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.
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.
GoCSM Health: Success Monitoring Dashboard
Track customer engagement, satisfaction, and retention risks in one place. Use real-time health insights to take proactive action and reduce churn.
View and manage a list of all sub-accounts, track their status, usage, and engagement to optimize customer retention and support.
Monitor customer health status to assess engagement, satisfaction, and retention risks, ensuring proactive success management.
Track which services customers are actively using to assess engagement, identify adoption trends, and optimize retention strategies.
Automatically assigns sub-acocunts to the correct SaaS plan based on their subscription, ensuring accurate access and billing.
Indicates whether a customer is active or has churned, helping track retention and identify re-engagement opportunities.
Premium sub-accounts are high-value clients with greater engagement and revenue potential. They receive priority support, exclusive features, and require proactive management to maximize retention and long-term growth.
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.
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.
Monitor Your SaaS Agencyβs 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.
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.