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Customer success for HighLevel agencies
Know which clients need you, and why.
GoCSM tracks every HighLevel sub-account you manage, scores each client's health, and triggers the right playbook in your HighLevel workflows, so your team follows up with the clients who need it most.
Built for HighLevel. Installs from the HighLevel marketplace. Plans from $57/month.
One view of every client, with a reason and a next step.
Every client in one place
GoCSM reads logins, feature use, revenue and feedback from each HighLevel sub-account and gives every client one health score.
A reason, not a hunch
This client is still onboarding after 30 days with a health score under 60. That is the exact rule behind the Day-30 onboarding playbook.
The next step runs in HighLevel
Publish GoCSM's playbook workflow once. When a client matches, GoCSM triggers it and your workflow sends the check-in you approved.
Your client sub-accounts Illustration, not real data
Example: a med spa client, 34 days in
Stage: onboardingDay 34Health score 52
Why today: past day 30 and still under 60, so it matches the Day-30 onboarding health check. At-risk clients match their own playbooks.
Email template your workflow sends, after you approve the wording
How's setup going?
Hi {{name}}, want to make sure nothing's blocking you. Here's a quick check-in.
Built for the people who keep clients
Different jobs in the same agency, one shared picture of each client.
Agency owners
See monthly revenue, renewals coming up and the clients putting revenue at risk, across the whole agency.
Revenue and renewalsAccount managers and CSMs
Start the day with the clients who went quiet, stalled in onboarding or left low feedback, each with the reason.
Client healthSaaS-mode agencies
Catch failed payments and spot healthy clients who have outgrown their plan and may be ready to upgrade.
Payment playbooksWhat GoCSM shows you
Client health, right inside HighLevel
Every tracked sub-account gets a 0–100 health score built from adoption, revenue, logins and feedback, banded Thriving, Healthy, Steady or At Risk. Open a client in HighLevel to see its score, risk signals and the next actions next to your contacts.
- Request feedback or trigger a workflow from the card
- Mark priority accounts so they rise to the top
- Change the score weights to fit how your agency works
Which clients actually use what you sold them
See adoption of phone numbers, email domains, workflows, calendars, payments and conversations across every sub-account, and find the clients who never set something up.
- Active versus total assets per feature
- Engagement and time spent by feature
- Logins per user, on web and mobile
Revenue, renewals and failed payments
For agencies on HighLevel SaaS mode, GoCSM pulls billing into one view: monthly revenue, net revenue retention, upcoming renewals, failed payments and your highest and lowest paying clients.
- Renewals ranked by risk
- Failed or past-due payments and low wallet balances
- Churn by plan and account age
57 playbooks for the moments that matter
Each playbook names a client situation, the signal GoCSM watches for and the follow-up to send. 48 run today through a GoCSM workflow you publish in HighLevel; the rest are video guides with automation on the way.
Payment failed
A recent payment failed or the card was declined.
Day-30 onboarding health check
An onboarding account is past the first weeks but health is still low.
Quiet account, renewal close
Hasn't logged in lately and renews within 45 days.
Missed calls rising
A higher share of incoming calls is going unanswered.
Health reached thriving
Their health just climbed into the thriving band.
Ask your AI assistant about your clients
The GoCSM AI connector lets Claude and other AI assistants read your client health, logins, adoption, revenue and feedback, and, when you approve, trigger a workflow or request feedback.
Which clients should I call today, and why?
Three accounts stand out. One has a failed payment, one has not logged in for 18 days, and one renews in 12 days with falling usage.Example answer. Real answers use your agency's data.
For your clients: their own Activity Center
Separate from your agency workspace, the Activity Center is a page you add to each client's HighLevel sub-account. It shows your client their own team's last logins, time spent by feature and active users, so they can see how their staff use the CRM you provide. Your agency admins are left out of their numbers.
What your client sees in their sub-account
Illustration- Last login for each person on their team
- Time spent in each CRM feature
- Active users over time
- Status per user, so quiet staff stand out
Added as a custom menu link in each sub-account. Your agency’s own dashboard stays separate.
What agencies say
“GoCSM instantly gave us the login data and user insights HighLevel couldn't. It transformed our retention strategy, cut churn almost in half, and showed us exactly how our customers use the platform. If you run a white-label SaaS, you need GoCSM—period.”
Brandon Packer
“Sales weren't the problem—retention was. We knew lowering attrition from 4.7% to under 3% meant thousands in profit, but manually tracking client health and logins just wasn't scalable.”
Cris RodriguezGrow Pro Agency
“I love GoCSM because I have the ability to be able to take a look deeper into the sub accounts that I never would have been before just using HighLevel on its own. We're not even fully optimizing GoCSM right now and we've had an extreme reduction in churn just by seeing the bits of information and having emails go out to clients on lack of usage/inactivity!”
Felicity Frate
See every client clearly.
Annual plans include initial done-for-you setup. 30-day money-back guarantee. Until 31 October, LevelUp adds up to 10× capacity.