Subscription terms
These terms describe subscriptions to GoCSM, customer success software for HighLevel agencies. Contact [email protected] with questions about your subscription.
Billing and cancellation
Subscriptions are billed in US dollars through Stripe, monthly or annually according to the plan selected. Annual subscriptions charge the annual total upfront. Subscriptions renew at the selected interval until cancelled. Review the plan, billing interval, total and any applicable taxes in checkout before paying.
Cancellation and refunds
You may cancel your subscription at any time. GoCSM's existing 30-day money-back guarantee applies. Contact [email protected] for cancellation or refund assistance.
Plan capacity and features
Basic, Pro and Premium include the full GoCSM product and track up to 100, 300 and 700 client sub-accounts respectively. Login Activity ($57/month or $570/year) is a feature-limited plan for login activity and check-in automations; it does not include health scores, product adoption, revenue, feedback or the AI connector.
Initial done-for-you setup
Every annual plan includes initial done-for-you setup: Basic, Pro, Premium and Login Activity. Our team coordinates with your agency to set up the workflows, automations and data your plan includes. It covers the initial setup only, not ongoing custom work, and your plan's feature limits still apply. Monthly plans do not include done-for-you setup. Annual setup is part of the annual plans and does not depend on the LevelUp offer.
LevelUp 2026 offer
The LevelUp offer applies to new Basic, Pro and Premium subscriptions started through 31 October 2026 at 11:59 pm Pacific time. At the displayed plan prices, it increases client sub-account capacity as follows:
- Monthly: Basic 200, Pro 600 and Premium 1,400 sub-accounts (2×).
- Annual: Basic 300 (3×), Pro 3,000 (10×) and Premium 7,000 (10×) sub-accounts.
The increased capacity continues while the qualifying subscription stays continuously active and renews on the same plan and billing interval. Changing plan or billing interval ends the increased capacity, and the new plan receives its standard capacity. Moving from monthly to annual after the offer ends receives standard annual capacity. Premium annual subscriptions started under the offer also include a dedicated customer success manager and a private Slack channel. Login Activity receives no capacity increase. Existing subscriptions are reviewed case by case; contact [email protected].
Connecting your agency
GoCSM connects to HighLevel through authorized account access. You can revoke the connection in your HighLevel marketplace settings. Revoking access and cancelling a paid subscription are separate actions; contact us if you need billing assistance.
Questions
Email [email protected] for subscription questions and [email protected] for policy questions. See our privacy policy for information about data use.