● GoCSM V3
#7 Most Installed · HighLevel Marketplace
Detect
Churn
Months Ahead
Before Happening
Monitor login activities
What features is being activated and executed
Track every sub-account's wallet spend
GoCSM ai detects churning accounts months ahead
And much more
38.1K+
Sub-accounts tracked
90 days
Historical data immediately
7 min
Setup time
In less than 7-minutes, you'll be mind blown 🤯 by what you uncover about
your customers!
After submitting this form, you'll be redirected to our HighLevel marketplace
app
Our Mission: Get You to HighLevel's Diamond Award
Custom-Built for HighLevel
Real-Time + 90-Day Historical Data
Trusted by thriving HighLevel agencies
Our Mission
Get You to HighLevel's Diamond Award.
And stay there.
Stop Guessing Why Clients Leave. Start Knowing Why They Stay.
Predict churn before it happens, not after the cancellation email
See exactly who's using your platform, who's not, and who's about to ghost
Track every sub-account's wallet spend, when usage drops, churn is next
See which customers are at risk in minutes
See Which Customers Are at Risk →
No credit card required · Setup takes 7 minutes
Core Features
The QuestionsThat Keep You Up at Night
(We Built the Answers)
🔐 Login Activity
❓ "Which clients are actually logging in?"
See Every Login Details,
Spot Ghosting Users
See every login — who, when, how long, how often. No more assuming they're using it because they're paying for it. Track utilization rates, identify ghosting accounts, and re-engage before the cancellation email arrives.
View Login Activity Now →Free to try. No credit card required.
Login Activity
Questions We Answer
Login Activity
Outcomes
Churn Saved
8
accounts this quarter
ARR Protected
$640K
prevented from churn
Expansion
$240K
3 upsell-ready accts
CS Outreach Effectiveness
Re-engaged
74%
Upsell closed
58%
Still at-risk
26%
Login Frequency — All Accounts
Heavy 28%
Regular 34%
Casual 22%
Ghosting 16%
Login Activity
What You Can Do
Sort: Last Login
Status: At Risk
Plan: All
JM
Jamie Martinez
Acme Corp
4h 12m
Heavy
SC
Sara Chen
Nova Partners
2h 38m
Regular
RK
Raj Kumar
TechStart Inc
22m
Casual
BW
Beth Wilson
Bright Solutions
—
Ghosting
0 users selected
Product Adoption
How Deep Are Your Accounts?
All Features
Workflows
Email
Calendars
—
Assets
›
—
Active
›
—
Engagement
›
—
Hrs Spent
Accounts Reaching Engagement
—
Product Adoption
Feature Adoption Breakdown
Top by Engagement
Workflows
88% of accounts
Best Activation
Email
86% activation rate
Most Time Spent
Conversations
340 hrs avg/mo
Workflows
88%
295 accts
Email
74%
248 accts
Calendars
61%
205 accts
SMS
55%
184 accts
Contacts
48%
161 accts
Phone
44%
147 accts
Payments
39%
131 accts
Conversations
33%
110 accts
Menu Links
21%
70 accts
Product Adoption
What You Can Do
Activation: Low
Plan: All
Sort: Gap Size
TS
TechStart Inc
15 created
3 active20%
BS
Bright Solutions
9 created
1 active11%
WD
Wave Digital
11 created
4 active36%
PA
Peak Agency
7 created
3 active43%
0 accounts selected
📊 Product Adoption
❓ "Are they using what they're paying for?"
How Deep Are Your Accounts?
Track every workflow, every feature, every automation execution across your entire agency. Know who's running 47 workflows and who activated zero. See how deep each account is and step in before shallow accounts churn.
See Past 90 Days of Feature Usage Free →No card. Setup in 7 minutes.
🧠 Health AI
❓ "Who's about to cancel next? And what should I do about it?"
AI Health Scores for Every Account
Health AI scores every account automatically — 0–100 — calculated from Product Adoption (40%), Revenue Intelligence (30%), Customer Sentiment (20%), and Login Activity (10%). Red flag before the cancellation email, not after.
Get an Early Warning System →Free trial. No credit card required.
Account Health
Live scoring
Overview
Sub-Accounts
Configure
0
/ 100
Healthy
Score Breakdown
Product Adoption
Revenue Intelligence
Customer Sentiment
Login Activity
Health Distribution — All Accounts
Thriving 34%Healthy 38%Steady
18%At Risk 10%
Needs Attention
Bright Solutions
At
Risk↓
28
$160/mo
TechStart Inc
At
Risk↓
38
$240/mo
Wave Digital
Steady↓
44
$180/mo
58
Thriving
65
Healthy
31
Steady
16
At Risk
| Account | Stage | Score | Band | Trend | MRR |
|---|---|---|---|---|---|
|
Acme Corp
|
Mature |
84
|
Thriving | ↑ | $480 |
|
Nova Partners
|
Growth |
71
|
Healthy | → | $320 |
|
Peak Agency
|
Growth |
62
|
Healthy | ↑ | $200 |
|
Wave Digital
|
Mature |
44
|
Steady | ↓ | $180 |
|
TechStart Inc
|
Onboarding |
38
|
At Risk | ↓ | $240 |
|
Bright Solutions
|
Mature |
28
|
At Risk | ↓ | $160 |
Pillar Weights (must
total 100%)
Feature Priority
Workflows
3× impact
High
Calendars
2× impact
Medium
Payments
1× impact
Low
SMS
2× impact
Medium
Lifecycle Stage Boundaries
Onboarding
0 – 90 days
Growth
91 – 180 days
Mature
181 days +
Revenue Intelligence
See How GoCSM Changes Your Numbers
Monthly MRR
$48,200
↓ Losing $380/mo
Net Revenue Retention
88%
↓ Below 100%
Monthly Churn
4.2%
↑ Rising
Without GoCSM
With GoCSM
Without GoCSM
Slowly declining — customers leaving unnoticed
Revenue Intelligence
Where Your Revenue Comes From
Highest-Value Plan
Agency
$24,600 MRR
Highest Churn Risk
Starter
6.8% monthly churn
Best NRR Plan
Pro
118% net retention
MRR by Plan
Churn by Account Age
0–1 mo (32%)
1–3 mo (24%)
3–6 mo (18%)
6–12 mo (15%)
1 yr+ (11%)
Revenue Intelligence
Catch Revenue Before It Leaves
Failed Payment
Renewal: 30 days
Sort: MRR at Risk
MG
Metro Growth Co
Agency · Failed payment · 3 retries
$1,840
SV
Skyline Ventures
Pro · Renews in 6 days · Low health
$1,290
CL
Coastal Labs
Growth · Wallet low + ongoing usage
$940
NX
Nexus Partners
Pro · Renews in 14 days · Declining MRR
$870
0 accounts selected
💰 Revenue Intelligence
❓ "How do I know which sub-accounts are actually generating business?"
See How GoCSM Changes Your Numbers
Track wallet spend across every sub-account, SMS, emails, calls, premium workflows, and rebilling revenue. When a sub-account stops spending, they've stopped getting leads. That's your early warning, not the cancellation email 3 weeks later.
Monitor All Sub-Account Wallet Spend →Try free. Data for the last 3 months.
💬 Customer Feedback
❓ "What do my clients actually think of my system?"
From Request to Testimonial, Automated
Automated feedback collection at the right moments. Not a generic NPS survey 6 months too late. Collect text and video testimonials, track sentiment across every account, and turn your happiest clients into your best marketing asset.
Get Started — 14-Day Free Trial →No credit card required.
Customer Feedback
From Request to Testimonial
NV
Nova Ventures
Agency
94
BG
Bright Growth Co
Pro
88
PX
Pixel Labs
Pro
74
0 accounts selected
Submitting as Jake M. · Nova Ventures
How would you rate your
experience working with us?
experience working with us?
★
★
★
★
★
How would you like to share
your experience?
your experience?
Text
Write a review
Video
Record a clip
Your testimonial
★★★★★
Thank you, Jake!
Your feedback has been shared with our team. We truly appreciate it!
NV
Jake M. — Nova Ventures
Client · just now
⭐⭐⭐⭐⭐
Text
"Working with your team has been a game changer. You helped us scale from 50
to 120 clients and the automations alone saved us 20 hours a week."
BG
Sara K. — Bright Growth Co
Client · 2 hours ago
⭐⭐⭐⭐⭐
Video
"We've tried other agencies and none came close. The results speak for
themselves — 3x ROI in our first quarter together."
PX
Chris R. — Pixel Labs
Client · Yesterday
⭐⭐⭐⭐⭐
Text
"Incredible support and real results. They set up our entire CRM, built our
funnels, and we haven't looked back since."
GoCSM AI
GoCSM AI
🤖 GoCSM AI
❓ "How do I run CSM at scale without hiring an army of VAs?"
AI Detects the Problem and Triggers the Action
Our AI detects the problem and suggests the action. Usage dropped? It triggers a re-engagement sequence. Login stopped? It flags the account. Payment failed? It starts a recovery campaign. You just approve — one click, done.
Automate Your First CSM Practice →Less than 10 minutes to set up. You will love it.
38.1K+
Sub-accounts tracked
across agencies
across agencies
#7
Most installed app
on HighLevel
on HighLevel
90
Days of historical data
available on day one
available on day one
7 min
To set up and start
tracking your accounts
tracking your accounts
The Cancel Mindset
How Do Customers Decide to Cancel?
Customers don't just cancel. They run a mental checklist. Your job is to make every answer YES.
Questions
Customers Ask:
✅
"Am I dependent on this?"
Their website, appointments, and phone system all live on your platform. They can't
leave without rebuilding everything. GoCSM helps you measure and deepen that dependency before it becomes
a question.
✅
"Is my team actually using it?"
Show them. Live login activity tracking — no guessing, no surveys. Know exactly who's
logging in, how long, and how often.
✅
"Is it making me money?"
Revenue intelligence that proves ROI in real numbers, not promises. Track wallet
spend, NRR, and MRR by plan.
Getting Started
Your Journey with GoCSM
From install to insights in under 15 minutes.
⚡ Start Here
Install GoCSM — No Credit Card Needed
Once you sign up on this page, you'll be redirected to our HighLevel marketplace app.
Simply click the install button and follow the prompts. Done in minutes.
1
2
⏱ 10 Minutes
Pull Your Agency's Last 90 Days of Data
After installing, wait about 10 minutes while GoCSM works its magic. Once the sync
completes, you'll have a full 90-day view of your customers' behavior, ready to explore.
⚙️ Configure
Health Configuration
Head to the Health Configurator and decide what matters most to your agency, or leave
it on our suggested defaults. Either way, your health scores are meaningful from day one.
3
4
📊 Monitor
Monitor Across Dashboards
Keep an eye on your customers across GoCSM's multiple dashboards. Let the AI summaries
surface what's important, so you know exactly where to focus your attention.
🎓 Community
Join Our Training Calls
We run recurring training calls covering the latest best practices, new features, and
real agency strategies. Show up, ask questions, and get more out of GoCSM every week.
5
The Platform
The CSM Workspace for GHL Agencies
The headquarters where all CSM decisions take place.
📉 Stop The Leaks
Cohort Analysis & Retention Heatmap
See how each month's signups behave across the year. Spot drop-off patterns, track long-term value, and improve onboarding based on real data. Identify the exact month where churn spikes and take action.
Start Free Trial →| Customer Since | New | M1 | M2 | M3 | M4 | M5 |
|---|---|---|---|---|---|---|
| Nov 2024 | 24 | 92% | 78% | 71% | 64% | 61% |
| Dec 2024 | 31 | 90% | 52% | 65% | 70% | 74% |
| Jan 2025 | 28 | 88% | 74% | 68% | 60% | — |
| Feb 2025 | 19 | 94% | 76% | 62% | — | — |
| Mar 2025 | 10 | 90% | 38% | — | — | — |
⚠️ 10 customers from March 2025 cancelled on their 2nd month (April)
Pricing
Pay per account saved from churning
Pay for Outcomes, Not Tools. Don't assume — rely on real-time insights.
#7 Most Installed on HighLevel
38.1K+ Total Installs
7-Minute Setup — No Dev Needed
Heartbeat Data
✦ Pro Plan
$
147
/month
Track up to 50 sub-accounts
Start 14-Day Free Trial →
No Credit Card Needed · Cancel Anytime
✦ 7-Minute Setup
✦ No Dev Needed
✦ Real-Time + 90-Day Data
✦ Custom-Built for HighLevel agencies
Core Platform
✓ Health Dashboard
✓ Login Activity & Time Spent
✓ HighLevel Feature Activation & Usage Tracking
✓ Revenue Intelligence
✓ In-App Feedback request
AI & Predictions
✓ AI-Powered Account Health Insights
✓ AI Churn Prediction Engine (Coming Soon)
✓ AI Customer Success Manager (Coming Soon)
Automation
✓ Automations on prolonged inactivity
✓ Failed payment & upcoming renewal triggers
✓ In-App Feedback Survey
What about if I want to track more than 50 accounts? Volume pricing kicks in automatically,
the more sub-accounts you track, the lower your per-account rate becomes.
What Others Are Saying
Real Results from Real Agencies
FAQ
Frequently Asked Questions
Need something cleared up? Here are our most common questions.
What if I need to track more than 50 accounts?
We offer up to 50 sub-accounts on the free trial so you can experience the full platform.
Connect as many accounts as you need — volume pricing kicks in automatically.
Does GoCSM provide customer success support to my customers?
No, GoCSM is purely a CSM software platform. We don't offer white-label customer support to
your end customers.
How simple is it to integrate GoCSM with GHL?
Integrating GoCSM is just two easy steps: First, white-label GoCSM under your brand, then
integrate it with your HighLevel account.
How can GoCSM help improve customer retention rates?
GoCSM offers tools to monitor customer health through key elements: customer satisfaction
level, product adoption, and login frequency.
Get Started Today
Don't assume,
rely on real-time insights
Pay for outcomes, not tools.
Per account saved from churning.
Get Started · No Credit Card Required
Eagle-eye Dashboard
Login Tracking
Feature Usage Insights
Cancel Button Detection
Upcoming Renewal Triggers
Feedback (NPS)
Health Scoring
Smart Lists & Filters
Custom Menu Tracking
Automations
CSM Hours
Eagle-eye Dashboard
Login Tracking
Feature Usage Insights
Cancel Button Detection
Upcoming Renewal Triggers
Feedback (NPS)
Health Scoring
Smart Lists & Filters
Custom Menu Tracking
Automations
CSM Hours
Churn Cohorts
Company Health
Missed Feature Reminders
Stripe Automations
Revenue Dashboard
Product Adoption
In-App Banners
Pre-built Pipelines
GoCSM Widget
Success Center
Churn Cohorts
Company Health
Missed Feature Reminders
Stripe Automations
Revenue Dashboard
Product Adoption
In-App Banners
Pre-built Pipelines
GoCSM Widget
Success Center