ClientSuccess Reviews & Product Details

In the end, nothing about this solution is helpful for my organization. Review collected by and hosted on G2.com.

Salesforce integration never materialized properly. Not really important though. Our CSM at ClientSuccess purposely avoided mention of the auto-renew clause, displayed in reduced-sized print below the breakdown on our order form during the lead-up to our renewal. When notified of our decision not to renew, the CSM, for the first time in 3 months, brought up the auto-renew clause. Luckily (meant to read sarcastically), the VP of Customer Success, Kristi Faltorusso, was looped in. After a single meeting and a promise to follow up with me, nothing materialized but a series of bills and threats of collections. We will likely end up paying the bill but not using the software. My feeling is that ClientSuccess does not capable of following its own best practice suggestions and uses business practices I would not recommend to our own CSM team. Review collected by and hosted on G2.com.

We had been looking for a long time for a tool that could effectively capture various details about our customers, contracts, outreach, and projects. ClientSuccess has met probably 90% of our needs for this tool. Its ease of use is probably the top selling point, and we also appreciate how they continue to grow and evolve, taking feedback along the way to make the product what their clients need it to be. Review collected by and hosted on G2.com.

There are still a few functionality issues we can't seem to get around. The top one would be tracking contracts that have variable monthly invoicing amounts. Would also like some cleaner single-click options to toggle views on the Engagements section between different types of engagements. Review collected by and hosted on G2.com.

ClientSuccess helps me stay organized. I can easily see the necessary information I need for each client. Ie what's their pulse (happiness level), who are my main contacts, when is the contract up, what did we talk about on our last call, etc. Review collected by and hosted on G2.com.

There have been a few pieces that haven't integrated as nicely as we would like (ie usage) & it's taking a long time to figure it out. Review collected by and hosted on G2.com.

The ease of use and automation that ClientSuccess offers makes our experience so much easier! They are always willing to help us understand every component and set up any automation that we would like to use to better serve our clients. What previously took a lot of clicks and manual work is now pretty simple! Review collected by and hosted on G2.com.

The way we track our financials in Salesforce doesn't exactly fit ClientSuccess's Finance module, and there isn't really flexibility there to change how ClientSuccess operates. We have had to do some manipulation to get our square peg into the ClientSuccess round hole, but I know improvements are coming! Review collected by and hosted on G2.com.

ClientSuccess is a very easy-to-use product and it integrates well with other systems, such as Salesforce, to seamlessly pass updates back and forth. Being able to segment my customers based on certain criteria is a real time saver when I'm looking to target specific groups for communication or to take action of some kind. Review collected by and hosted on G2.com.

I would love to see the ClientSuccess team add more automation to the system. By this, I mean the ability to trigger certain actions when something occurs with an account. ClientSuccess is great at helping identify certain groups of customers or trends but the action on these items is pretty much manual still. That would be great to have something more automated for specific criteria. Review collected by and hosted on G2.com.

ClientSuccess provides an easily-deployable solution that still includes all the required functionality. Quick time to value, minimal training, clear and simple. Very rarely you find a solution that has everything required, nothing more and nothing less. In addition they offer great resources for implementation, top-notch CSM team, and market leading resources. Review collected by and hosted on G2.com.

The product definitely lacks the bells and whistles offered by other competitors, which is by design but leaves something to be desired at times. In addition there's a level of quality which is what you'd expect from a small-ish startup company but means you run into problems at times. Review collected by and hosted on G2.com.

What I like more about CS is the ability that is has to integrate with other software such as SalesForce, ZenDesk, etc. It makes it easier keep track of the recent activity your customer has had. Also it is very user friendly and I love that I can customize the fields I want to see on my dasboard. Review collected by and hosted on G2.com.

The UX design is a little outdated and sometimes takes a little while to load the information of an account, besides that everything works great! Review collected by and hosted on G2.com.

It is the first time I have ever used ClientSuccess and wow where has this software being all my life? The precision and funtionally of it has allowed for our Customer Success team to track our success metrics and provide a better customer support. This has allowed for account browth and expansion to other services. Review collected by and hosted on G2.com.

Nothing yet. It is perfect. They innovate and release new features all the time. Review collected by and hosted on G2.com.

I like that we are learning more how to utilize the tool to its full functionality. We are planning on getting more involved in CS. I also like the Bootcamp videos we can watch to learn more. Review collected by and hosted on G2.com.

There are some features and functionality that I wish it had. More customization would be helpful, but I think that's feedback for a lot of the tools that are out there. Review collected by and hosted on G2.com.

CS is easy to use and to figure out without the helo of help desk articles. There never seem to be any bugs or time when its down or not usable. I haven't used other CSM tools prior to this position, so I can't speak to how it compares. Review collected by and hosted on G2.com.

I wish it had integrations with Gong and Zoom so that calls and texts are automatically uploaded to CS. It can be time consuming and tedious to make additional notes after a zoom call into CS. It would also be helpful to be able to export account lists into an excel sheet Review collected by and hosted on G2.com.