Basic
Our recommendation3×client capacity
100 client sub-accounts
$1,970 /year
About $164/month. Charged once a year, upfront.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
Keep more of the clients you already have.
Every plan watches your HighLevel clients for churn signals and answers them with ready workflows. Basic, Pro and Premium include everything; they differ only in how many clients they cover.
Plans and prices
Standard capacity: Basic 100, Pro 300 and Premium 700 client sub-accounts. While the LevelUp offer runs, the plans below show the extra capacity you get at the same price.
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
300 client sub-accounts
$3,970 /year
About $331/month. Charged once a year, upfront.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
- Biggest jump: 300 to 3,000 accounts
Premium
Our recommendation10×client capacity
700 client sub-accounts
$6,970 /year
About $581/month. Charged once a year, upfront.
- Every GoCSM feature
- Initial done-for-you setup
- Setup is self-serve on monthly
- Dedicated CSM and private Slack
Just need login tracking? 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 adoption, revenue, feedback or AI connector. No capacity boost.
$570 /year
About $48/month. Charged once a year, upfront.
Your plan
- You pay
- Capacity
- Included
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
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
“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.”
Cris RodriguezGrow Pro Agency
Before you pay
Pay with Stripe
You land on a welcome page with your install button. Your receipt arrives by email.
Install GoCSM in HighLevel
Sign in as an agency admin, choose your agency and approve access.
Turn on your first workflow
Annual plans set it up with our team. Monthly plans follow our step-by-step guides.
- How soon do I see something?
- Install takes about two minutes. Your client list fills in as GoCSM finishes its first read of your sub-accounts.
- What can GoCSM access?
- What you approve in HighLevel: sub-accounts, users, logins and SaaS billing. Card details stay with Stripe.
- Will it message my clients?
- Not until you turn a workflow on. You set the wording and recipients first, and unhappy-feedback plays hold the email for your OK.
- Do I need SaaS mode?
- No. Logins, adoption and playbooks work without it. Revenue views read HighLevel SaaS billing when you use it.
- What if it isn’t right for us?
- 30-day money-back guarantee. Email [email protected] within 30 days to cancel and get your money back.
Full plans or Login Activity?
Login Activity is for agencies that only need to see who logs in and nudge clients who go quiet. The full plans add the client health, adoption, revenue and feedback views.
| What you get | Basic, Pro, Premium | Login Activity |
|---|---|---|
| Prebuilt HighLevel workflows for client problems | All playbooks | Login and inactivity playbooks only |
| Check-ins when clients go quiet | Included | Included |
| Failed payments and renewals caught per client | Included | Not included |
| AI connector (Claude, ChatGPT and other assistants) | Included | Not included |
| Logins and time per feature, per user | Included | Included |
| Product adoption across sub-accounts | Included | Not included |
| Revenue, renewals and wallet spend | Included | Not included |
| Client feedback requests | Included | Not included |
| Health score for every client | Included | Not included |
| Client sub-accounts | Basic 100, Pro 300, Premium 700 | Unlimited, for login tracking |
| Initial done-for-you setup | Annual plans | Annual plan |
Prices are in US dollars. Stripe may show the amount in your local currency, with any tax, before you pay. Full rules are in the subscription terms.
Pricing questions
How do I pick between Basic, Pro and Premium?
They include the same features. Pick the plan that covers the number of HighLevel client sub-accounts you want GoCSM to track, with room to grow.
What is a sub-account?
A HighLevel client location in your agency. GoCSM counts the sub-accounts you choose to track.
Is annual billed upfront?
Yes. Annual plans charge the full year at checkout and renew yearly. They cost ten times the monthly price, so you get two months free. Monthly plans charge each month.
What is included in done-for-you setup?
On every annual plan, including Login Activity, 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.
Can I get a refund?
Yes. GoCSM has a 30-day money-back guarantee. Email [email protected] within 30 days of paying.
What is the LevelUp offer?
Until 31 October 2026 at 11:59 pm Pacific, Basic, Pro and Premium bought at these prices get more capacity: 3× on Basic annual, 10× on Pro and Premium annual, 2× on monthly. Premium annual also gets a dedicated CSM and private Slack. The plans above apply it automatically while it runs.
Not sure which plan fits?
Type how many client sub-accounts you have above the plans and we will point you to one. Or ask us.