Compare ClientSuccess and Cloud Coach 
At a Glance
Market Segments
Mid-Market (56.0% of reviews)
Mid-Market (52.0% of reviews)
Entry-Level Pricing
Contact Us
Contact Us
ClientSuccess
Star Rating
(423)4.4 out of 5
Market Segments
Mid-Market (56.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about ClientSuccessCloud Coach
Star Rating
(179)4.5 out of 5
Market Segments
Mid-Market (52.0% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Browse all 4 pricing plansClientSuccess vs Cloud Coach
When assessing the two solutions, reviewers found ClientSuccess easier to use, set up, and administer. Reviewers also preferred doing business with ClientSuccess overall.
- Reviewers felt that Cloud Coach meets the needs of their business better than ClientSuccess.
- When comparing quality of ongoing product support, reviewers felt that Cloud Coach is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Cloud Coach over ClientSuccess.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Cloud Coach
Ultimate
Contact Us
Perfect for PMOs
- Portfolio Management
- Demand Capture
- Stage Gates
Free Trial
ClientSuccess
No trial information availableCloud Coach
Free Trial is available
Ratings
Meets Requirements
8.3
317
8.6
161
Ease of Use
8.9
320
8.2
163
Ease of Setup
8.4
151
7.3
126
Ease of Admin
8.9
157
7.9
105
Quality of Support
8.8
287
9.0
149
Has the product been a good partner in doing business?
9.4
155
9.3
108
Product Direction (% positive)
8.5
295
9.2
153
Features by Category
Tasks
Not enough data
8.5
99
|
Verified
Not enough data
8.5
97
|
Verified
Not enough data
8.2
95
|
Verified
Not enough data
8.2
93
|
Verified
Not enough data
8.1
96
Not enough data
7.2
86
Not enough data
8.2
95
|
Verified
Not enough data
7.1
77
Projects
Not enough data
8.1
94
|
Verified
Not enough data
8.2
91
Not enough data
8.7
97
|
Verified
Not enough data
7.6
91
|
Verified
Not enough data
7.8
92
|
Verified
Not enough data
7.0
82
Not enough data
7.8
88
|
Verified
Not enough data
8.5
98
|
Verified
Not enough data
7.6
87
|
Verified
Not enough data
7.8
86
|
Verified
Not enough data
8.1
88
|
Verified
Resource Management
Not enough data
7.9
88
|
Verified
Not enough data
7.7
88
|
Verified
Not enough data
7.8
89
|
Verified
Project Monitoring
Not enough data
7.6
84
|
Verified
Not enough data
8.0
88
|
Verified
Not enough data
8.0
96
|
Verified
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
8.7
5
Not enough data
8.3
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Information
8.5
238
|
Verified
7.3
10
8.6
241
|
Verified
7.2
10
8.5
238
|
Verified
7.6
9
7.8
183
6.3
8
8.3
204
|
Verified
5.6
8
7.9
187
|
Verified
7.0
9
7.4
124
|
Verified
6.0
8
Predictions
8.1
194
|
Verified
5.9
9
7.2
146
|
Verified
5.4
9
7.3
139
|
Verified
6.7
10
6.1
96
|
Verified
5.4
9
Platform
7.6
224
|
Verified
8.0
10
7.5
205
|
Verified
8.0
10
7.7
195
|
Verified
8.0
10
8.0
189
|
Verified
7.9
11
7.8
207
|
Verified
7.7
10
7.6
217
|
Verified
8.3
10
8.1
205
|
Verified
8.0
10
8.6
174
|
Verified
8.1
9
8.3
226
|
Verified
7.7
10
8.7
220
|
Verified
8.2
10
Generative AI
6.3
8
5.4
8
6.3
8
5.8
8
Agentic AI - Customer Success
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Billing and Payments
7.2
17
Not enough data
7.1
18
Not enough data
7.1
18
Not enough data
Revenue Recognition
7.5
24
Not enough data
7.4
18
Not enough data
7.5
21
Not enough data
Revenue Optimization
8.5
30
Not enough data
7.6
21
Not enough data
8.0
31
Not enough data
8.2
27
Not enough data
Portfolio Management
Not enough data
8.1
45
Not enough data
8.6
45
Not enough data
8.1
45
Not enough data
7.9
44
Project Management
Not enough data
8.2
43
Not enough data
8.1
43
Not enough data
7.9
40
Resource Management
Not enough data
8.7
44
Not enough data
8.5
45
Not enough data
8.3
45
Data & Analytics
Not enough data
8.4
43
Not enough data
8.5
42
Not enough data
8.6
43
Not enough data
7.8
41
Strategy - Project and Portfolio Management
Not enough data
7.5
17
Not enough data
7.8
17
Not enough data
7.8
17
Not enough data
7.7
17
Not enough data
7.7
17
Not enough data
7.8
17
Not enough data
7.2
18
Not enough data
7.6
17
Not enough data
7.9
17
Not enough data
8.0
17
Sales Team
8.0
15
Not enough data
7.8
17
Not enough data
8.3
20
Not enough data
Intelligence
8.1
18
Not enough data
7.4
17
Not enough data
7.9
17
Not enough data
Mapping
7.3
14
Not enough data
8.1
24
Not enough data
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Management
Not enough data
7.4
40
Not enough data
7.3
35
Not enough data
6.5
34
Not enough data
6.7
36
Project Management
Not enough data
8.4
48
Not enough data
9.0
49
Not enough data
8.4
44
Not enough data
8.4
48
Accounting
Not enough data
6.9
40
Not enough data
6.4
36
Not enough data
6.0
33
Not enough data
6.8
41
Not enough data
7.4
43
Portfolio Management
Not enough data
7.0
36
Not enough data
7.0
35
Not enough data
7.8
36
Not enough data
6.9
30
Analytics
Not enough data
7.5
40
Not enough data
8.5
40
Not enough data
8.1
34
Administration
Not enough data
8.1
33
Not enough data
8.3
36
Not enough data
7.8
30
Platform
Not enough data
7.8
28
Not enough data
7.1
25
Not enough data
8.7
33
Not enough data
6.1
28
Not enough data
5.8
26
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.2
53
8.1
32
8.3
51
8.7
33
8.4
56
8.4
30
Project Tracking
8.0
51
8.5
34
8.2
45
8.6
32
8.3
44
7.3
31
8.0
58
8.7
33
8.2
48
7.2
32
Customer Engagement
7.8
43
7.1
30
8.1
54
7.0
28
7.0
32
6.4
29
8.0
49
7.9
30
7.6
41
7.8
31
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
ClientSuccess and Cloud Coach are categorized as Customer Success and Client Onboarding
Unique Categories
ClientSuccess is categorized as Subscription Revenue Management and Customer Revenue Optimization
Cloud Coach is categorized as Project and Portfolio Management, Professional Services Automation, Project Management, and Salesforce AppExchange Apps
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Cloud Coach
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.5%
Information Technology and Services
16.6%
Marketing and Advertising
8.7%
Internet
3.8%
Computer & Network Security
3.8%
Other
29.6%
Computer Software
20.6%
Information Technology and Services
18.3%
Hospital & Health Care
9.7%
Consulting
5.7%
Health, Wellness and Fitness
3.4%
Other
42.3%
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
JW
Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you. Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
JW
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
BF
You can leverage multiple customer types within ClientSuccess (CS). While it was not designed for B2C, you can definitely use CS to manage your B2C...Read more
Links in the Documents section
3 Comments
JC
Hey Shannon, Thank you for your question. My name is John Clarkson and I am one of the Customer Success Managers at Cloud Coach. Deleting a document or link...Read more
What does Cloud Coach do?
1 Comment
JF
Cloud Coach is a Project Portfolio Management system that allows for all aspects of a project. From project intake to lessons learned, it helps to manage it...Read more
Cloud Coach has no more discussions with answers
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