Stop Churn Before It Starts With GoCSM

Proactive customer success software—built for HighLevel agencies.
Without GoCSM With GoCSM
Login Activity
15%
Product Adoption
10%
Feedback
25%
Churn Rate
90%
▲ High
Last logged in 12 days ago
Last logged in 5 days ago
Last logged in 19 days ago
Last logged in 3 days ago
Last logged in 27 days ago
Not using Pipelines
Not using Contacts
Not using Automations
Not using Marketing
Not using Conversations
“Slow response times”
“Confusing navigation”
“Buggy interface”
“Poor customer support”
“Unexpected errors”
Reason: Low usage
Reason: Inactivity
Reason: Dissatisfied users
Reason: Lack of support
Reason: Payment issues
✅ What You Can Do | 💡 Why It Matters

Know Where Every Customer Stands

Health and happiness scores update in real time so you know who’s on track, who needs a check-in, and who’s at risk.
No digging. Just direction.
Company Name
Login Activity
Product Adoption
Feedback (NPS)
Health Status
AlphaWave
😀😀😀
Thriving
BetaLink
😐😐😐
Steady
BioVita
😐😐
Healthy
Code Sphere
😟😟😟
At-risk
⚠️ Inactivity, low product adoption and poor feedback detected. Take action now.

Run a Success Process — Without Hiring a Full CSM Team

You don’t need a big team to deliver consistent, high-touch customer success.
GoCSM shows what’s been done, what’s missing, and where your customers stand—so nothing slips through.

Login Activity

Be aware of how frequently your customers log in to your system and the time spent. And automate actions accordingly.

Product Adoption

Enhance client retention by tracking which tools your customers rely on and the ones they do not, based on their product adoption.

Happiness Level

Classify customers based on the value they believe they are getting from your system, ranging from highly satisfied to dissatisfied.

When
Conditions

Offer Help Before They Ask For It

When login drops or feature usage stops, GoCSM triggers a response. Whether it’s a task, message, or nudge, your customers feel supported without your team lifting a finger.

Know Who’s Renewing and Who Might Not

You don’t need a big team to deliver consistent, high-touch customer success.
GoCSM shows what’s been done, what’s missing, and where your customers stand—so nothing slips through.

Built for HighLevel Agencies Who Care About Customers

Plug in your accounts. See where the gaps are. Take action—faster.
GoCSM does the heavy lifting so your team can focus on what matters