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Frequently Asked Questions

Unfortunately, we do not provide live demos, but we do offer pre recorded demo videos and a 14-day free trial.

After signing up for GoCSM, navigate to Settings > Integrations, where you’ll find a unique link. Simply create a custom link at your agency level and log in to GoCSM using this link. The system will then begin reading your sub-accounts and their users automatically.

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

GoCSM is a powerful CSM platform designed to empower your team, not to replace it. While we don’t offer direct support to your customers, our platform is equipped to enhance your customer success efforts significantly: This includes:

  • 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 provides tools to monitor customer health through these key elements:

  1. Customer satisfaction level.
  2. Customer product adoption.
  3. Customer login frequency.

Based on our extensive experience, we have observed significant improvements in customer retention when Saas companies prioritize these elements.

GoCSM is more than just a support tool; it empowers your CSM team to actively lead customers towards success. Our platform delivers crucial insights that clarify the next steps, enhancing account health and cementing durable relationships. This proactive strategy boosts customer satisfaction and increases their lifetime value, transforming routine support interactions into chances for sustained growth and loyalty.

We offer a variety of support options, including email, chat, and phone. We are also committed to providing ongoing product updates and resources to help you get the most out of GoCSM.

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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