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Request Feature

Please request features and capabilities you wish to have in GoCSM
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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.
1
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planned

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.
1
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planned

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