GoCSM watches login activity, workflow adoption, and usage-based spend for every sub-account and fires an automated alert the moment an account crosses a risk threshold — like 14 days with no login — so your team finds out the same week engagement drops, not at renewal.
Most GoHighLevel agencies find out an account is at risk from a cancellation email, at which point the client already made the decision weeks earlier. Waiting for someone to manually review sub-accounts on a schedule means the gap between 'engagement dropped' and 'someone noticed' can stretch to a month or more.
GoCSM removes the manual step. Set an inactivity threshold, an adoption drop-off, or a spend decline as a trigger, and GoCSM sends an alert automatically — to the account manager, a shared inbox, or wherever your team already works — the moment a sub-account crosses it. No one has to remember to check.
Alerts name the specific signal driving the risk, so outreach can be specific ('you haven't logged in since the 12th') instead of a generic check-in email. That specificity is what makes win-back outreach actually work, and it's only possible when the alert fires early enough to matter.
You can set thresholds on login inactivity (e.g. 14 days with no login), adoption drop-off (workflows going unused), or a decline in usage-based spend — individually or combined into a health score.
Yes — alerts can route to the team member responsible for that sub-account rather than a single shared inbox.
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