--- 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 Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **organization and granular client health management** in ClientSuccess, enhancing their support for customers. [(2 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526197&qs=pros-and-cons#reviews) Users love the **exceptional customer support** of ClientSuccess, which enhances their daily operations and customer interactions. [(2 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527410&qs=pros-and-cons#reviews) Users value the **seamless integrations** with tools like Outlook, enhancing their ability to engage with customers effectively. [(2 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527020&qs=pros-and-cons#reviews) Users value the **robust analytics** capabilities in ClientSuccess, enhancing customer support through effective tracking and integrations. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=2024549&qs=pros-and-cons#reviews) Users value the **automation features** of ClientSuccess, enhancing their ability to support customers effectively. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527398&qs=pros-and-cons#reviews) Users are frustrated with the **limitations on active goals** for clients, hindering their productivity and efficiency. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526220&qs=pros-and-cons#reviews) Users express frustration with the **limited customization** options for managing active goals in ClientSuccess. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526350&qs=pros-and-cons#reviews) Users express frustration with the **limited features** of ClientSuccess, particularly the restriction on active client goals. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526629&qs=pros-and-cons#reviews) Users feel the **UI design could be improved** , finding it somewhat complicated despite its overall functionality. [(1 mentions)](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=2024585&qs=pros-and-cons#reviews) ### Top Pros or Advantages of ClientSuccess ##### 1. Client Management Users value the **organization and granular client health management** in ClientSuccess, enhancing their support for customers. [ See 2 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526197&qs=pros-and-cons#reviews) See Related User Reviews ![Evan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan D.") ED Evan D. Small-Business (50 or fewer emp.) 5.0/5 "Great tool!" What do you like about ClientSuccess? I love the organization of this tool and the ability to manage client health so granularly. ![Ilene P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilene P.") IP Ilene P. Small-Business (50 or fewer emp.) 5.0/5 "I love ClientSuccess!" What do you like 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. ##### 2. Customer Support Users love the **exceptional customer support** of ClientSuccess, which enhances their daily operations and customer interactions. [ See 2 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527410&qs=pros-and-cons#reviews) See Related User Reviews ![Brandon D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon D.") BD Brandon D. Mid-Market (51-1000 emp.) 5.0/5 "ClientSuccess has great ease of use." What do you like 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. ![Ilene P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilene P.") IP Ilene P. Small-Business (50 or fewer emp.) 5.0/5 "I love ClientSuccess!" What do you like 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. ##### 3. Integrations Users value the **seamless integrations** with tools like Outlook, enhancing their ability to engage with customers effectively. [ See 2 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527020&qs=pros-and-cons#reviews) See Related User Reviews ![Denise S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denise S.") DS Denise S. Mid-Market (51-1000 emp.) 5.0/5 "Customer Success Manager" What do you like 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. ![Ilene P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilene P.") IP Ilene P. Small-Business (50 or fewer emp.) 5.0/5 "I love ClientSuccess!" What do you like 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. ##### 4. Analytics Users value the **robust analytics** capabilities in ClientSuccess, enhancing customer support through effective tracking and integrations. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=2024549&qs=pros-and-cons#reviews) See Related User Reviews ![Ilene P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilene P.") IP Ilene P. Small-Business (50 or fewer emp.) 5.0/5 "I love ClientSuccess!" What do you like 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. ##### 5. Automation Users value the **automation features** of ClientSuccess, enhancing their ability to support customers effectively. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1527398&qs=pros-and-cons#reviews) See Related User Reviews ![Ilene P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ilene P.") IP Ilene P. Small-Business (50 or fewer emp.) 5.0/5 "I love ClientSuccess!" What do you like 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. ### Top Cons or Disadvantages of ClientSuccess ##### 1. Field Limitations Users are frustrated with the **limitations on active goals** for clients, hindering their productivity and efficiency. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526220&qs=pros-and-cons#reviews) See Related User Reviews ![Brandon D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon D.") BD Brandon D. Mid-Market (51-1000 emp.) 5.0/5 "ClientSuccess has great ease of use." 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 c ##### 2. Limited Customization Users express frustration with the **limited customization** options for managing active goals in ClientSuccess. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526350&qs=pros-and-cons#reviews) See Related User Reviews ![Brandon D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon D.") BD Brandon D. Mid-Market (51-1000 emp.) 5.0/5 "ClientSuccess has great ease of use." 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 c ##### 3. Limited Features Users express frustration with the **limited features** of ClientSuccess, particularly the restriction on active client goals. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=1526629&qs=pros-and-cons#reviews) See Related User Reviews ![Brandon D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon D.") BD Brandon D. Mid-Market (51-1000 emp.) 5.0/5 "ClientSuccess has great ease of use." 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 c ##### 4. Poor UI Design Users feel the **UI design could be improved** , finding it somewhat complicated despite its overall functionality. [ See 1 mentions ](https://www.g2.com/products/clientsuccess/reviews?filters%5Bsentiment_snippet%5D=2024585&qs=pros-and-cons#reviews) See Related User Reviews ![Evan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan D.") ED Evan D. Small-Business (50 or fewer emp.) 5.0/5 "Great tool!" What do you dislike about ClientSuccess? The UI could be slightly more simple but overall it works well. ## Top-Rated Alternatives [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5(954) ](https://www.g2.com/products/planhat/reviews) [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5(1,608) ](https://www.g2.com/products/churnzero/reviews) [ ![Totango](https://images.g2crowd.com/uploads/product/hd_favicon/b1404b38f1aa49d5ed67749ecadcf286/totango.svg "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) ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/5/2023 "User-friendly platform and communicative support team" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated 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 Small-Business (50 or fewer emp.) 4/14/2024 "Works very well" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about ClientSuccess? my main concern is that I wish we could have multi-currencies. USD would be great. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? Gives up a clear picture about financials Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Richard B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richard B.") RB Richard B. Director of Customer Success Small-Business (50 or fewer emp.) 10/4/2023 "Does so much out of the box" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. 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.) 10/4/2023 "Great product & Experience" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sam S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sam S.") SS Sam S. Mid-Market (51-1000 emp.) 4/18/2023 "Best of the Best Out There" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Lucas da Silva A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lucas da Silva A.") A Lucas da Silva A. Customer Success Ops Mid-Market (51-1000 emp.) 7/28/2022 "Easy to use and great visibility" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/22/2023 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KH Katye H. Small-Business (50 or fewer emp.) 10/4/2023 "Really intuitive platform, likable CSM, fast support. Platform does all the things users want." 4.5/5 What do you like best about ClientSuccess? Ease-of-use. Those streamlined features that make updating tasks fast and one-click workflows. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is ClientSuccess solving and how is that benefiting you? Visibility into account comms, tracking health, identifying at-risk clients, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jean Marie S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jean Marie S.") JS Jean Marie S. Director of Customer Success Small-Business (50 or fewer emp.) 3/22/2023 "Great experience with a great company and great people!" 5/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Andy B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy B.") AB Andy B. Customer Success Team Manager Mid-Market (51-1000 emp.) 4/18/2023 "Simple & Effective CRM" 4.5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Simon C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simon C.") SC Simon C. Manager of Client Success Internet Mid-Market (51-1000 emp.) 8/2/2022 "ClientSuccess is just right." 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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