Objects

What is this?

Objects let you track custom data that doesn’t fit into the default fields in GoCSM — things like internal milestones, special onboarding steps, or success criteria unique to your agency.

GoCSM already tracks login activity, happiness levels, feature usage, and other key success signals — but Objects help you track your agency’s unique workflows too.

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How it fits with GoCSM:

Let’s say you run a points-based rewards system or need to log custom workshops per company. You can create a new Object, link it to customers, and track everything right inside GoCSM — without needing a spreadsheet or another tool.

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Common use cases:

• Onboarding Workshop Logs

• Bonus Program Tracking

• Internal Success Plans

• Custom Customer Labels

• Milestone Tracking

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Pro Tip:

Once you create an object, you can use it in automations, filters, health scoring, and workflows — making it easy to build powerful success systems around your custom data.