# Baton vs ClientSuccess Comparison | | Baton | ClientSuccess | |---|---|---| | **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | | **Total Reviews** | 40 | 423 | | **Largest Market Segment** | Mid-Market (65.0% of reviews) | Mid-Market (56.0% of reviews) | | **Entry Level Price** | Contact Us | Contact Us | --- ## Top Pros & Cons ### Baton **Not enough data** ### ClientSuccess Pros: - Client Management (2 reviews) - Customer Support (2 reviews) Cons: - Field Limitations (1 reviews) - Limited Customization (1 reviews) --- ## Ratings Comparison | Rating | Baton | ClientSuccess | |---|---|---| | **Meets Requirements** | 8.5 (33 reviews) | 8.3 (317 reviews) | | **Ease of Use** | 8.6 (34 reviews) | 8.9 (320 reviews) | | **Ease of Setup** | 8.8 (14 reviews) | 8.4 (151 reviews) | | **Ease of Admin** | 9.1 (15 reviews) | 8.9 (157 reviews) | | **Quality of Support** | 9.4 (27 reviews) | 8.8 (287 reviews) | | **Has the product been a good partner in doing business?** | 9.3 (15 reviews) | 9.4 (155 reviews) | | **Product Direction (% positive)** | 8.5 (31 reviews) | 8.5 (295 reviews) | --- ## Pricing ### Baton #### Entry-Level Pricing Plan: Custom Pricing Price: Contact Us Description: Flexible pricing lets you collaborate with internal, client, and third party team members without adding costs. Key Features: - Unlimited Internal & External Seats - Full Suite of Features - Integrations with Salesforce, Jira + More [Learn more about Baton](https://www.g2.com/products/baton/reviews) #### Free Trial Yes ### ClientSuccess #### Entry-Level Pricing Plan: ClientSuccess Price: Contact Us Key Features: - Customer Success Management Software - Customer Journey Mapping - Forecasting SaaS Renewal [Learn more about ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) #### Free Trial No --- ## Features Comparison By Category ### Project Management | Product | Score | Reviews | |---|---|---| | **Baton** | 8.2/10 | 24 | | **ClientSuccess** | N/A | N/A | #### Tasks | Feature | Baton | ClientSuccess | |---|---|---| | **Creation & Assignment** | 8.5 (22 reviews) | Not enough data | | **Due Dates** | 7.6 (24 reviews) | Not enough data | | **Task Prioritization** | 7.8 (23 reviews) | Not enough data | | **To-Do Lists** | 7.8 (23 reviews) | Not enough data | | **Dependencies** | 7.2 (22 reviews) | Not enough data | | **Mass Updates** | 8.0 (21 reviews) | Not enough data | | **Drag & Drop** | Feature Not Available | Not enough data | | **Recurring Tasks** | 7.8 (19 reviews) | Not enough data | #### Projects | Feature | Baton | ClientSuccess | |---|---|---| | **Planning** | 8.5 (18 reviews) | Not enough data | | **Project Map** | 8.7 (18 reviews) | Not enough data | | **GANTT** | 8.4 (18 reviews) | Not enough data | | **Calendar View** | 8.9 (15 reviews) | Not enough data | | **Views** | 8.2 (19 reviews) | Not enough data | | **Project Budgeting** | Feature Not Available | Not enough data | | **Issue Tracking** | 8.3 (14 reviews) | Not enough data | | **Templates** | 8.3 (20 reviews) | Not enough data | | **Critical Path** | Feature Not Available | Not enough data | | **Time & Expense** | 8.3 (16 reviews) | Not enough data | | **Methodologies** | Feature Not Available | Not enough data | #### Resource Management | Feature | Baton | ClientSuccess | |---|---|---| | **Resource Definiton** | Feature Not Available | Not enough data | | **Capacity** | 8.9 (14 reviews) | Not enough data | | **Scheduling** | 8.1 (18 reviews) | Not enough data | #### Project Monitoring | Feature | Baton | ClientSuccess | |---|---|---| | **Baselining / KPIs** | 8.7 (13 reviews) | Not enough data | | **Resource Allocation** | 8.2 (14 reviews) | Not enough data | | **Dashboards** | 8.2 (18 reviews) | Not enough data | #### Generative AI | Feature | Baton | ClientSuccess | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - Project Management | Feature | Baton | ClientSuccess | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Customer Success | Product | Score | Reviews | |---|---|---| | **Baton** | N/A | N/A | | **ClientSuccess** | 7.7/10 | 256 | #### Customer Information | Feature | Baton | ClientSuccess | |---|---|---| | **Customer Health Scores** | Not enough data | 8.5 (238 reviews) ✓ Verified | | **Customer Monitoring** | Not enough data | 8.6 (241 reviews) ✓ Verified | | **Customer Profiles** | Not enough data | 8.5 (238 reviews) ✓ Verified | | **Playbooks** | Not enough data | 7.8 (183 reviews) | | **Customer Segments** | Not enough data | 8.3 (204 reviews) ✓ Verified | | **Product Engagement** | Not enough data | 7.9 (187 reviews) ✓ Verified | | **Surveys** | Not enough data | 7.4 (124 reviews) ✓ Verified | #### Predictions | Feature | Baton | ClientSuccess | |---|---|---| | **Churn Risk** | Not enough data | 8.1 (194 reviews) ✓ Verified | | **Upsell Opportunities** | Not enough data | 7.2 (146 reviews) ✓ Verified | | **Custom Triggers** | Not enough data | 7.3 (139 reviews) ✓ Verified | | **Machine Learning** | Not enough data | 6.1 (96 reviews) ✓ Verified | #### Platform | Feature | Baton | ClientSuccess | |---|---|---| | **Reporting & Dashboards** | Not enough data | 7.6 (224 reviews) ✓ Verified | | **API & Integrations** | Not enough data | 7.5 (205 reviews) ✓ Verified | | **Data Import & Export Tools** | Not enough data | 7.7 (195 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | 8.0 (189 reviews) ✓ Verified | | **Notifications** | Not enough data | 7.8 (207 reviews) ✓ Verified | | **Customization** | Not enough data | 7.6 (217 reviews) ✓ Verified | | **Scalability** | Not enough data | 8.1 (205 reviews) ✓ Verified | | **Data Security** | Not enough data | 8.6 (174 reviews) ✓ Verified | | **Performance & Reliability** | Not enough data | 8.3 (226 reviews) ✓ Verified | | **User, Role, and Access Management** | Not enough data | 8.7 (220 reviews) ✓ Verified | #### Generative AI | Feature | Baton | ClientSuccess | |---|---|---| | **AI Text Generation** | Not enough data | 6.3 (8 reviews) | | **AI Text Summarization** | Not enough data | 6.3 (8 reviews) | #### Agentic AI - Customer Success | Feature | Baton | ClientSuccess | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### Subscription Revenue Management | Product | Score | Reviews | |---|---|---| | **Baton** | N/A | N/A | | **ClientSuccess** | 7.6/10 | 37 | #### Billing and Payments | Feature | Baton | ClientSuccess | |---|---|---| | **Payment Terms** | Not enough data | 7.2 (17 reviews) | | **Personalized Billing** | Not enough data | 7.1 (18 reviews) | | **Custom Pricing** | Not enough data | 7.1 (18 reviews) | #### Revenue Recognition | Feature | Baton | ClientSuccess | |---|---|---| | **Usage Tracking** | Not enough data | 7.5 (24 reviews) | | **Deferred Revenue** | Not enough data | 7.4 (18 reviews) | | **Revenue Accrual** | Not enough data | 7.5 (21 reviews) | #### Revenue Optimization | Feature | Baton | ClientSuccess | |---|---|---| | **At-Risk Customers** | Not enough data | 8.5 (30 reviews) | | **Offer Optimization** | Not enough data | 7.6 (21 reviews) | | **Customer Churn** | Not enough data | 8.0 (31 reviews) | | **Revenue Forecasting** | Not enough data | 8.2 (27 reviews) | ### Customer Revenue Optimization | Product | Score | Reviews | |---|---|---| | **Baton** | N/A | N/A | | **ClientSuccess** | 7.9/10 | 45 | #### Sales Team | Feature | Baton | ClientSuccess | |---|---|---| | **Flexible Sales Process** | Not enough data | 8.0 (15 reviews) | | **Training Mode** | Not enough data | 7.8 (17 reviews) | | **Playbooks** | Not enough data | 8.3 (20 reviews) | #### Intelligence | Feature | Baton | ClientSuccess | |---|---|---| | **Opportunity Identification** | Not enough data | 8.1 (18 reviews) | | **Zero-touch Renewals** | Not enough data | 7.4 (17 reviews) | | **Smart Content** | Not enough data | 7.9 (17 reviews) | #### Mapping | Feature | Baton | ClientSuccess | |---|---|---| | **Multiple Org Charts** | Not enough data | 7.3 (14 reviews) | | **Stakeholder Roles** | Not enough data | 8.1 (24 reviews) | #### Agentic AI - Customer Revenue Optimization | Feature | Baton | ClientSuccess | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Task Management | Product | Score | Reviews | |---|---|---| | **Baton** | 8.3/10 | 14 | | **ClientSuccess** | N/A | N/A | #### Task Creation | Feature | Baton | ClientSuccess | |---|---|---| | **Creation & Assignment** | 8.5 (13 reviews) | Not enough data | | **Due Dates** | 8.0 (14 reviews) | Not enough data | | **Drag & Drop** | Feature Not Available | Not enough data | | **Mass Updates** | 8.6 (13 reviews) | Not enough data | #### Task Management | Feature | Baton | ClientSuccess | |---|---|---| | **Task Prioritization** | 8.3 (13 reviews) | Not enough data | | **To-Do Lists** | 8.6 (12 reviews) | Not enough data | | **Dependencies** | 7.7 (11 reviews) | Not enough data | | **Recurring Tasks** | Feature Not Available | Not enough data | #### Generative AI | Feature | Baton | ClientSuccess | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | ### Client Onboarding | Product | Score | Reviews | |---|---|---| | **Baton** | 9.2/10 | 14 | | **ClientSuccess** | 8.0/10 | 74 | #### Onboarding Setup | Feature | Baton | ClientSuccess | |---|---|---| | **Workflows** | 9.2 (11 reviews) | 8.2 (53 reviews) | | **Templates** | 8.9 (12 reviews) | 8.3 (51 reviews) | | **Checklists** | 9.2 (12 reviews) | 8.4 (56 reviews) | #### Project Tracking | Feature | Baton | ClientSuccess | |---|---|---| | **Monitoring** | 9.1 (11 reviews) | 8.0 (51 reviews) | | **Resources** | 9.2 (11 reviews) | 8.2 (45 reviews) | | **Content** | 8.9 (11 reviews) | 8.3 (44 reviews) | | **Tasks** | 8.8 (12 reviews) | 8.0 (58 reviews) | | **Optimization** | 9.0 (10 reviews) | 8.2 (48 reviews) | #### Customer Engagement | Feature | Baton | ClientSuccess | |---|---|---| | **Portal** | 9.5 (11 reviews) | 7.8 (43 reviews) | | **Engagement** | 9.5 (11 reviews) | 8.1 (54 reviews) | | **Branding** | Feature Not Available | 7.0 (32 reviews) | | **Visibility** | 9.0 (13 reviews) | 8.0 (49 reviews) | | **Collaboration** | 9.5 (13 reviews) | 7.6 (41 reviews) | --- ## Categories **Shared Categories (1):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) **Unique to Baton (2):** [Task Management Software](https://www.g2.com/categories/task-management-software), [Project Management Software](https://www.g2.com/categories/project-management) **Unique to ClientSuccess (3):** [Customer Success Software](https://www.g2.com/categories/customer-success), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization) --- ## Reviewer Demographics ### By Company Size | Segment | Baton | ClientSuccess | |---|---|---| | **Small-Business** | 25.0% | 42.3% | | **Mid-Market** | 65.0% | 56.0% | | **Enterprise** | 10.0% | 1.7% | ### By Industry #### Baton - **Information Technology and Services:** 37.5% - **Computer Software:** 30.0% - **Logistics and Supply Chain:** 7.5% - **Commercial Real Estate:** 7.5% - **Transportation/Trucking/Railroad:** 2.5% - **Real Estate:** 2.5% - **Management Consulting:** 2.5% - **Internet:** 2.5% - **Financial Services:** 2.5% - **Electrical/Electronic Manufacturing:** 2.5% - **Other:** 2.5% #### ClientSuccess - **Computer Software:** 37.5% - **Information Technology and Services:** 16.6% - **Marketing and Advertising:** 8.7% - **Internet:** 3.8% - **Computer & Network Security:** 3.8% - **Financial Services:** 3.4% - **Leisure, Travel & Tourism:** 2.4% - **E-Learning:** 2.2% - **Human Resources:** 1.7% - **Hospital & Health Care:** 1.7% - **Other:** 18.3% --- ## Alternatives ### Alternatives to Baton - [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (849 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) — 4.7/5 stars (15344 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) — 4.4/5 stars (21981 reviews) - [Asana](https://www.g2.com/products/asana/reviews) — 4.4/5 stars (13618 reviews) - [Wrike](https://www.g2.com/products/wrike/reviews) — 4.2/5 stars (4529 reviews) - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) — 4.2/5 stars (1512 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews) - [Jira](https://www.g2.com/products/jira/reviews) — 4.3/5 stars (7792 reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) — 4.6/5 stars (12316 reviews) ### Alternatives to ClientSuccess - [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews) - [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews) - [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (496 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews) - [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (697 reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews) - [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews) - [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) — 4.5/5 stars (134 reviews) --- ## Top Discussions ### Baton No discussions available for this product. ### ClientSuccess - Title: [Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?](https://www.g2.com/discussions/is-there-a-way-to-mass-upload-zendesk-company-ids-so-we-don-t-have-to-manual-input-them-in-each-client-in-cs) — 5 comments, 2 upvotes > **Top comment:** "I will answer my own question from the answer I received by the CS support team (Chance). Chance said that they can mass upload the organization ID from..." - Title: [Is there a way view clients that I am a CSM #2 on within my client list?](https://www.g2.com/discussions/is-there-a-way-view-clients-that-i-am-a-csm-2-on-within-my-client-list) — 3 comments, 1 upvote > **Top comment:** "Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding..." - Title: [Does ClientSuccess support B2C subscription companies?](https://www.g2.com/discussions/32667-does-clientsuccess-support-b2c-subscription-companies) — 2 comments, 1 upvote > **Top comment:** "I believe so - it's great for managing customer lifetime cycles. So it would depend on how the product is used and if there is a workflow between your..." - Title: [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) — 1 comment > **Top comment:** "A CSM Platform is a Customer Success Manager platform that can track customer engagements, identify risk, manage subscriptions, view support related tickets,..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/baton-vs-clientsuccess)