ClientSuccess Features

Based on 238 ClientSuccess reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Based on 240 ClientSuccess reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Based on 238 ClientSuccess reviews and verified by the G2 Product R&D team. 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.

As reported in 183 ClientSuccess reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Based on 204 ClientSuccess reviews and verified by the G2 Product R&D team. 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.

Based on 187 ClientSuccess reviews and verified by the G2 Product R&D team. 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.

Based on 124 ClientSuccess reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Based on 194 ClientSuccess reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 146 ClientSuccess reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

Based on 139 ClientSuccess reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Based on 96 ClientSuccess reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Based on 223 ClientSuccess reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 204 ClientSuccess reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 195 ClientSuccess reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 189 ClientSuccess reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 207 ClientSuccess reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 216 ClientSuccess reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 205 ClientSuccess reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Based on 174 ClientSuccess reviews and verified by the G2 Product R&D team. 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.

Based on 226 ClientSuccess reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 220 ClientSuccess reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 30 ClientSuccess reviews. Identify customers that are more likely to cancel their subscriptions

As reported in 21 ClientSuccess reviews. Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations 31 reviewers of ClientSuccess have provided feedback on this feature.

Based on 27 ClientSuccess reviews. Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract 24 reviewers of ClientSuccess have provided feedback on this feature.

Track payments received for products that haven't be delivered yet This feature was mentioned in 18 ClientSuccess reviews.

Based on 21 ClientSuccess reviews. Recognition rules to accrue revenue on a daily or monthly basis

As reported in 17 ClientSuccess reviews. Provide multiple payment terms per customer or contract

As reported in 18 ClientSuccess reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans 18 reviewers of ClientSuccess have provided feedback on this feature.

Based on 15 ClientSuccess reviews. Can operate under at least two distinct sales methodologies

As reported in 17 ClientSuccess reviews. Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales 20 reviewers of ClientSuccess have provided feedback on this feature.

Highlights cross-sell, upsell, and white space opportunities 18 reviewers of ClientSuccess have provided feedback on this feature.

Based on 17 ClientSuccess reviews. Can fully automate the deal renewal process

As reported in 17 ClientSuccess reviews. Suggests content appropriate to stage and tone of the deal

As reported in 14 ClientSuccess reviews. Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles This feature was mentioned in 24 ClientSuccess reviews.

Provide customizable workflows for onboarding activities and tasks. 53 reviewers of ClientSuccess have provided feedback on this feature.

Include templates for onboarding project plans and documents. 51 reviewers of ClientSuccess have provided feedback on this feature.

Generate checklists to monitor the prograss of onboarding projects. 56 reviewers of ClientSuccess have provided feedback on this feature.

As reported in 51 ClientSuccess reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.

Based on 45 ClientSuccess reviews. Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content. This feature was mentioned in 44 ClientSuccess reviews.

Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 58 ClientSuccess reviews.

As reported in 48 ClientSuccess reviews. Identify trends and analysis that can be used to optimize onboarding.

Provider a portal for customers and external users to collaborate and share documents. 43 reviewers of ClientSuccess have provided feedback on this feature.

Include features to keep customers engaged such as internal communications. This feature was mentioned in 54 ClientSuccess reviews.

Create white-label portals by customer, product, or project. This feature was mentioned in 32 ClientSuccess reviews.

Based on 49 ClientSuccess reviews. Provide multiple levels of visibility accrosss all onboarding stages.

Based on 41 ClientSuccess reviews. Allow internal and external users to collaborate without loging into the system.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives