👋Welcome to GoCSM

As the only customer success platform built specifically for HighLevel agencies, we're here to help you master the art of keeping customers happy and successful. Whether you're just getting started or looking to level up your customer success game, you'll find everything you need right here.

Think of this knowledge base as your roadmap to success. From understanding our monitoring system to setting up powerful automation, we've got you covered with clear guides, practical tips, and proven strategies.

Ready to dive in? Choose a section below to start exploring everything GoCSM can do for your agency.

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Getting Started

System Overview

Core Features

Discover the core features of GoCSM

How to Guides

Step-by-step guides

Default Setup

Guide to the default configurations

Technical Setup

Essential technical information