Compare ClientSuccess and Rocketlane 
At a Glance
Market Segments
Mid-Market (56.0% of reviews)
Mid-Market (56.2% of reviews)
Entry-Level Pricing
Contact Us
$49.00 1 user/month (paid annually)
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 ClientSuccessRocketlane
Star Rating
(803)4.7 out of 5
Market Segments
Mid-Market (56.2% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 1 user/month (paid annually)
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Rocketlane excels in user experience, with many praising its impressive and intuitive interface. Users appreciate the ability to create tasks and sub-tasks, along with automation features that streamline workflows, making it a favorite for teams looking for agility in their operations.
- Users say that ClientSuccess offers a flexible approach to customer management, with features that help quickly assess client health and activity. Reviewers highlight the ease of use, noting that the platform doesn't require extensive training, which is beneficial for teams needing to onboard quickly.
- According to verified reviews, Rocketlane stands out for its exceptional support quality, with users commending the responsiveness and helpfulness of the support team. This level of service is a significant advantage for organizations that rely on timely assistance to resolve issues.
- Reviewers mention that ClientSuccess has a strong integration with Outlook, allowing users to prepare for customer meetings by reviewing the latest interactions. This feature enhances user engagement and ensures that customer success managers are well-prepared.
- G2 reviewers highlight that Rocketlane's reporting capabilities have transformed operations for many users, enabling them to perform tasks they previously found challenging. The platform's AI chatbot is also noted as one of the best, providing users with quick answers and support.
- Users express mixed feelings about ClientSuccess's pricing model, as it requires potential customers to contact them for pricing details, which can be a barrier for some. In contrast, Rocketlane offers a clear entry-level price, making it easier for teams to budget and plan for their onboarding needs.
Pricing
Entry-Level Pricing
ClientSuccess
ClientSuccess
Contact Us
- Customer Success Management Software
- Customer Journey Mapping
- Forecasting SaaS Renewal
Rocketlane
Standard
$49.00
1 user/month (paid annually)
Min 5 users. $59/user when paid monthly
- Everything in Essential
- Status update templates
- Custom Domains
Free Trial
ClientSuccess
No trial information availableRocketlane
Free Trial is available
Ratings
Meets Requirements
8.3
317
9.1
434
Ease of Use
8.9
320
9.2
595
Ease of Setup
8.4
151
8.9
360
Ease of Admin
8.9
157
9.3
220
Quality of Support
8.8
287
9.6
412
Has the product been a good partner in doing business?
9.4
155
9.5
219
Product Direction (% positive)
8.5
295
9.5
397
Features by Category
Tasks
Not enough data
9.4
247
|
Verified
Not enough data
9.3
249
|
Verified
Not enough data
9.3
241
|
Verified
Not enough data
9.1
233
|
Verified
Not enough data
8.9
225
|
Verified
Not enough data
8.7
212
|
Verified
Not enough data
9.0
224
|
Verified
Not enough data
9.1
217
|
Verified
Projects
Not enough data
9.2
217
Not enough data
9.3
215
Not enough data
8.9
198
Not enough data
9.1
198
Not enough data
9.2
209
|
Verified
Not enough data
8.9
156
|
Verified
Not enough data
8.9
196
|
Verified
Not enough data
9.1
214
|
Verified
Not enough data
8.8
185
|
Verified
Not enough data
8.9
196
|
Verified
Not enough data
9.0
183
|
Verified
Resource Management
Not enough data
8.9
203
|
Verified
Not enough data
9.1
180
|
Verified
Not enough data
9.1
178
|
Verified
Project Monitoring
Not enough data
8.8
182
|
Verified
Not enough data
9.0
160
|
Verified
Not enough data
8.8
212
|
Verified
Generative AI
Not enough data
8.4
80
Not enough data
8.6
80
Agentic AI - Project Management
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
Customer Information
8.5
238
|
Verified
Not enough data
8.6
241
|
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
224
|
Verified
Not enough data
7.5
205
|
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
217
|
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
Setup
Not enough data
9.2
111
Not enough data
9.1
111
Not enough data
9.1
108
Not enough data
9.2
112
Management
Not enough data
9.3
104
Not enough data
9.0
95
Not enough data
9.2
97
Generative AI
Not enough data
9.1
44
Agentic AI - Workflow Management
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
Planning
Not enough data
8.3
13
Not enough data
8.9
12
Not enough data
8.3
13
Optimization
Not enough data
8.8
15
Not enough data
8.2
14
Not enough data
8.2
13
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
Content
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
9.7
5
Collaboration
Not enough data
Not enough data
Not enough data
10.0
6
Not enough data
9.6
9
Not enough data
7.8
6
Not enough data
8.6
6
Not enough data
Not enough data
Task Creation
Not enough data
9.3
190
|
Verified
Not enough data
9.3
191
|
Verified
Not enough data
9.0
180
Not enough data
8.8
164
Task Management
Not enough data
9.2
177
Not enough data
9.1
179
Not enough data
9.1
175
Not enough data
Feature Not Available
Generative AI
Not enough data
8.4
68
Not enough data
8.6
69
Customer Management
Not enough data
9.2
64
Not enough data
Feature Not Available
Not enough data
8.3
54
Not enough data
9.2
68
Project Management
Not enough data
9.5
70
Not enough data
9.6
74
Not enough data
9.2
66
Not enough data
9.4
70
Accounting
Not enough data
8.9
56
Not enough data
8.6
32
Not enough data
Feature Not Available
Not enough data
9.0
53
Not enough data
9.0
54
Portfolio Management
Not enough data
8.9
59
Not enough data
9.0
61
Not enough data
8.6
59
Not enough data
9.0
59
Analytics
Not enough data
8.8
57
Not enough data
8.7
66
Not enough data
9.0
61
Administration
Not enough data
9.2
70
Not enough data
9.1
68
Not enough data
9.2
65
Platform
Not enough data
8.9
55
Not enough data
8.9
54
Not enough data
9.2
63
Not enough data
8.3
53
Not enough data
Feature Not Available
Generative AI
Not enough data
8.7
40
Not enough data
8.6
39
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
Communication
Not enough data
9.2
154
Not enough data
9.2
143
Not enough data
9.3
142
Not enough data
9.3
142
Not enough data
Feature Not Available
Content & Documents
Not enough data
8.9
142
Not enough data
9.3
146
Not enough data
9.1
120
Not enough data
9.0
66
Controls
Not enough data
9.1
142
Not enough data
8.8
124
Not enough data
9.3
145
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Project Management
Not enough data
9.5
169
Not enough data
9.3
160
Not enough data
9.3
162
Not enough data
8.9
141
Remote Collaboration
Not enough data
9.2
150
Not enough data
9.2
147
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
8.4
57
Not enough data
8.5
56
Agentic AI - Project Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
8.2
53
9.0
205
|
Verified
8.3
51
9.2
216
|
Verified
8.4
56
9.0
210
|
Verified
Project Tracking
8.0
51
9.0
210
|
Verified
8.2
45
9.1
192
8.3
44
8.8
198
|
Verified
8.0
58
9.3
213
|
Verified
8.2
48
8.9
193
Customer Engagement
7.8
43
9.0
213
|
Verified
8.1
54
9.0
213
|
Verified
7.0
32
8.8
208
8.0
49
9.1
213
|
Verified
7.6
41
9.2
218
|
Verified
Categories
Categories
Shared Categories
ClientSuccess and Rocketlane are categorized as Client Onboarding
Unique Categories
ClientSuccess is categorized as Customer Success, Subscription Revenue Management, and Customer Revenue Optimization
Rocketlane is categorized as Professional Services Automation, Client Portal, Project Management, Resource Management, Project Collaboration, Workflow Management, and Task Management
Reviews
Reviewers' Company Size
ClientSuccess
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Rocketlane
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
36.1%
Information Technology and Services
26.6%
Marketing and Advertising
5.1%
Financial Services
4.1%
Logistics and Supply Chain
2.4%
Other
25.7%
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 can we improve the overview page and project summary section ?
1 Comment
JE
Enable the Overview page to be editable - let people choose they're own graphs
Enable Project Status to be updated from that page
Enable Project Summary...Read more
Rocketlane has no more discussions with answers
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