Basic
3×client capacity
300 sub-accounts (normally 100)
$1,970 /year
Charged once a year, upfront. Renews yearly.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
LevelUp offer for HighLevel agencies, until 31 October
The LevelUp offer ended on 31 October 2026
Track up to 10× the client accounts for the same price. Know which HighLevel clients need you, and why.
GoCSM watches every HighLevel sub-account you manage, shows which clients need attention and why, and triggers the matching playbook in your HighLevel workflows.
Annual from $1,970/year, setup included. 30-day money-back guarantee. Offer ends 31 October 2026 at 11:59 pm Pacific.
Sub-accounts on annual plans
Same plan price
Basic 100 → 300 sub-accounts
3×
Pro 300 → 3,000 sub-accounts
10×
Premium 700 → 7,000 sub-accounts
10×
Monthly plans get 2×. Login Activity has no capacity boost. You keep the boost while the same plan and billing renew.
See which client needs you, why, and what to do next.
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.
Choose your plan
Pick by how many client sub-accounts you manage. You pay the normal plan price; LevelUp adds the capacity.
LevelUp offer until 31 October 2026 at 11:59 pm Pacific. Annual: Basic 3×, Pro and Premium 10× sub-accounts. Monthly: 2×. Same plan prices.
The LevelUp offer ended on 31 October 2026. Plans below show standard capacity. Annual plans still include initial done-for-you setup.
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Pro
Our recommendation10×client capacity
3,000 sub-accounts (normally 300)
$3,970 /year
Charged once a year, upfront. Renews yearly.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
- Biggest jump: 300 to 3,000 accounts
Premium
10×client capacity
7,000 sub-accounts (normally 700)
$6,970 /year
Charged once a year, upfront. Renews yearly.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
- Dedicated CSM and private Slack
Only need to see who logs in? Login Activity
- Logins and activity for unlimited sub-accounts
- Check-in automations for clients who go quiet
- Initial done-for-you setup on annual
- No health, adoption, revenue, feedback or AI connector. No capacity boost.
$570 /year
Charged once a year, upfront. Renews yearly.
Your plan
- You pay
- Capacity
- Included
Prices in US dollars. Stripe shows the total, including any tax, before you pay. Subscription terms
30-day money-back guarantee. How refunds work
Secure checkout by Stripe. Card details never touch GoCSM.
Need more accounts or a custom setup? Talk to us
What happens after you pay
Pay with Stripe
You land on a welcome page with your install link and a receipt by email.
Install GoCSM in HighLevel
Choose your agency and approve access. GoCSM starts reading your sub-accounts.
Set up with our team
On annual plans we contact you to set up your included workflows, automations and data. Monthly plans use our step-by-step guides.
See it in under two minutes
A quick look at how GoCSM spots clients going quiet across your HighLevel sub-accounts and what you can do about it. The client in the video is an example.
Everything else in Basic, Pro and Premium
- Health inside HighLevel. Open a client and see its health score, risk signals and next actions in a panel beside your contacts.
- Product adoption. See which sub-accounts never set up calendars, phone numbers, workflows or email domains.
- Revenue and failed payments. MRR, renewals and failed payments from HighLevel SaaS billing, per client.
- Feedback. Ask client owners for a star rating inside HighLevel and read the comments in one place.
- AI connector. Ask Claude or another AI assistant about your clients. How it works
What agencies say
“Within a week, we could clearly see which clients were at risk and who needed help. It's massively improved engagement and stickiness in our agency.”
Eric KellyWARPlan
“I've worked at HighLevel for over five years—and I've never seen this depth of data. Adoption, logins, usage, feedback… all in one place. It's exactly what we needed to lower churn and boost retention.”
Jeroen De VosStreamlyne.io
“GoCSM helped us reduce churn, improve our onboarding, and instantly access insights that used to take hours. The product is great—and the team behind it is fantastic.”
Nicholas Scalice
Questions agencies ask
Which plan should I choose?
Count the HighLevel client sub-accounts you want GoCSM to watch, then pick the smallest plan that covers them with room to grow. Basic, Pro and Premium include every GoCSM feature; they differ only in capacity.
How long do I keep the extra capacity?
For as long as the same subscription keeps renewing on the same plan and billing. If you change plan or billing, the new plan gets its standard capacity. Moving from monthly to annual after 31 October gets standard annual capacity.
What does done-for-you setup include?
Our team sets up the workflows, automations and data your plan includes, with you, at the start. It is a one-time start, not ongoing custom work. Every annual plan includes it, including Login Activity at $570 a year, and it stays included after the LevelUp offer ends. Monthly plans set up on their own with our guides.
Is the annual price charged all at once?
Yes. Annual plans charge the full year upfront and renew yearly. Monthly plans charge each month. Stripe shows the exact total, including any tax, before you pay.
What if GoCSM is not right for us?
GoCSM has a 30-day money-back guarantee. Email [email protected] within 30 days. The subscription terms explain how refunds work.
What do the Premium annual extras include?
Premium annual plans bought during the LevelUp offer add a dedicated customer success manager and a private Slack channel with our team. Other plans do not include them.
We already pay for GoCSM. Can we get the offer?
We review existing subscriptions one by one. Email [email protected] before 31 October with your agency name.
Does Login Activity get a capacity boost?
No. Login Activity ($57/month or $570/year) already covers unlimited sub-accounts for login tracking. It does not include health scores, adoption, revenue, feedback or the AI connector. The annual plan includes initial setup.
Full rules are in the subscription terms.
Lock in your capacity before 31 October. Choose your GoCSM plan.
Annual plans include initial done-for-you setup. 30-day money-back guarantee.