Changelog

Now you can give your clients full visibility into their own account usage—right inside your HighLevel dashboard.

🌟 What’s New:

Your customers can now view:

• Login Activity: See who logged in, when, and for how long

• Feature Total Time Usage: Track how much time each user spent on every feature, with usage level indicators (High, Medium, Low)

• Feedback History: See what users are saying with visual indicators for sentiment

• Total Usage Summary (Coming Soon): Automatically generated metrics for contacts, calendars, funnels, websites, and more

🔧 How to Set Up:

1. Copy your unique embed URL
   (e.g. https://activity.csmconnector.com/subaccount-activity/{{location.id}})

2. Paste it into your Agency Settings → Custom Menu Links in HighLevel

3. Label it "Account Activity" or anything you prefer
   ✔️ That’s it! Your customers will see the “Account Activity” tab directly in their side nav

This self-service experience improves transparency, reduces support tickets, and builds stronger trust with your clients—automatically branded as your own!

GoCSM now detects when a new customer subscription is created in Stripe — in real-time! 🎉

🔄 What’s Included:

• New “Subscription Created” trigger inside GoCSM Workflows

• Automatically maps Stripe data to your Customer Custom Fields

• Accurately identifies Trialing Customers

• New “Trialing” Stage in your Billing + Subscriptions Pipeline

• New “Trialing Customers” list view in your Revenue Dashboard

⚠️ Stripe Integration Required
Make sure your Stripe account is connected to GoCSM to start using this trigger.

This update gives you sharper visibility and automation from the moment a subscription is created!

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!