GoCSM is a customer success management platform designed specifically for HighLevel agencies.
It helps users monitor account activity, track customer health, and automate follow-ups based on behavior and usage data.
Key functions include:
Health scoring based on logins, feature usage, feedback, and plan type
Activity tracking, such as login frequency and engagement with specific tools
NPS feedback collection and analysis
Subscription and renewal tracking via Stripe integration
Automated workflows triggered by events like low usage, failed payments, or approaching renewals
A Success Center for managing calls, meetings, and onboarding progress
GoCSM is built to work within the HighLevel ecosystem and is intended for agencies that want to proactively manage customer retention and engagement.