Manual Import Stripe Product and Subscriptions that is not SaaS Plan

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

Add LifeCycle Stages filter to Product Adoption and the other insights that GoCSM has.

It will be a very good filter to have so that we can check who are utilizing our products depending on which Lifecycle they are in.

Product Adoption Tracking: Opportunities and Pipelines

Tracking Opportunities and Pipelines data into GoCSM to provide a clear view of the sales funnel for every sub-account.

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

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

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.

Engagement Reports and Charts

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

Suggestion: Create Custom Fields in Account Health Hub

They want to be able to create custom fields like date, checkbox, single-line (for adding URLs and other data). This is a BIG part to move to GoCSM ENTIRELY for our Account Management instead of navigating multiple project management apps.

Suggestion: Update Lifecycle Stages Based on New Onboarding Flow

Her feedback was that the lifecycle stages should be updated after the onboarding was actually completed, not after a specific number of days; onboarding exit should be milestone-based (checklist completion), with days as a backstop, not the sole driver.

Suggestion: Asset user list — numerator/denominator view with drillable sub-account list

Component: Product Adoption → Assets This is something they’ve requested before that’s really important to their team! Current behavior: Shows only a percentage of active users per asset — no visibility into which specific sub-accounts have or don't have it. Desired behavior: Numerator/denominator on hover (e.g. "49 of 1,800") Clickable list of sub-accounts with that asset installed Filter by active vs. inactive Add results to a smart list or trigger a workflow directly Business justification: ~1,800 clients — manual workaround not feasible. Critical for asset upgrades, discontinuations, and adoption campaigns.

Suggestion: Proactive workflow failure alerts — trigger on webhook drop or execution failure

A custom GoCSM trigger that fires when a workflow fails to execute due to a webhook error, enabling a notification so the team can fix it proactively before clients are impacted. — recommend prioritizing.

GoCSM AI ChatBot

We are bringing the power of our GoCSM AI directly into the platform. Instead of navigating through multiple dashboards and filters to find answers, you will soon be able to simply ask GoCSM for the insights you need. This turns your data into a conversational partner that helps you manage your agency at scale.

SaaS Configurator v2 SaaS Plans support

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.

Time Spent Date Filter

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

Individual Feature Scoring

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

Success Center / Onboarding Center

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.

CSM Assignment & Performance Analytics

Currently, as agencies scale, there is no native way to assign specific Customer Success Managers (CSMs) to individual sub-accounts. This makes it difficult to manage workloads, creates confusion over account ownership, and makes it nearly impossible to track which CSMs are driving the best health scores or retention rates. The Solution We need a two-part feature that introduces Account Ownership and Performance Reporting: CSM Assignment: A field within the Sub-account settings (and a bulk-action option) to assign one or more CSMs to a specific sub-account. CSM Performance: A new view or filter within the Portfolio/Health overview that aggregates metrics (MRR, Health Score, Churn) by the assigned CSM.

Dashboard Enhancement - Data Up and Down Trends

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

Assigned Companies to dedicated CSM

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.

Enable All Sub Account Data Access for Automations in GHL

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.

Provide workflow data to GoCSM

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: Activated workflows Workflows in Draft Workflow metrics; How many active, how many have entered over lifetime, how many opt outs from the workflow

In-App Feature Unused Banners

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

Individual Ticket Notes

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

Individual Ticket Task

Please allow is to add individual tasks on tickets

Smart Lists

Agencies will have pre-made smart lists added to their Contacts to easily view, track, and sort their customer's data.

Automated Health Status Monitoring

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 Model Step 1: Endpoint Selection Admins can select activity tracking endpoints. Contacts Conversations Appointments Pipelines/Opportunities Orders/Subscriptions Social 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 Calculation Calculate each selected endpoint’s activity count every week. Normalize activity counts against a baseline (e.g., max expected activity). Step 3: Monthly Health Status Calculation Calculate 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.

Upcoming Renewals and Subscriptions

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

Payment Failed and Payment Success Workflow Triggers

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

Feature Usage Summary Reports and Charts

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