# ClientSuccess vs Rocketlane Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Rocketlane excels in providing a comprehensive solution for customer onboarding and implementation teams, with users highlighting its ability to combine collaboration, visibility, and customer experience in one platform. This makes it more than just a project management tool, as noted by a user who appreciates how it keeps everything organized in one place.
- **Users say** that ClientSuccess offers great flexibility, particularly in creating custom fields and reporting, which has significantly improved their efficiency in capturing necessary metrics. This adaptability is a standout feature for those looking to tailor the software to their specific needs.
- **Reviewers mention** that Rocketlane's focus on automation and AI capabilities sets it apart, making it a leading choice for those who want to streamline their processes. Users appreciate the real-time reporting features that help project leaders manage their business effectively.
- **According to verified reviews** , ClientSuccess is praised for its user-friendly interface, with many stating that it doesn't require extensive training to use. Users have expressed satisfaction with the product's ease of use, making it a reliable choice for teams that need to get up and running quickly.
- **G2 reviewers highlight** Rocketlane's superior quality of support, with a score that reflects its responsiveness and helpfulness. Users have noted that the support team is highly effective, which is crucial for teams that rely on timely assistance during onboarding processes.
- **Users report** that while ClientSuccess has a strong community and support, it may not match the overall satisfaction levels seen with Rocketlane, particularly in areas like ease of setup and administrative tasks. This difference could impact teams looking for a more seamless implementation experience.



| | ClientSuccess | Rocketlane | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 423 | 848 | 
| **Largest Market Segment** | Mid-Market (56.0% of reviews) | Mid-Market (57.3% of reviews) | 
| **Entry Level Price** | Contact Us | $49.00 1 user/month (paid annually) | 

---
## Top Pros & Cons

### ClientSuccess

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

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

### Rocketlane

Pros:
- Ease of Use (78 reviews)
- Project Management (72 reviews)

Cons:
- Missing Features (31 reviews)
- Slow Performance (21 reviews)

---
## Ratings Comparison
| Rating | ClientSuccess | Rocketlane | 
|---|---|---|
  | **Meets Requirements** | 8.3 (317 reviews) | 9.0 (460 reviews) | 
  | **Ease of Use** | 8.9 (320 reviews) | 9.2 (623 reviews) | 
  | **Ease of Setup** | 8.4 (151 reviews) | 8.9 (389 reviews) | 
  | **Ease of Admin** | 8.9 (157 reviews) | 9.2 (245 reviews) | 
  | **Quality of Support** | 8.8 (287 reviews) | 9.5 (434 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (155 reviews) | 9.5 (240 reviews) | 
  | **Product Direction (% positive)** | 8.5 (295 reviews) | 9.4 (419 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

### Rocketlane

#### Entry-Level Pricing

Plan: Standard

Price: $49.00 1 user/month (paid annually)

Description: Min 5 users. $59/user when paid monthly

Key Features:
- Everything in Essential
- Status update templates
- Custom Domains

[Browse all 5 editions](https://www.g2.com/products/rocketlane-corp/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 9.0/10 | 290 |

#### Tasks

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 9.4 (256 reviews) ✓ Verified | 
| **Due Dates** | Not enough data | 9.4 (257 reviews) ✓ Verified | 
| **Task Prioritization** | Not enough data | 9.3 (244 reviews) ✓ Verified | 
| **To-Do Lists** | Not enough data | 9.1 (239 reviews) ✓ Verified | 
| **Dependencies** | Not enough data | 8.9 (229 reviews) ✓ Verified | 
| **Mass Updates** | Not enough data | 8.7 (215 reviews) ✓ Verified | 
| **Drag & Drop** | Not enough data | 9.0 (227 reviews) ✓ Verified | 
| **Recurring Tasks** | Not enough data | 9.1 (218 reviews) ✓ Verified | 

#### Projects

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Planning** | Not enough data | 9.3 (222 reviews) | 
| **Project Map** | Not enough data | 9.3 (217 reviews) | 
| **GANTT** | Not enough data | 8.9 (201 reviews) | 
| **Calendar View** | Not enough data | 9.1 (201 reviews) | 
| **Views** | Not enough data | 9.2 (211 reviews) ✓ Verified | 
| **Project Budgeting** | Not enough data | 9.0 (158 reviews) ✓ Verified | 
| **Issue Tracking** | Not enough data | 8.9 (196 reviews) ✓ Verified | 
| **Templates** | Not enough data | 9.1 (215 reviews) ✓ Verified | 
| **Critical Path** | Not enough data | 8.8 (185 reviews) ✓ Verified | 
| **Time & Expense** | Not enough data | 8.9 (205 reviews) ✓ Verified | 
| **Methodologies** | Not enough data | 9.0 (183 reviews) ✓ Verified | 

#### Resource Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.9 (203 reviews) ✓ Verified | 
| **Capacity** | Not enough data | 9.1 (182 reviews) ✓ Verified | 
| **Scheduling** | Not enough data | 9.1 (179 reviews) ✓ Verified | 

#### Project Monitoring

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Baselining / KPIs** | Not enough data | 8.8 (182 reviews) ✓ Verified | 
| **Resource Allocation** | Not enough data | 9.0 (163 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.9 (217 reviews) ✓ Verified | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (80 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (80 reviews) | 

#### Agentic AI - Project Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.7/10 | 256 |
| **Rocketlane** | N/A | N/A |

#### Customer Information

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Customer Health Scores** | 8.5 (238 reviews) ✓ Verified | Not enough data | 
| **Customer Monitoring** | 8.6 (241 reviews) ✓ Verified | Not enough data | 
| **Customer Profiles** | 8.5 (238 reviews) ✓ Verified | Not enough data | 
| **Playbooks** | 7.8 (183 reviews) | Not enough data | 
| **Customer Segments** | 8.3 (204 reviews) ✓ Verified | Not enough data | 
| **Product Engagement** | 7.9 (187 reviews) ✓ Verified | Not enough data | 
| **Surveys** | 7.4 (124 reviews) ✓ Verified | Not enough data | 

#### Predictions

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Churn Risk** | 8.1 (194 reviews) ✓ Verified | Not enough data | 
| **Upsell Opportunities** | 7.2 (146 reviews) ✓ Verified | Not enough data | 
| **Custom Triggers** | 7.3 (139 reviews) ✓ Verified | Not enough data | 
| **Machine Learning** | 6.1 (96 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Reporting & Dashboards** | 7.6 (224 reviews) ✓ Verified | Not enough data | 
| **API & Integrations** | 7.5 (205 reviews) ✓ Verified | Not enough data | 
| **Data Import & Export Tools** | 7.7 (195 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 8.0 (189 reviews) ✓ Verified | Not enough data | 
| **Notifications** | 7.8 (207 reviews) ✓ Verified | Not enough data | 
| **Customization** | 7.6 (217 reviews) ✓ Verified | Not enough data | 
| **Scalability** | 8.1 (205 reviews) ✓ Verified | Not enough data | 
| **Data Security** | 8.6 (174 reviews) ✓ Verified | Not enough data | 
| **Performance & Reliability** | 8.3 (226 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.7 (220 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | 6.3 (8 reviews) | Not enough data | 
| **AI Text Summarization** | 6.3 (8 reviews) | Not enough data | 

#### Agentic AI - Customer Success

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.6/10 | 37 |
| **Rocketlane** | N/A | N/A |

#### Billing and Payments

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Payment Terms** | 7.2 (17 reviews) | Not enough data | 
| **Personalized Billing** | 7.1 (18 reviews) | Not enough data | 
| **Custom Pricing** | 7.1 (18 reviews) | Not enough data | 

#### Revenue Recognition

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Usage Tracking** | 7.5 (24 reviews) | Not enough data | 
| **Deferred Revenue** | 7.4 (18 reviews) | Not enough data | 
| **Revenue Accrual** | 7.5 (21 reviews) | Not enough data | 

#### Revenue Optimization

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **At-Risk Customers** | 8.5 (30 reviews) | Not enough data | 
| **Offer Optimization** | 7.6 (21 reviews) | Not enough data | 
| **Customer Churn** | 8.0 (31 reviews) | Not enough data | 
| **Revenue Forecasting** | 8.2 (27 reviews) | Not enough data | 

### Workflow Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 124 |

#### Setup

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Activities** | Not enough data | 9.2 (112 reviews) | 
| **Flows** | Not enough data | 9.1 (111 reviews) | 
| **Dependencies** | Not enough data | 9.1 (108 reviews) | 
| **Notifications** | Not enough data | 9.2 (112 reviews) | 

#### Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Updates** | Not enough data | 9.3 (104 reviews) | 
| **Audit Trail** | Not enough data | 9.0 (95 reviews) | 
| **Integration** | Not enough data | 9.2 (97 reviews) | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 9.1 (44 reviews) | 

#### Agentic AI - Workflow Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Resource Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 8.5/10 | 17 |

#### Planning

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Resource Definiton** | Not enough data | 8.3 (13 reviews) | 
| **Capacity** | Not enough data | 8.9 (12 reviews) | 
| **Scheduling** | Not enough data | 8.3 (13 reviews) | 

#### Optimization

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Performance** | Not enough data | 8.8 (15 reviews) | 
| **Forecasting** | Not enough data | 8.3 (15 reviews) | 
| **Corrections** | Not enough data | 8.2 (13 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 7.9/10 | 45 |
| **Rocketlane** | N/A | N/A |

#### Sales Team

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Flexible Sales Process** | 8.0 (15 reviews) | Not enough data | 
| **Training Mode** | 7.8 (17 reviews) | Not enough data | 
| **Playbooks** | 8.3 (20 reviews) | Not enough data | 

#### Intelligence

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Opportunity Identification** | 8.1 (18 reviews) | Not enough data | 
| **Zero-touch Renewals** | 7.4 (17 reviews) | Not enough data | 
| **Smart Content** | 7.9 (17 reviews) | Not enough data | 

#### Mapping

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Multiple Org Charts** | 7.3 (14 reviews) | Not enough data | 
| **Stakeholder Roles** | 8.1 (24 reviews) | Not enough data | 

#### Agentic AI - Customer Revenue Optimization

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 10 |

#### Content

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Document Collaboration** | Not enough data | Not enough data | 
| **Versioning** | Not enough data | Not enough data | 
| **E-Signature** | Not enough data | Not enough data | 
| **File Request** | Not enough data | Not enough data | 
| **Feedback** | Not enough data | 9.7 (5 reviews) | 

#### Collaboration

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | Not enough data | 
| **Instant Messaging** | Not enough data | 10.0 (6 reviews) | 
| **Project Management** | Not enough data | 9.6 (9 reviews) | 
| **Analytics** | Not enough data | 7.8 (6 reviews) | 
| **Time Tracking** | Not enough data | 8.6 (6 reviews) | 
| **Mobile Application** | Not enough data | Not enough data | 

### Task Management

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 9.0/10 | 204 |

#### Task Creation

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Creation & Assignment** | Not enough data | 9.3 (191 reviews) ✓ Verified | 
| **Due Dates** | Not enough data | 9.3 (192 reviews) ✓ Verified | 
| **Drag & Drop** | Not enough data | 9.0 (180 reviews) | 
| **Mass Updates** | Not enough data | 8.8 (164 reviews) | 

#### Task Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Task Prioritization** | Not enough data | 9.2 (177 reviews) | 
| **To-Do Lists** | Not enough data | 9.1 (179 reviews) | 
| **Dependencies** | Not enough data | 9.1 (175 reviews) | 
| **Recurring Tasks** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (68 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (69 reviews) | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 8.9/10 | 107 |

#### Customer Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Customer Profiles** | Not enough data | 9.2 (65 reviews) | 
| **Sales** | Not enough data | Feature Not Available | 
| **Marketing** | Not enough data | 8.3 (54 reviews) | 
| **Client Portal** | Not enough data | 9.2 (72 reviews) | 

#### Project Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Project Planning** | Not enough data | 9.5 (74 reviews) | 
| **Project Tracking** | Not enough data | 9.6 (83 reviews) | 
| **Resource Definition** | Not enough data | 9.2 (66 reviews) | 
| **Resource Management** | Not enough data | 9.4 (71 reviews) | 

#### Accounting

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Revenue Recognition** | Not enough data | 8.9 (56 reviews) | 
| **Invoice Management** | Not enough data | 8.6 (32 reviews) | 
| **Payments** | Not enough data | Feature Not Available | 
| **Project Accounting** | Not enough data | 9.0 (54 reviews) | 
| **Budget Tracking** | Not enough data | 9.0 (54 reviews) | 

#### Portfolio Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Portfolio Definition** | Not enough data | 8.9 (59 reviews) | 
| **Portfolio Performance** | Not enough data | 9.0 (61 reviews) | 
| **Risk** | Not enough data | 8.6 (59 reviews) | 
| **Portfolio Mix** | Not enough data | 9.0 (59 reviews) | 

#### Analytics

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Forecasting** | Not enough data | 8.8 (57 reviews) | 
| **Reporting** | Not enough data | 8.7 (69 reviews) | 
| **KPIs** | Not enough data | 9.0 (62 reviews) | 

#### Administration

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Standard Integrations** | Not enough data | 9.2 (73 reviews) | 
| **Workflow** | Not enough data | 9.0 (73 reviews) | 
| **Access Management** | Not enough data | 9.0 (68 reviews) | 

#### Platform

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **APIs** | Not enough data | 8.9 (55 reviews) | 
| **Internationalization** | Not enough data | 8.9 (54 reviews) | 
| **Performance and Reliability** | Not enough data | 9.1 (68 reviews) | 
| **Mobile** | Not enough data | 8.3 (53 reviews) | 
| **Offline Access** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.7 (40 reviews) | 
| **AI Text Summarization** | Not enough data | 8.6 (39 reviews) | 

#### Artificial Intelligence - Professional Services Automation

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | 6.7 (5 reviews) | 

#### Agentic AI - Professional Services Automation

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Project Collaboration

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | N/A | N/A |
| **Rocketlane** | 9.1/10 | 180 |

#### Communication

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Chat** | Not enough data | 9.2 (154 reviews) | 
| **Discussions** | Not enough data | 9.2 (143 reviews) | 
| **External** | Not enough data | 9.3 (142 reviews) | 
| **Feedback** | Not enough data | 9.3 (142 reviews) | 
| **Announcements** | Not enough data | Feature Not Available | 

#### Content & Documents

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **File Sharing** | Not enough data | 8.9 (142 reviews) | 
| **Notes** | Not enough data | 9.3 (146 reviews) | 
| **Search** | Not enough data | 9.1 (120 reviews) | 
| **Versioning** | Not enough data | 9.0 (66 reviews) | 

#### Controls

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Custom Views** | Not enough data | 9.1 (142 reviews) | 
| **Followers** | Not enough data | 8.8 (124 reviews) | 
| **User Management** | Not enough data | 9.3 (145 reviews) | 
| **Calendars** | Not enough data | Feature Not Available | 
| **Public Sharing** | Not enough data | Feature Not Available | 

#### Project Management

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Task Management** | Not enough data | 9.5 (169 reviews) | 
| **Planning** | Not enough data | 9.3 (160 reviews) | 
| **Visibility** | Not enough data | 9.3 (162 reviews) | 
| **Integration** | Not enough data | 8.9 (141 reviews) | 

#### Remote Collaboration

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Alignment** | Not enough data | 9.2 (150 reviews) | 
| **Accountability** | Not enough data | 9.2 (147 reviews) | 
| **Connectivity** | Not enough data | Feature Not Available | 
| **Offline Mode** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.4 (57 reviews) | 
| **AI Text Summarization** | Not enough data | 8.5 (56 reviews) | 

#### Agentic AI - Project Collaboration

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **ClientSuccess** | 8.0/10 | 74 |
| **Rocketlane** | 9.0/10 | 254 |

#### Onboarding Setup

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Workflows** | 8.2 (53 reviews) | 9.0 (205 reviews) ✓ Verified | 
| **Templates** | 8.3 (51 reviews) | 9.2 (217 reviews) ✓ Verified | 
| **Checklists** | 8.4 (56 reviews) | 9.0 (210 reviews) ✓ Verified | 

#### Project Tracking

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Monitoring** | 8.0 (51 reviews) | 9.0 (211 reviews) ✓ Verified | 
| **Resources** | 8.2 (45 reviews) | 9.1 (192 reviews) | 
| **Content** | 8.3 (44 reviews) | 8.8 (199 reviews) ✓ Verified | 
| **Tasks** | 8.0 (58 reviews) | 9.3 (213 reviews) ✓ Verified | 
| **Optimization** | 8.2 (48 reviews) | 8.9 (193 reviews) | 

#### Customer Engagement

| Feature | ClientSuccess | Rocketlane | 
|---|---|---|
| **Portal** | 7.8 (43 reviews) | 9.0 (215 reviews) ✓ Verified | 
| **Engagement** | 8.1 (54 reviews) | 9.0 (214 reviews) ✓ Verified | 
| **Branding** | 7.0 (32 reviews) | 8.8 (208 reviews) | 
| **Visibility** | 8.0 (49 reviews) | 9.1 (214 reviews) ✓ Verified | 
| **Collaboration** | 7.6 (41 reviews) | 9.2 (219 reviews) ✓ Verified | 

---
## Categories
**Shared Categories (1):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)

**Unique to ClientSuccess (3):** [Customer Success Software](https://www.g2.com/categories/customer-success), [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 Rocketlane (7):** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Client Portal Software](https://www.g2.com/categories/client-portal), [Project Management Software](https://www.g2.com/categories/project-management), [Resource Management Software](https://www.g2.com/categories/resource-management), [Project Collaboration Software](https://www.g2.com/categories/project-collaboration), [Workflow Management Software](https://www.g2.com/categories/workflow-management), [Task Management Software](https://www.g2.com/categories/task-management-software)


---
## Reviewer Demographics

### By Company Size

| Segment | ClientSuccess | Rocketlane | 
|---|---|---|
| **Small-Business** | 42.3% | 29.0% | 
| **Mid-Market** | 56.0% | 57.3% | 
| **Enterprise** | 1.7% | 13.8% | 

### 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%

#### Rocketlane

- **Computer Software:** 36.1%
- **Information Technology and Services:** 26.4%
- **Marketing and Advertising:** 5.2%
- **Financial Services:** 4.1%
- **Logistics and Supply Chain:** 2.4%
- **Consulting:** 1.9%
- **Accounting:** 1.5%
- **Hospitality:** 1.4%
- **Computer & Network Security:** 1.4%
- **Internet:** 1.0%
- **Other:** 18.8%

---
## Alternatives

### Alternatives to ClientSuccess

- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (926 reviews)
- [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 (696 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)

### Alternatives to Rocketlane

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---
## 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,..."

### Rocketlane

- Title: [How can we improve the overview page and project summary section ?](https://www.g2.com/discussions/how-can-we-improve-the-overview-page-and-project-summary-section) — 1 comment, 2 upvotes
  > **Top comment:** "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..."

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