What is GoCSM?

GoCSM is a specialized customer success management tool designed specifically for agencies using HighLevel. 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 HighLevel, 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:

   • GoCSM is compatible with all HighLevel agency account tiers.

2. Permissions:

   • Admin-level access to your HighLevel agency account
     
     

Next Stage:

1. GoCSM: How It Really Works