ClientSuccess Features
Customer Information (7)
Customer Health Scores
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.
Customer Monitoring
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
Customer Profiles
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.
Playbooks
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.
Customer Segments
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.
Product Engagement
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.
Surveys
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.
Predictions (4)
Churn Risk
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.
Upsell Opportunities
Based on 146 ClientSuccess reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
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.
Machine Learning
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.
Platform (10)
Reporting & Dashboards
Based on 223 ClientSuccess reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing
API & Integrations
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.
Data Import & Export Tools
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.
Workflow Capability
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.
Notifications
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.
Customization
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.
Scalability
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.
Data Security
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.
Performance & Reliability
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.
User, Role, and Access Management
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.
Revenue Optimization (4)
At-Risk Customers
As reported in 30 ClientSuccess reviews. Identify customers that are more likely to cancel their subscriptions
Offer Optimization
As reported in 21 ClientSuccess reviews. Optimize product offerings and packages to increase customer loyalty
Customer Churn
Address customer churn by identifying the causes of cancellations 31 reviewers of ClientSuccess have provided feedback on this feature.
Revenue Forecasting
Based on 27 ClientSuccess reviews. Estimate future changes in revenues per product type or customer category
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract 24 reviewers of ClientSuccess have provided feedback on this feature.
Deferred Revenue
Track payments received for products that haven't be delivered yet This feature was mentioned in 18 ClientSuccess reviews.
Revenue Accrual
Based on 21 ClientSuccess reviews. Recognition rules to accrue revenue on a daily or monthly basis
Billing and Payments (3)
Payment Terms
As reported in 17 ClientSuccess reviews. Provide multiple payment terms per customer or contract
Personalized Billing
As reported in 18 ClientSuccess reviews. 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 18 reviewers of ClientSuccess have provided feedback on this feature.
Sales Team (3)
Flexible Sales Process
Based on 15 ClientSuccess reviews. Can operate under at least two distinct sales methodologies
Training Mode
As reported in 17 ClientSuccess reviews. Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Creates and stores multiple playbooks for sales 20 reviewers of ClientSuccess have provided feedback on this feature.
Intelligence (3)
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities 18 reviewers of ClientSuccess have provided feedback on this feature.
Zero-touch Renewals
Based on 17 ClientSuccess reviews. Can fully automate the deal renewal process
Smart Content
As reported in 17 ClientSuccess reviews. Suggests content appropriate to stage and tone of the deal
Mapping (2)
Multiple Org Charts
As reported in 14 ClientSuccess reviews. Allows multiple relationship maps for each account and opportunity
Stakeholder Roles
Includes explicit definitions of stakeholder roles This feature was mentioned in 24 ClientSuccess reviews.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. 53 reviewers of ClientSuccess have provided feedback on this feature.
Templates
Include templates for onboarding project plans and documents. 51 reviewers of ClientSuccess have provided feedback on this feature.
Checklists
Generate checklists to monitor the prograss of onboarding projects. 56 reviewers of ClientSuccess have provided feedback on this feature.
Project Tracking (5)
Monitoring
As reported in 51 ClientSuccess reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Based on 45 ClientSuccess reviews. Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content. This feature was mentioned in 44 ClientSuccess reviews.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. This feature was mentioned in 58 ClientSuccess reviews.
Optimization
As reported in 48 ClientSuccess reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents. 43 reviewers of ClientSuccess have provided feedback on this feature.
Engagement
Include features to keep customers engaged such as internal communications. This feature was mentioned in 54 ClientSuccess reviews.
Branding
Create white-label portals by customer, product, or project. This feature was mentioned in 32 ClientSuccess reviews.
Visibility
Based on 49 ClientSuccess reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Based on 41 ClientSuccess reviews. Allow internal and external users to collaborate without loging into the system.
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.
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
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




