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
Trusted by thriving HighLevel agencies
The Questions That Keep You Up at Night
(We Built the Answers)
Login Activity
❓"Which clients are actually logging in?"
See every login, who, when, how long, how often. No more assuming they're using it because they're paying for it.
Product Adoption
❓"Are they using what they're paying for?"
Track every workflow, every feature, every automation execution across your entire agency. Know who's running 47 workflows and who activated zero.
Health AI
❓ "Who's about to cancel next? and what should I do about it?
Health AI scores every account automatically. Red flag before the cancellation email, not after.
| 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 |
Revenue Intelligence
❓ "How do I know which sub-accounts are actually generating business?"
Track wallet spend across every sub-account, SMS, emails, calls, premium workflows, 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.
Feedback
❓ "What do my clients actually think of my system?"
Automated feedback collection at the right moments. Not a generic NPS survey 6 months too late.
experience working with us?
your experience?
Automation
❓ "How do I run CSM at scale without hiring an army of VAs?"
Our AI detects the problem and suggests the action. Usage dropped? It triggers the action you need to take. Login stopped? It flags the account. You just approve, one click, done.
Know Where Every
Sub-Account Stands
Health scores update in real time so you know who's active, who's slipping, and who's about to cancel, before they do.
How do customers decide to cancel you?
Customers don't just cancel. They run a mental checklist:
"Am I dependent on this❓"
"Is my team actually using it❓"
"Is it making me money❓"
If the answer is no, they're gone.
Your job is to make every answer YES.
✅ Am I dependent on this?
Their website, appointments, and phone system all live on your platform. They can't leave without rebuilding everything.
✅ Is my team using it?
Show them. Live login activity tracking — no guessing, no surveys.
✅ Is it making me money?
Revenue intelligence that proves ROI in real numbers, not promises.
The CSM Workspace for GHL Agencies
The headquarters where all CSM decisions take place.
Revenue Retention Trend
Toggle to see how GoCSM changes your trajectory
Act early. Retain more
Revenue Intelligence
Understand how much you earn, spend and profit across all sub‑accounts with real‑time line and bar charts. Drill into revenue by plan or product to see where growth (or margin) is coming from.
Act early. Retain more
Login Activity V3
Monitor whether your customers are logging in to their accounts. Heatmap showing the percentage of your team online by hour. Use this to track utilization rates and identify core working hours.
Login Activity
Sub-account engagement at a glance
OUR SOLUTIONS
What GoCSM Helps You Do
Your customers leave when they’re confused, ignored, or bored.
GoCSM fixes that, with simple tools that show you what’s working, what’s not, and what to do next.
When customer started using
Conditions
Do this
When customer not using
Conditions
Do this
When customer
Do this
Payment Failed
Successful
Captured Yesterday
Payments
Since
Cust.
Cancelled on their
2nd Month (April)
Pricing
Don't assume, rely on real-time insights
Pay for outcomes, not tools.
Per account saved from churning.
Start with our PRO-PLAN at just
$147/month
Track up to 50 sub-accounts
5-Minute Setup
No Dev Needed
Enterprise Grade
Data Security
Real Time Data +
90-Day Historical Data
Custom Built
For HighLevel
Volume pricing kicks in automatically, the more sub-accounts you track, the lower your per-account rate becomes. Start with 50 accounts on your free trial to experience the full platform first.
Everything included in your plan
One plan. No feature gates. No add-ons.
Core Platform
Health Dashboard
Login Activity & Time Spent
HighLevel Feature Activation and Usage Tracking
Revenue Intelligence
In-app NPS Survey
Automations on important events such as prolonged inactivity, failed payment, upcoming annual renewal, etc.
AI & Predictions
AI-powered Account Health Insights
AI Churn Prediction Engine (Coming Soon)
AI Customer Success Manager (Coming Soon)
Automation
Automations on important events such as prolonged inactivity, failed payment, upcoming annual renewal, etc.
In-app Feedback Survey
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. If you'd like to track more, simply end your trial and connect as many accounts as you need — volume pricing kicks in automatically. During the trial period, tracking is capped at 50 accounts as data collection is resource-intensive on our end.
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. However, we do provide your agency's team with dedicated support, training, and best-practice guidance to help you master the customer success game.
🖥 Can I get a live demo of GoCSM?
Absolutely! You can book a live demo with our team — we'd love to walk you through GoCSM in action.
👨💻 What level of customer support do you provide to users of GoCSM?
As experts in customer success, we're dedicated to bringing success to our own users. By helping your agency thrive and improve client retention, everyone benefits. It's a chain of success — when you win, we win.
⚙️ 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. You'll receive a step-by-step guide upon signing up. For detailed onboarding instructions, you can access documents within the system or visit our help center.
🚀 What sets GoCSM apart from other customer support platforms?
GoCSM is the only CSM software designed specifically for the HighLevel platform. It empowers your CSM department to actively guide customers toward success by providing crucial insights that clarify the next steps. This enhances account health and builds strong, lasting relationships. Our proactive approach not only boosts customer satisfaction but also increases customer lifetime, turning routine support interactions into opportunities for growth and loyalty.
🤑 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. From our experience, SaaS compani
🕵🏻♂️ Do you support my customers?
No, we don't. GoCSM is a platform designed to help you oversee your customer base and manage key aspects to keep them engaged and paying monthly. It's a tool, not a done-for-you service. It includes Customer Health Scoring to identify and address potential issues before they escalate, Actionable Insights to understand your customers' needs more deeply, and Proactive Support Tools to help you reduce churn and build lasting relationships.
What Others Are Saying About GoCSM
Christine Seale
Travis Piepho
Melissa Blair
Don't assume,
rely on real-time insights
Pay for outcomes, not tools.
Per account saved from churning.
Christine Seale
Travis Piepho
Melissa Blair
SOCIALS
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