GoCSM watches every client in your HighLevel agency every night. When one starts to slip, it tells you and runs a ready-made workflow to bring them back.
Built for HighLevelRuns in your own HighLevel account30-day money-back guarantee
GoCSM notices nobody at Bright Dental has logged in for 23 days, runs a check-in workflow from your HighLevel, and the client logs back in.
GoCSM spots a declined card at Peak Roofing, sends a card-update link from your HighLevel, and the payment is recovered.
GoCSM sees Lumen Spa renews in 12 days while usage slips, sends a value recap from your HighLevel, and the client renews.
You ask Claude which clients are slipping. Through the GoCSM AI connector it names three, and after your OK sends each owner your booking link through HighLevel.
How GoCSM works
GoCSM checks every client account every night. When something’s off, it tells you and answers with the right HighLevel workflow.
Activation
The problem
New clients never finish onboarding, so they never see results.
How GoCSM fixes it
GoCSM welcomes every new client and spots the ones who stall or never log in, then nudges them with a ready workflow.
Step-by-step setup tracker
Usage
The problem
Usage drops quietly, and the client starts wondering why they’re paying.
How GoCSM fixes it
See which features every client set up and uses, and get a ready workflow when their automations, texting or bookings stop.
Login
The problem
The client’s team stops logging in, and you don’t notice until they cancel.
How GoCSM fixes it
See every login for every user, plus an AI summary of each account and what to do next.
Revenue
The problem
Failed cards and slipping renewals turn into cancellations.
How GoCSM fixes it
Catch failed payments and upcoming renewals with automatic card-update reminders, and see revenue and wallet spend for every client.
Feedback & growth
The problem
Clients leave without telling you why.
How GoCSM fixes it
Ask how they’re doing. Happy clients get asked for a review, unhappy ones reach you first, and you see who’s ready to upgrade.
Ready on day one
Each playbook pairs a warning sign with the follow-up to send. Most come with a short video and install as a HighLevel workflow.
No one on the client's team has logged in for 21+ days.
A recent payment failed or the card was declined.
Renews within 30 days and showing warning signs.
A new onboarding account shows little or no activity.
They haven't sent a single text for 7 days, after steady texting before.
Left low or negative feedback recently.
“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.”
“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.”
“Sales weren't the problem—retention was. We knew lowering attrition from 4.7% to under 3% meant thousands in profit, but manually tracking client health and logins just wasn't scalable.”
LevelUp offer · until 31 October 2026 at 11:59 pm Pacific
Each of your HighLevel clients is one sub-account. Normally Basic covers 100, Pro 300 and Premium 700.
Annual plans watch 3× to 10× more clients. Pro goes from 300 to 3,000 clients, still $3,970 a year.
The extra capacity stays as long as the same plan renews. Annual plans include setup with our team.
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.
Type how many clients you have and we'll point you to a plan. 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.
You left checkout before paying. Your plan is still selected below.
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3×client capacity
100 client sub-accounts
About $164/month. Charged once a year, upfront.
10×client capacity
300 client sub-accounts
About $331/month. Charged once a year, upfront.
10×client capacity
700 client sub-accounts
About $581/month. Charged once a year, upfront.
About $48/month. Charged once a year, upfront.
Prices are in US dollars. Stripe may show the amount in your local currency, with 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
You land on a welcome page with your install button. Your receipt arrives by email.
Sign in as an agency admin, choose your agency and approve access.
Annual plans set it up with our team. Monthly plans follow our step-by-step guides.
One of your clients in HighLevel. GoCSM plans are sized by how many client sub-accounts they watch: Basic 100, Pro 300 and Premium 700 normally.
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.
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.
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.
Yes. Annual plans charge the full year upfront and renew yearly. Monthly plans charge each month. Prices are in US dollars; Stripe may show the amount in your local currency, with any tax, before you pay.
GoCSM has a 30-day money-back guarantee. Email [email protected] within 30 days. The subscription terms explain how refunds work.
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 review existing subscriptions one by one. Email [email protected] before 31 October with your agency name.
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.
Annual plans include setup with our team. 30-day money-back guarantee.
