--- 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. Great Product Paired with Better Support **Rating:** 5.0/5.0 stars **Reviewed by:** Steven C. | Administrative Officer, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2021 **What do you like best about ClientSuccess?** ClientSuccess helps me stay on top of managing my customers and the most important aspects of our B2B relationships. We are much more organized than we were before we started with this product. We've especially had excellent support from Jarin Stevens. **What do you dislike about ClientSuccess?** The implementation process is a bit long and complicated--it's of a necessity but there were a few bumps in the road. Many of them were self-imposed, to be fair. **What problems is ClientSuccess solving and how is that benefiting you?** The main thing is just to be able to keep track of several key metrics, dates, communications, contract details etc all in one place. The alerts are helpful to keep things on track. It also functions well as a document repository for various items that we keep for each of our customers. ### 2. CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** Pulse updates that include success & risk **What do you dislike about ClientSuccess?** Nothing I can think of at the moment, I really like Client Success. **Recommendations to others considering ClientSuccess:** The Summary box, To Do functionality and Pulse reporting is very helpful to track and manage a book of clients. More guides on how to understand the Usage reporting on the dashboard. **What problems is ClientSuccess solving and how is that benefiting you?** A way to share at risk clients with leadership and the ability to get a pulse and status on clients for everyone at the company. ### 3. A very powerful tool that is easy to use and highly effective at keeping you on track for success. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2020 **What do you like best about ClientSuccess?** It's intuitive and feels like it was built by people who have been in the customer success field. Some tools feel like a chore to integrate into your process and/or learn how to use, not this one. I really love the feature that pulls in all email interactions with clients. This is so helpful at coordinating communication across your team. **What do you dislike about ClientSuccess?** When you complete a playbook you lose access to the process in the playbook. **Recommendations to others considering ClientSuccess:** If you want a tool that is easy to use, highly effective with a great customer success team of their own... look no further. **What problems is ClientSuccess solving and how is that benefiting you?** Being new to the customer success field, I am finding it extremely helpful at keeping me on track and working towards success with my clients. It has helped me to stay on track with each client, reminded me when I have overlooked a client or follow up with a client and kept me highly organized- far better than I could've ever done on my own. ### 4. ClientSuccess review **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about ClientSuccess?** Being able to organize all aspects of my clients in one place **What do you dislike about ClientSuccess?** there are so many fields sometimes not very clear **Recommendations to others considering ClientSuccess:** keep your data up to date **What problems is ClientSuccess solving and how is that benefiting you?** summery, meetings y NPS o pulso ### 5. CS helps centralize and visualize our customer's life cycle. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2021 **What do you like best about ClientSuccess?** Centralizing our contracts and processes **What do you dislike about ClientSuccess?** The client interface is a bit slow, which I know is something the team knows. **What problems is ClientSuccess solving and how is that benefiting you?** It helps us create and test processes. Track customer sentiment and growth. And the new revenue module is one of my favorite advances ### 6. Good customer management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** Customer information gathering, To-do list, customer pulse, mailing options **What do you dislike about ClientSuccess?** don't see any challenges. very good tool **What problems is ClientSuccess solving and how is that benefiting you?** customer pulse, escalations, customer information and contact information ### 7. Very user friendly and great to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Adrianna E. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The easy overview and reminders I get for updates that are needed. **What do you dislike about ClientSuccess?** Nothing to dislike. I like everything so far. **What problems is ClientSuccess solving and how is that benefiting you?** It helps house client information and contacts for others/teammates who aren't knowledgeable with the client/account. ### 8. Great dedicated CS tool. Lacking some basic customisations and features but overall a game changer **Rating:** 4.0/5.0 stars **Reviewed by:** David L. | Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about ClientSuccess?** Pulse updates, email integrations and one-stop-shop for account health overview **What do you dislike about ClientSuccess?** Lack of customisations and pulling data out of CS in an efficient and effective manner **What problems is ClientSuccess solving and how is that benefiting you?** Increased visibility over customer health across the business ### 9. Functional and relatively simple to use out of the box **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** Ease of navigation overall. Easy to use and set up - not that much customisations needed to be able to use it (compared to some competitors) HubSpot integration is good. **What do you dislike about ClientSuccess?** Some UI elements are clunky. E.g. filter under engagement for meetings doesn't work properly **What problems is ClientSuccess solving and how is that benefiting you?** Account management for CS team. Single source of truth for everything. No need to maintain ganntt charts separately in sheets for launch plans ### 10. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about ClientSuccess?** I like the flexibility of ClientSuccess. I can use the grid view and update, add items to-do, etc., all with a simple right-click. It came in super handy when I set all the initial pulse scores by a specific deadline. That's only one example of the different places ClientSuccess is flexible! **What do you dislike about ClientSuccess?** We are having a difficult time with our SalesForce integration. I don't know if that's our admin or the integration, but there are problems with syncing and not all clients show up consistently in ClientSuccess. **What problems is ClientSuccess solving and how is that benefiting you?** We are able to give leadership data that they didn't have before now. We have a long way to go to be more productive with it. ### 11. It's been great to discover all the features of ClientSuccess and everything it has to offer. **Rating:** 4.0/5.0 stars **Reviewed by:** Barbara F. | Customer Success Operations Leader, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about ClientSuccess?** The Sucess Score and the service provided by the CSMs are two of the main reasons we like ClientSuccess. The CSMs are always available to answer all our questions and help us with everything we need. **What do you dislike about ClientSuccess?** It still needs some improvements in integration with other systems. **What problems is ClientSuccess solving and how is that benefiting you?** With ClientSuccess, we can monitor our metrics and act at the right time so that our client stays healthy and uses our platform in the best possible way. ### 12. Great tool for daily customer management and customised reporting! **Rating:** 4.5/5.0 stars **Reviewed by:** Grace O. | Head of Customer Success **Reviewed Date:** January 10, 2022 **What do you like best about ClientSuccess?** Great interaction from the team at Client Success from beginning of our relationship. Consistently releasing new features. Overall great features throughout! **What do you dislike about ClientSuccess?** Some small further integrations throughout would make this tool perfect for us, however the team are always open to taking all suggestions on board and keeping us well informed. **What problems is ClientSuccess solving and how is that benefiting you?** Full management of our customer base, personlised to each CSM. Works well for onbaording of customers and life time management too. The ability to customise reporting is a big win for us. ### 13. A great platform to take your CS program from start to next-level **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle B. | Senior Manager, CS **Reviewed Date:** November 16, 2021 **What do you like best about ClientSuccess?** It's by far the most intuitive and the easiest to use CS platform on the market today. Nothing is buried deep in a tab menu format. Everything is on one screen. **What do you dislike about ClientSuccess?** Integrations are still somewhat limited. We'd like to make it the true hub of our CS stack, but getting data out of the platform via APIs, Integrations, or reports is still a bit lacking. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess is our source of truth for customer health. Having the ability to gather relationship-level context from nearly 360 degrees is invaluable when managing towards renewals and upsell/cross-sell opportunities - and when managing towards the goals of our customers. ### 14. Helpful for processes, consistency, transparency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about ClientSuccess?** This tool is helpful for keeping the team organized and aligned so all of our clients experience the same levels of service. The budget integrations help identify growth opportunities. I appreciate the Pulse feature, which allows for some human "gut feelings" to factor into the overall client health score. **What do you dislike about ClientSuccess?** Some areas are customizable while others aren't as much. It seems that they're adding capabilities and new releases with some frequency. **What problems is ClientSuccess solving and how is that benefiting you?** Everything in one place. Easy to get a birds-eye view of my whole team's activities. Makes monitoring personal KPIs around an individual's activities (like the latest engagement with a client) easier. ### 15. Simple to hit the ground running. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** The metrics are displayed in a very simple but yet powerful way to help. **What do you dislike about ClientSuccess?** The integration with Salesforce is lacking so I do have to do some work twice. **What problems is ClientSuccess solving and how is that benefiting you?** They are meeting all needs during the onboarding process and helping me ensure I have all the information I need each time I meet with a customer. ### 16. Great resource to track the things that matter most in the relationship **Rating:** 5.0/5.0 stars **Reviewed by:** Tommy A. | Senior Enterprise Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2019 **What do you like best about ClientSuccess?** The automation of pulling in email and other communication data is perfect. From there, a quick integration with Slack allows us to notify the whole company of the client's pulse. Very good at communication. **What do you dislike about ClientSuccess?** I do wish that it had more project management functionality. It is good at creating to-dos, but not necessarily a full plan. **What problems is ClientSuccess solving and how is that benefiting you?** We are keeping track of the customer relationship, providing clear insight to executive team to the pulse of our customers, and getting accurate health scores. ### 17. Loving the product, and CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Cathy G. | CSM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Easy to use, which makes it an excellent tool for escalating. **What do you dislike about ClientSuccess?** I don't see any downsides. When I don't understand something, I can always go to my CSM for help. **Recommendations to others considering ClientSuccess:** You will not regret it, go for it **What problems is ClientSuccess solving and how is that benefiting you?** It allows us to keep track of renuals revenue and identify what adds value to our customers. ### 18. Getting things done **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** Project cycles, last engagement date, pulse assignments **What do you dislike about ClientSuccess?** Laking integration options with Zoho CRM **Recommendations to others considering ClientSuccess:** More integration options with Ring Central IP Phones **What problems is ClientSuccess solving and how is that benefiting you?** Organize interactions with customers to ensure that all needs are being met. Benefits are different for different users. I like the engagement date prompts and the overall organization of the information. ### 19. Dedicated to help you achieve your goals **Rating:** 4.5/5.0 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?** Resources, playbooks, 1-1's with our CSM to steer us into the right direction. **What do you dislike about ClientSuccess?** Workarounds, inability to log segmented activity in engagement module, in depth adoption metrics **Recommendations to others considering ClientSuccess:** Good customer success management **What problems is ClientSuccess solving and how is that benefiting you?** Success cycles, how to best use pulse, analyse health. Qualifying leads, mapping data requirements through to other areas of the business ### 20. Client Success is great tool to stay on top of your accounts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2021 **What do you like best about ClientSuccess?** I really like the pulse setting. It helps you show progression over time and helps you to evaluate your client's overall health. **What do you dislike about ClientSuccess?** It can be challenging to integrate all of your past data. **What problems is ClientSuccess solving and how is that benefiting you?** I am able to track touch points with client's with quick ease and not having to search through emails. ### 21. Organizational Hub for CSMs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2021 **What do you like best about ClientSuccess?** all details in one place. well organized. can take notes and clear easy to find and read overall client summaries **What do you dislike about ClientSuccess?** Success Score - need to be able to input what this is made up of **Recommendations to others considering ClientSuccess:** use as main info hub on clients! **What problems is ClientSuccess solving and how is that benefiting you?** overall client notes and happiness scale & probability to review ### 22. Great CS Software for High Touch Organisations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2021 **What do you like best about ClientSuccess?** The overview of accounts and ability to manage your subscriptions and renewals really gives you a chance to understand your revenue and forecast everything that is happening in your business. You can automate a number of your workflows including their Successcycles which make creating a stable and consistent approach to CS really easy. The onboarding and support has been brilliant also. **What do you dislike about ClientSuccess?** There are a few little niche areas that aren't covered, the platform doesn't directly integrate with your Calendar, and the admin settings are a bit clunky, but nothing dramatic. **What problems is ClientSuccess solving and how is that benefiting you?** We are centralising all of our client and CS information into one place, making it much easier to manage our accounts. ### 23. Account Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** Organized and customizable view of all clients, to-dos, goals, etc. The email and Slack integration is extremely useful. **What do you dislike about ClientSuccess?** I am fairly new to using ClientSuccess so not much I dislike so far. **What problems is ClientSuccess solving and how is that benefiting you?** The benefits of ClientSuccess are helping keep you organized and on track with projects. ### 24. New Tool for Showing Promise **Rating:** 4.0/5.0 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 amount of detail the system has to measure client engagement. Still new the system but the Sucess Scores show promise to our program **What do you dislike about ClientSuccess?** Reporting tool is not as fluid as I would like. **What problems is ClientSuccess solving and how is that benefiting you?** The communications within our Operations segments are more open. Details are clearer between support/implementations/CSM staff ### 25. Great team and great UI/UX **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about ClientSuccess?** Platform is very easy to use, and the team is great to work with! Best CS platform we saw in all of our assessments **What do you dislike about ClientSuccess?** Nothing that I could pinpoint that is a weakness of the platform. Great dashboards and reporting capabilities **What problems is ClientSuccess solving and how is that benefiting you?** Being able to understand our entire customer ecosystem through easy analysis ### 26. Director of Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Casey W. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2020 **What do you like best about ClientSuccess?** Engagements in the platform are easy to track and manage. User friendly. Easy to build adoption on. **What do you dislike about ClientSuccess?** Lack of automation, it would be nice to trigger events based on actions that occur in ClientSuccess. **What problems is ClientSuccess solving and how is that benefiting you?** Building a database of engagements to understand customer trends. With ClientSuccess we have been able to identify when a customer is primed for an upsell as well as when they are at risk of churn before both events happen. ### 27. A highly effective workflow tool that makes it easy to keep pulses on my clients. **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin S. | Strategic Security Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** My favorite part of client success is the ease of use for project management. **What do you dislike about ClientSuccess?** It would be fantastic to see integration with Outlook from a task management perspective. **What problems is ClientSuccess solving and how is that benefiting you?** A great way to put all my client's info in one place. ### 28. Limited platform that needs to invest in making the product more customized. **Rating:** 2.5/5.0 stars **Reviewed by:** Christian M. | Senior CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** The success score template is easy to follow and create. **What do you dislike about ClientSuccess?** Unable to customize any of the graphics that are available. **Recommendations to others considering ClientSuccess:** Connect with the team at CS early and often to help influence the product. **What problems is ClientSuccess solving and how is that benefiting you?** Solving visibility into accounts for leadership and board members. CS has made it easy to inform these top level folks how our accounts are doing at a glance. **Official Response from Dave Blake:** > Christian - that's great news to hear that ClientSuccess has been valuable in providing visibility to your leadership team and board members! Thanks for sharing. We'll keep pushing to add more customization and configuration across our platform as we evolve. Thanks again for the feedback. ### 29. Easy Usage **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've used ClientSuccess in a few different employers & I've always found the software to be easy to use. **What do you dislike about ClientSuccess?** The system is only as good as the information that is constantly updated. **What problems is ClientSuccess solving and how is that benefiting you?** Easy to monitor the client life cycle and overall health score ### 30. Really good! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** overall, the view is so good, i can write notes **What do you dislike about ClientSuccess?** Is not too firnedy the way it download the contacts, it all came in one column **What problems is ClientSuccess solving and how is that benefiting you?** - Write notes - get the contact of my clients in one plataform ### 31. Just what we needed to meet our Business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Safety | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Client Success is a very user-friendly system with a very detailed but simplistic UI design. Client Success helps us keep all of our data in 1 place and view health metrics on our clients across the board. **What do you dislike about ClientSuccess?** We haven't seen any downsides to Client Success **What problems is ClientSuccess solving and how is that benefiting you?** It helps us see a real overview of how healthy our customer base is and allows us to save time analysing data and lifecycles, by easily visualising all of our data in the 1 place. ### 32. Helpful software **Rating:** 3.5/5.0 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?** The ability to customize fields to allow for custom utilization. **What do you dislike about ClientSuccess?** The integrations with other software seems to be lacking. The feed from Zen Desk and Gmail are not consistent. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping multiple teams connected on accounts so we all have the same information. **Official Response from Kristen Gray Psychas:** > Hi there! It's great to learn how you have benefitted from the ease of ClientSuccess to customize and implement for your business. Thank you for taking the time to let us know. Issues like the Zendesk and Gmail integrations are easily solvable and we'd absolutely love the chance to help. If you aren't sure who your dedicated CSM is, just send an email to customerlove@clientsuccess.com and we'll put you in touch. We are in your corner and eager to help you join the ranks of the many ClientSuccess customers faithfully relying on these integrations. Thank you again for taking the time to share your thoughts about ClientSuccess. We look forward to helping you! ### 33. ClientSuccess is my source of truth **Rating:** 5.0/5.0 stars **Reviewed by:** Marie R. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** My favorite part is the pulse on each account. It can give you a quick snapshot of the health of an account. **What do you dislike about ClientSuccess?** It is not HIPAA compliant yet. That makes it challenging to track engagements in the platform. **What problems is ClientSuccess solving and how is that benefiting you?** It allows our CS department to keep notes and updates all in one place. Before ClientSuccess, there was no tool to add notes, forecast, and review a customer's health. ### 34. Helpful tool for CSMs **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** All my clients information is one spot, and the task list helps me keep on track. **What do you dislike about ClientSuccess?** Some fields don't save information after entering them. **Recommendations to others considering ClientSuccess:** Talk through your main goals with your rep before launching. **What problems is ClientSuccess solving and how is that benefiting you?** Very helpful for onboarding and launching clients. **Official Response from Dave Blake:** > We're glad to hear that we're helping you keep track of your customer's information and customer onboarding. Sorry about any issues you're having with field saving. We'll keep an eye out for that and will continue to refine that experience. Thanks for sharing the feedback and let us know if you have any other feedback by sending to customerlove@clientsuccess.com. ### 35. A great tool for CS Function **Rating:** 4.5/5.0 stars **Reviewed by:** Akash S. | Principal Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2021 **What do you like best about ClientSuccess?** ClientSuccess is a robust platform that is intuitive and fast. It is configurable to cater to our requirements. **What do you dislike about ClientSuccess?** It will be great if ClientSuccess has some localizations, e.g., integrating with popular systems in India. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps our Organization track Individual's accounts on a real-time basis. We can track the pulse of the customer, record all communications, maintain stakeholder information, etc. ### 36. Highly recommend for any new CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Himanshu W. | Director, Client Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2020 **What do you like best about ClientSuccess?** Easy to use and simplify the complex customer data needed cross-teams in the organization. We are able to centrally manage and visualize all customer data for the CSMs and have a comprehensive view of a customer account. **What do you dislike about ClientSuccess?** Nothing so far. I wish I can implement some of the best practices recommended by the ClientSuccess team fast enough. **What problems is ClientSuccess solving and how is that benefiting you?** The most basic use case is to provide account-related information and become the source of truth for customer data cross-teams in the company. Additionally, we are beginning to manage all post-sales processes through CSM and not just renewals. ClientSuccess is helping us streamline our business process and get to the next level in customer success maturity. ### 37. CS Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about ClientSuccess?** The abilities that are available within reports **What do you dislike about ClientSuccess?** The amount of downtime and errors I get while using the platform. The notes / calls section can be buggy when switching between multiple different calls. Sometimes it won't capture anything thats written even when it says "saved" causing repeated work **What problems is ClientSuccess solving and how is that benefiting you?** Reporting on overall customers. Having a central location to house all of our client data and information. Using it as the "source of truth" for clients **Official Response from Kristen Gray Psychas:** > Hi there! Thanks for taking the time to share your honest review about ClientSuccess. It's great to hear you are seeing ROI from the reporting module. That's music to my ears! On the note of app performance, my team and I would love the chance to lean in and learn more so we can solve this problem for you --full stop. This comment was left anonymously, but every ClientSuccess customer has a dedicated CSM who is prepped and trained to resolve issues like this one. If you would like to be put in touch with them, please consider sending us an email at customerlove@clientsuccess.com. Thank you again for sharing your thoughts with us, and for giving us the opportunity to help. ### 38. account management **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** easy to use & user friendly. clear account labeling **What do you dislike about ClientSuccess?** adding in contracts is glitchy. sometimes there are bugs **Recommendations to others considering ClientSuccess:** good organization skills, helps keep on track of contract deadlines **What problems is ClientSuccess solving and how is that benefiting you?** organization and having all info in one place **Official Response from Dave Blake:** > Thanks for the feedback. We're glad you find ClientSuccess valuable to help you stay organized and keep track of your customers. Sorry about any glitches you're experiencing. We're hard at work at the moment refining our Contracts app to make it smooth as butter. If you have other feedback, please let us know at customerlove@clientsuccess.com. Thanks for being a customer! ### 39. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about ClientSuccess?** My favourite part of ClientSuccess is how easy it is to navigate it. I also love the auto-save function in the notes section, it helps when you accidentally close a tab, or the laptop needs to restart. **What do you dislike about ClientSuccess?** I haven't found any features that would annoy me yet. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps us keep the notes of customer engagements as well as it's helpful for management to check the customer status before internal or external discussions. ### 40. Highly Communicative **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan M. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** ClientSuccess has been extremely communicative, and the application is easy to use. **What do you dislike about ClientSuccess?** There is nothing I dislike about the program currently. **Recommendations to others considering ClientSuccess:** ClientSuccess feels a little different when initially onboarding, but once you get the "why" behind some of their features (successscore and pulse), it is a great platform! **What problems is ClientSuccess solving and how is that benefiting you?** Currently, the way we determine the viability of a client's engagement with our platform is arbitrary. This will assist in being unbiased in our approach. ### 41. Average CS software **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The UI is great, and really easy to navigate. The SuccessCycles are excellent too. **What do you dislike about ClientSuccess?** It takes a while to get used to, and some features are behind paywalls which is frustrating. **What problems is ClientSuccess solving and how is that benefiting you?** Its great being able to see all your customers at once, at a glance, and see their health scores - however I know we're not using it to its fullest capabilities as roll-out is comprehensive. ### 42. Clientsuccess for us **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** CS is really good for being able to see all your accounts in one place and for placing customer health with each account **What do you dislike about ClientSuccess?** CS could use more analytics and easier integration within salesforce and other tools. I would also like to have a more user friendly dashboard. **Recommendations to others considering ClientSuccess:** I would recommend making sure the integrations goes smoothly and to get the revenue hub set up **What problems is ClientSuccess solving and how is that benefiting you?** Integration is a current problem and for forecasting and meshing between salesforce and CS it always seems to not match up **Official Response from Dave Blake:** > Thanks for the feedback. We're glad to hear that we're giving you a great view of your customers and that our customer health capabilities are valuable. We've been refining our Salesforce integration and will continue doing so. We'd love additional feedback to know what other integrations you'd like us to add. When you get a minute, please reach out to your assigned CSM or send your thoughts to customerlove@clientsuccess.com. ### 43. CS Tool with great potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** Simple to use, Most of the configurations can be done on your own, The roadmap seems promising and will help capture all the customer-related acitives in one place. Easy to create a management board to review all customers statuses **What do you dislike about ClientSuccess?** The product is relatively new and some of the main features are basic. Integration with Salesforce has some hiccups dsg sd **What problems is ClientSuccess solving and how is that benefiting you?** We hace a centrlized tool thatall stakeholders in the company can see the customers status and what is planed ahead **Official Response from Dave Blake:** > Appreciate the feedback. Yes, we've tried to make a product that is easy to implement and easy to use. We're glad to hear that your experience aligns with our goals in those areas. Sorry about your experience with the Salesforce integration. We've been working hard to improve that and have come a long way over the last several months, but we'll continue to refine even more. We're excited about our roadmap with some exciting innovations coming soon! If you have more feedback, please send it our way at customerlove@clientsuccess.com or via your assigned CSM. ### 44. Simple, yet powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Andy B. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about ClientSuccess?** I like the simplicity and ease of adoption. the ability to assign to-do's, log calls and keep track of my team's BoB with a nice looking UI is vital to our team. The integration of the NPS is HUGE... it has opened up new doors to the team. **What do you dislike about ClientSuccess?** I wish the reporting was more robust and more centralized (global settings & reports).. I also wish there was a better option for viewing past clients... an admin can access.. but it puts extra work on the admins to pull data. **What problems is ClientSuccess solving and how is that benefiting you?** We are keeping all data within 1 system for the CS team. The benefits - allows me to easily see call logs, notes, pulse scores in 1 system. The switch to CS based NPS was huge as we were previously dropping that in to SLACK and it didn't have great reporting... the CS based NPS is pretty amazing and allows me to pull Tiered NPS at the drop of a hat ### 45. Excellent platform and great company **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie R. | Founding Contributor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2021 **What do you like best about ClientSuccess?** Company culture - fantastic teams and everyone feels to be behind the Product, which is also great. There are some improvements needed but overall it's a great platform. **What do you dislike about ClientSuccess?** Some lacking functionality, but confident it's in the roadmap. **Recommendations to others considering ClientSuccess:** If you are looking for 100% coverage in terms of functionality, adjust your expectations but continue with Client Success - it's not all there yet but it's coming, and even in it's current form it's a fantastic platform. **What problems is ClientSuccess solving and how is that benefiting you?** Customer Health, Visibility into Customer engagement, NPS surveys. Pretty much using it for end to end customer success, apart from Onboarding. ### 46. Simple to use and efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** The ability to create tasks, keep client information and contact organized is built out very well. The UI is quite user friendly. **What do you dislike about ClientSuccess?** Some of the financial metrics are a bit tricky to integrate and at times there are too many options to set up per account/churn but that might be more relevant for folks that need that. **What problems is ClientSuccess solving and how is that benefiting you?** Task creation and completion, client engagement tracking, client information dashboard management - All of this has helped streamline activities for our CSM team. **Official Response from Dave Blake:** > Thanks for the compliments as well as the constructive feedback! We'll keep working on simplifying the financial metrics, integrations, and workflows. If you have more specifics, please reach out to your assigned CSM or customerlove@clientsuccess.com. ### 47. Great tool for SMB and Commercial CSMs **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** I like that you can run different segments and versions of the data within the same tool. **What do you dislike about ClientSuccess?** I was not too fond of the option of having X number of characters alllowed in fields. **Recommendations to others considering ClientSuccess:** Take a look at the size of your book of business. **What problems is ClientSuccess solving and how is that benefiting you?** I was running implementations with updates on account health. ### 48. ClientSuccess had increased our teams productivity dramatically! **Rating:** 4.5/5.0 stars **Reviewed by:** Connor H. | Manager, CS, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2021 **What do you like best about ClientSuccess?** I love the flexibility of setup and the ability to handle multiple integrations. **What do you dislike about ClientSuccess?** I do wish that we could sync attachments to and from SalesForce. **What problems is ClientSuccess solving and how is that benefiting you?** Our team can now work in one tool rather than 5 or 6. We have created multiple success cycles that allow our team to stay on top of their BoB with better efficiency. The ability to customize success cycles and create triggers will enable our team to handle more accounts pre CSM. ### 49. Makes my life easy **Rating:** 5.0/5.0 stars **Reviewed by:** Star H. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2021 **What do you like best about ClientSuccess?** I love that communications are automatically pulled in based on the contacts you have set on an account. I love the revenue centre! You can do all you need to within the application instead of jumping into a CRM. The ease to implement and get up and running. The fact that I can log in and review the retention and renewal information in a click is beneficial. When an event occurs, I can look through the pulses and communication log to understand what may have happened. The Client Success Team really cares about the industry and how their product is used. They make you feel heard when sharing feedback. **What do you dislike about ClientSuccess?** They are a growing business and unable to push product releases out as fast as my company is maturing. I understand that everything cannot be worked upon. I love the product so much I want more and faster. **Recommendations to others considering ClientSuccess:** The product is very easy to use making adoption a snap. Client Success is an off-the-shelf product with the ability to configure. Have an idea of what you are trying to achieve and be open minding on how a software solution can help solve your challenges. I recommend picking a few key use cases to get up and running initially and continue to grow from there. If getting assistance from other departments is challenging pick the uses cases where you have the ability to act fast on. For example, playbooks, communication tracking, and pulses are things that can be set up without assistance from the product/development team. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows us visibility on where we have risk in our book of business and how well we are growing as a business. It helps remote teams gain access to information that may have to be collected by a desk drop by. It allows for a consistent approach to scenarios especially for a growing team ### 50. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about ClientSuccess?** Revenue management, integrations with external systems like Zendesk, Salesforce etc make the tool the go-to to get a 360 understanding of customer health. Love the pulse feature to continue to track customer health over time. Most importantly, fantastic support from the Client Success team during onboarding and anytime you have a question. **What do you dislike about ClientSuccess?** Could have more standard reports than whats available right now. **What problems is ClientSuccess solving and how is that benefiting you?** Having a single place to view the overall customer health, next steps planned, customer value. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+02%3A22%3A32+-0500&secure%5Bsession_id%5D=3e7f37a3-d6fb-40c6-876b-722a8559f891&secure%5Btoken%5D=aac243017ff2c1606e1212f85e0bdc3797dddd30c4a444ab113ee88a371adb13&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 (941 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,592 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)