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Having the "time spent" in each area of the HL platform is great. What would also take this to the next level is to allow: <ul><li>Activated workflows</li><li>Workflows in Draft</li><li>Workflow metrics; How many active, how many have entered over lifetime, how many opt outs from the workflow</li></ul>

Provide workflow data to GoCSM

dave@pushpress.com

This is for some users that are not using the SaaS Configurator for their agency and for some doing like DFY service

Manual Import Stripe Product and Subscriptions that is not SaaS Plan

GoCSM

Urgently need the ability to filter Avticity Center feature total time usage by date

micah

We’d love a built-in Success Center that helps new customers onboard smoothly and stay engaged. It would include guided setup checklists, tutorials, and progress tracking right inside the app. Admins could see who’s completed onboarding and who needs help, while clients get a clear, step-by-step view of what to do next. The goal is to make onboarding easier, reduce churn, and give agencies a white-labeled, self-service onboarding experience for their customers.

Success Center / Onboarding Center

paul

I LOVE GHL's Weekly Update video that updates agency users on the newest new features and functions. Would love that with GoCSM to constantly increase my knowledge and awareness of the software.

Please do a weekly video release of all the newest updates to GoCSM.

Aaron Debenedetto

Detailed reports and visual charts to track user and company engagement across features, helping monitor activity trends and identify opportunities for retention and growth.

Engagement Reports and Charts

Do this as separate fields so we can filter contacts by which product OR price they are on.

Include both Stripe Product and Price name

Subject: Update on Non-SaaS Workflow and Negative Wallet Balances Hey team, [Solution already Planned] Since I run <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Auth.net">Auth.net</a> V2 payment version. I cannot send out touch points for failed payments. I wanted to share a quick update regarding our efforts to address the non-SaaS accounts. We've implemented a new workflow to identify these accounts and are actively reaching out “manually” to encourage them to update their payment information. Our ultimate goal is to reduce the number of non-SaaS accounts to zero, as they should all be transitioned to SaaS. [Key Point] Additionally, we've encountered a challenge with several users having negative wallet balances. I'm looking into creating a touchpoint for these accounts to ensure they are addressed promptly. It would be great to explore potential solutions or feature requests that could help us manage this situation more effectively. Thanks for your attention to this matter!<a target="_blank" rel="noopener noreferrer nofollow" class="common_editorLink_M8i link" href="https://loom.com/share/64ab6272b1d04b408400d6da20ab9627">https://loom.com/share/64ab6272b1d04b408400d6da20ab9627</a> Best regards, Troy Hitt

Negative Wallet Balances Workflow

troyhitt

Allow users to manually add or edit time entries in the CSM time log. This would be useful for cases where the timer wasn’t started or stopped correctly.

Manual Time Log Edits for CSM Sub-Accounts

starbuck

It was recently brought to my attention that there’s no way to export both SaaS and non-SaaS users from the platform. Having access to this data would make a huge difference in how we manage adoption and activation campaigns.Here’s why this is important:Our users’ sub-accounts are created automatically via API from our core software platform. However, activation requires an additional manual step where the user must enter their credit card information to fund their wallet. Currently, about 40% of our users stop midway—they create a sub-account but never complete the setup by activating their wallet.If we could export a list of these non-SaaS users, we could easily identify and target them through follow-up campaigns to drive full activations.Additionally, I’d love to see this export functionality extended beyond Stripe to include <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Authorize.net">Authorize.net</a> and NMI accounts. Since many of us operate in industries where Stripe isn’t a viable option, having parity for <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Authorize.net">Authorize.net</a> (priority) and NMI would be extremely valuable.

Authorize.net SaaS and Non-SaaS Users activation trigger & export

Currently, we are only able to get the v1 SaaS Plans of the SaaS Configurator. We will now be including the v2 SaaS Plans in the GoCSM Plans Configuration.

Planned

SaaS Configurator v2 SaaS Plans support

Able to see the Time Spent of the user in a specific date or range.

Time Spent Date Filter

Allocate points across your GHL/Custom features that reflects on the overall Product Adoption health scoring.

Individual Feature Scoring

We request the ability to assign companies to specific CSMs, ensuring they can only manage the accounts assigned to them. This feature will enhance data security, improve workflow efficiency, and prevent unauthorized access to unassigned companies. It will also help CSMs focus on their designated accounts without unnecessary distractions.

Assigned Companies to dedicated CSM

Adam Dye

More interactive dashboard that shows up/down trends that compares the data from the selected range vs the previous data.

Dashboard Enhancement - Data Up and Down Trends

I would like all data that can be exported for each Sub Account in GHL to be accessible within the platform for use in automations.

Completed

Enable All Sub Account Data Access for Automations in GHL

Lamar Robinson

When users log in, remind them of underutilized features via in-app banners.There is "Learn More" &amp; “Get Started” buttons in the the bannerLearn more button shows a pop-up with a Grey-labeled/White-labeled feature overview video.Get Started button redirects the users to the feature.

In-App Feature Unused Banners

Please allow us to add private/public notes in a ticket.

Individual Ticket Notes

Tim Sabir

Please allow is to add individual tasks on tickets

Individual Ticket Task

Current Challenge:The Health Status of sub-accounts is currently determined manually based on subjective assessment, requiring significant time and effort. This manual process introduces inconsistencies and delays in understanding a company’s activity level.Proposed Enhancement:We will implement an automated, monthly Health Status calculation based on the average weekly activity within the month. This approach will provide more stable and reliable insights into long-term engagement trends.Activity Tracking ModelStep 1: Endpoint SelectionAdmins can select activity tracking endpoints.ContactsConversationsAppointmentsPipelines/OpportunitiesOrders/SubscriptionsSocial Posts🔍 Weighting:The selected features will share the activity score equally. For example, if 3 endpoints are selected, each contributes 33.33% to the total activity score.Step 2: Weekly Activity CalculationCalculate each selected endpoint’s activity count every week.Normalize activity counts against a baseline (e.g., max expected activity).Step 3: Monthly Health Status CalculationCalculate the monthly average of the weekly activity scores.Assign a Health Status based on the monthly average.Step 4: Health Status Thresholds🟢 Thriving: 76%+🟡 Healthy: 51% - 75%🔵 Steady: 26% - 50%🔴 Struggling: 25% or lower🚀 Benefits of This Update✅ Automated, Consistent Insights: No more manual updates; statuses are recalculated automatically each month.📈 More Accurate Trends: Monthly averages reduce the noise of short-term fluctuations.⚙️ Customizable Tracking: Easily select the most relevant activity endpoints.🔍 Proactive Account Management: Spot trends of declining activity and intervene earlier.

Automated Health Status Monitoring

Requesting a section to view all upcoming customer subscription renewals — including dates, plans, and billing status — to help with proactive retention and renewal management.

Upcoming Renewals and Subscriptions

Requesting workflow triggers for Payment Failed and Payment Success events to automate customer communications, tagging, and subscription management based on their payment status.

Payment Failed and Payment Success Workflow Triggers

Summary reports and visual charts showing how often features are used, to better analyze product adoption and user behavior.

Feature Usage Summary Reports and Charts

Filter GoCSM pipelines to track Premium Users Only

Premium Users Filter in Pipelines

Currently, new sub-accounts and users will be after after 24 hours. We are now making it sync in real-time when a user or a sub-account is created.