--- 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. LOVE IT MORE THAN CHURNZERO!! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie S. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about ClientSuccess?** Maybe it's because we are a smaller company, but we love Client Success. My 2 favorite pages are the Client 360 view (with the usage data) and the Revenue page that shows past and upcoming renewals. Makes my job overseeing the CSM team so much easier! **What do you dislike about ClientSuccess?** There are a few pieces where the feature just isn't as robust as we would like. Example, the automated emails are limited in who they can be sent to. This hasn't been a deal breaker for us since we automate most of our emails out of HubSpot **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows us to track our Subscription renewals more easily and have transparency in that process. We also love it as a database and a space for all of our documentation and data about a customer since their journey with us begins. This allows new CSMs to onboard easily and get up to speed on their customers. ### 2. Great Client Management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** Easy to use and navigate. Clear display format to quickly review account notes. Syncs to SalesForce **What do you dislike about ClientSuccess?** I will there was pending action items tab. The sync to Sales Force sometimes does not work and that is annoying **What problems is ClientSuccess solving and how is that benefiting you?** making sure you are always reaching out to clients and in constant communication. Client success provides and easy to read and navigate visual ### 3. Easy to learn and use! **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?** I love the new engagement metrics to see how much time we are spending with clients! **What do you dislike about ClientSuccess?** I dont love the the autosave function when writing notes - as silly as it sounds, being able to hit "save" really does solidify that my lengthy client notes won't be deleted! **What problems is ClientSuccess solving and how is that benefiting you?** Keeping track of all my clients and monitoring their satisfaction to keep them renewing! ### 4. Growing company that has a lot of potential **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse H. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** I've been grateful for the efforts they have been able to make for our organization in particular. The UI **What do you dislike about ClientSuccess?** I think the reporting capabilities and filters could be improved to take the product to the next level. **What problems is ClientSuccess solving and how is that benefiting you?** It's been really nice to have a system dedicated for CSMs to be able to effectively track and update our customer base. ### 5. Software designed for CSMs **Rating:** 5.0/5.0 stars **Reviewed by:** Janet W. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The ability to type in my call notes while on a call; all info on the client at my fingertips. Quick summary at top right. This is more geared to the client role than Salesforce. **What do you dislike about ClientSuccess?** The Products that the client uses are on a separate tab, so it takes a little extra time to look and don't see at first glance. I'd love to see them in the profile. **What problems is ClientSuccess solving and how is that benefiting you?** One place to view all of my clients. I'm in the process of moving off of relying on a Google doc to organize my view of clients. It saves time being able to go to one place. ### 6. Rare tool to help you achieve great things **Rating:** 5.0/5.0 stars **Reviewed by:** Fabian P. | Customer Success Manager - Middle East Region, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** It gives me a holistic view of all the client accounts I manage **What do you dislike about ClientSuccess?** Sometimes too much data can be a bit overwhelming, however it does help in the long run **What problems is ClientSuccess solving and how is that benefiting you?** It is helping me keep a track of all engagements but most importantly, helping me understand the adoption of our product across my client profiles. ### 7. Strong, Growing Product **Rating:** 4.0/5.0 stars **Reviewed by:** Tyler D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** There are lots of great features that we enjoy having access to in Client Success. Some of our favorite features are: - Ability to track clients "pulse" scores - Great filter/sort options for contacts and clients - Integration to Hubspot - Good visualization of data - Ability to grow into the product **What do you dislike about ClientSuccess?** It is a growing and developing software. While there are many features, there are little things here and there that need to be updated. These updates are made over time, and the team is always eager to help when we bring up questions/concerns. **What problems is ClientSuccess solving and how is that benefiting you?** We had an issue with scoring information on all of our customers and sorting their data in a way that was actionable. I feel that Client Success currently solves 80% of those issues and is building in a way to meet all 100% of our needs. **Official Response from Kristen Gray Psychas:** > Hi Tyler! Thank you for taking the time from your busy day to leave a review of ClientSuccess! I love that you are enjoying the Hubspot integration and that it's helping keep all of your customer data under one roof. It sounds like you are already in touch with your CSM to make sure they are able to socialize all of your current and future product needs, but please don't hesitate to reach out to customerlove@clientsuccess.com to be put in touch or share additional thoughts on the product or team. We are in your corner and LOVE hearing from you. Have an awesome rest of your week--and thanks again for sharing your thoughts! Kristen ### 8. ClientSuccess - Making us more pro-active and organized with our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** SuccessCycles, Managing Tasks and SuccesScore. We are constantly working to make the most of the experience. **What do you dislike about ClientSuccess?** I wish there were more automation options, but we are working with what we got to help keep the team informed. **What problems is ClientSuccess solving and how is that benefiting you?** Allows us to stay organized as a team. Keeps us accountable that we are doing our best for our clients. ### 9. Good customer tracking and management product ! **Rating:** 5.0/5.0 stars **Reviewed by:** Suneetha B. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about ClientSuccess?** Customer profiling Customer pulse tracking with success factors and risk factors To-Do list Customer contact person Emailing option to have a complete track on important activties **What do you dislike about ClientSuccess?** Not found any so far , no complains based on my usage so far . **What problems is ClientSuccess solving and how is that benefiting you?** Customer tracking and managing project activties ### 10. Easy to manage your client's journey **Rating:** 4.5/5.0 stars **Reviewed by:** Nora B. | Lead of customer success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** the easiness on managing the platform, the many options that client success offers to help you on the detection of several health indicators of your clients and it's very easy to use **What do you dislike about ClientSuccess?** Maybe it could have more alerts or actions in some sections, for instance the to-do section could be more interactive and "alive" that what it is now. But in general is a very Good platform **What problems is ClientSuccess solving and how is that benefiting you?** The portfolio of my clients is 100% managed on client success. The benefits are several, including having a full view and easy way so everybody can know how is the health of the client ### 11. Great platform that helps me organize my client information **Rating:** 5.0/5.0 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?** I like that I can have all my notes in one place. For example, I can easily access their contract information, NPS scores, email correspondence, and Zendesk tickets. **What do you dislike about ClientSuccess?** I actually can't think of something I dislike while using ClientSuccess. I have been using it for about 3 months now and it has served its purpose well. I have no dislikes so far. **What problems is ClientSuccess solving and how is that benefiting you?** Working in a client-facing industry, it is important to stay organized especially with client information. ClientSuccess helps me stay organized by having all the information I need in one place. ### 12. I love this company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2021 **What do you like best about ClientSuccess?** The team is flexible, really cares about its customers, and the product makes it easy to quickly determine the health and activity of your client base and CSMs. This is the 3rd consecutive company that I have chosen to use ClientSuccess at. **What do you dislike about ClientSuccess?** No significant downsides. The product team is always looking to continue to innovate and add new useful features **Recommendations to others considering ClientSuccess:** Don't be afraid to ask questions.. The team is great and provides great best practices on how to get the most out of your experience. **What problems is ClientSuccess solving and how is that benefiting you?** Quickly assess client health, help manage and create frequently used playbooks, and having a central place to see all customer engagements combined with internal notes. ### 13. Great tool and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The user interface is very modern and easy to use, the filters are practical and easy to setup. the way the client page is organized is very structured and easy to naviagate **What do you dislike about ClientSuccess?** I won't say I dislike; however, the reporting needs a bit more improvement and customization to fit the individual organization's requirements. Many of the available reports are on a global level and can't be broken down based on a filter field like region or a csm ...etc also, many of the dropdown menus are based on a CSM, while we are focused in OpenText on Service managers **What problems is ClientSuccess solving and how is that benefiting you?** it provides a holistic view of all customers the success life cycles are a great way to manage individual accounts and track the different phases of the customer status, like onboarding , escalation handling ...etc. ### 14. Nice tool with some item to improve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** Easy to use and very configurable. Happy with the new Teams integration **What do you dislike about ClientSuccess?** Lack of integrations with NPS and specially not able to manage those in the app **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess is providing a good health for our customers and help us a lot prioritize which customers to add more resources to ### 15. Success with Client Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The many functions that allow efficiency **What do you dislike about ClientSuccess?** That if a date changes for a task the sub-task doesn't change to match the new task date it was changed to **What problems is ClientSuccess solving and how is that benefiting you?** tracking client account statuses and now it is easier to see with the filters and segment options to customize what needs attention first ### 16. CS is an intuitive way to keep tabs on your clients and manage their success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I love the pulse feature. That is my fav feature. I also love the email synce that stores messages sent to your contacts. **What do you dislike about ClientSuccess?** Nothing off the top comes to mind. I have worked across many different crm platforms and this is my fav. **What problems is ClientSuccess solving and how is that benefiting you?** Organization, customer relationships and enhanced visibility to management ### 17. Such a great tool to have total control on my client's health! **Rating:** 4.5/5.0 stars **Reviewed by:** Mariel C. | Customer Success Manager Latam, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about ClientSuccess?** My dashboard to see my BoB and each one of my goals I need to achieve each Q. **What do you dislike about ClientSuccess?** It's difficult to fup on my tasks, for me it's not easy to have different views. **What problems is ClientSuccess solving and how is that benefiting you?** to be more organized and to have more control over my daily tasks. ### 18. Easily the most engaging experience with a software company ever! **Rating:** 5.0/5.0 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?** Every team member I spoke to was super-friendly, very willing to listen to my needs, and showed me clearly how ClientSuccess could work. I loved that they were upfront about things they couldn't do. I also appreciated how the software seems to be customizable to any specific use case we had. Every call has a clear agenda and I was walked through every detail. **What do you dislike about ClientSuccess?** Nothing! Every experience from initial sales calls to onboarding has been so smooth. I can't think of anything I dislike about ClientSuccess. Neither can I think of any improvements **Recommendations to others considering ClientSuccess:** Go for it.. The customer insights you get are so valuable **What problems is ClientSuccess solving and how is that benefiting you?** Consolidating our customer data from individual silos into one collection; a central location where we can see the effects that one aspect of the company has on the other. ### 19. Client Success Review **Rating:** 4.0/5.0 stars **Reviewed by:** Kidder S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I like being able to have visibility into my accounts **What do you dislike about ClientSuccess?** I don't love that the integration between Salesforce is pretty weak. **What problems is ClientSuccess solving and how is that benefiting you?** When having a lot of account they can be lost or get dissorganized. Client Success lets me get a visual into my accounts and keep them organized. ### 20. I especially love the reporting. A quick/easy way to present to our Exec team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I really like the pulse score, and I haven't seen that in another platform before. **What do you dislike about ClientSuccess?** I wish there were more customizable automations/triggers. For example, I'd like to trigger a success cycle based on a specific calendar date. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping us organized, easy to view the team's tasks, great reporting. ### 21. A solid tool for CS teams! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** ClientSuccess has a clean design. I find the client pulse scores very helpful for our Product Team to drive decisions. Those scores are an early indicator of churn. **What do you dislike about ClientSuccess?** We need more customizable and thorough reporting. Data is great, but it is only useful if it exists outside of the silo. We'd also like to see better product usage analytics inside ClientSuccess. **What problems is ClientSuccess solving and how is that benefiting you?** We are using ClientSuccess to monitor customer satisfaction and manage relationships with those customers. We use the reporting for cross-functional sharing of that info. ### 22. It all started with Webinars **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda R. | Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** I love the helpful content. The fact that you have your very own library of articles and videos to help me get started on the platform is fantastic. These were not your typical FAQs with answers! **What do you dislike about ClientSuccess?** i have not been uploaded yet with content from our team's side - so as of right now, I have no dislikes. **What problems is ClientSuccess solving and how is that benefiting you?** just from the start of the onboarding - we will be able to see at-risk clients and capture who is engaged. I think the benefit is having data in one location! ### 23. Overall, think its a great product. The more ability it has to integrate the better! **Rating:** 3.5/5.0 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?** The integration functionality is what I consider to be the best part of the tool but it can be better with integration like SF, etc. **What do you dislike about ClientSuccess?** Some parts of the tool are clunky (i.e. Email) **What problems is ClientSuccess solving and how is that benefiting you?** Access to real-time data on our clients ### 24. Review for Client Success **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly F. | Strategic Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Client success is very user-friendly and simple to use. It's easy to track conversations and reference emails in the tool. I have used other tools at other companies, and they are much more confusing to use. This is the second company I've used Client Success at and was excited when I found out we were adopting it here. **What do you dislike about ClientSuccess?** I'm not an admin, so I'm not sure if it has any glaring deficiencies there. From a standard user's perspective, where I like to reference info or notes, it's really pretty easy to use. **What problems is ClientSuccess solving and how is that benefiting you?** It is handy to keep client info in. It's easily referencable, and the cleanliness of the UI makes it easy to manage. I feel that I can get to the information quickly and efficiently. ### 25. Good Client Management Tool **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?** Very easy to use and navigate quickly between clients to stay organised and on top of a book. **What do you dislike about ClientSuccess?** Automated to do lists would be a great new feature! **What problems is ClientSuccess solving and how is that benefiting you?** Managing a complex book of clients can be hard, this centralises everything in one place. ### 26. Helpful to have all client history in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Jack F. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2021 **What do you like best about ClientSuccess?** The engagement section on the client record is really useful for tracking meeting history. **What do you dislike about ClientSuccess?** Searching for clients can be difficult. When I type in the full name of the client in the search bar, I expect the most relevant search to be at the top. However, I often find myself scrolling down a long list of clients to find the one I need, which is not terribly useful. **What problems is ClientSuccess solving and how is that benefiting you?** My memory is terrible and I often can't remember what was discussed in previous meetings with clients. I can see when I last spoke with my customer, what the nature of the engagement was, whether it was a meeting/telephone call/email etc. as well as what was discussed (providing I have written notes). It's really useful to be able to search keywords in the engagement history as well (e.g. If I'm wondering whether we've discussed Karbon I can search 'Karbon' and it will filter all of my meeting notes that contain that word.) I can also see when my colleagues have contacted my customers over email which is useful for handovers etc. **Official Response from Kristen Gray Psychas:** > Thanks for taking the time to let us know how ClientSuccess is helping you manage your clients, Jack! It sounds like you are making excellent use of the engagement module. Searching for relevant keywords to show up prepared and professional for a client meeting or research details about a customer escalation on the fly is game-changing. I reached out via email to learn a bit more about your desired functionality for client search and hope we can chat more on that topic soon. Thank you again for taking the time to let us know your thoughts! Sincerely yours, KGP ### 27. We've been very pleased with Client Success. **Rating:** 4.5/5.0 stars **Reviewed by:** Julie O. | VP Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** We were able to implement fairly quickly and get the data we need internally. This allows us to have visibility into client data at both a micro and macro view. **What do you dislike about ClientSuccess?** We would like some additional reports (specific to the overall Success Score) and integrations. **Recommendations to others considering ClientSuccess:** Understand what you want to do and start with implementing those pieces. Many of the other bells and whistles can come later. Getting solid data in the platform is the key. Our dashboards now are "demo" worthy! **What problems is ClientSuccess solving and how is that benefiting you?** Visibility and customer tracking. ### 28. Good tracking for your CS needs **Rating:** 3.5/5.0 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?** Very user friendly. The ability to add/create save plays/stages for your customer journey is a great way to scale your success and support teams. Ability to integrate with our other systems such as salesforce helps streaming admin work such as renewals and risk forecasting. **What do you dislike about ClientSuccess?** We have experienced some breakages with our integrations at times. I've noticed that the google connection that syncs your emails doesn't always work. It is a useful feature when it does work though. **What problems is ClientSuccess solving and how is that benefiting you?** We are able to assign risk in a uniform way across CS and manage our upcoming renewals more easily. We have realized the benefits of storing all notes and reviewing previous pulse scores to make account handovers from one CSM to another much easier. ### 29. Client Success has great webinars and support. Very useful tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** The webinars and help that is readily available. **What do you dislike about ClientSuccess?** Sometimes it is not completely intuitive to use. **Recommendations to others considering ClientSuccess:** It makes sense to help you as a company grows. **What problems is ClientSuccess solving and how is that benefiting you?** We are setting customer goals and becoming more organized as a company ### 30. Customer tracking and managing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nani N. | Staff Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about ClientSuccess?** Customer detailing about golive, revenue, other information customer pulse To-do list direct email to customer **What do you dislike about ClientSuccess?** All good no issue found so far based on my usage **What problems is ClientSuccess solving and how is that benefiting you?** Customer pulse tracking and renewals ### 31. clunky **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** integrations with other tools, range of functionality **What do you dislike about ClientSuccess?** Seems to break a lot but not immediately obvious which means you find out after you've wasted time doing something. The UI is busy. **What problems is ClientSuccess solving and how is that benefiting you?** some help in tracking engagement, understanding relationships via pulses ### 32. A good way to keep in touch **Rating:** 5.0/5.0 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?** The interface is very easy to navigate. I have no issues locating the info I need and have not experienced any bugs or problems that hinder my workflow. **What do you dislike about ClientSuccess?** I wish there was more customization so I could remove parts of the software I don't utilize. **What problems is ClientSuccess solving and how is that benefiting you?** We have had some of our sales crew leave and had to hire new folks in. The ability to hand off that info to the next associate with minimal disruption is great! ### 33. ClientSuccess solves for many challenges in managing Enterprise SaaS customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **What do you like best about ClientSuccess?** The best feature of ClientSuccess is the health scoring and the ability to customize the inputs that make up the health score. Compared to other systems I have used, it is the easiest. **What do you dislike about ClientSuccess?** Setting up the initial synchronization with your CRM does take some effort, but once that is done the synchronization options allow you to push and pull data as desired to have either ClientSuccess or your CRM by the system of record. **What problems is ClientSuccess solving and how is that benefiting you?** By using ClientSuccess, we get greater visibility into the level of engagement the Customer Success team has with their points of contact and executives. We receive notifications and reminders when too much time has gone by between touches, prompting our team to reach out. ### 34. Easy to use and keep track of customer journey **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Understand all interactions with the customer journey and the fact that all notes are centralised **What do you dislike about ClientSuccess?** nothing in particular - the tool meets our needs **What problems is ClientSuccess solving and how is that benefiting you?** Understand a customers journey prior to contact. ### 35. Client success allows me to find info efficiently and in an organized way. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** I enjoy how simple it is to find information. **What do you dislike about ClientSuccess?** Nothing at the moment stands out to me about what I dislike. **What problems is ClientSuccess solving and how is that benefiting you?** Client success is helping me locate information within my customer success position and internal employees. ### 36. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** ClientSuccess is a great tool for tracking and improving your customer relationships. The visual pulse works effectively when needing an overview of your clients. **What do you dislike about ClientSuccess?** Nothing stands out as a dislike right now. **What problems is ClientSuccess solving and how is that benefiting you?** Tracking customer relationships and enabling renewals. ### 37. Client Success is an awesome resource and tool to have **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah R. | Senior Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about ClientSuccess?** Client Success allows me to manage my accounts and data cleanly and concisely. **What do you dislike about ClientSuccess?** I have not seen any downsides to the version of Client Success our company has access to, but there are a few features that we could use **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows me as a Customer Success Manager to file or keep track of all my customers daily. It allows me to have notes on each individual based on what they are doing with our company and review their performance. ### 38. Very much concise and experienced prompt response and detailed solution from the support team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2022 **What do you like best about ClientSuccess?** Email integration, as it reduces the load of maintaining separate notes. **What do you dislike about ClientSuccess?** Nothing as such! Could improve onboarding NPS **What problems is ClientSuccess solving and how is that benefiting you?** -It's a one-stop for maintaining records -Good for tracking our progress as a CSM an KPIs -Detailed analytics ### 39. Really good platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** This platform is very engaging and colourful. this allows us to keep track of all of our customer engagements and keeps us on top of our game. **What do you dislike about ClientSuccess?** nothing.................................... **What problems is ClientSuccess solving and how is that benefiting you?** itsvkeeping my day to day work life very organised ### 40. i'm learning who to explore more from the ClientSuccess. **Rating:** 3.5/5.0 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?** Suporte and sales peoples, they are soo kind and helpfull in all interactions **What do you dislike about ClientSuccess?** nothing for now, i will sent another review after a fill day using the plataform **What problems is ClientSuccess solving and how is that benefiting you?** nothing for now, we are still implementing the solution ### 41. ClientSuccess **Rating:** 3.5/5.0 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?** Easy to export different pieces of client information for reporting, integrates with Hubspot and other tools **What do you dislike about ClientSuccess?** Zapier connections don't work very well, revenue reporting is overly complicated **What problems is ClientSuccess solving and how is that benefiting you?** Helps us keep track of different client segments and conversations ### 42. Great team of people, but software is hard to scale for our growing business. **Rating:** 3.5/5.0 stars **Reviewed by:** Marnie S. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** "Client List" screen is beneficial and I like that I can customize my view or create new views easily. Pulse scores are helpful. **What do you dislike about ClientSuccess?** Reporting is a challenge. Data across different views is not always consistent. Integrating with other platforms is challenging. **What problems is ClientSuccess solving and how is that benefiting you?** We are capturing all our client data (contracts, engagement, health) within the platform. Now that the sales team has adopted a pre-sales tool, we are not as productive since we are constantly checking to make sure the tools are in sync. ### 43. Great Tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about ClientSuccess?** Clientsuccess makes it super easy to organize all of my client's data, from ARR to pulse. The dashboard is customizable and gives us lots of difference ways to splice the information to make it simple for our team to understand. **What do you dislike about ClientSuccess?** We have had a few tiny bugs in the system that have caused some minor issues on our end, such as ARR and renewal dates deleting. All bugs have been addressed quickly by the dev team at ClientSuccess which has been awesome! **What problems is ClientSuccess solving and how is that benefiting you?** We are able to organize and track our client's success easier with this tool than without it. I can check pulses on high risk clients and successful clients and action out game plans quickly and efficiently. ### 44. useful relationship recording tool **Rating:** 4.5/5.0 stars **Reviewed by:** Sean R. | csm, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** ability to rate and explain why the rapport is where it is at **What do you dislike about ClientSuccess?** to-do reminders don't trigger alerts for user **What problems is ClientSuccess solving and how is that benefiting you?** documented trial of recent and previous meetings. useful for picking up whats been covered ### 45. Great for High Touch CSM's! **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?** The enablement for our team to have all the information that we need in 1 place is beyond useful. It has streamlined things before client meetings and saved time across our team! **What do you dislike about ClientSuccess?** There are some additional capabilities in the integrations that would be very useful, such as the ability to respond to an email from inside the platform itself. **Recommendations to others considering ClientSuccess:** Make sure it is a proper fit for your company, I don't think it would work well for CSM's with a large BoB. **What problems is ClientSuccess solving and how is that benefiting you?** Being able to go into 1 place to get all the current information for what is going on with a client is invaluable, rather than checking jira and a number of other places as well. ### 46. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I love how easy it is to set up Renewals **What do you dislike about ClientSuccess?** I wish that everything in CS transferred into SalesForce **What problems is ClientSuccess solving and how is that benefiting you?** Easy to track emails with customers, even if they were with past Customer Success Managers. ### 47. Simple and Easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Xander K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2022 **What do you like best about ClientSuccess?** It was a great tool that offered all of the basic features expected from a CRM **What do you dislike about ClientSuccess?** The feature set was limited. Which is why we ended changing to Gainsight **What problems is ClientSuccess solving and how is that benefiting you?** Great for managing a book of business, but has limited capabilities and required us to use multiple tools. ### 48. A Success Platform With Your Success in Mind **Rating:** 5.0/5.0 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?** The platform is intuitive. No clunky work flows that you have to go back through and do the work 13 different ways to get it submitted. **What do you dislike about ClientSuccess?** Literally there is nothing to dislike for me when it comes to CS **What problems is ClientSuccess solving and how is that benefiting you?** Sales Force is great for a sales department but not so much for CS org. It benefits me by getting the information that matters most to the front page, in one page. ### 49. Middle of the pack **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ClientSuccess?** The summary at the top of the Client page gives you a quick overview of most of the information you need to get a sense of the customer's size, environment, and other key details. It integrates well with Hubspot, our CRM. **What do you dislike about ClientSuccess?** There are too many scores - Scorecard, Pulse and overall Success Score. It's too cumbersome for a CSM to keep up with . There are also stages and phases - too complicated. Other tools I've used also allow you to create Segments then mass email from the segment, with an email from each individual CSM. We have had to go to other tools that are not integrated, to manage other documents and content. They were slow to integrate several fields with Hubspot. **Recommendations to others considering ClientSuccess:** The Customer Success tool market has evolved considerably over the past few years. There are several new solutions on the market that I would also investigate. If you are a Hubspot customer, this might be a good solution for you but I'd recommend keeping it simple to start. It has more scores that you likely need so try not to implement all at once. **What problems is ClientSuccess solving and how is that benefiting you?** It is giving the CSM and Support team a single tool to use for their day. As a leader, I am also able to view macro and micro-level customer health. The fact that it also pulls in the Support Cases from Zendesk makes it easier for the CSM to keep track of what is happening real-time. If the customer inquires with the CSM about a Support case, the CSM can quickly find and research the case. ### 50. Customer management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about ClientSuccess?** Customer information like environments, revenue, and point of contact at one place along with a brief description. Customer pulse tracking with risk and success factors. Major project activities tracking, and mail through the portal itself is a great feature. **What do you dislike about ClientSuccess?** Didn't find any issue so far , great product **What problems is ClientSuccess solving and how is that benefiting you?** Client Tracking , revenue and pulse measuring ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+02%3A18%3A29+-0500&secure%5Bsession_id%5D=b66c4a3b-e85d-4372-b70e-80bc95e5c4e8&secure%5Btoken%5D=b7bbb64c1573af10b45766738ab657ddd90d988def316a0f4fb7cae022e3d9a1&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)