Your Customer Success Toolkit. Always Watching. Always Ready.

From login behavior to renewals and hidden feature gaps—GoCSM is your agency’s silent success agent.
Built for HighLevel pros who want to act before the damage is done.

Think of it as your own 007—minus the tux, but twice as effective.

See who’s healthy—and who’s not.

Real-time visibility into which accounts are thriving, slipping, or at risk.

Health Status
Company 1
Thriving 90%
Company 2
Thriving 84%
Company 3
Healthy 74%
Company 4
At-risk 25%

Not just support tickets. Real sentiment.

Track how your customers feel using built-in feedback tools and behavior signals.

Your revenue, at a glance.

Instantly see current revenue, plan breakdowns, expected payments, and cancellations.

When user is
inactive
Conditions

Know who’s active and who’s gone quiet.

Monitor login trends, session time, and user behavior to catch early warning signs.

Trigger support when usage signals it.

If they spend too long, drop off, or ignore a feature—automatically offer help, tips, or demos.

Conditions
If spent more than
When customer

Stop churn before it finishes processing.

Get alerted the moment someone cancels, downgrades, or hits a renewal window.

Turn behavior into real-time risk tracking.

Logins, usage, feedback, and payments power each customer’s dynamic score.

Sub-account Activities
Login Activty
4/5 80%
Product Adoption
12/16 84%
Feedbacks
😀😀😀 74%

Create segments that actually help you act.

Filter users by behavior, engagement, health, plan type, or renewal status.

Visualize retention across every cohort.

Track monthly signup cohorts and see how engagement and churn evolve over time.

Your entire book of business, sorted smartly.

One view to see health, sentiment, usage, score, and team assignment. Filter with ease.

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%

Easily manage multiple accounts with Bulk Actions, allowing you to update health status, company status, and more in just a few clicks. Plus, advanced filtering helps you quickly sort and find the data you need for better decision-making and customer management.

View and manage a list of all sub-accounts, track their status, usage, and engagement to optimize customer retention and support.

Track the Active Users count for each sub-account to identify engagement trends and improve retention.

Track which services customers are actively using to assess engagement, identify adoption trends, and optimize retention strategies.

Track user sentiment and collect valuable feedback to measure happiness levels. Understand customer satisfaction trends and take proactive steps to improve retention.

Monitor customer health status to assess engagement, satisfaction, and retention risks, ensuring proactive success management.

Assign Customer Success Manager (CSM) to sub-accounts, focusing on proactive management to enhance client engagement and revenue growth. They provide priority support, ensure access to exclusive features, and work to maximise retention and long-term success.

Enable Actions to Set Premium, Enable Feedback, and the GoCSM Widget to sub-accounts to enhance management and user engagement.

You don’t need 5 different tools. You need the right one

GoCSM brings visibility, automation, and insight to every customer relationship.