Explore GoCSM Resources for the latest Release Notes, insightful Webinars, best Customer Success Management Practices, and innovative Ideas to enhance your strategy.

Release Notes

GoCSM was crafted with insights from SaaSPreneurs like you. We’re committed to develop our platform to elevate your CSM practice. Explore our features roadmap, as well as in-progress and completed features, on our Ideas page at

Podcasts & Webinars

Dive into our GoCSM Podcasts and Webinars to deepen your understanding of customer success strategies and the latest industry trends. Connect with experts and broaden your expertise.
Our Channels:
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Discover GoCSM Events: Engage in dynamic sessions that connect you with industry leaders and innovative customer success strategies.


Join the conversation in the GoCSM Community Group! It’s a relaxed forum to discuss general questions, share insights on customer satisfaction and product adoption, and catch up on the latest updates and affiliate news. Let’s grow our GoCSM knowledge together!

Partner With Us

Boost your earnings with the GoCSM Affiliates Program, offering a generous 40% lifetime commission on referrals. Promote our leading customer success platform and enjoy sustained income through a simple, rewarding partnership designed to support and enhance your financial goals.

Passive Referral Program

Unlock an incredible earning opportunity with the GoCSM Passive Referral Program! For a limited time, when you sign up, we’ll automatically attribute three sign-ups under your account. You’ll earn a lifetime commission of 40% on each of their monthly recurring subscriptions. Imagine the potential earnings—yes, it’s that lucrative!

Don’t miss out on this extraordinary chance to generate passive income. Sign up for GoCSM now and start building your financial future effortlessly!
Trusted by thriving HighLevel agencies

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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