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At a Glance
Market Segments
Mid-Market (56.1% of reviews)
Mid-Market (60.9% of reviews)
Entry-Level Pricing
Contact Us
Custom
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 ClientSuccessPlanhat
Star Rating
(883)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ClientSuccess excels in Quality of Support with a score of 8.8, while Planhat shines even brighter with a score of 9.4, indicating that users find Planhat's support team more responsive and helpful.
- Reviewers mention that ClientSuccess has a strong Ease of Use rating of 8.9, making it user-friendly for teams, whereas Planhat, with a score of 8.4, is still easy to navigate but may require a bit more training for new users.
- G2 users highlight that ClientSuccess offers robust Customer Health Scores at 8.5, but Planhat edges ahead with a score of 8.8, suggesting that users find Planhat's health scoring more insightful for tracking customer engagement.
- Users on G2 report that ClientSuccess's Playbooks feature scores 7.9, which is useful but not as comprehensive as Planhat's 8.6, where users appreciate the more detailed guidance for customer success strategies.
- Reviewers say that ClientSuccess's Revenue Forecasting feature scores 8.2, providing decent insights, while Planhat's score of 7.9 indicates that users find it slightly less effective in predicting future revenue trends.
- Users report that both platforms have strong Customization capabilities, but Planhat's score of 8.7 suggests it offers more flexibility in tailoring the software to specific business needs compared to ClientSuccess's 7.6.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
ClientSuccess
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
8.3
316
8.6
735
Ease of Use
8.9
319
8.3
742
Ease of Setup
8.4
150
7.5
499
Ease of Admin
8.9
156
8.2
445
Quality of Support
8.8
286
9.2
714
Has the product been a good partner in doing business?
9.4
154
9.3
441
Product Direction (% positive)
8.5
294
9.2
685
Features by Category
Sales Force Automation
Not enough data
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Marketing Automation
Not enough data
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
8.5
238
|
Verified
8.7
556
|
Verified
8.6
240
|
Verified
8.8
550
|
Verified
8.5
238
|
Verified
8.8
561
|
Verified
7.8
183
8.2
546
|
Verified
8.3
204
|
Verified
8.5
513
|
Verified
7.9
187
|
Verified
8.0
490
|
Verified
7.4
124
|
Verified
7.2
421
|
Verified
Predictions
8.1
194
|
Verified
7.9
494
|
Verified
7.2
146
|
Verified
7.4
432
|
Verified
7.3
139
|
Verified
8.3
494
|
Verified
6.1
96
|
Verified
6.7
349
|
Verified
Platform
7.6
223
|
Verified
8.3
545
|
Verified
7.5
204
|
Verified
8.1
517
|
Verified
7.7
195
|
Verified
8.2
490
|
Verified
8.0
189
|
Verified
8.5
497
|
Verified
7.8
207
|
Verified
8.2
521
|
Verified
7.6
216
|
Verified
8.6
518
|
Verified
8.1
205
|
Verified
8.8
509
|
Verified
8.6
174
|
Verified
8.9
476
|
Verified
8.3
226
|
Verified
8.5
519
|
Verified
8.7
220
|
Verified
8.8
520
|
Verified
Generative AI
6.3
8
6.2
171
6.3
8
6.2
174
Agentic AI - Customer Success
Not enough data
6.3
99
Not enough data
6.7
99
Not enough data
6.8
102
Not enough data
6.5
98
Not enough data
6.2
99
Billing and Payments
7.2
17
7.9
80
7.1
18
7.6
68
7.1
18
7.5
74
Revenue Recognition
7.5
24
8.2
97
7.4
18
7.0
69
7.5
21
7.5
74
Revenue Optimization
8.5
30
8.1
103
7.6
21
7.4
78
8.0
31
8.2
106
8.2
27
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
8.0
15
7.7
89
7.8
17
7.3
88
8.3
20
8.0
108
Intelligence
8.1
18
7.6
99
7.4
17
7.4
89
7.9
17
7.2
86
Mapping
7.3
14
6.9
84
8.1
24
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Onboarding Setup
8.2
53
8.6
252
8.3
51
8.1
256
8.4
56
8.6
258
Project Tracking
8.0
51
8.2
235
8.2
45
7.7
201
8.3
44
8.0
211
8.0
58
8.4
254
8.2
48
7.9
208
Customer Engagement
7.8
43
7.8
229
8.1
54
8.0
224
7.0
32
7.4
213
8.0
49
8.3
229
7.6
41
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
ClientSuccess and Planhat are categorized as Customer Success, Client Onboarding, Subscription Revenue Management, and Customer Revenue Optimization
Unique Categories
ClientSuccess has no unique categories
Planhat is categorized as Client Portal, Customer Journey Mapping, Product Analytics, Customer Data Platform (CDP), CRM, Data Quality, and AI Agent Builders
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
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
37.8%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
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
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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