GoCSM is a customer success platform designed specifically for SaaS agencies using HighLevel. It helps teams reduce churn, track account health, and improve customer engagement across every stage of the lifecycle.
GoCSM provides visibility across three layers: Agency, Sub-account, and User level. You can monitor logins, product usage, feedback scores, subscription status, and behavior patterns — all in one place.
Key features include:
Health Scores: Categorize accounts as Thriving, Healthy, Steady, or At Risk based on logins, usage, plan type, and sentiment.
Product Adoption Reports: See which tools your customers use most (and least), and track time spent across features.
Login Tracking: Know which users are active and who has dropped off.
Feedback Collection: Run NPS surveys and monitor trends over time.
Subscription Monitoring: Connect Stripe to track renewals, payment failures, and plan status.
Automation Triggers: Get notified or take action when users go inactive, a renewal is coming up, or usage drops.
GoCSM is built to integrate deeply with HighLevel, giving agencies a reliable system to manage customer health, identify churn risks early, and retain more accounts — without adding more manual work.
It’s used by SaaS agencies, CSM teams, and operations managers who want smarter insights, less guesswork, and a scalable success framework.