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Compare ClientSuccess and Onboard 
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At a Glance
Market Segments
Mid-Market (56.1% of reviews)
Small-Business (82.4% of reviews)
Entry-Level Pricing
Contact Us
$25.00 1 Seat Per Month
ClientSuccess
Star Rating
(422)4.4 out of 5
Market Segments
Mid-Market (56.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Learn more about ClientSuccessOnboard
Star Rating
(41)5.0 out of 5
Market Segments
Small-Business (82.4% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 Seat Per Month
Free Trial is available
Browse all 3 pricing plansClientSuccess vs Onboard
When assessing the two solutions, reviewers found Onboard easier to use, set up, and administer. Reviewers also preferred doing business with Onboard overall.
- Reviewers felt that Onboard meets the needs of their business better than ClientSuccess.
- When comparing quality of ongoing product support, reviewers felt that Onboard is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Onboard over ClientSuccess.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Onboard
Starter
$25.00
1 Seat Per Month
Best for:
You want to graduate out of spreadsheets or project management software but you also don't need a lot of hand-holding or bells + whistles.
- Unlimited Templates
- Automated Launch Plans
- Customer Portal
Free Trial
ClientSuccess
No trial information availableOnboard
Free Trial is available
Ratings
Meets Requirements
8.3
316
9.6
19
Ease of Use
8.9
319
10.0
19
Ease of Setup
8.4
150
9.9
12
Ease of Admin
8.9
156
9.9
12
Quality of Support
8.8
286
10.0
19
Has the product been a good partner in doing business?
9.4
154
10.0
12
Product Direction (% positive)
8.5
294
10.0
18
Features by Category
Customer Information
8.5
238
|
Verified
Not enough data
8.6
240
|
Verified
Not enough data
8.5
238
|
Verified
Not enough data
7.8
183
Not enough data
8.3
204
|
Verified
Not enough data
7.9
187
|
Verified
Not enough data
7.4
124
|
Verified
Not enough data
Predictions
8.1
194
|
Verified
Not enough data
7.2
146
|
Verified
Not enough data
7.3
139
|
Verified
Not enough data
6.1
96
|
Verified
Not enough data
Platform
7.6
223
|
Verified
Not enough data
7.5
204
|
Verified
Not enough data
7.7
195
|
Verified
Not enough data
8.0
189
|
Verified
Not enough data
7.8
207
|
Verified
Not enough data
7.6
216
|
Verified
Not enough data
8.1
205
|
Verified
Not enough data
8.6
174
|
Verified
Not enough data
8.3
226
|
Verified
Not enough data
8.7
220
|
Verified
Not enough data
Generative AI
6.3
8
Not enough data
6.3
8
Not enough data
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
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
Onboarding Setup
8.2
53
10.0
12
8.3
51
10.0
11
8.4
56
10.0
12
Project Tracking
8.0
51
10.0
10
8.2
45
10.0
8
8.3
44
9.5
11
8.0
58
9.9
12
8.2
48
9.4
9
Customer Engagement
7.8
43
10.0
12
8.1
54
9.8
11
7.0
32
9.1
11
8.0
49
9.9
12
7.6
41
10.0
12
Categories
Categories
Shared Categories
ClientSuccess and Onboard are categorized as Client Onboarding
Unique Categories
ClientSuccess is categorized as Customer Success, Subscription Revenue Management, and Customer Revenue Optimization
Onboard has no unique categories
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Onboard
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
37.3%
Information Technology and Services
16.6%
Marketing and Advertising
8.7%
Internet
3.9%
Computer & Network Security
3.9%
Other
29.6%
Computer Software
26.5%
Information Technology and Services
17.6%
Marketing and Advertising
8.8%
Education Management
8.8%
Research
5.9%
Other
32.4%
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
Onboard has no discussions with answers
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