GoCSM is a customer‑success platform built for HighLevel agencies that tracks login activity, feature usage, and sentiment to calculate real‑time health scores for each client. It generates smart alerts for at‑risk accounts and automates support tickets, email nudges, and custom workflows, while offering dashboards and embeddable widgets for agencies to monitor adoption and churn.
Funding
Funding not disclosed
Founders
Product
Problem
HighLevel agencies often experience customer churn because users become confused, disengaged, or under‑utilize the platform, making it difficult to identify at‑risk accounts before they cancel.
Solution
GoCSM delivers a proactive customer‑success platform built specifically for HighLevel agencies. It continuously monitors login frequency, feature usage, and NPS‑style feedback to compute real‑time health scores for each client. The system surfaces at‑risk accounts via smart alerts and automatically triggers support tasks, email nudges, or custom workflows without manual effort. Integrated dashboards give CEOs, CSMs, and support teams a single view of adoption trends, churn cohorts, and revenue risk. Pre‑configured pipelines (health, churn, billing, top spenders) and embeddable widgets let agencies white‑label the experience and provide clients with self‑service insights. By automating outreach and highlighting missed feature value, GoCSM helps agencies retain more customers, increase product adoption, and protect recurring revenue.
Target Audience
Primary users are HighLevel‑based agencies, SaaS‑focused consulting firms, and lean customer‑success teams that need enterprise‑grade retention tools without hiring a large CSM staff.
Features
- Real‑time login activity tracker with inactivity alerts (e.g., 30‑day no‑login trigger)
- Product‑adoption analytics that map feature usage per user and flag under‑used tools
- Automated health scoring engine combining login, usage, and sentiment data
- Smart alerts and one‑click automations to launch support tickets, email campaigns, or custom actions
- In‑app feedback widget with sentiment filtering and brandable UI
- Pre‑built pipelines (Health, Churn, Billing, Top Spenders) with zero‑setup automation triggers
- Embeddable GoCSM widget for clients to view their own usage and health within HighLevel
- Smart lists & filters for segmenting inactive, unhappy, or premium users and bulk actions
- Auto‑generated weekly/monthly usage reports and cohort retention dashboards