--- 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: '2026-07-22' 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. 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. ### 2. 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, ### 3. 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. ### 4. 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. ### 5. Solid tool that is growing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess does the basics well. You have playbooks, a health score, integration with Outlook, an account matrix to understand the state of your business. **What do you dislike about ClientSuccess?** I wouldn't say I disliked anything. They are maturing so they lack some functionality you would see with other tools. They are introducing new functionality that will be helpful for renewals and contract management. You are still only as good as the data you feed Client Success. The reporting is buggy, but I tend to export the information and reshape it in Excel. **What problems is ClientSuccess solving and how is that benefiting you?** It provides a central location for CSM's to manage a customer. If configured correctly you can expose risk and document your touchpoints. ### 6. 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. ### 7. 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! ### 8. 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. ### 9. 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. ### 10. Revenue Operations Team Leader **Rating:** 3.5/5.0 stars **Reviewed by:** Natalie L. | AVP Revenue Operations & Business Applications, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2022 **What do you like best about ClientSuccess?** Great dashboards, great visibility, ability to aggregate NPS, ability to see GRR and NRR **What do you dislike about ClientSuccess?** Unfortunately, we cannot correct Salesforce properly because it does not support multi currencies. This has a major impact on our reporting and may lead to us switching to another system. **What problems is ClientSuccess solving and how is that benefiting you?** It allows us to see the high level of regions and or teams when it comes to churn and logo retention ### 11. Overall, a great CS CRM! **Rating:** 4.0/5.0 stars **Reviewed by:** Sadie P. | Partner Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** My favorite feature of Client Success is overall how simple it is to use. The learning curve is remarkably easy! **What do you dislike about ClientSuccess?** At times I wish certain features, such as syncing with Salesforce, worked a little more seamlessly. **What problems is ClientSuccess solving and how is that benefiting you?** The ability to keep up with how my clients are moving through their implementation, notes on meetings, and essentially having at a glance health status update is super helpful all in one place. ### 12. ClientSuccess Brings a Simple and Unique Approach to the CSM Space. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The simplicity of reports and ability to prioritize the meaningfulness of CSM to Customer relationships and sentiment. I also love the ease of filtering and sorting data about clients in the easy-to-use grid view. **What do you dislike about ClientSuccess?** I wish some of the UI was more customizable and that the integrations were a bit deeper and stronger, especially with Support tools like Zendesk. Secondly, while I value personal touch over automation, some of the automation capabilities could continue to be stronger as our book of business continues to grow. Lastly, while task management is quite convenient, I would like to see integrations with more task management tools or stronger features to replace those type of single-function tools. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps me stay on top of my customer success team and ultimately stay more up-to-speed on what our customers are doing and how well we're tracking toward renewals or churn. ### 13. A tool built by CSMs for CSMs **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda S. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about ClientSuccess?** CS leaders build the tool's design, so it's very intuitive for what a CS org needs to be successful. The platform constantly releases enhancements based on client feedback, and they have a top-notch support team. **What do you dislike about ClientSuccess?** The platform has had a few bugs here and there. Also, we have had a few bumps in the road when it comes to the HubSpot integration. I would love to see the integration with HubSpot get a bit more robust and less confusing to implement. **What problems is ClientSuccess solving and how is that benefiting you?** Previously to the team using ClientSuccess, we used HubSpot to manage accounts. HubSpot is not an intuitive platform for CS organizations, and we were in search of a tool that would help us optimize how we score customer health and help make the CS team more efficient and organized. ClientSuccess has done all these things for us plus has given us some significant data visualization that helps our team speak to data trends and revenue health which I know our C-Level leadership appreciates. **Official Response from Kristen Gray Psychas:** > Thanks for sharing your review of ClientSuccess, Amanda! We love hearing from other CS leaders in the space about how the tool is working to solve their business challenges. We are continuing to work on our integration capabilities and would love to continue to receive your input. If you aren't sure who your dedicated CSM is, just send an email to customerlove@clientsuccess.com and we'll connect you. Thank you again for sharing your experience with us, and for being a wonderful customer! ### 14. Review from Lead Customer Success **Rating:** 4.0/5.0 stars **Reviewed by:** Julie C. | Lead Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about ClientSuccess?** I really love Client Success platform it is so intuitive; the platform highlights what is important when you don't have so much time to search for information. it sends reminders efficiently and allows you to analyze and prioritize quickly. **What do you dislike about ClientSuccess?** Sometimes and as any technology plataform, it goes slow or you may have to refresh the page. Also I would like it to be available in other language. And the tasks you may assign to someone, I noticed that not always the emails arrive to notify the person. **Recommendations to others considering ClientSuccess:** I recommend to check the dislike part I wrote in :) Thanks! **What problems is ClientSuccess solving and how is that benefiting you?** We were able to priorize our clients and markets to make our time more valuable. Also we have less mental load thanks to reminders and we can work better as a team with all the users from different areas and everyone knows what task he has to complete and when. **Official Response from Kristen Gray Psychas:** > Thank you for this review, Julie! It's so important for us to understand what features are most helpful to protecting the time and prioritization of awesome CS leaders like you. We'd love the chance to debug any issues with email notification delivery--I personally live by my ClientSuccess time-sensitive alerts and would be happy to help! Please continue sharing your feedback with us about your experience. We are listening and appreciate you giving us the opportunity to build and deliver a best-in-class solution. ### 15. 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. ### 16. 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. ### 17. Enterprise Account Manager **Rating:** 2.5/5.0 stars **Reviewed by:** Parker M. | Enterprise Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** The integration with Slack, the pulse settings and ability to integrate with Salesforce CRM dashboard for Account Manager, and general information for each customer that I can access (original customer date, renewal dates, starring top contacts, etc). **What do you dislike about ClientSuccess?** I don't like the customer support at Client Success. We've had 7-8 Account Managers in the last year. It's difficult to integrate notes with Salesforce because the fields don't match. The note section isn't really a good way to track everything about the customer, I use Salesforce. It's much more organized, and everyone else can see them outside of the AMs and CSMs. The Account Manager's name is always wrong in the platform, my name is always a 20 digit number. **What problems is ClientSuccess solving and how is that benefiting you?** I'm helping track our conversations with our customers to determine if they are at risk, what problems we can help them solve, etc. **Official Response from Kristen Gray Psychas:** > Thank you for the candor in your review, Parker. I'm glad to hear you are enjoying some of our fan-favorite features like Pulse and the Slack integration! Our team has made massive strides over the past 12-months to improve and elevate our customer's experience, which included the hiring of several new team members well-suited to provide our customers with not only clickpath support, but Customer Success strategy as well. We would love the chance to listen to you and learn more about your experience, as well as permanently resolve some of the technical issues you described. If you reach out to customerlove@clientsuccess.com, you will be put directly in touch with our CEO to determine our best next steps. We'd love the opportunity to do right by you. Thank you again for sharing your thoughts! ### 18. 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 ### 19. Very good platform for CSM **Rating:** 4.0/5.0 stars **Reviewed by:** Katie B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about ClientSuccess?** Pulses. The pulses work very well to stay on top of a high amount of clients! Also the way it syncs with GMail contacts. **What do you dislike about ClientSuccess?** Internally we need to work to ensure all our data is up to date, currently not able to use some features due to this. **What problems is ClientSuccess solving and how is that benefiting you?** Staying on top of high amount of clients! ### 20. 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. ### 21. 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 ### 22. Great tool for any CS team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess is an excellent tool for organizing all of our client information, all in one place. No more combing through dozens of tabs and google sheets. The price point for this product is unbeatable **What do you dislike about ClientSuccess?** One downside of ClientSuccess is the usage data feature. There is minimal flexibility for Axis optionality. Ultimately, we decided to not use this feature because of the lack of flexibility. **What problems is ClientSuccess solving and how is that benefiting you?** As a start-up with a new CS team, ClientSuccess has been a helpful tool for organizing client information and keeping tabs on next steps to better foster the customer relationships. ### 23. ClientSuccess is better than FreshSuccess/Natero **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** SF Integration is more robust than the previous solutions we have used. UI is great and load times are super quick. **What do you dislike about ClientSuccess?** Lacking real ability to modify page layouts. Also, some data regarding pulse is hard to export from UI that said once you get the sync up and running with SFDC the data becomes more accessible. SF Reporting in many ways is easier to use than ClientSucess. ClientSuccess was sold to the team as having the ability to manage opportunities directly in their platform however their platform does not consider SFDC validation rules etc so if changes happen that are not in line with SFDC processes the sync between the record breaks. **What problems is ClientSuccess solving and how is that benefiting you?** We needed an easy place for our CSMs to view and manage their book of business. ### 24. Customer Success Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** Allows me to keep all the data in one place. **What do you dislike about ClientSuccess?** Does not give me a pictorial view of my accounts. The account page is difficult to scroll through as there are so many widgets. I have to place my cursor in an area where there are no widgets and scroll to go to the bottom of the page. More such functions. Needs a few UI/UX changes. **What problems is ClientSuccess solving and how is that benefiting you?** CS acts as a CRM for us, leveraged by CSMs to manage accounts. However, we have to rely on different tools create success plans. ### 25. good for individual data checks but can improve on reports section for team leader **Rating:** 3.0/5.0 stars **Reviewed by:** Ambrish S. | Principal Customer Success manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** client Pulse is good to track the client health periodically || Engagement section is also as it is seamlesly integrated with email to track the communication with the client **What do you dislike about ClientSuccess?** reports are not effective for viewing for a team as per specific UDF **What problems is ClientSuccess solving and how is that benefiting you?** Managing client communciation and connects at one place ### 26. Very User Friendly, Happy Client **Rating:** 5.0/5.0 stars **Reviewed by:** Devan V. | Client Success Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2021 **What do you like best about ClientSuccess?** The ability to have everything in one spot for a client. This platform allows my coworkers and me to have easy access to all of our clients. I never thought a platform could be so great until I started using Client Success. **What do you dislike about ClientSuccess?** The only downfall is I don't like how the emails take a bit to sync to the platform. Update: I have noticed emails no longer take as long to sync to the platform. **Recommendations to others considering ClientSuccess:** If you have quite a few clients you need to keep tabs on, this platform allows you to do just that! **What problems is ClientSuccess solving and how is that benefiting you?** Solving: Having everything in one easy-to-access place. Realized: I was able to get more organized with this platform. The platform has definitely made it a whole lot easier as I have learned to use it. **Official Response from Kristen Gray Psychas:** > So many mutual feelings, Devan! We are a huge fan of yours, too! Thanks for taking the time to share your experience. It means so much to my team and I to learn about the impact ClientSuccess has on great CSMs like you. You know where to find us if you need anything. Thanks again for taking the time to leave a review! ### 27. Great features, performance needs some improval **Rating:** 4.0/5.0 stars **Reviewed by:** Marina S. | Implementation Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** Great variety of features and the possibility to integrate with different platforms. **What do you dislike about ClientSuccess?** Even though the platform offers an amazing group of features, the system constantly runs slowly. **What problems is ClientSuccess solving and how is that benefiting you?** It helps to manage the team with the group of clientes with a great visibility of performance. ### 28. Enjoyable interface with great metrics at hand. **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?** I like being able to get a snapshot of a customer at any moment, the integrations make it a nice landing place for all of the data. I never approach a call unprepared now. **What do you dislike about ClientSuccess?** There isn't out of the ordinary to dislike here. The reporting tool takes some massaging to get what I want but is still easy to use. **What problems is ClientSuccess solving and how is that benefiting you?** Like I mentioned above, I have a clear picture of the health of my customer before getting on the phone with them. ### 29. Great for managing my Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The Success Cycles - easy to customize and to create different strategies for each of my clients depending on where they are in their journey with us **What do you dislike about ClientSuccess?** The Subscriptions section can be clunky and hard to manage if there are changes to revenue or subscriptions. Sometimes it does not Auto renew even when you have indicated so **What problems is ClientSuccess solving and how is that benefiting you?** Client Success helps me keep track of my customers and gauge a great pulse on our overall Book of Business to prevent churn ### 30. Great tool to manage book of brands/business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** It's a cohesive and useful tool to keep information about your clients in one place. It provides a great snapshot of their current performance, how they are engaging and also their temperature check. **What do you dislike about ClientSuccess?** I think there are a few limitations of CS. Not autosaving pulses is one of the most frustrating, as I often lose my pulses in the process of updating these. **What problems is ClientSuccess solving and how is that benefiting you?** Minimising churn by allowing for more considered observance of brand performance and temperature. ### 31. Huge for customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob F. | IT Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** ClientSuccess presents information in a much more intelligible way to a standard user than it might be on its own; for instance, integration with Salesforce makes it easy to analyze performance and value. Their support desk is also incredibly efficient and always super polite. **What do you dislike about ClientSuccess?** I haven't yet found a way to bind licenses to our SSO platform, so manual de-provisioning is still necessary when someone leaves. However, this may only be a temporary grievance! **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps show not only where you currently stand with engagement and value, but also trends toward which those profiles may be leaning. If you catch a downward curve, and know how it's moving, you can take fast steps to rectify their problems and turn things around. ### 32. Nice software to manage clients + information **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica A. | Senior CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Everything is easily organized, ease of use in the system, the ability to quickly search up past conversations with clients etc or all of their data/recent engagements **What do you dislike about ClientSuccess?** I wish there were more email automation capabilities - I've reviewed the email triggers that can be sent, but sometimes we have a need to push mass emails to customers not necessarily with a trigger **Recommendations to others considering ClientSuccess:** A great tool to use, has definitely helped our team / organization in terms of transparency into all of our engagements with our customers. **What problems is ClientSuccess solving and how is that benefiting you?** I use primarily to track engagements, manage customers (ensure I haven't missed any of them), look at renewal timelines and dates. Without CS I wouldn't have the visual insight into my customers and overall account book ### 33. One Centralised Location for all Key Account Information **Rating:** 5.0/5.0 stars **Reviewed by:** Jill G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** It is easy to use and navigate. Love that it allows for one centralised location to record all account information such as key contacts, recent engagement, subscription details and more. **What do you dislike about ClientSuccess?** It would be great to be able to customise the home page to exclude sections not being used **What problems is ClientSuccess solving and how is that benefiting you?** It allows us to track and record the pulse/health of a customer/account at any given time. Therefore we can focus our attention on accounts that need it most. ### 34. Very intuitive UI **Rating:** 4.0/5.0 stars **Reviewed by:** Kristin S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Intuitiveness, organization, ease of use **What do you dislike about ClientSuccess?** Knowledge base structure and resources for learning how to use the tool **What problems is ClientSuccess solving and how is that benefiting you?** Client Success helps us identify customers that may be a risk of churning and allows us to intervene quickly and easily. ### 35. Fantastic system with great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie R. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about ClientSuccess?** It helps my team immensely, provides more significant insights into customer health and activities, and allows me and my team to keep track of everything—a potent tool without upsetting the CFO. **What do you dislike about ClientSuccess?** There are some product gaps, such as inability to link tasks with engagements, and some enhancements needed to reporting but I know the team are working on this at pace. **Recommendations to others considering ClientSuccess:** Don't expect a Gainsight equivalent - there is a way to go yet, but it's getting there. Get your data in order, and have a solid understanding of your use case before you go ahead. **What problems is ClientSuccess solving and how is that benefiting you?** Customer Health Insights, Revenue/Churn insights, every day task management, NPS surveys, Contact tracking, portfolio management, account reviews, board reporting - you name it, we solve it through Client Success. ### 36. Comprehensive tool for managing clients! **Rating:** 3.5/5.0 stars **Reviewed by:** Kristen L. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Offers excellent customer support and solid infrastructure, which allows us to extract relevant information any time, anywhere. Our company uses Client Success across multiple departments and these insights are sufficient enough to be shared across all different departments. **What do you dislike about ClientSuccess?** THe customer service is very responsive with troubleshooting. If I have to nitpick, it would be the time taken o set up as it is a comprehensive platform that requires a lot of integration and training to maximize potential. Something we will become more familiar with in due time. **What problems is ClientSuccess solving and how is that benefiting you?** Identifying customersB who may be unhappy and looking to churn. Understanding client needs is helpful in our prospecting as well. We've been able to use our findings to influence our marketing material. ### 37. Nice, but there are still many features to be developed **Rating:** 3.0/5.0 stars **Reviewed by:** Adriana M. | Customer Success Manager PL, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The organization and the way we can see everything by colors **What do you dislike about ClientSuccess?** There are still many errors and the personalization doesnt work well for everyone who is using **What problems is ClientSuccess solving and how is that benefiting you?** A 360 visualization of the client helps a lot ### 38. It is a very useful management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Hernán C. | Customer Succes Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** the automations, alerts, customization and notifications **What do you dislike about ClientSuccess?** not linked to Google Calendar, which requires a large manual update task **What problems is ClientSuccess solving and how is that benefiting you?** It allows me, through alerts and KPIs, to have control of the health of my clients. ### 39. ClientSuccess helps to keep me organized, know where and at what stage my customer is in. **Rating:** 4.5/5.0 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?** The ability to customize the platform to fit our needs, our customers, and solve the specific challenges we face as an organization. It allows us to focus on the actual customer interactions. **What do you dislike about ClientSuccess?** This is not a knock specific to ClientSuccess but I think tools like these, Gainsight for example, rely too much on "checking of boxes" to illustrate health. Just because it can be tracked, doesn't necessarily mean it provides insight or value. **What problems is ClientSuccess solving and how is that benefiting you?** Having all the information on a single platform. From contacts to revenue, renewal, and history of communication, allows the user to have all pertinent information at their fingertips without having to hunt in multiple platforms. ### 40. Client success tool is really good when it comes to tracking the customer health **Rating:** 5.0/5.0 stars **Reviewed by:** Arvind S. | Manager, Cloud Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Customer data pulse check to-do list tracking Customer emails Customer summary **What do you dislike about ClientSuccess?** so far is all good didn't find any issue **What problems is ClientSuccess solving and how is that benefiting you?** Customer pulse tracking along with ongoing activities ### 41. Great V1 **Rating:** 3.0/5.0 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 interface is extremely visually satisfying... easy to find different elements of my clients and provides lots of options to segment my dashboard. The integration with gmail is exceptionally helpful. **What do you dislike about ClientSuccess?** In our business each client has multiple products purchased from us. There is not a way to identify their pulse on each product and then evaluate trends over time. We have to create a different "client" for each product, which limits our ability to learn from the experience of our customers. **Recommendations to others considering ClientSuccess:** Understand the individuality of your clients and what you are trying to assess. Ensure you use all of the integrations and features, as they provide a fuller picture of the work. Identify rubrics in order to objectively and consistently apply pulse scores. **What problems is ClientSuccess solving and how is that benefiting you?** By understanding all of the options for the segmentation of our customers and really digging into the granular process for those with personalized success cycles, it's been a great way to organize adoption and success of the product. ### 42. Great Tool for CSM's **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Client Success is an excellent place to organize all of your client data in one interface. I find it extremely valuable to see all of my contacts, pulse scores, to-do lists, and client interactions all in one place - and be able to plan the next steps and renewals accordingly. **What do you dislike about ClientSuccess?** Client Success could improve the Success Cycles functionality, as I don't find this section quite as helpful as other software features, as well as working to integrate seamlessly with seller tools would help Sales to CSM handoffs go more smoothly. **Recommendations to others considering ClientSuccess:** Consider what other tools your organization is using that may overlap with Client Success, and conscientiously make decisions to eliminate workflows covered in multiple areas. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success has helped solve the problem of centralizing data in one place, as well as keeping a record of both qualitative and quantitative elements that go into client health, and ultimately help us properly evaluate risk. ### 43. Great - Just Missing 1 Component **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about ClientSuccess?** I like being able to set the pulse for each client. It helps others in the org to know where we stand. **What do you dislike about ClientSuccess?** My main pain point with the platform is that to-dos are kind of clunky. We do a lot of project management and have a lot of deadlines and reminders. Here's what I'd love that would make using tasks better: - An easy way to add and organize tasks under the task tab - instead of having to go into each client - Task Categories/Tags - for different projects, this would not be a success cyle - Recurring Tasks - for reminders and tasks that happen weekly/monthly/quarterly - Task portion for self tasks that are not client related **Recommendations to others considering ClientSuccess:** Great for tracking all things a Client Success Manager would need to know. Project Management & Tasks could be fleshed out more. **What problems is ClientSuccess solving and how is that benefiting you?** It's helping to centralize information for my immediate team. So that if any of us are out, it's easy to help pick up where they left off. As well as being strategic about client communications in surveying. **Official Response from Kristen Gray Psychas:** > What a great review--I love hearing from the other forgetful CSMs in the class!😅 For that reason, ClientSuccess has been a lifesaver for me and I appreciate the time you took to let us know about the ways Pulse is keeping you and your customer success team in the driver's seat. There are some great updates on the horizon for task management, and my team and I would love to keep you posted on those updates as they are coming down the funnel. I warmly invite you to reach out to customerlove@clientsuccess.com to continue the conversation, or, reach out to your assigned CSM to learn more. ### 44. Helpful platform for organizing and viewing customer info at a glance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about ClientSuccess?** I like how you can create a spreadsheet from notes with the same title. This gives your the ability to gather information from multiple team members and see a timeline of customer behavior. **What do you dislike about ClientSuccess?** I dislike that CS can be unreliable with saving content. That is why I would recommend there be a button that you can also select to "Save" content. I would also like the option to force a reset of categories so that it will pull the latest information instead of needing to wait a day or make a request to CS. **What problems is ClientSuccess solving and how is that benefiting you?** I am solving the problem of juggling multiple applications to house customer information. I previously kept conversations in OneNote and health score information in a variety of spreadsheets. Now my information is nearly in one location, which also allows my team to see the content. This is especially helpful when customers transition to new team members and of course the day-to-day maintenance of customer relationships. ### 45. Great Platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** There are so many sections within CS that allow for a great way of strategically approaching customers. My top used features include summary section, segmentation reporting, pulses, integrations with SF to have a more holistic view of customer health. **What do you dislike about ClientSuccess?** I would love to have the ability to communicate with customers right from the platform. Having everything in one place is more efficient when sharing important milestones to customers or simply when looking to re-engage them if they've been non-responsive. **What problems is ClientSuccess solving and how is that benefiting you?** I am tracking & managing customers, delving into their accounts to see where they stand and how I can further strategically help them gain the most value. I have visualized all of my customers and tackled each one as needed. The CS platform has allowed our team to integrate even more profound with our Sales team so we can plan internally in a more effective manner and be more prepared when open dialogues with customers. ### 46. Easy interface, easy organization **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** I love the user experience on ClientSuccess - it's quite intuitive and very easy to navigate. I can see account details at a glance and add updates with ease. There's nothing too complicated about it - the simplicity is the best part for me. **What do you dislike about ClientSuccess?** There are little things about ClientSuccess that I wish I could amend - such as the Scorecard order. You should be able to edit and reorganize certain aspects of your account details. I've also run into a few bugs - this is normal of course, they get fixed pretty quick. But some of the bugs have prevented me from continuing on with my work. **What problems is ClientSuccess solving and how is that benefiting you?** The ease of keeping organized on ClientSuccess is key for managing my book of business. I'm able to look things up very quickly should I need. Reminders are easily set via tasks, and all of the account history is easy to access. ### 47. Sr. Account Manager **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The new revenue reporting. I like the idea of the successscore. I like pulse **What do you dislike about ClientSuccess?** CS has all of the items we need, but there are still some bog things missing for us. (Tasks have a limited number of characters) -I wish I could add "don't forget" to accounts- so if anyone in my org clicks on that account, they see a list at the top of things the account needs. (or if I could move my 'tasks' areas to another place on the account home page. Successscore is very complicated to set up **What problems is ClientSuccess solving and how is that benefiting you?** We're able to track our revenue better, and CS has helped us catch things that would've fallen through the cracks otherwise. -honestly, there is still so much for us to implement in CS but I am a one-person "team" so I don't feel we're able to reach the full success we want with the tool yet, because of our time limitations **Official Response from Kristen Gray Psychas:** > Hi there, I'm so glad you found some time to let us know your thoughts. Pulse is one of our fan-favorite features, and it's great to hear you are enjoying that part of the tool. Revenue reporting has also revolutionized the way CSPs manage their books of business, and ClientSuccess employees like me have really enjoyed rooting for customers like you on the front lines! My team and I would love to continue the conversation about how we can continue solving big problems for your team. If you're unsure who your dedicated CSM is, just shoot us an email at customerlove@clientsuccess.com, and we will put you in touch. Thank you for sharing your honest opinion about ClientSuccess! ### 48. Great portal for customer success users **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** Keeps me out of Salesforce :) all my information needs are right there to use **What do you dislike about ClientSuccess?** sync with SFDC sometimes is not as fast as I would like it **What problems is ClientSuccess solving and how is that benefiting you?** Solves: Keeping me up to date on my customers and goals we are trying to help them with. Benefits: Keeps me in the loop with the many customers, makes it feel customer intimate dedicated. ### 49. I highly recommend ClientSuccess. It's easy to use and very helpful for my daily tasks. **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria C. | Customer Service Specialist II, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about ClientSuccess?** Being able to track all correspondence with my clients and have all information we need at the same place. I connected CS with Gmail and it's easier to use compared to other platforms. **What do you dislike about ClientSuccess?** For now, I don't have any complaints, but I'll observe and I'll reach out to you for sure. Currently, it's a good fit for my tasks. Maybe less notification emails would be good :) **What problems is ClientSuccess solving and how is that benefiting you?** I can track my client's situation. I can see if they have any open issues or doubts at real time. I'm much more productive and aware of my client's needs. Our clients are much happier as we can resolve their issues faster. ### 50. Neat tool that solves a desperately needed problem area **Rating:** 5.0/5.0 stars **Reviewed by:** Kalyan V. | Sr. Product Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I like the range of features the tool has. This makes the tool very useful for a range of people in the team. **What do you dislike about ClientSuccess?** Not much to dislike. I'd like to have more flexibility in terms of tweaking the UI etc. But that's not easy to build in. **What problems is ClientSuccess solving and how is that benefiting you?** Being able to track the happiness of our customers, both at a point in time and longitudinally. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-24+15%3A51%3A32+-0500&secure%5Bsession_id%5D=8d75e6f0-9155-46db-a901-502332b893b1&secure%5Btoken%5D=864a0b746285070e64ed41ebd26e66accf93979f02edbaaa612b19f955f0066f&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 **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 **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **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 ## Top ClientSuccess Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (940 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)