# ClientSuccess vs Planhat Comparison
---
## AI Generated Summary
- **G2 reviewers report** that ClientSuccess excels in **ease of use** , with users appreciating its intuitive interface and straightforward setup process. One user mentioned, "ClientSuccess doesn't take a degree to use," highlighting its accessibility for teams without extensive training.
- **Users say** that Planhat stands out for its **customization capabilities** , allowing for extensive use of custom fields and filters. Reviewers noted that this flexibility helps align customer data with specific operational needs, making it a powerful tool for tailored reporting.
- **According to verified reviews** , Planhat's **quality of support** is highly praised, with users mentioning the strong partnership with their Customer Success Manager. This level of support contributes to a smoother experience for teams, as noted by one user who appreciated the ongoing assistance from their CSM.
- **Reviewers mention** that ClientSuccess provides a strong focus on **client health monitoring** , with features that allow users to quickly assess the status of their client base. One user highlighted the efficiency gained in capturing necessary metrics, which is crucial for proactive customer management.
- **G2 reviewers report** that while ClientSuccess has a solid performance in **reporting capabilities** , Planhat offers more robust options in this area. Users have noted that Planhat's dashboards are easy to personalize, making it simpler to visualize data across various business functions.
- **Users say** that ClientSuccess shines in its **flexibility** for creating custom fields, which enhances reporting efficiency. This feature has been described as a "game-changer" for users looking to tailor their metrics to better fit their business needs.



| | ClientSuccess | Planhat | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 423 | 926 | 
| **Largest Market Segment** | Mid-Market (56.0% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | Contact Us | Custom | 

---
## Top Pros & Cons

### ClientSuccess

Pros:
- Client Management (2 reviews)
- Customer Support (2 reviews)

Cons:
- Field Limitations (1 reviews)
- Limited Customization (1 reviews)

### Planhat

Pros:
- Ease of Use (215 reviews)
- Customer Support (155 reviews)

Cons:
- Learning Curve (113 reviews)
- Complexity (78 reviews)

---
## Ratings Comparison
| Rating | ClientSuccess | Planhat | 
|---|---|---|
  | **Meets Requirements** | 8.3 (317 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 8.9 (320 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | 8.4 (151 reviews) | 7.5 (520 reviews) | 
  | **Ease of Admin** | 8.9 (157 reviews) | 8.2 (463 reviews) | 
  | **Quality of Support** | 8.8 (287 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (155 reviews) | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 8.5 (295 reviews) | 9.2 (706 reviews) | 

---
## Pricing

### 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

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.5 (25 reviews) | 
| **Task / Activity Management** | Not enough data | 8.3 (29 reviews) | 
| **Territory & Quota Management** | Not enough data | 6.7 (24 reviews) | 
| **Desktop Integration** | Not enough data | 8.7 (26 reviews) | 
| **Product & Price List Management** | Not enough data | 7.0 (23 reviews) | 
| **Quote & Order Management** | Not enough data | 6.2 (24 reviews) | 
| **Customer Contract Management** | Not enough data | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.4 (28 reviews) | 
| **Campaign Management** | Not enough data | 6.9 (27 reviews) | 
| **Lead Management** | Not enough data | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | Not enough data | 5.3 (25 reviews) | 

#### Customer Support

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Case Management** | Not enough data | 7.2 (27 reviews) | 
| **Customer Support Portal** | Not enough data | 7.0 (28 reviews) | 
| **Knowledge Base** | Not enough data | 7.4 (28 reviews) | 
| **Call Center Features** | Not enough data | 5.8 (24 reviews) | 
| **Support Analytics** | Not enough data | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 7.7 (30 reviews) | 
| **Dashboards** | Not enough data | 7.5 (30 reviews) | 
| **Forecasting** | Not enough data | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 6.2 (24 reviews) | 
| **Social Network Integration** | Not enough data | 5.6 (23 reviews) | 
| **Mobile User Support** | Not enough data | 5.0 (23 reviews) | 

#### Platform

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Customization** | Not enough data | 8.7 (51 reviews) | 
| **Workflow Capability** | Not enough data | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.6 (50 reviews) | 
| **Internationalization** | Not enough data | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | Not enough data | 6.7 (46 reviews) | 
| **Performance and Reliability** | Not enough data | 8.3 (48 reviews) | 
| **Output Document Generation** | Not enough data | 7.1 (46 reviews) | 

#### Integration

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 7.7 (40 reviews) | 
| **Integration APIs** | Not enough data | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 7.4 (38 reviews) | 

#### Generative AI

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (17 reviews) | 
| **Multi-step Planning** | Not enough data | 6.4 (17 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (17 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (16 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (16 reviews) | 
| **Decision Making** | Not enough data | 6.0 (16 reviews) | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.7/10 | 256 |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Customer Health Scores** | 8.5 (238 reviews) ✓ Verified | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.6 (241 reviews) ✓ Verified | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | 8.5 (238 reviews) ✓ Verified | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | 7.8 (183 reviews) | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | 8.3 (204 reviews) ✓ Verified | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | 7.9 (187 reviews) ✓ Verified | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | 7.4 (124 reviews) ✓ Verified | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Churn Risk** | 8.1 (194 reviews) ✓ Verified | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | 7.2 (146 reviews) ✓ Verified | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | 7.3 (139 reviews) ✓ Verified | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | 6.1 (96 reviews) ✓ Verified | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | 7.6 (224 reviews) ✓ Verified | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | 7.5 (205 reviews) ✓ Verified | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 7.7 (195 reviews) ✓ Verified | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | 8.0 (189 reviews) ✓ Verified | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | 7.8 (207 reviews) ✓ Verified | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | 7.6 (217 reviews) ✓ Verified | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | 8.1 (205 reviews) ✓ Verified | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | 8.6 (174 reviews) ✓ Verified | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.3 (226 reviews) ✓ Verified | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.7 (220 reviews) ✓ Verified | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **AI Text Generation** | 6.3 (8 reviews) | 6.1 (170 reviews) | 
| **AI Text Summarization** | 6.3 (8 reviews) | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.6/10 | 37 |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Payment Terms** | 7.2 (17 reviews) | 7.9 (80 reviews) | 
| **Personalized Billing** | 7.1 (18 reviews) | 7.6 (68 reviews) | 
| **Custom Pricing** | 7.1 (18 reviews) | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Usage Tracking** | 7.5 (24 reviews) | 8.2 (97 reviews) | 
| **Deferred Revenue** | 7.4 (18 reviews) | 7.0 (69 reviews) | 
| **Revenue Accrual** | 7.5 (21 reviews) | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **At-Risk Customers** | 8.5 (30 reviews) | 8.1 (103 reviews) | 
| **Offer Optimization** | 7.6 (21 reviews) | 7.4 (78 reviews) | 
| **Customer Churn** | 8.0 (31 reviews) | 8.2 (106 reviews) | 
| **Revenue Forecasting** | 8.2 (27 reviews) | 7.8 (92 reviews) | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Not enough data | 6.4 (139 reviews) | 
| **Multiple Devices** | Not enough data | 7.3 (141 reviews) | 

#### Intelligence

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.9/10 | 45 |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Flexible Sales Process** | 8.0 (15 reviews) | 7.7 (89 reviews) | 
| **Training Mode** | 7.8 (17 reviews) | 7.3 (88 reviews) | 
| **Playbooks** | 8.3 (20 reviews) | 8.0 (108 reviews) | 

#### Intelligence

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Opportunity Identification** | 8.1 (18 reviews) | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | 7.4 (17 reviews) | 7.4 (89 reviews) | 
| **Smart Content** | 7.9 (17 reviews) | 7.2 (86 reviews) | 

#### Mapping

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Multiple Org Charts** | 7.3 (14 reviews) | 6.9 (84 reviews) | 
| **Stakeholder Roles** | 8.1 (24 reviews) | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 8.0/10 | 74 |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Workflows** | 8.2 (53 reviews) | 8.6 (252 reviews) | 
| **Templates** | 8.3 (51 reviews) | 8.1 (256 reviews) | 
| **Checklists** | 8.4 (56 reviews) | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Monitoring** | 8.0 (51 reviews) | 8.2 (235 reviews) | 
| **Resources** | 8.2 (45 reviews) | 7.7 (201 reviews) | 
| **Content** | 8.3 (44 reviews) | 8.0 (211 reviews) | 
| **Tasks** | 8.0 (58 reviews) | 8.4 (255 reviews) | 
| **Optimization** | 8.2 (48 reviews) | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Portal** | 7.8 (43 reviews) | 7.7 (229 reviews) | 
| **Engagement** | 8.1 (54 reviews) | 8.0 (224 reviews) | 
| **Branding** | 7.0 (32 reviews) | 7.4 (213 reviews) | 
| **Visibility** | 8.0 (49 reviews) | 8.3 (229 reviews) | 
| **Collaboration** | 7.6 (41 reviews) | 8.1 (233 reviews) | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | ClientSuccess | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 reviews) | 

---
## Categories
**Shared Categories (4):** [Customer Success Software](https://www.g2.com/categories/customer-success), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [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)


**Unique to Planhat (6):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [CRM Software](https://www.g2.com/categories/crm), [Data Quality Tools](https://www.g2.com/categories/data-quality)


---
## Reviewer Demographics

### By Company Size

| Segment | ClientSuccess | Planhat | 
|---|---|---|
| **Small-Business** | 42.3% | 32.8% | 
| **Mid-Market** | 56.0% | 61.0% | 
| **Enterprise** | 1.7% | 6.2% | 

### By Industry

#### 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%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## Alternatives

### Alternatives to ClientSuccess

- [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 (497 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)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (848 reviews)

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (497 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 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)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (848 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13790 reviews)

---
## Top Discussions

### 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,..."

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clientsuccess-vs-planhat)