GoCSM

Health

What is Health?

Health Overview

Sub-Accounts

AI Insights

Configuring Account Health

Feedback

Roadmap

Changelog

Getting Started

Must Read

Setup

Dashboard

Overview

Comprehensive View

Revenue Dashboard

Feature Usage: Why It Matters & How to Take Action

Reducing Churn Rate: Best Practices & Actionable Strategies

Sinan Murat

Product Adoption

What Is the Product Adoption?

The Overview Tab

The Sub-Accounts Tab

The Features Tab

The Assets Tab

Sara Irfan

Login Activity

Get Started with Login Activity

What is Login Activity?

Overview Tab

Sub-Accounts Tab

Users Tab

Revenue Intelligence

   Revenue Intelligence Hub

Get Started with Revenue Intelligence

Churn Analysis Tab

Understand Revenue Intelligence in GoCSM

Track Revenue Intelligence Metrics

How to Use the Revenue Overview Dashboard

Track Monthly Recurring Revenue (MRR)

Understand Average Revenue Per Account

Understand Cost, Margin, and Profit

See Where Revenue Is Gained or Lost

See Which Plans Generate the Most Revenue

Understand Revenue by Product and Service

Understand Revenue Churn and Risk

Track Upcoming Renewals Before They Happen

Identify Revenue at Risk from Failed Payments

Review Revenue at the Account Level

Happiness Level: Measuring Product Satisfaction

Customizing Your GoCSM Basic Feedback Widget

Cohorts

Pipelines

Pipelines Overview

Company Health Status

Happiness Level

Login Activities

Scores

Subscriptions & Billing Pipeline

Top Spender

Custom Menu Links

Tracking

Contacts

Smart Lists

Automation

Automatically respond to the moments that matter in your customer journey.

Automations Overview

GoCSM V3 App triggers

User Not Logged In Since (Trigger)

Payment Failed (Trigger)

Upcoming Plan Renewal (Trigger)

Asset Activation Pending (Trigger)

Feature Engagement Changed (Trigger)

Feature Time Spent Changed (Trigger)

Find Contact Action in GoCSM Workflows

Advanced

Advanced Login Reminder Workflows with GoCSM

How To Track Login Activity With GoCSM

Advanced Revenue Intelligence for GoHighLevel SaaS Agencies

Conversations

Keep all your Customer Success communication in one place

Conversations Overview

Reports

Reports Overview

Settings

Business Profile

How to Add/Configure Branded Domain

GoCSM Configurations

White-label Links

Plans Configuration

Billing

My Staff

Opportunities & Pipelines

Calendars

Conversation AI

Voice AI Agents

Email Services

How to Set Up a Dedicated Email Sending Domain

WhatsApp

Phone Numbers

Objects

Custom Fields & Values

Manage Scoring

Media Storage

Integrations

Private Integrations

Labs

Audit Logs

Brand Boards

Companies

Success Center

Success Center Overview

Be a Podcast Guest

More Resources

YouTube Channel

Be Podcast Guest

Social Media

GoCSM Academy

Developers

Sunny Khan

Data and Platform Security

GoCSM Security Architecture

How can we help you?

Help Center

Improved

Fixed

Feedback (NPS)

Knowledgebase

Suggest new features, explore our knowledge base or check our changelogs.

💡 GoCSM Library

gocsm

Under Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Next up

Done

Main Roadmap

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