[ ClientS... Reviews ](https://www.g2.com/products/clientsuccess/reviews) [ ClientS... Reviews ](https://www.g2.com/products/clientsuccess/reviews) # ClientSuccess Features ##### ## Customer Information (7) Customer Health Scores Provides users a customer-specific score to determine the overall satisfaction of each customer. Customer Monitoring Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team Customer Profiles Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. Playbooks Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. Customer Segments Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. Product Engagement Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. Surveys Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. Show More ##### ## Predictions (4) Churn Risk Calculates the risk that your customers will not renew or continue using your product or service. Upsell Opportunities Discovers and highlights factors that lead to upsell opportunities. Custom Triggers Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. Machine Learning Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. Show More ##### ## Platform (10) Reporting & Dashboards Access pre-built and custom reports and dashboards for viewing API & Integrations The number of sources from which the platform can pull customer data and how well those integrations are supported. Data Import & Export Tools Ability to input, modify, and extract data from the application in bulk through a structured file. Workflow Capability Automates everday customer success functions for more efficient and effective day-to-day processes. Notifications Set alerts for customer actions in order to respond quickly and proactively. Customization Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Scalability Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. Data Security The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. Performance & Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Show More ##### ## Revenue Optimization (4) At-Risk Customers Identify customers that are more likely to cancel their subscriptions Offer Optimization Optimize product offerings and packages to increase customer loyalty Customer Churn Address customer churn by identifying the causes of cancellations Revenue Forecasting Estimate future changes in revenues per product type or customer category Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Billing and Payments (3) Payment Terms Provide multiple payment terms per customer or contract Personalized Billing Different types of billing such as: recurring, one time changes, based on number of seats or usage Custom Pricing Manage customer specific pricing as well as coupons, discounts, and gift plans Show More ##### ## Sales Team (3) Flexible Sales Process Can operate under at least two distinct sales methodologies Training Mode Includes recording and review capabilities to train new salespeople or review old deals Playbooks Creates and stores multiple playbooks for sales Show More ##### ## Intelligence (3) Opportunity Identification Highlights cross-sell, upsell, and white space opportunities Zero-touch Renewals Can fully automate the deal renewal process Smart Content Suggests content appropriate to stage and tone of the deal Show More ##### ## Mapping (2) Multiple Org Charts Allows multiple relationship maps for each account and opportunity Stakeholder Roles Includes explicit definitions of stakeholder roles Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (5) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Show More ##### ## Customer Engagement (5) Portal Provider a portal for customers and external users to collaborate and share documents. Engagement Include features to keep customers engaged such as internal communications. Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Customer Success (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Revenue Optimization (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More [ ![Accord](https://images.g2crowd.com/uploads/product/hd_favicon/8a6943db76c5439dbfb06d97dee9f546/accord-accord.svg "Accord") Sponsored Accord 4.9/5 (206) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5 (915) ](https://www.g2.com/products/planhat/reviews) [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5 (1,584) ](https://www.g2.com/products/churnzero/reviews) [ ![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "Totango") Totango 4.3/5 (1,140) ](https://www.g2.com/products/totango/reviews) [ View All Alternatives ](https://www.g2.com/products/clientsuccess/competitors/alternatives) ClientSuccess Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5 (1,597) [ Compare Now ](https://www.g2.com/compare/churnzero-vs-clientsuccess) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success 4.5/5 (1,738) [ Compare Now ](https://www.g2.com/compare/clientsuccess-vs-gainsight-customer-success) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c908804b5766dffa9767b7692efab76/totango.png "Product Avatar Image") Totango 4.3/5 (1,150) [ Compare Now ](https://www.g2.com/compare/clientsuccess-vs-totango) ##### Categories on G2 [ Customer Revenue Optimization ](https://www.g2.com/categories/customer-revenue-optimization)[ Customer Success ](https://www.g2.com/categories/customer-success)[ Subscription Revenue Management ](https://www.g2.com/categories/subscription-revenue-management) [ Client Onboarding ](https://www.g2.com/categories/client-onboarding) Show More ##### Explore More [ What's the most recommended partner relationship management software ](https://www.g2.com/discussions/what-s-the-most-recommended-partner-relationship-management-software)[ best cloud infrastructure monitoring software ](https://www.g2.com/discussions/what-s-the-best-cloud-infrastructure-monitoring-software)[ Which is the most trusted equity management by CFOs at B2B SaaS companies based on user reviews? 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