--- 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. On the right path but got a ways to go **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2017 **What do you like best about ClientSuccess?** The UI is the best part of the software. It is super easy to use and easy to track engagements. **What do you dislike about ClientSuccess?** There is no messaging feature, to-do's are cluttered and hard to manage, and the parent child relationship for accounts is a mess. The API is very weak and not able to handle a lot of customers. It takes forever to load our client list and seems to struggle to do very basic updates. Even though it's easy to make the edit in the UI it takes forever to load and update so that's just annoying. **Recommendations to others considering ClientSuccess:** If you have a lot of customers you are working with this is probably not the best option to go with. You need to look for a software that you can have campaign options that go hand in hand with tracking. **What problems is ClientSuccess solving and how is that benefiting you?** Account management - tracking the history of a customer and their interaction/pulse with the product they are using. We are setting up a game plan or success cycle for clients and then following through with those actions. ### 2. Great Client Success Software **Rating:** 4.5/5.0 stars **Reviewed by:** Richard G. | Chief Customer Officer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** I love how easily it talks with Salesforce as it allows us to collaborate as a whole team. I love the price range (particularly for as powerful as the platform is) and I love that it fulfills a niche with small business. Small businesses need successful customers, too, after all. I am also a fan of the ease of use and find that it does all of the "must haves" really well. Lastly, the support team is fantastic and is both responsive and proactive. **What do you dislike about ClientSuccess?** There are only a couple of things that I would change at this point and neither of them are at all deal breakers. 1. I wish that I could compose an email (even if it's just basic) INSIDE CS and have it send through gmail. 2. It would also be nice to have some custom fields or to be able to customize a health score based on usage, interactions, etc. **Recommendations to others considering ClientSuccess:** It's perfect for any organization that is using GMAIL or OUTLOOK and Salesforce. For the price, I wouldn't recommend another product. Because of that combination, it's perfect for small to medium businesses. Since I haven't used it in a large business, I can't speak to that although, from what I can tell, as long as you don't plan on customizing it a whole ton, it should work really well. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a way to share throughout our teams (Sales, Customer Success, and Executive) what we were doing after we brought on a new client. We can now have an instant understanding of which ones are at risk, which are doing well, and we work together as a company to make sure that we can minimize our attrition rates. ### 3. Easy to use and great UI **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer B. | Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2017 **What do you like best about ClientSuccess?** The UI is very clean and easy on the eyes. It's easy to use and has most of the data you need for your clients. It keep me organized and allows me to add notes, phone calls, and other interactions I have with my clients. It syncs with my email so I can see email interactions in their account as well. I love being able to take a pulse on how my clients are doing, it's the most important part to me. **What do you dislike about ClientSuccess?** I think the system is really slow. I'm going from call to call most days and trying to bring up accounts takes longer than I'd like it to. I'd like to see more data on accounts like city, renewal date, etc. There might be a way to do that already and I haven't quite figured it out. Also, myself and my IC take notes at the same time, it'd be nice to be able to see what they're writing kind of like a Google doc does that way we aren't taking double the notes on each call. **Recommendations to others considering ClientSuccess:** If you want a simple, basic to use software, this is it! The customer service is superb and they're always trying to come up with the next best feature. **What problems is ClientSuccess solving and how is that benefiting you?** Customer success, renewals, complaints. It's really great to see the pulse on a client and to have either an at a glance view or click into it and see comments, and previous pulse rates. ### 4. A need for CS teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Susan T. | Head of Customer Success, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2017 **What do you like best about ClientSuccess?** How the health score is calculated by a mix of gut feeling, user stats, and scorecards. Especially, how the gut feeling portion is quantifiable and allows for new CSMs to hit the ground running when they inherit accounts. **What do you dislike about ClientSuccess?** I'd love to see a few more integrations. **What problems is ClientSuccess solving and how is that benefiting you?** If marketers need HubSpot and engineers need GitHub, then CS professionals need ClientSuccess. ### 5. Director of Client Success **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda C. | Director of Client Success, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2017 **What do you like best about ClientSuccess?** ClientSuccess is a comprehensive platform that allows our company to organize and manage all client details as well as identify individual client health. **What do you dislike about ClientSuccess?** Given our partnerships are unique to each company, it's sometimes difficult to customize ClientSuccess so that it is relevant to all clients we work with. **What problems is ClientSuccess solving and how is that benefiting you?** By using ClientSuccess to track client activity, we are able to identify trending risk factors that contribute to poor client health and in turn, quickly react to address those challenges. Also, we are able to proactively put measures in place so we don't run into client issues that are easily avoidable. ### 6. Complete Customer Experience Turnaround **Rating:** 5.0/5.0 stars **Reviewed by:** Doak C. D. | Vice President of Business Development, Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** - In App Usage & Engagement Tracking - Centralized to-do list w/ Reminders - A customer service model we can pitch to prospective clients **What do you dislike about ClientSuccess?** The App works great for our team. The ClientSuccess team is easy to work with and has resolved any of our issues. **Recommendations to others considering ClientSuccess:** Take the time to understand your Client Success Cycles before setting them up. **What problems is ClientSuccess solving and how is that benefiting you?** We support Financial Institutions with complex org. charts - Management, IT, Operations and Branches. ClientSuccess allows us to track and monitor our relationships across the Financial Institution. Since implementing the CS model we've be able to dive deeper into an institution to uncovered issues in our product workflow. ### 7. Amazing way to target specific clients and determine their needs **Rating:** 4.5/5.0 stars **Reviewed by:** Meghan C. | Clint Success Team Lead, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2016 **What do you like best about ClientSuccess?** Using the product is so intuitive. All the statistics and numbers I need are presented in a simple and easy to interact with format. I love the different views for the data collected and presented, especially the main page where it has the option to filter my clients based on who has hasn't been contacted in a certain period of time or their overall satisfaction with our product. The platform overall is very smooth and looks fantastic. **What do you dislike about ClientSuccess?** I wish there were more reports for a manager's position. For the CSM role, there is all the data a rep would need but from a manager's role, there isn't a way to track the CSM's statistics such as events made, tasks completed, upcoming scheduled events, etc. as much as there is on Salesforce. I know this isn't Salesforce and hasn't been around nearly as long as they have but that's the main disadvantage of using this product over our current setup. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping track of all our clients and their current usage/satisfaction has been amazing. We are reaching out to customers that need to be contacted and this provides us with the satisfaction that we are taking care of our clients' immediate needs. ### 8. ClientSuccess helped us build a Customer Success Program from scratch **Rating:** 5.0/5.0 stars **Reviewed by:** Jason G. | ScrumMaster & Program Manager, Customer Success, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2016 **What do you like best about ClientSuccess?** ClientSuccess provides a purpose-built app that covers the most essential needs of an end-to-end Customer Success Program. It is very easy to configure and simply using the product really helps educate our team on CS best practices. The concept of SuccessCycles makes it clear what needs to be done throughout the customer lifecycle and ensures we have a consistent, repeatable framework for every customer we onboard. **What do you dislike about ClientSuccess?** Nothing major at this point. Would be great to do PDF exports of reports. **Recommendations to others considering ClientSuccess:** Thanks to our dedicated CSM at ClientSuccess it's like we have a CS expert on retainer at all times. He helped us build an on-boarding plan so that we could start benefiting from ClientSuccess within the first month after purchase. This product would be useful for companies with nothing in place for Customer Success as well as a mature company looking to revamp their Customer Success Program. It has a very simple & sleek User Experience as to not over-complicate the concept of Customer Success. **What problems is ClientSuccess solving and how is that benefiting you?** -- Minimize administrative tasks & overhead for tracking customer success activities, workflow, and producing customer success dashboard & metrics. -- Facilitate a proactive relationship with our customers so there are no surprises when it comes to renewal activity. The main benefit we have realized is we do not have to worry about what pieces are missing from our Customer Success Program. Now that we are fully on-boarded, we simply need to execute on our SuccessCycles and general usage of ClientSuccess. We are confident the platform will keep us in check along the way. ### 9. Excellent tool for tracking portfolio - health, renewal, engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Paige P. | Team Lead, Customer Success, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2016 **What do you like best about ClientSuccess?** 1) Excellent UI design - easy to use and self-explanatory features 2) A really well-thought out product for the CSM role - contains a "place" for everything you'd want visibility into for a customer relationship - subscriptions, contracts, engagement (email/calls), lifecycle checklist, etc. Looks at customer from a relationship management perspective rather than pure sales perspective like tools such as SFDC tend to do 3) Syncs with other major systems - SFDC, Zendesk, JIRA 4) Customer service - excellent responsiveness and openness to include features/improvements in roadmap **What do you dislike about ClientSuccess?** Minor UI bugs here and there - no big deal and team is always responsive in fixing them **Recommendations to others considering ClientSuccess:** ClientSuccess has great documentation and customer service. these two items are something that tend to not be examined during the sales process, but only uncovered post-sale with vendors. These are key in my opinion to having good relationship with a vendor and easily rolling it out to a team for immediate use. ClientSuccess excels in these areas. **What problems is ClientSuccess solving and how is that benefiting you?** Managing a team of SMB Client Success Managers - tracking renewals, engagement, and customer health. Having an easy screen of account portfolios for each person during 1:1's, as well as showing reporting to executives about customer health, engagement, and where they are in the 'lifecycle' with our company ### 10. Client Success Helping our CS Team Make Huge Strides **Rating:** 5.0/5.0 stars **Reviewed by:** Cale C. | Director of Customer Success, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2016 **What do you like best about ClientSuccess?** There's a lot of functionality in Client Success that helps support our CS Team. Tracking contracts, contacts, emails, support tickets, and last touch...along with all the reporting functionality...keeps us in touch with our customer base at a granular level to understand needs, next steps, and overall health. Success cycles tracked in Client Success have provided a huge increase in tracking our accounts from sales -> renewal. We've been very impressed with the functionality and ease of use of the platform. **What do you dislike about ClientSuccess?** Dislikes to date have been minor and their development team is keen to ask about needed platform enhancements and continues to push out new functionality quarterly. Their release notes and instructive videos are a great touch to keep their customers up to date with the new features and use cases. **Recommendations to others considering ClientSuccess:** Do your research on CS platforms and understand the foundational needs to grow and track your Customer Success initiatives. Client Success satisfied all of our requirements. **What problems is ClientSuccess solving and how is that benefiting you?** The biggest problem was tracking the growth of our account base and keeping a finger on the pulse of our customers. We needed a single SOT for our CS Team to reference, rely on, and report on to management. The Client Success platform is key for managing all these activities as well as helping us track the length of time in each success cycle and create baselines for measurement for our optimal customer life cycle. ### 11. Almost eight years experience in marketing promotions, execution, strategy, and analytics. **Rating:** 4.5/5.0 stars **Reviewed by:** Leanna M. | Manager of Client Solutions, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** The pulse rating, success cycles, and the ability to connect with Zendesk and Gmail is what allows us a better summary of the overall health of our clients, **What do you dislike about ClientSuccess?** Within the client-specific pages, I'd like the ability to have a free standing text box to outline a "Client Brief" to include anecdotal information about our contacts and clients in general. **What problems is ClientSuccess solving and how is that benefiting you?** It's important for us to have one source of documented truth for anyone in our company to access to get an idea of which clients need to be escalated up the chain or who needs to be contacted next. ### 12. Great product and support **Rating:** 4.5/5.0 stars **Reviewed by:** Jillian G. | Researcher, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2017 **What do you like best about ClientSuccess?** I love that my whole team sees all client data and notes. When one of us is away it's simple to pick up where they left off with a client because all notes and important stats are in one place. **What do you dislike about ClientSuccess?** There are still a few features missing that would help me get the most out of the app (for instance, I'm not able to download a CSV containing client role info myself - I have to ask someone at ClientSuccess to download it for me). **What problems is ClientSuccess solving and how is that benefiting you?** The business problem we're solving with ClientSuccess is scaling our success team. We're able to do this because the app helps us standardize our client experience and gives us a shared place to house all data. ### 13. Director of Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** John J. | Director, Customer Success, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2016 **What do you like best about ClientSuccess?** The software is very intuitive and easy to use. It allows me to integrate many of our business systems into one portal for quick access to the information I use most. **What do you dislike about ClientSuccess?** I haven't run in to any parts of the software that I dislike. **What problems is ClientSuccess solving and how is that benefiting you?** Rather than logging into multiple systems at once, ClientSuccess brings all into one platform. If a CSM wants me join an impromptu call with a Customer I can log into ClientSuccess while on the call and see email communication, SalesForce opportunities, support tickets, and most importantly the customer health right on my screen. It has proven invaluable from a time saving and efficiency standpoint. I am in it every day! ### 14. Excellent product, easy to use, and great customer support! **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren P. | Customer Success, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2016 **What do you like best about ClientSuccess?** ClientSuccess has been helpful in tracking customer engagement and health as our startup expands. It is easy to use and I'm excited to see new developments as the product grows! Our ClientSuccess CSM, Sam Feil, has gone above and beyond to make sure we are happy with the product and getting the most out of it. Through my interactions with Sam and customer support, ClientSuccess is setting the example for the industry for customer success best practices. I love their hands on approach, willingness to go above and beyond, helpful feedback, and the ClientSuccess blog! **What do you dislike about ClientSuccess?** ClientSuccess has limited integrations available. I would love to see direct integrations expand to include more analytics, sales/customer data, and support platforms. **What problems is ClientSuccess solving and how is that benefiting you?** The software allows us to keep track of progress as we move through customer success cycles. We are able to easily keep our account information organized, which will be key as we hire more CSMs and our customer-base grows. ### 15. More than just a great software solution for customer success **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Co-Founder and COO, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2016 **What do you like best about ClientSuccess?** Amazing customer support. The team at ClientSuccess has created a great platform, but perhaps as valuable for us has been their own expertise and framework for creating happy customers. Everyone at ClientSuccess that we have interacted with is amazingly passionate about customer success and they do a great job of sharing their passion and expertise with my team. Given that we're new to the world of customer success, this knowledge transfer has been invaluable. **What do you dislike about ClientSuccess?** As the business lead on our team, I feel that there's a great opportunity for ClientSuccess to bolster it's functionality around revenue-focused metrics. I'd love to see more features on this front in future iterations. **Recommendations to others considering ClientSuccess:** Take advantage of the team's vast experience in customer success, it's a big value add. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess enables me to easily monitor the health of our accounts and to identify areas where our customer success team could use additional support and training. We have seen a significant improvement in visibility and transparency across our organization as a result of using ClientSuccess. ### 16. Organization is Key! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Client Success Manager, Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2017 **What do you like best about ClientSuccess?** Client Success has allowed me to put all of my information into one central location. I can access any of it with just a few simple clicks. The customer service and relations are amazing! I feel like the Client Success team works right next to me! **What do you dislike about ClientSuccess?** I currently do not have any dislikes of Client Success. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success has helped us realize what clients are missing products and what management information we are missing. It has helped formulate our goals. ### 17. Great Interface and Easy To Use **Rating:** 4.0/5.0 stars **Reviewed by:** Ray C. | Strategic Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2016 **What do you like best about ClientSuccess?** I like how easy it is to use and how organized it helps me keep my client details. I love that it has some key integrations to help us with account management. I love how it enables us to keep an ongoing pulse and record of how her client is doing account health-wise. **What do you dislike about ClientSuccess?** It needs a report builder. Client success already captures so much data, but not many ways to actually build and organize your own custom reports of that data. Also, it would be nice if it allowed us to create a list of tasks and then make them available to our clients to check off and track… Like on boarding tasks. Also, the notes section… It would be wonderful if it worked more like a Google doc recording notes in real time while also allowing someone else to simultaneously record their notes as well. **Recommendations to others considering ClientSuccess:** Make sure that you have corporate buy-in from all levels, as this product will require integrations and information from multiple sources to make it actually worth it. also, you will want to put in place accountability measures to ensure adoption. **What problems is ClientSuccess solving and how is that benefiting you?** Account management/visibility/account health/renewal probability/internal accountability. ### 18. Improve API **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2017 **What do you like best about ClientSuccess?** I like the ideas behind what CS is trying to accomplish in providing health insights to customer accounts. The initial phase of set-up was great with the support we hoped would continue. **What do you dislike about ClientSuccess?** However, the execution and support of the product is underwhelming (thus far). The API has significant limitations, and the lack of timely support has cost of thousands of dollars in potential (non-churned) revenue as a direct result of late or non-existent data tracked and alerted to our users in teh system. **What problems is ClientSuccess solving and how is that benefiting you?** Insight into client health and engagement. Unfortunately the anticipated benefit of visualizing the data and providing data summaries with minimal effort have gone unrealized. We have to virtually pull that data out of our own app to reliably tell where clients are in their customer journey. ### 19. Head of Client Services **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2017 **What do you like best about ClientSuccess?** Concurrent success cycles, reporting, easy to track and filter by interactions. **What do you dislike about ClientSuccess?** Wish I could have variable scorecard measures based on client type and alerts for on multi-year renewals for invoicing purposes **What problems is ClientSuccess solving and how is that benefiting you?** Managing client lifecycle and proactive support v. reactive ### 20. Great, easy to use tool for tracking client interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Brian Z. | Director of Client Success, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2016 **What do you like best about ClientSuccess?** It's a great hub for all client communication and account notes as well as strong reporting on renewals. Updated Salesforce integrations make it simple to drive auto-renewing Saas subscriptions and ensure data is accurate across systems. **What do you dislike about ClientSuccess?** Would love to see a few more pieces to help drive CSM SLAs. Success Cycles are a great start but miss a few key features that would help deliver on this. **What problems is ClientSuccess solving and how is that benefiting you?** Tracking engagement and ensuring a consistent place for tracking client needs. We have seen a great bump in the productivity of our CSM team and it has created a simply way to track client needs to completion. ### 21. ClientSuccess is easy to use and helps my CSMs manage clients **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Sr. Director of Client Success, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2016 **What do you like best about ClientSuccess?** Easy to implement, clean interface, data repository features, alerts when clients display certain behaviors, green zone reports, and Gmail integration. **What do you dislike about ClientSuccess?** I can only one document per client, but I know this is changing in the next few weeks. **Recommendations to others considering ClientSuccess:** Great support. I have an assigned CSM who helps train us on the tool. The software also has a support button available to us when quick questions/answers popup. Easy to implement (no code on page etc). **What problems is ClientSuccess solving and how is that benefiting you?** The software allows me to manage all of the important data points around our clients - lifecycle stages, ARR, MRR, Green Zone, key contacts, last touch, and renewals. The Gmail integration is seamless and pulls in all of our email conversations with clients while the JIRA integration keeps me updated on what tickets are effecting certain clients. As my team grows, the management of clients cannot be supported by spreadsheets which is why I value the CS tool. ### 22. Good experuance **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2017 **What do you like best about ClientSuccess?** Its way of working which is awesome and i am very much comfortable **What do you dislike about ClientSuccess?** Nothing all are working fine and i am very much cimfortable with this **What problems is ClientSuccess solving and how is that benefiting you?** There are many benefits like easy access ### 23. Great tool! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2017 **What do you like best about ClientSuccess?** I like how I can get an overview or all my clients, and also have a handle on where they are in our CS cycle. **What do you dislike about ClientSuccess?** It'd be great if you could map clients' locations, so it'd be helpful when planning onsite visits. **What problems is ClientSuccess solving and how is that benefiting you?** Working on maintaining relationships, manage each account effectively, and remember the details ### 24. Excellent solution for client management **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2017 **What do you like best about ClientSuccess?** The ability to organize and prioritize client needs and execute accordingly. **What do you dislike about ClientSuccess?** The user interface is initially difficult to learn. **What problems is ClientSuccess solving and how is that benefiting you?** Client satisfaction, business efficiency. I've noticed the streamlined benefits of Client Success. ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+02%3A37%3A36+-0500&secure%5Bsession_id%5D=97fca5ab-5ddf-48c5-8e61-bb8a36cdcba7&secure%5Btoken%5D=476a00e4542481a6275a6395028ab6b22991e5eb087138b2051a3d9e0684de2f&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)