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Frequently Asked Questions

Unfortunately, we do not provide live demos, but we do offer live onboarding and success sessions

Integrating GoCSM is just two easy steps: First, white-label GoCSM under your brand, then integrate it with your HighLevel account. You’ll receive a step-by-step guide upon signing up.

For detailed step-by-step onboarding instructions, you can access documents within the system or visit our help center.

No, we don’t. GoCSM is a platform designed to help you oversee your customer base and manage key aspects to keep them engaged and paying monthly. It’s a tool, not a done-for-you service.

  • Customer Health Scoring: Identify and address potential issues before they escalate.
  • Actionable Insights: Understand your customers’ needs more deeply to tailor your interactions.
  • Proactive Support Tools: These features help you reduce churn and build lasting relationships with your customers.

By leveraging GoCSM’s features, you can build a proactive customer support strategy that reduces churn and fosters long-term relationships.

GoCSM offers tools to monitor customer health through these key elements:

  • Customer satisfaction level
  • Product adoption
  • Login frequency

From our experience, SaaS companies that focus on these areas see significant improvements in customer retention.

GoCSM is the only CSM software designed specifically for the HighLevel platform. It empowers your CSM department to actively guide customers toward success by providing crucial insights that clarify the next steps. This enhances account health and builds strong, lasting relationships. Our proactive approach not only boosts customer satisfaction but also increases customer lifetime, turning routine support interactions into opportunities for growth and loyalty.

As experts in customer success, we’re dedicated to bringing success to our own users. By helping your agency thrive and improve client retention, everyone benefits. It’s a chain of success—when you win, we win.

If You Go HighLevel,
You Should GoCSM

Recurring revenue in SaaS is fantastic, but churn can leave you scrambling like any marketing agency, constantly acquiring new customers just to stay afloat. GoCSM empowers you to break free from that cycle by stopping cancellations before they happen.

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