts

  • Unlike GHL or Stripe (which notify you after cancellation is processed), GoCSM alerts you as soon as the customer initiates cancellation.

  • Know exactly who’s at risk — in real time.

🔔

🔔 In-App & Email Notifications

  • Get notified inside GoCSM as soon as a cancellation request is triggered.

  • No more surprises — your team will always know when a save opportunity appears.

✉️

✉️ Prebuilt Recovery Workflow

Start re-engagement efforts automatically!

We’ve added a ready-to-use Customer Touch Workflow that sends a recovery email to the customer right after the cancellation click.

Enable it under:
Automations > Customer Touch > At-risk Customers > Cancellation Request | Customer Touch Email Workflow

📊

📊 Dashboard View: At-Risk Group

  • See all cancellations this month in one place.

  • Go to your GoCSM Dashboard > Comprehensive View > Cancellations This Month to view customers who initiated cancellations during the current month.

Why This Matters
  • 🧠 Act Fast Before It's Final – Start recovery before the churn is completed.

  • 🎯 Personalize Outreach – Use Customer Touch emails to win back accounts.

  • 📈 Track & Prevent Churn – Know which accounts are slipping before it impacts your revenue.

This feature is live now and requires no extra setup — just check your notifications or activate the workflow!