Stop Churn Before It Starts With GoCSM
Proactive customer success software, built for HighLevel agencies.
Agencies trusted GoCSM to reduce churn and grow their revenue
The First Next-Generation CSM
GoCSM is the first in the HighLevel marketplace with a AI-powered health score that can pull customer data, as well as incorporate data from the customer.
Know Where Every Customer Stands
Health and happiness scores update in real time so you know who’s on track, who needs a check-in, and who’s at risk.
Run a Success Process — Without Hiring a Full CSM Team
You don’t need a big team to deliver consistent, high-touch customer success.
GoCSM shows what’s been done, what’s missing, and where your customers stand—so nothing slips through.
Login Activity
Be aware of how frequently your customers log in to your system and the time spent. And automate actions accordingly.
Product Adoption
Enhance client retention by tracking which tools your customers rely on and the ones they do not, based on their product adoption.
Happiness Level
Classify customers based on the value they believe they are getting from your system, ranging from highly satisfied to dissatisfied.
GoCSM V3 New Features
Real-time visibility into which accounts are thriving, slipping, or at risk.
Revenue Retention Trend
Toggle to see how GoCSM changes your trajectory
Act early. Retain more
Revenue Intelligence
Understand how much you earn, spend and profit across all sub‑accounts with real‑time line and bar charts. Drill into revenue by plan or product to see where growth (or margin) is coming from.
Act early. Retain more
Login Activity V2
Monitor whether your customers are logging in to their accounts. Heatmap showing the percentage of your team online by hour. Use this to track utilization rates and identify core working hours.
Login Activity
Sub-account engagement at a glance
OUR SOLUTIONS
What GoCSM Helps You Do
Your customers leave when they’re confused, ignored, or bored.
GoCSM fixes that — with simple tools that show you what’s working, what’s not, and what to do next.
When customer started using
Conditions
Do this
When customer not using
Conditions
Do this
When customer
Do this
Payment Failed
Successful
Captured Yesterday
Payments
Since
Cust.
Cancelled on their
2nd Month (April)
A Letter from the Founder
Hey SaaSPreneur,
When we all jumped into reselling HighLevel solutions, we had one goal in mind—build a real SaaS business. One with recurring revenue, loyal users, and the freedom that comes with residual income. But let’s be honest… many of us ended up right back in agency mode. High churn, clients expecting DFY service, and constantly chasing new signups just to stay afloat.
That’s not SaaS. That’s survival.
If you truly want to run a SaaS business, you need to start asking the right questions:
Are they happy?
GoCSM helps you measure customer happiness—not just through surveys, but through actual behavior, usage signals and on-going interactions.
Are they using it?
If they’re not using it, they’re canceling it. GoCSM tracks inactivity and triggers actions to re-engage users before they disappear.
Are they fully dependent on it?
Our goal is full user dependency. GoCSM pinpoints underused features and launches automated workflows to drive deeper adoption and stickiness.
Are they logging in?
No logins = no interest. GoCSM doesn’t just monitor logins—it makes your platform so essential that users have to log in. It becomes part of how they operate.
Are they making their money back?
Let’s be real—no one cancels a tool that’s paying for itself. GoCSM helps prove your value by tying usage to real business outcomes and ROI.
This is the difference between dropshipping SaaS solutions... and actually running a SaaS company.
Let’s build the business we meant to build.
Founder, GoCSM
All Features Included In All Plans
On-Demand Dashboard
See all your client activity in one place. Track logins, usage, feedback, and churn risk from a single real-time view.
Live Health Status
Automatically calculates customer health based on logins, usage, and user feedback sentiment.
Custom Feedback Widget
Make it easier than ever for users to share feedback. Personalize your messages, filter reviews, and match your brand style.
Product Adoption Overview
View usage by user or sub-account. Spot which tools are working and where to give extra help.
In-App Banners
Show helpful tips inside your app. Target users who need help and turn reminders into faster adoption.
User Adoption Dashboard
Group users by activity. See who’s active, who’s quiet, and who needs a nudge.
Login Activity Tracker
Track logins day by day. Get alerts when users go 30 days inactive and send auto reminders.
White-Label Activity Center
Show customers how their team uses the CRM. Present it with your own logo.
Prebuilt Pipelines
Adoption, Billing, Login, Happiness, Churn, and Score pipelines. Visualize every customer journey stage without setup time.
Company Health Pipeline
See all clients by health stage such as Thriving, Healthy, or At-Risk. Focus where it matters most.
Happiness Pipeline
View all feedback by sentiment. Reward promoters and fix issues before clients leave.
Product Adoption Pipeline
See which features your clients use most. Find where onboarding is falling short.
Subscription + Billing Pipeline
Track every account from trial to renewal. Get alerts for potential revenue risks.
Top Spenders Pipeline
Spot your highest-value clients quickly and keep them loyal with extra attention.
GoCSM Embeddable Widget
See client data inside their sub-account. Usage and health appear with no extra tabs needed.
Success Center
Reduce reactive support time and help your clients self-serve with centralized onboarding checklists, call recordings, and training media.
Smart Lists
Find the right clients fast. Filter inactive, unhappy, or premium users and run 1-click automations.
CSM Hours by Plan
Save time tracking support hours. Automatically set limits by plan using Stripe data.
Customer-Touch Automations
Reach out automatically when users go quiet. Trigger emails for missed logins, low usage, or bad feedback to stay on time.
Internal Team Automations
Keep your team updated. Send instant alerts for risks, failed payments, or detractors so nothing goes unnoticed.
Billing + Churn Triggers
Get automatic alerts for cancellations, renewals, or payment fails. Stay ahead of churn.
Auto-Sent Reports
Send weekly or monthly usage reports to your clients. Show clear progress and results.
Cohort Reports
See how long customers stay. Color-coded charts make it easy to spot where churn peaks.
Churn Cohorts (12-Month View)
See retention by signup month. Spot which cohorts stay longest and find your best patterns.
Pricing
Core
Fits Startups
$197
USD Per Month
1 GoCSM User
100 Users Tracking
All Features Included
Pro
Fits Freelancers
$397
USD Per Month
2 GoCSM User
300 Users Tracking
All Features Included
Premium
Fits SaaSPreneurs
$697
USD Per Month
5 GoCSM User
700 Users Tracking
All Features Included
Enterprise
More than 700 users?
Contact us for custom price
Unlimited GoCSM Users
Custom Users Tracking
All Features Included
What Others Are Saying About Us
Christine Seale
Travis Piepho
Melissa Blair
One Account Saved From Churning Pays for your GoCSM
Think about it; if GoCSM prevents one customer from canceling, it will pay for itself. Now imagine if it prevents more accounts from canceling, what else could those subscriptions pay for?
Christine Seale
Travis Piepho
Melissa Blair
SOCIALS
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