Changelog

Follow up on the latest improvements and updates.

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We’ve made a key improvement to how Time Spent Tracking works in GoCSM — ensuring more accurate reporting of real user engagement.
🛠️ What’s Fixed
Previously, GoCSM tracked time as long as a feature or tab was open — even if the user wasn’t actively interacting with it. This meant you might see inflated usage data if someone left a tab open and walked away.
✅ What’s New
Time is now tracked only when the GoCSM feature window is active.
If a user switches tabs, minimizes the window, or walks away without interacting, the clock pauses — giving you a much clearer picture of how much time is truly spent using your platform.
🔍 Why This Matters
🧠
Better Usage Insights
Accurately see which features your users are really spending time on — not just what they left open.
🎯
Smarter Product Decisions
Use precise engagement metrics to prioritize feature improvements based on actual usage, not idle time.
📊
Reliable Reporting
Your dashboards and reports now reflect active user behavior, leading to more trustworthy data for your Customer Success and Product teams.
💡 Use Cases
  • Feature Adoption Tracking:
    Know which tools are being used with intent, not just opened out of curiosity.
  • Customer Success Evaluation:
    Better understand how your clients interact with the platform during onboarding or support sessions.
  • Client Activity Monitoring:
    Filter out passive time and focus on meaningful engagement.
This fix is now live across all GoCSM dashboards.
📩 Questions or feedback? Let us know below or book a support session.
We’re excited to launch CSM Hours, a powerful new feature that lets you set and track the number of Customer Success Manager hours allocated to each customer — based on their plan or subscription level.
This is perfect for agencies and SaaS businesses that offer hands-on support, onboarding, or consulting time as part of their pricing tiers. Now, you can measure the actual time your CSMs spend per account and manage that resource more efficiently.
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🔧 How It Works
Integrate Stripe
Make sure your Stripe account is connected to GoCSM so we can match customers to their active plan.
1
. Configure CSM Hours Per Plan
Go to Plans Configuration inside your GoCSM dashboard. For each SaaS or service plan, set the number of monthly CSM Hours that come with it.
  1. Enable the GoCSM Widget
Once enabled, your CSMs will have access to the widget where they can start/stop tracking time directly while working on a customer’s account.
  1. Track Hours in Real-Time
CSMs can see how many hours are remaining per client and log their activities within the widget — making time management seamless.
4. Monitor in the Company Health Profile
Inside the Company view under Health, you'll see:
  • Total CSM Hours allocated
  • Hours used
  • Logged activities by your team
💡 Use Cases
  • Plan-Based Support:
    Offer more personalized time to premium clients and limit time usage for trial or basic-tier users.
  • Onboarding Services:
    Track hours spent onboarding each client and keep your team accountable.
  • Account Reviews or Strategy Calls:
    Easily manage time spent on strategy sessions or check-ins.
  • Internal Resource Planning:
    Know exactly where your CSM team’s time is going so you can optimize staffing and support load.
✅ Why It Matters
📊
Clarity on Time Spent
– Know which clients are taking the most CSM time and whether it aligns with their value to your business.
🔄
Transparent Client Communication
– You can show customers how much time they’ve used and what it was used for.
💸
Better ROI Per Plan
– Ensure your service time scales appropriately with what clients pay for.
📅
Operational Control
– Keep your CS efforts organized and trackable, without needing separate tools.
The CSM Hours feature is now live for all GoCSM users.
Try it out today and start maximizing your team's efficiency!
Collecting feedback just got a major upgrade.
With the new Feedback Customization features in GoCSM, you now have full control over the look, feel, and behavior of your Request Feedback Widget — so it perfectly matches your brand and strategy.
Whether you're collecting feedback in-app or on your client portal, this enhancement gives you the flexibility to make every touchpoint feel personalized and purposeful.
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🆕 What’s New
You can now customize the Feedback Widget by:
🎨
Changing the Widget Button Color
Match it to your brand or platform theme for a seamless experience.
😃
Choosing Stars or Emojis
Set the tone of your feedback request — go classic with stars or casual with emojis.
✍️
Custom Headlines & Thank You Messages
Write your own feedback prompt and thank your users in your brand voice.
🔗
Linking Google or Facebook Review Pages
Automatically redirect satisfied users to leave a public review — boosting your reputation where it matters most.
💼 Use Cases
Brand Consistency:
Agencies and SaaS platforms can ensure their feedback request matches the branding of their dashboard or app.
Public Review Collection:
Use positive internal feedback as a launchpad to grow your Google or Facebook reviews.
Tone Control:
Choose emojis for a light and friendly experience, or stars for a more structured one — depending on your audience.
Multilingual Messaging:
Write the widget content in any language to localize the experience for different regions or client types.
✅ Why This Matters
🔁
Higher Engagement:
A branded and friendly widget is more likely to get clicked — which means more feedback from your customers.
🌍
Boost Public Reputation:
With direct links to Google and Facebook reviews, you can turn internal wins into public testimonials.
🧠
Informed Strategy:
Tailored feedback messages let you guide customers into giving actionable, relevant responses.
🚀 Getting Started
Go to your Feedback (NPS) > Customize
Adjust the color, rating type, and custom messages
Add your Google or Facebook review links
Enable the Request Feedback in Health
Start collecting feedback that feels like you
This update is now available for all GoCSM users.
Need help configuring it? Check the Help Docs or join a support session.
This new feature is all about giving you deeper insights into how your customers are interacting with your service. Here’s what you can expect:
  • Customer Satisfaction Levels
    : Get a clear view of how happy your customers are.
  • Features Usage:
    See which features are getting the most love.
  • Login Frequency:
    Understand how often your customers are engaging with your platform.
  • Health Points:
    Assess the overall 'health' or loyalty status of your customers based on their interactions.
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This feature aims to empower you with insights to enhance customer satisfaction and retention. Dive in and explore these metrics to better understand your customer base!
Hey everyone! We're excited to roll out our new Eagle-view Dashboard. This tool is designed to give you a bird’s-eye view of your entire client base. Here’s what you can look forward to:
  • Overview of Your Clients:
    See all your clients in one place and get a clear picture of the landscape.
  • Key Metrics Tracking:
    Easily track key metrics like engagement levels, activity stats, and more.
  • Churn Risk Identification:
    Spot potential churn risks before they become issues with our predictive insights.
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This dashboard is all about making your life easier and helping you stay two steps ahead. Check it out and let us know how it works for you!
We're delighted to announce that the GoCSM White-labeled Customer Support Portal is now live! This portal has been expertly designed to offer a streamlined and branded experience for managing customer interactions. Below is a detailed overview of the portal's core functionalities and the benefits they bring to your business.
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Enhancements and Features
  1. Branding:
    The portal can be fully branded to match your company's visual identity, ensuring a seamless user experience that feels like an extension of your main website.
  2. User-Friendly Interface:
    The interface is intuitive and easy to navigate, making it simple for your customers to find the information they need or get in touch with support.
  3. Integration Capabilities:
    The portal is designed to integrate smoothly with your GHL SaaS account and easily add it as a Custom Menu Link.
Getting Started
The portal is available for immediate use for all GoCSM users. You can log in to your account to start setting up and customizing your new customer support portal. Detailed guides and support are available to assist you throughout the setup process.
We Want to Hear from You
Your feedback is invaluable as we continue to improve and expand our offerings. Please share your experiences and suggestions regarding the new customer support portal.
Thank You!
We are excited to see how the GoCSM White-labeled Customer Support Portal transforms your customer support operations. Thank you for trusting us with your business needs.