GoCSM

Getting Started

Must Read

 How to connect GoCSM to your GoHighLevel account

Setup

Feedback

Roadmap

Changelog

GoCSM Team

Know who owns which sub-accounts, and filter every dashboard down to just the accounts a given CSM manages.

Team Connect & CSM Filter

Karthik Anand

Connect your ChatGPT, Claude or any agent to GoCSM using our MCP

AI Agent Connector

This article explains how to connect your ChatGPT or Claude agents to GoCSM using GoCSM MCP. 

Connect GoCSM to Your AI Assistant

Health

What is Health?

Health Overview

Sub-Accounts

AI Insights

Configuring Account Health

Health Scores

Sub Account Health Card

Priority Accounts

Account Health Hub

Sinan Murat

Product Adoption

What Is Product Adoption?

The Overview Tab

The Sub-Accounts Tab

The Features Tab

The Assets Tab

Sara Irfan

Login Activity

Get Started with Login Activity

What is Login Activity?

Overview Tab

Sub-Accounts Tab

Users Tab

Key Users

Revenue Intelligence

   Revenue Intelligence Hub

Churn Analysis Tab

Understand Revenue Intelligence in GoCSM

Track Revenue Intelligence Metrics

How to Use the Revenue Overview Dashboard

Track Monthly Recurring Revenue (MRR)

Understand Average Revenue Per Account

Understand Cost, Margin, and Profit

See Where Revenue Is Gained or Lost

See Which Plans Generate the Most Revenue

Understand Revenue by Product and Service

Understand Revenue Churn and Risk

Track Upcoming Renewals Before They Happen

Identify Revenue at Risk from Failed Payments

Review Revenue at the Account Level

Customizing Your GoCSM Basic Feedback Widget

White-Label Activity Center

Activity Center Overview

Automation

Automatically respond to the moments that matter in your customer journey.

Automations Overview

GoCSM V3 App triggers

User Not Logged In Since (Trigger)

Payment Failed (Trigger)

Upcoming Plan Renewal (Trigger)

Asset Activation Pending (Trigger)

Feature Engagement Changed (Trigger)

Feature Time Spent Changed (Trigger)

Find Contact Action in GoCSM Workflows

Feature Assets is Empty Since Sign-Up (Trigger)


Feature Time Spent is Less Than X Since Sign-Up

Advanced

Advanced Login Reminder Workflows with GoCSM

How To Track Login Activity With GoCSM

Advanced Revenue Intelligence for GoHighLevel SaaS Agencies

Settings

Business Profile

How to Add/Configure Branded Domain

Billing

My Staff

Opportunities & Pipelines

Calendars

Conversation AI

Voice AI Agents

Email Services

How to Set Up a Dedicated Email Sending Domain

WhatsApp

Phone Numbers

Objects

Custom Fields & Values

Media Storage

Audit Logs

Brand Boards

Success Center

Success Center Overview

More Resources

YouTube Channel

Data Privacy & Security

GoCSM Security Architecture

Terms of Service

GoCSM - Privacy Policy

How can we help you?

Help Center

Improved

Fixed

Dashboard

Feedback (NPS)

Knowledgebase

Integrations

Suggest new features, explore our knowledge base or check our changelogs.

💡 GoCSM Library

gocsm

Under Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Next up

Done

Main Roadmap

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