HighLevel's 007 Agent: Ready to Track Your Customers
GoCSM is built by HighLevel enthusiasts, just like you. We understand the challenges agencies face in keeping clients happy and preventing churn. That’s why we created a powerful customer success platform designed to integrate with HighLevel.
Monitor Your SaaS Agency’s Performance
Empower your strategic planning with the GoCSM Dashboard. It's designed to highlight your SaaS agency's most critical data, providing a holistic view of performance indicators across all dimensions of your business.
Revenue & Billing Dashboard
Instantly see current revenue, plan breakdowns, and what payments are expected next—giving you total control of your billing operations.
Real-Time Login Insights & Sessions Overview
Get up-to-the-minute visibility into user sessions, unique logins, and engagement patterns—complete with heatmaps, trend lines, and interactive charts.
Track Customers Login Activity
Monitor customer login activity to track engagement and identify inactive users. Gain insights into usage patterns and proactively re-engage customers before they churn.
Track & Boost Feature Adoption
Monitor adoption metrics in real time, pinpoint areas for training, and ensure every team member gets the most value from your platform.
Smart Automations for Product Adoption
Monitor time spent by users on specific features and trigger support actions, such as offering help documents or scheduling support sessions, to assist them in achieving their desired outcomes.
Activate Unused Features Now
Ever had customers unaware of features included in their plan? Take control: get alerts, share articles, or schedule demo calls to keep them informed.
Boost Discoverability with Dynamic In-app Banners
Control which feature pages display custom messages, configure timing, and keep low-engagement users in the loop.
GoCSM Health: Success Monitoring Overview
Track customer engagement, satisfaction, and retention risks in one place. Use real-time health insights to take proactive action and reduce churn.
| Company Name | Last Updated | Login Activity | Product Adoption | Feedback (NPS) | Health Status | Assigned CSM | Actions | |
|---|---|---|---|---|---|---|---|---|
| AlphaWave | 3h ago |
5/5100%
|
15/1694%
|
   90% |
Thriving82%
|
| ||
| BetaLink | 5d ago |
3/560%
|
9/1656%
|
55% |
Steady50%
|
| ||
| BioVita | 7h ago |
5/5100%
|
12/1675%
|
95% |
Thriving88%
|
| ||
| Code Sphere | 2h ago |
3/560%
|
8/1650%
|
 80% |
Healthy70%
|
| ||
| Capital Flow | 2d ago |
2/540%
|
6/1638%
|
60% |
Healthy55%
|
| ||
| DeltaWorks | 2w ago |
2/540%
|
8/1650%
|
30% |
At-risk20%
|
| ||
| EpsilonSoft | 10d ago |
1/520%
|
3/1619%
|
20% |
At-risk15%
|
| ||
| Market Hive | 1mo ago |
1/520%
|
4/1625%
|
40% |
Steady32%
|
| ||
| Pixel Core | 3d ago |
4/580%
|
10/1663%
|
75% |
Healthy65%
|
| ||
| QuickSync | 8d ago |
0/50%
|
2/1613%
|
25% |
At-risk10%
|
|
Bulk Actions
Add to Workflow
Real-Time & Smart Health Scoring
Our Automated Health Status continuously tracks logins, feature usage, and user feedback to generate a single, up-to-date health score—helping you spot at-risk customers before it’s too late.
Capture Users Feedback and Happiness Level
Track user sentiment and collect valuable feedback to measure happiness levels. Understand customer satisfaction trends and take proactive steps to improve retention.
Visualize Customer Churn Over Time
See exactly how each month’s new sign-ups perform across their first year—spot early drop-offs, track long-term retention, and quickly identify which cohorts need extra support.
| Customer Since | New Customers | M0 | M1 | M2 | M3 | M4 | M5 | M6 | M7 | M8 | M9 | M10 | M11 | M12 | Remaining |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 25 | 233 | 4 (2%) | 24 (10%) | 24 (10%) | 24 (10%) | 24 (10%) | 209 (90%) | ||||||||
| Feb 25 | 248 | 17 (7%) | 26 (10%) | 26 (10%) | 26 (10%) | 36 (15%) | 36 (15%) | 46 (19%) | 83 (33%) | 83 (33%) | 83 (33%) | 83 (33%) | 83 (33%) | 165 (67%) | |
| Mar 25 | 218 | 8 (4%) | 19 (9%) | 19 (9%) | 19 (9%) | 19 (9%) | 19 (9%) | 19 (9%) | 33 (15%) | 33 (15%) | 33 (15%) | 81 (37%) | 81 (37%) | 81 (37%) | 137 (63%) |
| Apr 25 | 380 | 6 (2%) | 8 (2%) | 28 (7%) | 28 (7%) | 45 (12%) | 45 (12%) | 45 (12%) | 45 (12%) | 45 (12%) | 45 (12%) | 45 (12%) | 73 (19%) | 202 (53%) | 178 (47%) |
| May 25 | 268 | 14 (5%) | 14 (5%) | 26 (10%) | 26 (10%) | 26 (10%) | 64 (24%) | 97 (36%) | 150 (56%) | 198 (74%) | 253 (94%) | 15 (6%) | |||
| Jun 25 | 445 | 17 (4%) | 17 (4%) | 17 (4%) | 76 (17%) | 76 (17%) | 76 (17%) | 76 (17%) | 369 (83%) | ||||||
| Jul 25 | 343 | 6 (2%) | 10 (3%) | 10 (3%) | 10 (3%) | 10 (3%) | 10 (3%) | 54 (16%) | 54 (16%) | 54 (16%) | 54 (16%) | 142 (41%) | 142 (41%) | 142 (41%) | 201 (59%) |
| Aug 25 | 359 | 28 (8%) | 28 (8%) | 28 (8%) | 53 (15%) | 53 (15%) | 53 (15%) | 53 (15%) | 53 (15%) | 53 (15%) | 53 (15%) | 53 (15%) | 306 (85%) | ||
| Sep 25 | 230 | 2 (1%) | 19 (8%) | 19 (8%) | 19 (8%) | 19 (8%) | 19 (8%) | 19 (8%) | 58 (25%) | 73 (32%) | 73 (32%) | 103 (45%) | 152 (66%) | 78 (34%) | |
| Oct 25 | 463 | 12 (3%) | 12 (3%) | 53 (11%) | 53 (11%) | 53 (11%) | 53 (11%) | 53 (11%) | 53 (11%) | 63 (14%) | 63 (14%) | 63 (14%) | 63 (14%) | 63 (14%) | 400 (86%) |
| Nov 25 | 162 | 14 (9%) | 22 (14%) | 22 (14%) | 22 (14%) | 30 (19%) | 30 (19%) | 51 (31%) | 60 (37%) | 131 (81%) | 31 (19%) | ||||
| Dec 25 | 247 | 19 (8%) | 40 (16%) | 40 (16%) | 40 (16%) | 40 (16%) | 53 (21%) | 53 (21%) | 53 (21%) | 53 (21%) | 53 (21%) | 53 (21%) | 194 (79%) | ||
| Average (%) | 3% | 4% | 8% | 9% | 9% | 11% | 12% | 13% | 17% | 20% | 27% | 30% | 40% | 60% | |
