GoCSM Core Features Overview

Let's walk through everything GoCSM can do for your HighLevel agency. We've organized our features into key pillars that work together to help you deliver amazing customer success.

1. User Engagement Monitoring

1.1 Login Activity Tracking
We keep an eye on when your customers log in to HighLevel. If someone hasn't logged in for 7 days, we'll let you know right away. Think of it as your early warning system for customer engagement.

1.2 Inactive User Identification
We'll spot when customers start drifting away before it becomes a problem. This helps you reach out at just the right time to keep them engaged and successful. 

1.3 Product Adoption Tracking
When customers spend time with different HighLevel features, we notice. After 7 minutes of using a feature, we know they're engaging with it, not just browsing around. This helps you understand which tools your customers are actually using in their day-to-day work.

1.4 Unused Feature Monitoring
Different features have different check-in times - from 5 days for crucial tools like Automation to 19 days for less frequently used features. Every 45 days, we do a complete check to make sure nothing's being missed.

2. Customer Feedback and Satisfaction

2.1 Automated NPS
Every 30 days, you can automatically check in with your customers to see how they're feeling. It's a simple way to keep track of satisfaction without having to remember to send surveys manually.

2.2 Happiness Level Tracking
We gather feedback and turn it into clear happiness levels so you can quickly see how your customers are feeling. Great for spotting both happy customers who might be ready for more features and those who might need extra help.


2.3 Points System

We keep score of customer engagement with a smart points system. New users get 30 points to start, and then points add up (or subtract) based on things like feedback ratings, feature usage time, meeting attendance, and payment status. It's a great way to measure overall customer health.

3. Financial Management

3.1 Stripe Integration

We connect directly with Stripe to track all your payments. When payments succeed or fail, you'll know right away. This helps you stay on top of your subscription revenue without constant checking.

3.2 Subscription Monitoring

Keep track of who's actively paying, spot any payment issues, and know when renewals are coming up. It's all automatic, so you never miss an important subscription update.

4. Customer Onboarding and Training

4.1 Automated Onboarding Sequences

Welcome new customers consistently with automated messages and guides for up to 90 days. It's like having a friendly team member dedicated to getting every new customer started right.

4.2 Feature Walkthroughs 
Help customers learn your features with guided tours right when they need it. Reduces support questions and helps customers feel confident using your service.

5. Engagement Automation

5.1 Automated Workflows

Set up automatic responses to customer actions and behavior. When customers hit certain milestones or need attention, the right messages go out automatically.

5.2 Smart Lists

GoCSM automatically groups your customers based on things like activity levels and happiness. Makes it super easy to find customers who need attention or might be ready for upgrades.

6. Task and Relationship Management

6.1 Task Automation
Never forget a follow-up. Create and assign tasks automatically based on customer activity and needs.

6.2 Calendar Integration
Makes scheduling success calls simple. Customers can book success calls with your team right when needed.

7. Analytics and Reporting

7.1 Multiple Dashboard Views

We give you lots of ways to see your customer data. From the default overview to specialized views for inactive users, subscriptions, satisfaction, top spenders, and more. Each dashboard helps you focus on specific aspects of your customer relationships.

7.2 Usage Analytics Dashboard
See how customers are using your service in clear, actionable reports. Perfect for spotting trends and making smart decisions about your customer success strategy.

8. Customization and Flexibility

8.1 Workflow Customization

Make GoCSM work the way you do. Customize workflows, automate your unique processes, and create the perfect setup for your agency.

Remember, all these features work together to help you keep customers happy and successful. 

By leveraging these core features, agencies can create a comprehensive, data-driven approach to customer success management, improving customer satisfaction, reducing churn, and increasing revenue opportunities.