--- 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 --- ## Top-Rated Alternatives [ ![Planhat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,609) ](https://www.g2.com/products/churnzero/reviews) [ ![Totango](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Totango") Totango 4.3/5(1,150) ](https://www.g2.com/products/totango/reviews) [ View All Alternatives ](https://www.g2.com/products/clientsuccess/competitors/alternatives) # ClientSuccess Reviews & Product Details 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. * * * Seller [ClientSuccess](https://www.g2.com/sellers/clientsuccess) Discussions [ClientSuccess Community](https://www.g2.com/products/clientsuccess/discuss) Languages Supported English Solution Type All-in-One Overview by Dave Blake (Founder/CEO ClientSuccess - #1 software for customer success teams | SaaS Executive | Customer Success | Entrepreneur) Show More ## Typical Contract Price Pricing provided by BetterCloud and others. $$k - $$k Per Year [Log in to unlock pricing](/auth/linkedin?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fclientsuccess%2Freviews) ## User Insights Average based on 424 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Year [Log in to unlock pricing and user insights](/login) ## ClientSuccess Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Baton ](https://www.g2.com/products/baton/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Sales Hub ](https://www.g2.com/products/hubspot-sales-hub/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 7/28/2022 "clunky" 1.5/5 What do you like best about ClientSuccess? integrations with other tools, range of functionality Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? Seems to break a lot but not immediately obvious which means you find out after you've wasted time doing something. The UI is busy. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? some help in tracking engagement, understanding relationships via pulses Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 11/17/2021 "Cool features, bad experience." 1.5/5 What do you like best about ClientSuccess? Contract information is useful, the layout is easy to use and intuitive/nice to look at. Month to Month revenue tracking via reports are also nice have when discussing growth. Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? It is impossible to update anything. Getting constant "Validation Errors" when updating info on various clients is incredibly frustrating and seemingly random. Would you also please give the user the ability to bulk upload via CSV? Awaiting on the Client Success Rep to process the upload, and at times not confirming that it has been completed is frustrating as well. The fact that data exports don't pull up-to-date information is ridiculous. Needing to generate a new export to ensure that client data isn't out of date is cumbersome and leads to confusion. Opening multiple clients in Client Success's version of tabs is not helpful, especially when you need to reload the page each time you jump back and forth between clients. It's better to open client information in separate browser tabs than in one Client Success Tabs. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? The best problem that has been solved is sharing revenue numbers with our CS team. They are more easily able to see all of their clients' info in one place. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 10/5/2021 "ClientSuccess review" 2/5 What do you like best about ClientSuccess? the client's management and visualization of the active client's Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? integration with other platforms, data visualization, reports, and support team Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? client success through pulse and the register of all contact with the client Review collected by and hosted on G2.com. Show More Response from Dave Blake of ClientSuccess [Editedit](https://www.g2.com/survey_responses/clientsuccess-review-5000360/official_response/edit) Thanks for the feedback. It sounds like you're getting great value managing customers and getting insights through ClientSuccess, but we have room to improve on the integrations and reporting, as well as the support experience. The good news is that we just shifted our team to invest more resources to support, and are working hard to improve integrations. Please keep us updated over the coming months through your assigned CSM or through customerlove@clientsuccess.com. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![George B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George B.") GB George B. Mid-Market (51-1000 emp.) 4/27/2020 "Ambitious product with great vision and exceptional team, ideal for supporting your CS function" 1.5/5 What do you like best about ClientSuccess? The tool is incredibly easy to use from a front line CSM perspective. It's clean and gives solid visibility. The team behind Client Success are great, they are incredibly supportive and genuinely invest in their partnerships, taking feedback very seriously. The tool has great promise although definitely some more way to go with development to bring it to an industry leading standard. We have been really impressed with some of the innovation and new product direction, like the NPS tool, within the last year. Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? Some of the integrations are quite limited and there is a lack of flexibility for some aspects, such as the usage module. We've been held back in some respects due to our own internal data quality/structure, however the platform hasn't been overly sympathetic to this in some cases. This would likely be a problem with any other similar platforms, however its definitely a pain point for us. Some features are still a bit limited, like reporting and finances but we believe that these will continue to be developed over time. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? It's been great in centralising our data, its a huge improvement from what we had before. It's been fantastic for NPS, which wasn't an original goal but is something that has come later. We are also now much better at recording things like meetings and have a place to do that. From a management perspective its given more visibility over CS activity, but this could be improved further. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 3/13/2017 "Improve API" 2/5 What do you like best about ClientSuccess? I like the ideas behind what CS is trying to accomplish in providing health insights to customer accounts. The initial phase of set-up was great with the support we hoped would continue. Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? However, the execution and support of the product is underwhelming (thus far). The API has significant limitations, and the lack of timely support has cost of thousands of dollars in potential (non-churned) revenue as a direct result of late or non-existent data tracked and alerted to our users in teh system. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? Insight into client health and engagement. Unfortunately the anticipated benefit of visualizing the data and providing data summaries with minimal effort have gone unrealized. We have to virtually pull that data out of our own app to reliably tell where clients are in their customer journey. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about ClientSuccess? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ClientSuccess ](https://www.g2.com/products/clientsuccess/discussions/new) JS Jackson Smith • Last activity 18 days ago Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS? 2 Upvotes 6 [ Join the conversation ](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) GU Guest User What is ClientSuccess used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-clientsuccess-used-for) [ View all Discussions ](https://www.g2.com/products/clientsuccess/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 13 months ### Average Discount 14% ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/clientsuccess/pricing) ## How much does ClientSuccess cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 6 purchases. 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