Latest Updates

You can now build automated workflows based on Stripe payment events — allowing you to respond instantly when a payment fails or succeeds. **🔌 Stripe Integration Required** Be sure to connect your Stripe account in GoCSM to enable these triggers. 🆕 What’s New ✅ Payment Success Trigger Automatically run workflows when a payment is successful Great for tagging users, sending notifications, or updating subscription stages ❌ Payment Failed Trigger Trigger workflows when a payment fails to: 🔖 Tag the customer as payment failed 📍 Move them to the “Subscription Payment Failed” stage inside the Subscription + Billing Pipeline 🚫 Pause services or notify your team 🔁 Auto-Recovery Logic Included If a customer later successfully pays, GoCSM will: ✅ Remove the payment failed tag 🔄 Move them back to the “Active Subscription” stage in your pipeline 💡 Use Cases 🧠 Automated Dunning Sequences: Send reminders or retry payment links right after a failed attempt. 🔁 Subscription Recovery Flows: Bring customers back to “Active” automatically after a successful payment. 📬 Instant Notifications: Notify internal teams on real-time events. These triggers are now live under Workflows > Triggers > GoCSM Triggers. Need help setting up your automation? Join a support session or check out our Help Docs .

We’ve just rolled out a powerful update to how churned accounts are handled in GoCSM — helping you keep your system clean and your automations accurate. 🆕 What’s New When a SaaS Company is marked as “Churned” (i.e., canceled their subscription): ✅ All users under that company are now automatically tagged as Churned 🚫 Churned users are also removed from all active Workflows and Pipelines 💡 Why This Matters 🧹 Cleaner Automation Flows: Prevent churned users from receiving irrelevant emails or offers. 📊 Better Reporting: Ensure segmentation and metrics reflect actual customer status. 🔄 Streamlined Retention Strategy: Focus your CSM efforts only on active users while optionally creating separate win-back workflows for churned ones. This logic is now live and requires no setup. Churned Companies = SaaS customers who’ve canceled → All associated users = Tagged Churned + Removed from Pipelines & Workflows

We’ve added two powerful new trend charts to your GoCSM Dashboard — giving you visual insights into user activity and feature engagement over time. These dynamic charts help you monitor platform usage patterns and spot changes before they impact retention. 🆕 What’s New 📊 Login Activity Trend A clear line chart showing monthly or weekly login behavior. Tracks Active vs. Inactive users over time, helping you spot drop-offs or spikes in platform engagement. 🕒 Time Spent on Features Trend Line chart showing how many minutes are spent per feature, over time. View by Month or Week for detailed analysis. You can include/exclude specific features to focus on what matters most to your strategy. 💡 Use Cases 🧠 Customer Health Monitoring: Quickly identify engagement drops and re-engage accounts before churn happens. 📅 Seasonality & Behavior Trends: Discover usage spikes tied to campaigns, updates, or time of year. ⚙️ Team or Feature Impact: Correlate time spent with success initiatives or product updates. These charts are now available in your GoCSM Dashboard. Flip between Monthly or Weekly views and tailor the data to fit your analysis needs. Need help using the filters or analyzing the trends? Join a support session or check the Help Docs .