--- title: ClientSuccess Reviews meta_title: 'ClientSuccess Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 424 reviews by the users' company size, role or industry to find out how ClientSuccess works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 424 scale: '5' date_modified: '2026-08-09' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # ClientSuccess Reviews **Vendor:** ClientSuccess **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.4/5.0 **Total Reviews:** 424 ## About ClientSuccess ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives. ## ClientSuccess Pros & Cons **What users like:** - Users value the **organization and granular client health management** in ClientSuccess, enhancing their support for customers. (2 reviews) - Users love the **exceptional customer support** of ClientSuccess, which enhances their daily operations and customer interactions. (2 reviews) - Users value the **seamless integrations** with tools like Outlook, enhancing their ability to engage with customers effectively. (2 reviews) - Users value the **robust analytics** capabilities in ClientSuccess, enhancing customer support through effective tracking and integrations. (1 reviews) - Users value the **automation features** of ClientSuccess, enhancing their ability to support customers effectively. (1 reviews) - CRM Integration (1 reviews) - Customer Management (1 reviews) - Users value the **effective customer tracking** capabilities of ClientSuccess, streamlining client management and enhancing support efficiency. (1 reviews) - Dashboards (1 reviews) - Users find ClientSuccess to be **extremely user-friendly** , allowing for quick setup and efficient daily management of client relationships. (1 reviews) **What users dislike:** - Users are frustrated with the **limitations on active goals** for clients, hindering their productivity and efficiency. (1 reviews) - Users express frustration with the **limited customization** options for managing active goals in ClientSuccess. (1 reviews) - Users express frustration with the **limited features** of ClientSuccess, particularly the restriction on active client goals. (1 reviews) - Users feel the **UI design could be improved** , finding it somewhat complicated despite its overall functionality. (1 reviews) ## ClientSuccess Reviews ### 1. ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah O. | Implementation Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about ClientSuccess?** Adding ClientSuccess to our process was a game-changer! I especially appreciate the flexibility we have with creating custom fields and then reporting off of them. It has created so much more efficiency in capturing the metrics that we need. I also love that it has given our teams the ability to see correspondence with the customer regardless of who within our team they were talking to. **What do you dislike about ClientSuccess?** We also use the Baton feature with CS and would appreciate more fluidity between the systems like shared custom fields or the ability to customize the Baton module view for easier access to information **What problems is ClientSuccess solving and how is that benefiting you?** Our business requires our teams to know a lot about our customers without having to ask them the same questions over and over. Being able to document features that they use, experiences/engagements we have had with them, and the progress we've made helps us to serve them better and waste no time. Reporting was also a challenge and ClientSuccess makes it easy to export the data we need without having to combine multiple data sources ### 2. Customer Success Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Denise S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the engagement integration with Outlook. I am ableto scan before customer meetings and make sure I know what the latest interactions have been. **What do you dislike about ClientSuccess?** I would love to be able to connect to inforCRM. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows me to see most of my customer data all in one place. I love the customizable fields so we can add in what is important to us. ### 3. ClientSuccess has great ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon D. | Board Member/Host Families Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** ClientSuccess doesn't take a degree to use and their webinars are stellar! I'm in the product every day and rely heavily on it for my daily routine. **What do you dislike about ClientSuccess?** As with any technology there are glitches that need to be looked at. I also don't like that I have a limit on how many active goals I can have for a client. **What problems is ClientSuccess solving and how is that benefiting you?** Helps me maintain and track all of my 60+ accounts I'm working on. Keeps me on task and this helps keep relationships with the clients strong and in turn drives more revenue retention and growth possibilites. ### 4. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Evan D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the organization of this tool and the ability to manage client health so granularly. **What do you dislike about ClientSuccess?** The UI could be slightly more simple but overall it works well. **What problems is ClientSuccess solving and how is that benefiting you?** This tool is allowing me to monitor client health and renewal timeframes much easier then before. ### 5. User-friendly, powerful tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about ClientSuccess?** ClientSuccess is user-friendly and configuration is relatively simple, so it's easy to get up and running quickly. Account details are laid out really well, which allows leadership teams to find what they need easily. The solution helps track and manage multiple facets of a client relationships including contract details, health, tasks, meeting notes, and risk. One-to-many communications are easy to configure and time-saving for our team. Beyond the solution, ClientSuccess sets the bar in client care. We're fully supported by the team, including our CSM, Support, Product, and Sales - they're always collaborative and eager to grow with us. **What do you dislike about ClientSuccess?** I wish the tool had more customization options. For example, the NPS survey is limited to a score and a comment, but we ask additional questions in our NPS survey program. It would be great to house all of that data within ClientSuccess instead of relying on other survey tools. Another example would be engagements - not a lot of options for adding fields to call notes, meetings, etc, which can be limiting in how we use them. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess provides a central location for our CSMs to manage their client base and more importantly, provides visibility for the business to understand the state of our clients. It's collaborative and simple to use, so the core functionality is easy to adopt. ### 6. I love ClientSuccess! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilene P. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I can best support my customers through their tools! I rely heavily on success cycles, pulses, custom tracking fields, and the calendar integration. **What do you dislike about ClientSuccess?** Nothing I can think of at this time, they are a joy to work with. **What problems is ClientSuccess solving and how is that benefiting you?** It is hard to stay on top of all the clients I manage, so it helps to see who needs to be contacted when. It also helps streamline onboarding and renewals. ### 7. Client Success - A great fit for small and growing Customer Success Departments **Rating:** 5.0/5.0 stars **Reviewed by:** Christian K. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2018 **What do you like best about ClientSuccess?** Easy Onboarding Process / Success Cycles / Success Scores / Reporting **What do you dislike about ClientSuccess?** We have not discovered any dislikes while using Customer Success **Recommendations to others considering ClientSuccess:** Great fit for small organizations that are growing in Customers Size and Staff Size **What problems is ClientSuccess solving and how is that benefiting you?** We are a growing Customer Success department (growing in staff size and customer size). Client Success has helped us streamline our success cycles and provided us with an ability to build customized Success Scores to objectively judge each account. As we are growing, the software has allowed me to quickly assign tasks to my staff and see the activity and pulse associated with each account. The onboarding process has been seamless and our contact at Client Success has been extremely helpful in terms of getting us started and providing best practices / tips. ### 8. User-friendly platform and communicative support team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about ClientSuccess?** I love having everything in one place for my customer accounts. Very easy platform to use, and lots of flexible options to make it work best with my workflow. I like seeing all my customers in a segment together with the details that I decide to add in columns to get a great, high-level picture of my book of business. The customer support team at ClientSuccess is extremely communicative and thorough with their responses. **What do you dislike about ClientSuccess?** I wish there was an outlook integration to take the manual lift of adding engagements for meetings. I also would like to create an automation based of a contact segment I have created. **What problems is ClientSuccess solving and how is that benefiting you?** Gives visibility for emails to and from my customers, regardless if I am cc'd on the email. For example, if a client is communicating with support, I can see the correspondence in CS. I also like having all my customer info, with links to additional docs in each customer account page. It is flexible for how I want to see the information. ### 9. Works very well **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2024 **What do you like best about ClientSuccess?** I love the UI/UX I love how the engagements come through client success via contacts I like the revenue section CX team is very helpful **What do you dislike about ClientSuccess?** my main concern is that I wish we could have multi-currencies. USD would be great. **What problems is ClientSuccess solving and how is that benefiting you?** Gives up a clear picture about financials ### 10. Does so much out of the box **Rating:** 5.0/5.0 stars **Reviewed by:** Richard B. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** I enjoy that so much can be configured out of the box in CS. They have a great support team and a bunch of solid integration options. **What do you dislike about ClientSuccess?** The only limiting factor in CS is that the out-of-the-box reporting is a bit of a double-edged sword. Yes, it's great to have, but customization of those reports would be even better. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a single source of truth and a place to keep track with all of our customers as we grew from a seed-stage startup. This is providing the recording, reporting, and revenue tracking we need to take the next step as an org. ### 11. Great product & Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** ClientSuccess (CS) was a gem I had not seen or heard of until I came to my current employer. I learned quickly CS was not overly complex in usage OR integration. User interface wise it's pretty straight forward and intuitive for our Technical Account Managers. Customer support has been exemplarary as I typically get a response within the first hour and it normally holds the piece of information I was either looking for OR a solution to my issue. **What do you dislike about ClientSuccess?** Creating new objects in the platform can be a hassle - certain use cases as the business grow leads us to pivot these customer types but use the same metrics. A simple copy of the old would be great but we have to recreate from scratch and do the ole' stare and compare. Not great but would love to be able to have a copy feature there. Though if you aren't adjusting a great deal you wouldn't need to worry about this. **What problems is ClientSuccess solving and how is that benefiting you?** Central point of data input for our TAMs. Aside from copying our docs over to ClientSuccess - it's a central point for our data input for customer issues, risks, and achievements. Overall it's nice to go in and simply be presented with all the data in an easily digestible fashion through CS. ### 12. Best of the Best Out There **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** I've used almost every customer success platform throughout my career. ClientSuccess has been refreshing its simple yet elegant approach. Highlights: • We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately. • SuccessCycles substantially cut the time required to train CSMs on new processes. We just needed to teach them how to follow them—after which CSMs would just keep an eye out for new ones and follow along with the steps. (I think this is hyper-critical as many CS platforms focus more on how management/admins configure the system and less on creating a usable interface for the people working the accounts). • At ClientSuccess we're not just a number. Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback and has even made enhancements to their product to better support me. • They maintain an agressive roadmap with material updates released quarterly. There's much more but I think these hit the key points. **What do you dislike about ClientSuccess?** When I first signed on, I felt they were a little weak in digital touch—but speaking to the CEO, that was by design as they first wanted to focus on a high-touch solution and work backward from there. Since then, they've continually rolled out features that support digital touch. **What problems is ClientSuccess solving and how is that benefiting you?** • Standardize how CSMs manage their accounts • Assess churn risk • Automate discovery of expansion opportunities ### 13. Easy to use and great visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Lucas da Silva A. | Customer Success Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The menus are very simple to use and find at the customer details. It's possible to create custom fields for customers, contacts and contracts, which is very helpful to our internal controls. The reports page is always adding new and good reports to support our managers. It's kind of easy navigate into them and edit the filters. CSM's are so available and always trying to help us with the best practices. We don't feel alone along the journey, and this is fantastic. **What do you dislike about ClientSuccess?** Client Success APIs need some improvements to use integrations on a great way. Resources like revenue metrics, Pulses, Engagements, Goals, SuccessCycles and so on could be more available or totally available via APIs. Our feeling is: Client Success APIs are a little basic. Still talking about APIs, we have a 10 requests-second as a limit to use the APIs. It's a little low number. Increasing to 100 or more would be very nice to integrations and automations that we need. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success is helping us to have all the informations of our customers on a main screen, giving us better insights about what we can do and plan with them. The customer page is great and full of items. ### 14. Really intuitive platform, likable CSM, fast support. Platform does all the things users want. **Rating:** 4.5/5.0 stars **Reviewed by:** Katye H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** Ease-of-use. Those streamlined features that make updating tasks fast and one-click workflows. **What do you dislike about ClientSuccess?** Some functionality isn't there when it comes to pre-assigning tasks that would make involving a whole team easier. A few oddities with integrations. **What problems is ClientSuccess solving and how is that benefiting you?** Visibility into account comms, tracking health, identifying at-risk clients, etc. ### 15. Great experience with a great company and great people! **Rating:** 5.0/5.0 stars **Reviewed by:** Jean Marie S. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about ClientSuccess?** ClientSuccess is easy to implement, does snot require an Administrator, and is easy to understand. It is robust enough to serve all our needs but no so overwhelming that we don't understand it. We LOVE having all our data in one place, giving us a holistic 360 degree view of our customers. **What do you dislike about ClientSuccess?** I would love to see a Google calendar integration which I believe is coming. Once that's implemented I will have nothing left to complain about! **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess lets me view everything about my client in one place. This is a HUGE timesaver for the CS team. We're also using it to track Product sentiment which has been very useful for the product team. ### 16. Simple & Effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Andy B. | Customer Success Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** I love the simplicity and overall user experience with CS. I've used it at several companies. From an end user, I enjoy the simple & thoughtful functionality. From the admin side, I enjoy the ability to measure the health scores and temperature of each client at a glance. The integrations with SFDC & SLACK are vital **What do you dislike about ClientSuccess?** I wish the reporting had more customization.. IE set date terms instead of custom dates for each report. The sync between SFDC has broken a few times; luckily the team at CS has helped us fix this fairly quickly.. note that the break was the SFDC's fault, but a quick notification that this was down would have been excellent. **What problems is ClientSuccess solving and how is that benefiting you?** Managing client engagements, better UX vs using SFDC for managing communications, subjective health scores, integration between SLACK, reporting on client engagement, NPS ### 17. ClientSuccess is just right. **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Manager of Client Success, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise from a customer success perspective. The tool is powerful yet still remains lightweight, and covers all the major bases needed in a Success Tool. In terms of value, I think ClientSuccess leads the pack. **What do you dislike about ClientSuccess?** Very happy, don't have a lot to add here. Excited about further development to tasks/to-dos which seemingly is not too far off. **What problems is ClientSuccess solving and how is that benefiting you?** 1. Giving a clean single view of a client 2. Bringing together multiple information sources together. 3. Highlighting the Customer Health Score 4. Goal tracking for clients & the company. ### 18. The right sized platform for Customer Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** They've build a solid platform which our very technical TAM team can update following calls in less than 15 minutes. We measure customer sentiment, track what value our customers are getting from our solutions, and easily report metrics to our executives. **What do you dislike about ClientSuccess?** Our implementation of the salesforce integration should be improved; but that may be on us, rather than ClientSuccess. **What problems is ClientSuccess solving and how is that benefiting you?** This platform provides a common platform for understanding our entire customer cohort. ### 19. Great Product for high touch and constantly evolving with great features **Rating:** 4.5/5.0 stars **Reviewed by:** Chris M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about ClientSuccess?** The multivariate health scoring capability, build in NPS, and Pulse allow for a very complete view of client/customer health. **What do you dislike about ClientSuccess?** There's no ability to do recurring, time-based NPS surveys. Fairly minor dislike but if I had to point to one that would be it. **What problems is ClientSuccess solving and how is that benefiting you?** Centralizing client information and communication, health scores, client/project health. ### 20. Reporting dream **Rating:** 5.0/5.0 stars **Reviewed by:** April H. | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** The functionality of the reporting feature is intuitive, user-friendly and professional - impressing even the harshest critics. **What do you dislike about ClientSuccess?** The UI is fixed and not customizable...yet. **What problems is ClientSuccess solving and how is that benefiting you?** We are able to forecast GRR more accurately and overall customer health. ### 21. Loving Client Success **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Client Success helps me keep my clients in order, reminds me of what I need to do, what I talked to them and when, it's also very helpful to have the emails logged, that way I don't need to go back to my Gmail and search for the last conversation. It also helps for my managers to keep track of my work and on the clients. I like that it can integrate with Zendesk, with Gmail and with app surveys to see their general pulse. **What do you dislike about ClientSuccess?** I dislike that it doesn't send me remidners messages for the task I have pending, that would be awesome, when using the cicles to be able to get a message reminding you about the next step or timeline **What problems is ClientSuccess solving and how is that benefiting you?** Having all in one place, being able to set the temperature of the client and keeping track of all the information, I'm more productive, feel like I can really use my time to actually help clients ### 22. Best Cost-Benefit! **Rating:** 5.0/5.0 stars **Reviewed by:** Bruno F. | Senior Customer Success Manager | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** UX/UI is simple and easy - but in a good way! It's not clunky, you can customize the views (to some extent) Last but not least - PRICE! Price is the game changer here as considering all the features it has, its pricing point is amazing compared to the competition. **What do you dislike about ClientSuccess?** All the "most common" integrations are there, but some others are only viable through Zapier or paid options (Please correct if I am wrong). Report options are super simple and not customizable, this is something we could definitely use. **What problems is ClientSuccess solving and how is that benefiting you?** Previously we used many different sources to share customer data within our organization (Google Docs, Spreadsheets, Drive, SFDC, Jira,...) now all that data resides in a single space. It also provides great indicators on Customer Health Score that are customizable and drive engagement/insights regularly. ### 23. Easy implementation, easy to use, huge value our company **Rating:** 5.0/5.0 stars **Reviewed by:** Jim J. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The implementation was super-easy. Setting up our health score (SuccessScores) and playbooks (SuccessCycles) was a very easy process. It's also been very quick and easy to modify and tweak as we learn. **What do you dislike about ClientSuccess?** Not a limitation of ClientSuccess per se...the most challenging part of the implementation was the Salesforce field mapping. We have a unique data model in Salesforce, so it took a lot of work from our SF admin to translate our model into ClientSuccess fields, etc. Once that was set up and finalized, everything was good. **What problems is ClientSuccess solving and how is that benefiting you?** We had little or no data-driven insights into our customers. Our view of customer health was more of a gut feel than anything else. We also didn't have standardized processes for how CS engages with customers - playbooks now give us scalable and repeatable processes. ### 24. Thank you for making my role so much more easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Dani M. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** Updating the pulses by color and having a summary for each of my accounts. It is also good to have the NR in one place and I don;t need to use other platforms fo additional information. **What do you dislike about ClientSuccess?** Sometimes the main menu , where all the accounts are, gets too close together and if I want to see certain information it takes me back to another page. Also, the integration with Zendesk for some accounts works and for some don't, Not sure if it has to do with the code. **What problems is ClientSuccess solving and how is that benefiting you?** much better than having a typical CRM, I have everything I need: contacts, client temperature, notes, cycle, it is honestly great! It is also a perfect way for my team lead to evaluate my work. ### 25. An efficient tool with limitations **Rating:** 5.0/5.0 stars **Reviewed by:** Bruna R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine. In addition, the look of the platform is very organized and pleasant. I confess that after you get used to using the tool, the competitors seem strange. **What do you dislike about ClientSuccess?** sometimes the platform had instabilities that disrupt the routine, but I believe we all have bugs! LOL In addition, data analysis is poor and can prevent the team from observing some indicators in detail. **What problems is ClientSuccess solving and how is that benefiting you?** The organization of the customer portfolio. It is essential in my routine and I spend most of my day on the platform. It is especially important to record all contacts and customer satisfaction, as well as upcoming actions via playbooks. ### 26. Excellent tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Steven C. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about ClientSuccess?** We had been looking for a long time for a tool that could effectively capture various details about our customers, contracts, outreach, and projects. ClientSuccess has met probably 90% of our needs for this tool. Its ease of use is probably the top selling point, and we also appreciate how they continue to grow and evolve, taking feedback along the way to make the product what their clients need it to be. **What do you dislike about ClientSuccess?** There are still a few functionality issues we can't seem to get around. The top one would be tracking contracts that have variable monthly invoicing amounts. Would also like some cleaner single-click options to toggle views on the Engagements section between different types of engagements. **What problems is ClientSuccess solving and how is that benefiting you?** The product has helped us in several ways. First and foremost, it has allowed us to store and track so many different pieces of information in a single place. It has also allowed for leadership to have visibility into what's going on in a simple manner. ### 27. I Use ClientSuccess All Day Everyday **Rating:** 4.5/5.0 stars **Reviewed by:** Chaylynn L. | Sr Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess helps me stay organized. I can easily see the necessary information I need for each client. Ie what's their pulse (happiness level), who are my main contacts, when is the contract up, what did we talk about on our last call, etc. **What do you dislike about ClientSuccess?** There have been a few pieces that haven't integrated as nicely as we would like (ie usage) & it's taking a long time to figure it out. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps me stay organized. I can easily see the necessary information I need for each client. Ie what's their pulse (happiness level), who are my main contacts, when is the contract up, what did we talk about on our last call, etc. ### 28. A great tool for young and expanding CS orgs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess is a very easy-to-use product and it integrates well with other systems, such as Salesforce, to seamlessly pass updates back and forth. Being able to segment my customers based on certain criteria is a real time saver when I'm looking to target specific groups for communication or to take action of some kind. **What do you dislike about ClientSuccess?** I would love to see the ClientSuccess team add more automation to the system. By this, I mean the ability to trigger certain actions when something occurs with an account. ClientSuccess is great at helping identify certain groups of customers or trends but the action on these items is pretty much manual still. That would be great to have something more automated for specific criteria. **What problems is ClientSuccess solving and how is that benefiting you?** Being able to manage a larger than normal account load is made easier with ClientSuccess because of the ability I have to see my entire customer base at a high level and drill down from there to target specific groups. I appreciate the daily reminders for my to-do list items as well as customers that have gone a longer time between contact. ### 29. Everything you need (and more) for managing a customer success organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess provides an easily-deployable solution that still includes all the required functionality. Quick time to value, minimal training, clear and simple. Very rarely you find a solution that has everything required, nothing more and nothing less. In addition they offer great resources for implementation, top-notch CSM team, and market leading resources. **What do you dislike about ClientSuccess?** The product definitely lacks the bells and whistles offered by other competitors, which is by design but leaves something to be desired at times. In addition there's a level of quality which is what you'd expect from a small-ish startup company but means you run into problems at times. **What problems is ClientSuccess solving and how is that benefiting you?** As a VP of CS I'm looking for a tool that will be a daily solution for the CSMs to track, monitor and document all information about their customers, while providing me with a 30k ft view of the installbase, multiple KPIs and health of all customers. ### 30. Amazing CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Josmary C. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** What I like more about CS is the ability that is has to integrate with other software such as SalesForce, ZenDesk, etc. It makes it easier keep track of the recent activity your customer has had. Also it is very user friendly and I love that I can customize the fields I want to see on my dasboard. **What do you dislike about ClientSuccess?** The UX design is a little outdated and sometimes takes a little while to load the information of an account, besides that everything works great! **What problems is ClientSuccess solving and how is that benefiting you?** Easy to keep track of my clients based on the last pulse update and the temperature check. ### 31. Intuitive to CSMs, User Friendly, Account Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Ivy F. | Enterprise Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** It is the first time I have ever used ClientSuccess and wow where has this software being all my life? The precision and funtionally of it has allowed for our Customer Success team to track our success metrics and provide a better customer support. This has allowed for account browth and expansion to other services. **What do you dislike about ClientSuccess?** Nothing yet. It is perfect. They innovate and release new features all the time. **What problems is ClientSuccess solving and how is that benefiting you?** It is helping our team to track client interactions and label the health of accounts. Allowing us to be productive and focus on what is most important, helping clients become succesful with our software and services. ### 32. ClientSuccess - New User Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tara B. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess helps bring visibility to the health of our customers into SFDC, which is a platform which everyone can see, report on. It takes the burden of having to use the SFDC connector in our email client off of me and captures and attaches all engagements into the Account record, for ease of visibility company-wide. It allows us to gain visibility into metrics that matter, such as engagement, tenure, escalations, etc. The reporting features help to slice and dice the data on churn, risk factors, etc. **What do you dislike about ClientSuccess?** Right now, the widget is a bit glitchy which is what we were using to drive adoption outside of the Customer Success team. **What problems is ClientSuccess solving and how is that benefiting you?** Customer health visibility, data, metrics, reporting - all benefit the company by being able to make fact-based, data-driven decisions from what comes out of ClientSuccess. ### 33. Great for keeping track of your customers and ensuring retention **Rating:** 5.0/5.0 stars **Reviewed by:** Andraz Z. | Marketing Operations Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2022 **What do you like best about ClientSuccess?** I like how clientsuccess makes all client communication, status updates, and client information like ARR, POC, description and segment information available in one place. **What do you dislike about ClientSuccess?** No apparent downsides for me, other than it's not free, but that's understandable. **What problems is ClientSuccess solving and how is that benefiting you?** The main value for me is being able to keep up with what existing clients are doing and how well we're serving them. We use the Slack integration that sends updates when the pulse changes which helps me stay on top of who's fully getting the product value and who's a risk. ### 34. Easy to use tool for managing customer relationship! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The ease of use - you can run reports, search for relevant information, and record ongoing interactions with customers all in one place. The different tools within the system are strong, from recording meeting notes, interactions, and their pulse. Also fabulous to have the integration with Jira! **What do you dislike about ClientSuccess?** It would be great to have a means of adding documents related to a customer against their profile. Could store customer success-related documents right to their profile for ease of finding info. **What problems is ClientSuccess solving and how is that benefiting you?** Getting a clear picture of how a customer is doing with our product. Since the customer's success in implementing our product is key, it is great to have all info about a customer in one place - something that can be seen across the company to users on ClientSuccess. ### 35. Great system, easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The user interface -- very simple to navigate and know where everything is. I always know where I'm going in a minimal amount of clicks. Everything is easy to understand and doesn't require much time to get up-to-speed. **What do you dislike about ClientSuccess?** The backend integrations -- they are robust, but a little difficult to set up and test. I would recommend making the debug error logs more reader-friendly, like "The Product record is missing a value for the field "Product Code" so the admins know where the problem lies. **What problems is ClientSuccess solving and how is that benefiting you?** Essentially, it's in the name. It helps keep our clients happy, and also we're able to take the data and sync it across systems with the integrations. So we're able to gather powerful metrics from this. ### 36. Why is Client Success the most complete tool for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Priscila S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Management by Pulses and the reasons make it easy to track the progress of each client. The reports issued are rich and guide the necessary action plans at each stage of the customer journey. **What do you dislike about ClientSuccess?** Possibility of having more customization of some reports like Customer Success. Only management can extract some data in CSV or Excel. **What problems is ClientSuccess solving and how is that benefiting you?** Health monitoring of the clients I attend Possibility to see the progress of each client Step by step with the playbooks already registered on the platform ### 37. Vital for tracking the health of our customers **Rating:** 5.0/5.0 stars **Reviewed by:** Joe L. | Training and Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Data is easily available on the dashboard. You can get a wide view of the client's health without having to dig into the reports more. It also saves our CSMs time by making data readily available to them. **What do you dislike about ClientSuccess?** Integrations could be better. We have also dealt with subpar CSM's from client success in the past. **What problems is ClientSuccess solving and how is that benefiting you?** Allowing our team to better serve our clients. Instead of spending a ton of time tracking and inputting data, our team has client data available to them. ### 38. Overall a great experience. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The layout of the customer pages. How easy it is to add pulse and to have high visibility to the customer and what is going on. Ability to add tasks and goals that are added to report pages. **What do you dislike about ClientSuccess?** I wish that you could create better exceptions. That way instead of having to create a new success cycle or template or rule, where I wish I could just add exceptions or more dynamic changes to one rule. **What problems is ClientSuccess solving and how is that benefiting you?** I work with a larger customer base where we make changes to each customer. I like that once I have added the tasks and cycles to the customer's page that I can work from a general report rather than go to each page. ### 39. Great tool & team! **Rating:** 5.0/5.0 stars **Reviewed by:** Julia M. | Senior Customer Success Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I have used Client Success in a former role as a CSM and we recently purchased this software for our CSM team. I am impressed with the simplicity of the UI, and ease of integration with other tools like Zendesk & Salesforce. In addition we have had a very supportive team at Client Success. **What do you dislike about ClientSuccess?** My one caution would be to not over-engineer or create too many fields for your team to input/update. Start with the basics then build as you go! **What problems is ClientSuccess solving and how is that benefiting you?** We have been using Salesforce as a tool for trend updates, and client health. We want to make sure we (leadership) have visibility into all aspects of our customers including usage, support response, NPS & overall satisfaction, ### 40. Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** ClientSuccess is not only a great program but the support from their team is outstanding. Their CSMs work hard to make sure you have the resources needed to utilize ClientSuccess... successfully (the name really gives it away). **What do you dislike about ClientSuccess?** It has been a time intensive setup, but it's clearly worth it. Just know that your team will have to devote a significant amount of time to get their account set up. **What problems is ClientSuccess solving and how is that benefiting you?** It's solving the issue of tracking a client's current progress/goals. We are able to set up plans to show and track where a client is in their journey with our company and then show what needs to be done to help them achieve their goals. ### 41. Amazing tool for success! **Rating:** 5.0/5.0 stars **Reviewed by:** Matt C. | Strategic Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Client success is one of the most valuable tools at my disposal, the organization it allows and ability to track progress and be successful. **What do you dislike about ClientSuccess?** Wish that it was easier to manage contacts and had more integrations to help be get data from other tools into the platform. **What problems is ClientSuccess solving and how is that benefiting you?** Client success helps keep our goals on track for our clients. This helps us keep a high level view of clients and where we are with success cycles and overall standing. ### 42. Great tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** I love that Client Success acts as a one-stop shop for managing my customers. The to-do list, pulse, and the automatic syncing feature of emails saves me time and helps keep me organized. **What do you dislike about ClientSuccess?** It would be nice if opportunities in CS automatically linked for renewal. Other than that, I think the tool is working well for what I need it for. I look forward to seeing the updates coming down the line. **What problems is ClientSuccess solving and how is that benefiting you?** CS saves me time with the to-do list feature and also ensures I am following up promptly with customers. I like the pulse feature as well and the ability to log calls and emails. ### 43. Robust, intuitive, and made for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Blake W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** There are several features built-in (Pulse, risk factors, success factors, etc) that are incredibly intuitive to the CSM role, and those features feed directly into specialized reports that really WOWed our leadership team **What do you dislike about ClientSuccess?** There isn't enough customization, and although it does have some engagement functionality built-in, it's not quite robust enough as I would like. Other, more traditional CRMs have far superior engagement built-in or available in the ecosystem. **Recommendations to others considering ClientSuccess:** Consider whether having two different CRMs in your stack is worthwhile. For some organizations, it makes sense. There can be advantages to having both Sales & Customer Success in the same CRM. Having an additional CRM certainly puts a strain on your ops team. **What problems is ClientSuccess solving and how is that benefiting you?** The best thing about ClientSuccess is the ability to measure the sentiment of our entire customer base accurately over time, with minimal effort from our CSM team. I think this is the single most valuable benefit of our using ClientSuccess. **Official Response from Kristen Gray Psychas:** > Thank you for taking the time to share your thoughts about your experience using ClientSuccess, Blake! I am happy to learn your leadership team is wowed by the reporting capabilities and that your team has hit the ground running with their client Pulse updates. It is a fan-favorite feature. We are always looking to improve the experience in our platform for professionals like you and are committed to aligning our roadmap with solving the kinds of organizational problems faced by people in our roles. Please keep us posted with additional thoughts or use case context about your needs. If you aren't sure who your dedicated CSM is, just send an email to customerlove@clientsuccess.com and we'll be happy to put you in touch. Thank you for being an awesome customer! ### 44. Easy to use platform that drives Customer Success values for the whole organization **Rating:** 5.0/5.0 stars **Reviewed by:** Adam K. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2021 **What do you like best about ClientSuccess?** - Vendor relationship is great - Great looking platform (colors, format) - Easy to use - Helps non-Customer Success folks get a sense of what clients we're working with (e.g. new salespeople) - Helps drive Customer Health monthly meetings for senior leadership - Integrates pretty well with Slack, Hubspot, other systems **What do you dislike about ClientSuccess?** - Hubspot integration is not complete (i.e. you can map to Company and Contact properties, but not to individual deals) -- this makes it hard to track upsells, renewals, expansions, anything other than the first sale - I wish it were easier to autofill certain things, e.g. the Revenue Manager from our existing CRM Hubspot **What problems is ClientSuccess solving and how is that benefiting you?** - We're keeping the business client- and learner-focused using the client grid feature - I'm able to drive meetings that are client-centered and give senior leadership good insight into which clients are at risk **Official Response from Dave Blake:** > Adam - appreciate the great feedback and happy you're finding value in the solution. We've been working on the Hubspot deals integration and it should be ready for primetime very soon. We'll continue to look at ways to auto-fill data as well. Keep the feedback coming through your assigned CSM or via customerlove@clientsuccess.com. ### 45. Great way to collect customer pulse data and overall health score! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob D. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** I like the ease of use, ClientSuccess is very user-friendly. I like how quickly you move from a holistic view of all customers to a specific look into a particular customer. **What do you dislike about ClientSuccess?** Would like to build out the functionality of the TASKS section (ex. set and sort priority levels for each task) **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess is my daily dashboard. At a glance, I can see where my focus needs to be. ### 46. Great CS oriented CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. | Manager of Renewals , Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about ClientSuccess?** Overall I like that ClientSuccess is a CS-oriented CRM that captures a lot of the essence of what CSMs need to track in their day-to-day activities. The mark of a good CRM is enabling users to maintain momentum while not having to get bogged down in the administrative side of things. Overall they do a great job on Pulses and Risk tracking. The entire platform is very intuitive and makes searching for the information you need a breeze. **What do you dislike about ClientSuccess?** The one area I think ClientSuccess should improve is their overall revenue tracking. While many organizations utilize a more commercial-oriented platform such as SFDC to track these things, having the ability to handle all of your CRM needs in one platform would take an already excellent tool to the next level. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps us keep a solid and reliable pulse on our rapidly growing customer base. Freeing up our CS team to focus on CS Driven work vs. manually tracking details and getting bogged down in administrative tasks. ### 47. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kaisha S. | Customer Succes Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Source of truth for all of our Client data - leadership and individual contributors are able to get information quickly and tell the story. **What do you dislike about ClientSuccess?** Client Success CSMs being stretched in their book of business to not give enough 1 on 1 attention during the onboarding process **What problems is ClientSuccess solving and how is that benefiting you?** Visibility in the org, central source of truth, at a glance understanding, relationship understanding, forecasting, etc. ### 48. Very easy to use and perfect for CSMs **Rating:** 4.5/5.0 stars **Reviewed by:** Sheila Y. | Sales & Customer Success Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** It helps me manage my day-to-day tasks and track all the action items and history of my clients **What do you dislike about ClientSuccess?** The interface is kind of old looking. It's not as modern as other tools **What problems is ClientSuccess solving and how is that benefiting you?** Managing CSMs tasks and reporting on the sentiment of the customer. Provides more visibility to my peers and leaders on the health of my portfolio and customers ### 49. Continually Innovating **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The team at ClientSuccess is continually innovating to add new layers to their product. In the few months that I've worked with them they've set up calls for us to discuss features we thought were missing and have already seen some of those be released into their product. **What do you dislike about ClientSuccess?** The sync with Salesforce has improved but is still missing some functionality. As soon as activities sync with Salesforce it will be amazing. I also get frustrated with the revenue because the numbers are pulled differently depending on where you're looking which makes it hard to be consistent. **What problems is ClientSuccess solving and how is that benefiting you?** It gives our customer success team an easy place where they can see data from Salesforce, Pendo, and ClientSuccess all in one place. For them, it's allowing them to spend most of their time in one system instead of bouncing around. ### 50. Great way to keep a track of your client base. Use it every day and always read before calls **Rating:** 5.0/5.0 stars **Reviewed by:** Gareth B. | Onboarding lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** The ability to keep up with the story of the customer journey. **What do you dislike about ClientSuccess?** Nothing I really dislike. A good idea could be to have a priority case queue **What problems is ClientSuccess solving and how is that benefiting you?** Helps me keep track of exactly what is going on with my customer journey. If I did not have this it would be too difficult to manage ## ClientSuccess 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?](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) - 6 comments, 2 upvotes - [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 - [Does ClientSuccess support B2C subscription companies?](https://www.g2.com/discussions/32667-does-clientsuccess-support-b2c-subscription-companies) - 2 comments, 1 upvote - [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment - [View ClientSuccess pricing details and edition comparison](https://www.g2.com/products/clientsuccess/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+13%3A10%3A40+-0500&secure%5Bsession_id%5D=1cc44a04-81b7-43d5-8a42-1a722bbe9fe4&secure%5Btoken%5D=5e7c60a2186419311d1609820c3c4ca912c8ac69ff409997588cecf33f1e12a3&format=llm_user) ## ClientSuccess Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Baton](https://www.g2.com/products/baton/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) ## ClientSuccess Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts ## Top ClientSuccess Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,595 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)