What is GoCSM?

GoCSM is a specialized customer success management tool designed specifically for agencies using Go High Level (GHL). It helps you monitor, manage, and improve your customers' experiences, ultimately reducing churn and driving growth for your agency.

Key features of GoCSM include:

• Login activity tracking

• Product adoption monitoring

• Health status assessment

• Automated triggers and alerts

• Customer Success Manager tools

By integrating closely with GHL, GoCSM provides insights and tools that empower you to proactively manage your customer relationships, identify potential issues before they escalate, and spot opportunities for upselling or expanding services.

Requirements

To use GoCSM effectively, ensure you meet the following requirements:

1. Go HighLevel Account:

   • You must have an active agency-level Go HighLevel account.

   • GoCSM is compatible with all GHL agency account tiers.

2. Permissions:

   • Admin-level access to your GHL agency account
     
     

Next Stage:

1. GoCSM: How It Really Works