--- title: ClientSuccess Reviews meta_title: 'ClientSuccess Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 424 reviews by the users' company size, role or industry to find out how ClientSuccess works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 424 scale: '5' date_modified: '2026-08-04' 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. Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Kenzie H. | Implementation Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about ClientSuccess?** ClientSuccess makes it easier for me to keep track of all clients information. Implementing multiple clients at the same time can be challenging. I rely on ClientSuccess to help me stay organized on where each client is at in their implementation process. **What do you dislike about ClientSuccess?** No complaint for ClientSuccess. I am quite satisfied with how the tool is working currently. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess is the one place that help keeping us all organized and up-to-date on clients' information and communication. When working on a project with multiple parties, I can easily review the notes and communication via the Engagement feature. I can also see whether a task has been checked off in the tool. It eliminates repetitive emails between different individuals asking for status, updates, etc. ### 2. Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about ClientSuccess?** The platform is very intuitive and easy to use, but whenever I have a question or need some consultation my CSM is always just an email away and always helpful. It's been a great tool to keep our ever expanding customer base organized **What do you dislike about ClientSuccess?** Nothing glaring with the platform, i just wish i had more time to spend on it. They are actively improving their integrations which I am very excited about. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess has become the source of truth for our customer base not only for the Customer Success team but for other departments as well. It's become a great resource for that and to keep our CSMs organized and on task as well as up to date with their renewals. ### 3. Great and valuable tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2018 **What do you like best about ClientSuccess?** It is very easy to use, slick and intuitive CSM tool. You can manage your customer journey with different flows. It is easy to see the big picture of your overall customers and the detailed picture of each one. Great tool to track your customers' health score and better identify customers at risk. **What do you dislike about ClientSuccess?** It will be great to see more reports and to have the ability to create custom reports. I also would like to be able to create calculated custom fields to create my own health score. **Recommendations to others considering ClientSuccess:** I will recommend the tool for anyone that is looking for a customer success management tool. **What problems is ClientSuccess solving and how is that benefiting you?** The ability to manage our customers effectively within a decent budget. ### 4. Excellent CRM tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about ClientSuccess?** ClientSuccess has improved the way we manage our customers and given us insight to look at our client base in a more aggregate way. Implementing the platform has helped us understand where we realistically are with all our clients and gave us the ability to map out strategies of where we want our clients to be in utilizing our own company tools. **What do you dislike about ClientSuccess?** While there are not too many dislikes about ClientSuccess, it would be great for the platform to have the ability to break down the financials in a way that makes the most sense to the company. Having the ability to tag your own peers when updating engagements would be helpful as well. **Recommendations to others considering ClientSuccess:** Great CRM tool for companies who need help managing their client base. The ClientSuccess team has been extremely helpful throughout the implementation process and still is while we're utilizing the tool. **What problems is ClientSuccess solving and how is that benefiting you?** We wanted a CRM dashboard to help us standardize our client management process, be able to share information with each other quickly and easily, and help us prepare for business reviews. ClientSuccess helps us do all of these things. Viewing our clients in an aggregate way has been incredibly helpful. We've definitely benefited from seeing the information from a renewal and progress standpoint. ### 5. Clean and Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Brian C. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2018 **What do you like best about ClientSuccess?** Easy to use interface that makes it easy to get to what I need. Helps with proactively tracking and managing our customers. **What do you dislike about ClientSuccess?** Some features don't work as expected, however, things have been improving quite a bit in recent months and trending positively. **What problems is ClientSuccess solving and how is that benefiting you?** Easy to view which customer is up for renewal next, what modules they have and how things are going. ### 6. Best Company For CS Available - We Are In Love **Rating:** 5.0/5.0 stars **Reviewed by:** Roger C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about ClientSuccess?** The software is exceptional, and the company really cares about making certain we are successful in utilizing it effectively. **What do you dislike about ClientSuccess?** We love everything. There is nothing we don't like. **Recommendations to others considering ClientSuccess:** Use it as soon as possible **What problems is ClientSuccess solving and how is that benefiting you?** We have wanted to decrease our churn rate. It has worked exceptionally well. ### 7. Efficiency and Reliability **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about ClientSuccess?** Client Success has allowed our organization to become more informative across the board. Not only do we now have a one stop shop for client information but we have an even greater understanding of client behavior, usage, expectations and engagement. **What do you dislike about ClientSuccess?** Our billing system is different than most with a month to month system. While we've found a way to make it work in calculating MRR and ARR, we aren't able to get full benefits of the churn/retention/renewal features. **Recommendations to others considering ClientSuccess:** Do it. **What problems is ClientSuccess solving and how is that benefiting you?** Information was siloed and living in peoples heads. Now it's in one place with visibility to everyone who needs it. ### 8. We now have the visibility needed to manage our customers and strategize our partnerships! **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer K. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2018 **What do you like best about ClientSuccess?** The platform has a variety of options for viewing and updating account information. The grid view is great for exporting and completing analysis. **What do you dislike about ClientSuccess?** It wold be nice to have the ability to add success cycles by modifying existing or being able to copy and paste attributes - it is quite manual. It would also be nice to flag or set notifications for others - right now my team uses tasks as a work around. **What problems is ClientSuccess solving and how is that benefiting you?** We are gaining visibility to our customers with regard to their unique attributes to have insights to trends while reducing lapses in engagement. It has become our single source of truth. ### 9. Great Way to Keep Track of Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan C. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2018 **What do you like best about ClientSuccess?** I love the dashboard overview so that I can have a quick snapshot of all my clients. I also like the "last touch/last engaged" feature. It gives a lot of peace of mind. **What do you dislike about ClientSuccess?** I wish there was a forecasting feature on the reports page. It would be good to see when we expect a drop off of revenue. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping track of client communication and details. ### 10. Organised outlook and easy to quickly review clients **Rating:** 4.0/5.0 stars **Reviewed by:** Jenny F. | Customer Success Executive, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2018 **What do you like best about ClientSuccess?** -The task list, keeps me organised -The pulse setting -That it links with Salesforce -Tracking emails so you can see last contact easily **What do you dislike about ClientSuccess?** -Can take a while to get head round the different elements of success score -Different cycles seem fairly regimented in nature **What problems is ClientSuccess solving and how is that benefiting you?** Good at keeping track of at risk clients and clients you haven't been in contact with for a while. ### 11. ClientSuccess has worked really well for us **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2018 **What do you like best about ClientSuccess?** ClientSuccess gives us a great tool for tracking our customer engagement information and interactions. I love the email integration which allows me to get up to speed on the conversations we're having with customers, and the SuccessCycles which allow us to have a common task list through key customer lifecycle stages. **What do you dislike about ClientSuccess?** I would like to have more custom fields and custom file exports for our contacts. **What problems is ClientSuccess solving and how is that benefiting you?** Previously, we didn't have a centralized place for customer data. We're able to track customer engagements with multiple teams better now. Fewer redundant conversations! ### 12. Helpful Customer Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2019 **What do you like best about ClientSuccess?** The ability to set pulses for customers and get a quick snapshot of customer health **What do you dislike about ClientSuccess?** The platform is not fully integrated with Hubspot which makes it difficult to share customer information and pulse checks across teams. **What problems is ClientSuccess solving and how is that benefiting you?** Quickly identifying customer health ### 13. Great CS tool for smaller orgs **Rating:** 4.0/5.0 stars **Reviewed by:** Sara R. | Senior Manager, Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2018 **What do you like best about ClientSuccess?** ClientSuccess is very easy to use, provides great visibility for a growing team, and has several very valuable and easy to setup integrations. Also, the available reports and corresponding visuals are really helpful in building out metrics for a new CS team. **What do you dislike about ClientSuccess?** I wish we could create more custom fields. We're currently a bit limited in the number of fields we can currently add to the account details. I also would love to be able to pull the data from the custom fields to calculate a data driven pulse score to more objectively measure the pulse of our customers. **What problems is ClientSuccess solving and how is that benefiting you?** One big problem that ClientSuccess has solved for us is bringing visibility to our CS and AM teams. We have CSMs and AMs reaching out to our customers and need a single place to track the latest updates for each customer. The gmail and Zendesk integrations have been extremely helpful in addressing this problem as they provide visibility into the latest communications that have been sent as well as any open support items. ### 14. Great platform, great services. **Rating:** 5.0/5.0 stars **Reviewed by:** Quinton A. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about ClientSuccess?** Holistic snapshot of account health and key information. They have some of the best Customer Success in the biz, that really invests in helping us realize value. **What do you dislike about ClientSuccess?** I wish some of the macro reporting were better and more robust **What problems is ClientSuccess solving and how is that benefiting you?** Solve our customers business objectives and keep track of stuff. ClientSuccess helps us with this. ### 15. Director, Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Christine L. | Director, Customer Success Operations, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2018 **What do you like best about ClientSuccess?** Simplicity of the interface, Customer Service approach **What do you dislike about ClientSuccess?** Would like more flexibility in the widgets, would really be able to take this sofware use to the next level if there was a way to share some of the information in the system with customers, such as running meeting minutes. **Recommendations to others considering ClientSuccess:** I think when compared to other tools in the market, the clientsuccess system is great for emerging start ups. It's so easy to set up, clean to use and easy to maintain. Their customer success team is also wonderful to work with. As our business is scaling, we want to get more out of clientsuccess. I think clientsuccess made a solid business decision in choosing simplicity. The ripple effect is that now that we've been using the system for over a year and our business is scaling, we are looking for more configurability, more functionality, more reporting, and scheduled exports. It's a great company and forward looking folks. The team there has been a very good partner to us. **What problems is ClientSuccess solving and how is that benefiting you?** We are primarily able to keep a pulse on customer satisfaction and provide visibility to leadership on current and historical customer sat. We use this less for any financial management. However with the addition of more integrations with Salesforce, we are seeing more ability to track upsells and renewals in Clientsuccess. We want this tool to be the hub for our CS team. We are not quite there and need additional functionality and flexibility in the configuration tools to make this happen, but we really like working with clientsuccess. ### 16. Great tool and very helpful team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2018 **What do you like best about ClientSuccess?** It gives us a great high level view of how our clients are doing. I love the integrations which mean we can see everything from usage, to finance, to emails in one screen. The tool also lets us create strategies on how to best serve our clients. The team is great. The Customer Success staff Cole and Sam are always glad to help and think things through with our team. **What do you dislike about ClientSuccess?** The tools are great but sometimes it's a little difficult to understand how to get the most out of them. The Customer Success team are great, but more in platform guidance would be helpful. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping one place to monitor all of our client activity across the company. Makes it easy to search for a specific client email, or revenue number. Also helps us to strategize where to best allocate our team's resources. ### 17. Robust Customer Success platform **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle D. | Customer Support, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2018 **What do you like best about ClientSuccess?** An accurate gauge of customer satisfaction. Great for viewing a current snapshot of where all customers are in their journey. Love that it automatically pulls in email interactions and assigns it to the customer's account. Love their support! Elisha is quick to respond and a pleasure to work with. **What do you dislike about ClientSuccess?** Reporting is not where it needs to be for us as we'd like more historical reporting options available (e.g. reporting month to month comparison or progress from previous quarters). Currently, Tasks are the only way to show historical information of when previous items were complete. In the Report options, it's more of a current snapshot, however, some areas allow you to see a comparison of the previous 7 days. While reporting isn't where we need it to be, it is improving as they take feedback well and their support team helps provide us exports of data to work around the reporting shortcomings. **Recommendations to others considering ClientSuccess:** Primarily targets SaaS companies which utilize the subscription model for gauging customer value. As our pricing model uses Salesforce opportunities, we don't benefit from these aspects and don't have options for upselling. Primarily used for tracking customer success, wins, onboarding stages, business challenges, and where our product/service may fall short for customers. **What problems is ClientSuccess solving and how is that benefiting you?** Understanding current status of new customers, and who is managing their account. Pulse has been a great indicator for understanding customer health which relates more to interactions rather than a formulated figure which may not accurately reflect customer's level of success or satisfaction. ### 18. Great light weight CS platform that **Rating:** 5.0/5.0 stars **Reviewed by:** Avi A. | VP Customer Success, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2018 **What do you like best about ClientSuccess?** As we scale the CS team we needed a tool that will enable us to manage the customers more effectively and with better visibility and after evaluating many CS platforms it was clear that Clientsuccess is the best fit for us. one of the key factors was the ease of use and integration. We were up and running in a couple of weeks and gaining value from day 1. Clientsuccess was exactly what I was looking for my current needs that included better visibility into the customers' health and current status, managing playbooks, tasks, reporting etc. Their biggest asset of Clientsuccess is their people from sales to legal and customer success they were all super professional and kind. **What do you dislike about ClientSuccess?** I would like to see their reporting improve and offer more custom reports and scheduled reports. Also, I'd love to be able to create templates for meetings summaries, weekly status updates etc. lastly it will be nice to tag some of the engagements (notes, emails etc.) they have and search by tags. **What problems is ClientSuccess solving and how is that benefiting you?** As we scale the CS team we needed a tool that will enable us to manage the customers more effectively and with better visibility . ### 19. Client Success CRM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna H. | Client Success Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2018 **What do you like best about ClientSuccess?** I liked the ease of the product the best. **What do you dislike about ClientSuccess?** I can't think of anything that I disliked about the product, our team just went a different way with a CRM product. **Recommendations to others considering ClientSuccess:** I think it's a great tool and very easy to use. I think it can work for someone with just a few accounts, as well as over 100. **What problems is ClientSuccess solving and how is that benefiting you?** The tool worked well for managing the client's life-cycle and being able to see it at a glance when looking over the account without having to dig deep. I liked being able to manually change (almost like a checklist) where the customer was at in their journey with us. ### 20. Excellent all-in-one Custom Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2018 **What do you like best about ClientSuccess?** Easy to use, simplified layouts and tools, syncs all customer emails and meeting notes to Salesforce. **What do you dislike about ClientSuccess?** Occasional downtime and bugs make it feel like it's still in its infancy but maturing quickly. **What problems is ClientSuccess solving and how is that benefiting you?** Attempting to track customer health in a single point of truth to be shared with the rest of our team via Salesforce. ### 21. The perfect product for our small business! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2018 **What do you like best about ClientSuccess?** It fits our exact business needs : 1) to manage the pulse of our most important clients 2) provide a uniform customer experience cycle and 3) get real time reports on our last engagement and communication records with our clients. I compared a number of softwares and found their pricing to be very reasonable for the amount of features you get. **What do you dislike about ClientSuccess?** The reporting options could be more robust but I am always being notified of the improvements the ClientSuccess team is making. **What problems is ClientSuccess solving and how is that benefiting you?** We run a small business and had no CRM system. This platform allows us to manage all our correspondence, renewal information and be able to take a big-picture look at our whole business in one place. ### 22. Easy to stand up and use **Rating:** 5.0/5.0 stars **Reviewed by:** Pam D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2018 **What do you like best about ClientSuccess?** The ease of use and administration for a fast growing company is fabulous! It was important to collaborate as an internal team on how to set up success cycles, what custom fields we need, etc. Once we were all on the same page, it was very easy to set it up and get going. It's now our source of truth for customer health! **What do you dislike about ClientSuccess?** The customer score is not configurable right now. We export a lot of information from the system and run our own algorithms to get a full picture of customer health. If we could configure our own data points, this feature would be amazing!! **What problems is ClientSuccess solving and how is that benefiting you?** Clear line of site to the health of each of our customers and knowing exactly what's going on with them at any time. I can see latest correspondence and I can see the latest notes from our CSMs. A few months ago, without Client Success, we were running blind. We made HUGE progress in understanding the state and activity of our customers through Client Success. ### 23. Great platform to revamp Customer Experience team **Rating:** 5.0/5.0 stars **Reviewed by:** Vic K. | Senior Director of Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2017 **What do you like best about ClientSuccess?** The right information in the right place. It allowed NarrativeDx to develop a system of tracking our clients in a visually appealing and organized way. The functionality in the platform is robust enough to be beneficial and also customizable enough to be meaningful to our particular company. You also get a CSM to guide you along in your onboarding and adoption journey. They talk the talk and walk the walk. **What do you dislike about ClientSuccess?** The dashboards and reports are great and cover almost everything we need. It would be great to have custom reporting built in to the platform, but you can ask their support team run any analysis on the back end as needed. **Recommendations to others considering ClientSuccess:** Great for organizations wanting to get started with customer success. **What problems is ClientSuccess solving and how is that benefiting you?** Having a solid foundation for our customer experience team and building on that to support onboarding, value stream/adoption, renewals, and reporting. We have realized almost all of these just by getting our thoughts and ideas into the platform. The onboarding process with CS was organized and thorough, ensuring we were prepared and had the right resources to be successful. Sam has been a great CSM and supportive throughout the journey. ### 24. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Matt O. | Director of Customer Experience, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2018 **What do you like best about ClientSuccess?** We have so many individual action plans for each client running simultaneously, it was nice to finally have a tool which allowed us to import all that information so each day we can see exactly what is required of us. We finally feel like we are ahead of the game with a consistent processes. **What do you dislike about ClientSuccess?** The only "Wish list" item we had that wasn't available yet was our ability to sort by NPS score. It's a metric we track closely so once we have that feature, it'll only make the platform stronger. We work around it easily though by aligning the scores with the Pulse metrics available. We also look forward to being able to use a success cycle multiple times - its an issue we haven't run into yet but could in the future. They did provide us with an easy workaround though so it's not a major issue. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a way to monitor and track our engagement with each client. This tool has allowed us to have a snapshot of each of our client's, but also track it, and make sure we follow through on every promise we've made. ### 25. Great system, Great team, Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Liat A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2018 **What do you like best about ClientSuccess?** Easy and quick implementation and integrations. Great team to work with. They respond and help quickly. They are open to product feedback and enhancements. Easy to set up and use. Very good knowledgebase articles. Great system for a company with no prior Customer Success system. **What do you dislike about ClientSuccess?** Missing a few features like different subscription types with more information, custom reports. For now, they aren't able to accommodate those as effectively as we need but I'm sure they will have it soon. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a Customer Success system to manage our clients, their info (subscription and account details), status, health and organizing our entire communication with them. Also, to share this information amongst our team. ### 26. Product will help scale our efforts **Rating:** 4.5/5.0 stars **Reviewed by:** Jesse B. | Head of Customer Success, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2018 **What do you like best about ClientSuccess?** ClientSuccess is pretty intuitive and has a better interface than any other product on the market. It is easy to use, and made better by the fact that they have a great team to work with. **What do you dislike about ClientSuccess?** Implementation is ~5 weeks, which felt like it could have been tightened up. **Recommendations to others considering ClientSuccess:** If you are looking to scale your CS efforts and consolidate your CS operations into one platform, it would be hard to beat the functionality of ClientSuccess because of the SuccessCycles functionality, along with the salesforce integration. Additionally, having a seasoned CEO who gets client success from the top down shows in the software. **What problems is ClientSuccess solving and how is that benefiting you?** We are treating CS as our one source of truth by operating out of one system. Additionally, this allows us to decrease predictability in order to increase predictability as it relates providing amazing customer service. ### 27. A perfect Customer Success tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about ClientSuccess?** Client Success has helped our organization go from using 3/4 tools to manage our clients, to having all the insight and data we need to excel in one location. Everything about Client Success is meant to make managing all steps of a client lifecycle a measurable event leading to growth for your organization. **What do you dislike about ClientSuccess?** There are limited integrations with support platforms and sales platforms, but I know this is something that their team is looking to improve on over the course of the next few months. **Recommendations to others considering ClientSuccess:** The product is extremely easy to use, and the support in setting up your account is fantastic. The overall use of the platform is very intuitive, so don't expect to get caught up! **What problems is ClientSuccess solving and how is that benefiting you?** Client Success has solved the problem of efficiently managing various contracts and success cycles for clients spanning from small organizations to enterprise clients. ### 28. Client success A+ **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2018 **What do you like best about ClientSuccess?** Great tool for tracking clients and keeping up with renewals. Take a lot of the guess work out of things **What do you dislike about ClientSuccess?** I think the most frustrating this is lack of customer visibility **What problems is ClientSuccess solving and how is that benefiting you?** Helps in the renewal process a great deal. ### 29. stensul | ClientSuccess **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin C. | Customer Success Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2018 **What do you like best about ClientSuccess?** ClientSuccess allows our CSMs to easily manage, track and grow our current book of business. It is our one stop dashboard for all information needed to make our CSMs successful and is a singular point of reference for stakeholders around the organization. **What do you dislike about ClientSuccess?** Would like to see more functionality and integrations with some of the modules available. An ASANA integration with Success Cycles or **What problems is ClientSuccess solving and how is that benefiting you?** We're focused on taking internal and institutional knowledge and formalizing it within ClientSuccess. Allows us to continue to refine and build out our Customer Success play books in an efficient manor. ### 30. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Ralph v. | Client Success Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2018 **What do you like best about ClientSuccess?** Easy to use platform with good overview. it gives you a great list of daily task and you can track your customer on a sophisticated way. **What do you dislike about ClientSuccess?** Sometimes it is quite slow to load. Also i would like that bulk editing would be better. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping track of current customers, onboarding, increasing value and overseeing the pipeline. ### 31. Great CRM for SaaS Comapnies **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2018 **What do you like best about ClientSuccess?** - Sucess cycles to track client lifecycle - Ability to track engagement including via email by connecting with email client - Pulse to track client satisfaction levels - Great selection of reports - Their team has been very responsive to questions and helped out a lot with migration **What do you dislike about ClientSuccess?** - Terminated clients are removed to a separate section and you can't look them up in the main search **Recommendations to others considering ClientSuccess:** Geared towards SAAS companies or ones with a subscription model and a large number of clients **What problems is ClientSuccess solving and how is that benefiting you?** - Tracking client engagement, interaction and satisfaction - Keeping a record of client details and subscription information - Improved customer success function within the company ### 32. Great software to track customers and reduce churn **Rating:** 5.0/5.0 stars **Reviewed by:** Robert E. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2018 **What do you like best about ClientSuccess?** I love the total view of the customers I manage. It allows me to track all of my customers in terms of health and renewal dates. Furthermore, the client success built in customer life cycle is great for tracking customer progress. **What do you dislike about ClientSuccess?** Differentiating different contract types and showing that on a report. **Recommendations to others considering ClientSuccess:** Great as the first solution to your CSM needs **What problems is ClientSuccess solving and how is that benefiting you?** We are currently a small company so Clientsuccess is huge for us. It is allowing us to track customer health, renewal dates, and progress for the first time in an easy to read format. ### 33. Great CRM Tool with Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2018 **What do you like best about ClientSuccess?** The ClientSuccess Support Staff does a great job answering all of our questions and specific needs. **What do you dislike about ClientSuccess?** Some very basic/fundamental functionality, including the inability to annotate or disable contacts that no longer work for their companies **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess's newest beta automation features may be incredibly helpful in leveraging ClientSuccess at scale for some of our lowest tiered customers. ### 34. The perfect balance for a company with no prior Customer Success system **Rating:** 5.0/5.0 stars **Reviewed by:** Brent L. | Vice President, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2017 **What do you like best about ClientSuccess?** As a company with no prior formal Customer Success system in place, ClientSuccess appeared to be the best bang for the buck during our initial search. We found the price to be very reasonable for the features advertised. After signing on, everyone on their team displayed a commitment to understanding our needs and guiding us through each step of the implementation process. The built-in integrations were all simple to use, and supported by step-by-step knowledgebase articles. It was great to be able to tap into our existing systems for ticketing, CRM, financials, emails, and more. The product itself is nicely designed, intuitive, and easy to use for our staff. It is already proving to give us insight on matters that we simply didn't have a good feel for when information existed in several disconnected systems. **What do you dislike about ClientSuccess?** We had to commit to the time and effort it took to setup integrations and import certain information that we didn't have in a perfect format to easily integrate. For example, we had to import subscription information from our financial system since we didn't have that flowing in Salesforce. It would have been nice to have had another existing integration with our financial system, but it honestly wasn't something we were expecting anyway. The biggest amount of work there had to do with cleaning up our own data, so it was really no fault of ClientSuccess. **Recommendations to others considering ClientSuccess:** Coming from a company that did not have a Customer Success system in place (or department for that matter) prior to choosing ClientSuccess, I highly recommend this platform to get you started. Their support staff is excellent and it is easy to either integrate with your other existing platforms (like CRM or ticketing) or import data (like subscriptions). They also seemed much cheaper than other options out there, like GainSight. **What problems is ClientSuccess solving and how is that benefiting you?** Our prior issues surrounded having data in various disconnected systems that each department used separately. It was particularly difficult to gauge the overall health of a customer. We know that if we keep engagement high with our customers and lookout for certain factors, we can stand a better chance of keeping them happy and renewing year over year. We had just created a brand new position/department with a Director of Customer Success, so we needed a tool for him to use to track his work and identify trouble areas. We are already finding insights by having multiple data points being pulled into one place to look at from a higher level perspective. This was the tool that we agreed upon after conducting a thorough search and we have been very happy with it since. ### 35. Covers the vast majority of what we need. **Rating:** 4.5/5.0 stars **Reviewed by:** Adam K. | Vice President, Customer Success, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2017 **What do you like best about ClientSuccess?** It is easily a core part of our workflow on both an individual contributor as well as leadership layer. ClientSuccess provides a source of truth for any account-centric items for us. It provides all of the information you want on an account in one, easy to use dashboard. **What do you dislike about ClientSuccess?** I still manage my financial forecasting externally - obviously because we have to work with Sales and Finance in their system of record. Though I will say that ClientSuccess has done a tremendous job in quickly iterating on an integration between the systems. **What problems is ClientSuccess solving and how is that benefiting you?** - Tracking account communication - Tracking customer lifecycle progress - Tracking account health ### 36. Great CS platform for younger orgs **Rating:** 4.5/5.0 stars **Reviewed by:** Nina W. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2017 **What do you like best about ClientSuccess?** Easy and quick implementation and integrations to external tools like SFDC. Terrific support team with Sam and Elisha, and they're open to product feedback and enhancements. Easy to use interface, very clean, and easy to understand/set up. **What do you dislike about ClientSuccess?** Platform can be a bit buggy. Doesn't hit every one of our needs- we offer different subscription types like trials and they aren't able to accommodate those as effectively as we need. Would also be great if they integrated into gcal so we can track calls and meetings with clients automatically. **Recommendations to others considering ClientSuccess:** Definitely a great tool to use if your team doesn't have the budget or internal resources to implement something like Gainsight or Totango. Client Success is definitely a workhorse and can get the job done. It may not be a tool that your team can stay with indefinitely but I would say for any startup at least that it would take care of you for 2-3 years in. Couple the product with their terrific customer success team (shout out to Sam!) Client Success is a great way to get your CS org up and running. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a robust and clean way to manage our clients, their info (subscription and account details), that could be shared amongst our team and across departments. CS is able to do this effectively for us and has helped us streamline our communication processes with our clients. ### 37. The Most Simple, yet, Powerful CSM Tool I've Used **Rating:** 4.5/5.0 stars **Reviewed by:** Cal H. | Senior Director of Customer Success & Operations, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2017 **What do you like best about ClientSuccess?** ClientSuccess is hands down the simplest and most intuitive B2B enterprise SaaS application I've ever experienced. I'm confident that anyone could log in and immediately know how to use the application. The UX is natural and just the way you'd hope it would be. Each feature is straightforward to use but yields so much ROI because it solves the problem of letting things "slip through the cracks" with customers. Full disclosure, I've implemented ClientSuccess at two different companies now, and it continues to amaze my team and me. I would recommend ClientSuccess to any Customer Success leader striving to operationalize CS best practices and a system to make it happen. **What do you dislike about ClientSuccess?** The only reason I didn't give it a 10 is that the subscription management integration with Salesforce didn't work as seamless as I had hoped. Mind you; it's not an easy task to build a "one size fits all' integration with Salesforce as there are an infinite number of ways companies can configure and structure their Salesforce data, workflows, etc. The SFDC integration wasn't all that bad as I was able to complete the integration in a matter of days instead of months like some of ClientSuccess' competitors. I understand ClientSuccess is a rapidly growing company and they're very focused on developing the core application, though I hope to see their team exploring additional third-party integrations such as Intercom, FullStory, Pendo, etc. The "To-Do" section also has a lot of potentials to be even stronger than it is today by just adding in team member-to-team member direct-mentions and chat/thread capabilities. **Recommendations to others considering ClientSuccess:** If you're looking for rapid implementation and time-to-value, then ClientSuccess is just for you. It has all of the powerful features of some of the larger CSM tool incumbent companies, but it's more cost effective, higher ROI, easier to administer, and you don't need a computer science degree to learn how to get the most out of the application. **What problems is ClientSuccess solving and how is that benefiting you?** No brainer here - I am primarily focused on increasing customer retention and ARPA. Just doing some back of the napkin math, I could easily state that my team has saved at least 8-10% of our customers churning over the six months we've had ClientSuccess. That's very meaningful in my business, any business really. It's a material amount of MRR we've saved, and ClientSuccess gave me to tools and early warning signals that allowed me to identify those customers that needed a little extra love quickly. I lead our CSM & Operations team, so I also strive to improve my team's productivity and effectiveness. Before ClientSuccess, our customer data was very fragmented and located in multiple disparate systems (Zendesk, Google Sheets, Asana, Trello, Salesforce, our core SaaS application). Yeah, if you're reading this, you know what I'm talking about. My team members spent at least 20-30 minutes to scavenge across all of these systems to get the current status of a customer and prep for a client call. With ClientSuccess, they spend 5 minutes, tops, opening the client's account and quickly catching up to their health level, most recent engagements, lifecycle status, etc. My team loves it. They no longer have to chase down other team members to get verbal updates from others. I would say that ClientSuccess yields a 20-30% boost in productivity for my team members. That's less time looking for data and more time on the phone with our customers. For me, from a productivity perspective, it used to be a BEAR to create a customer health report. I remember when I first started at Zype, it would take me a minimum of 6-8 hours to gather, scrub, and massage all of this data into an elementary customer health report. What a headache. Now, I log into ClientSucces, click a couple of buttons, and within minutes I have my customer health report. It's been a godsend for me. ### 38. Great for fast customer health scoring and measuring **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2018 **What do you like best about ClientSuccess?** The reporting and dashboard flexibility - being able to create your own custom reports, export, share with others, and more is so fundamental for the Customer Success world. **What do you dislike about ClientSuccess?** I felt like there were a lot of features and functions I wasn't using to it's fullest, and I also didn't totally understand the benefits of roles/views and how we should structure our team's views/usage best. But great products and updates once a customer! **What problems is ClientSuccess solving and how is that benefiting you?** Measuring customer health scores, identifying those at risk, and assigning tasks between CS and AMs. Great at-a-glance measurements, flags, and more to help empower CS teams so that they don't have to work hard in data entry or data retrieval. ### 39. Most valuable and intuitive CS tool I've used **Rating:** 4.5/5.0 stars **Reviewed by:** Shane M. | Vice President of Customer Success, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2017 **What do you like best about ClientSuccess?** GREAT design. Seriously though, of all the CS tools out there, Client Success was designed to be beautiful and simple to use. In the era of the consumerization of enterprise software, I'm surprised more B2B tools are still so cumbersome to use and lack great UI and design. As a VP of Customer Success, I also appreciate how much easier this has made it to manage and measure each of my team members. It's created clarity and insight into how each of them are doing and what's expected of them. **What do you dislike about ClientSuccess?** Health score is still manual entry process and I wish that it could incorporate more automated data points so that I could get snapshots of company health at a glance without my reps needing to weigh in. **Recommendations to others considering ClientSuccess:** One of the things we've loved the most about CS is that it's actually informed and improved our Customer Success play book. The success cycles have given us new ideas of how to manage the entire customer life cycle in a proactive way. **What problems is ClientSuccess solving and how is that benefiting you?** Renewals, up/cross sells and engagement. ### 40. New CS solution that is simple to use and powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Priscilla Z. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2017 **What do you like best about ClientSuccess?** -The collaboration between the ClientSuccess team and ours to set up our account to fit our needs -Filtering makes it easy to see what you need and take action -SuccessCycles! They allow us to define the customer journey from the onset -Dedicated CSM (Sam!) who is cares about us and our needs. He's also happy to share use cases from other customers which helps us streamline the way we use ClientSuccess **What do you dislike about ClientSuccess?** -It takes a little while to set up and get all the elements you need in the system (but most robust tools do) -I'm not a fan of how the Success Score is currently calculated. It doesn't take into account what important events our users are doing in our application. **Recommendations to others considering ClientSuccess:** I've been in Customer Success in San Francisco for 2.5 years. Our startup implemented other CS software previously and it ultimately flopped. I've been in those shoes. Good news is there is good software out there! If you are a CS driven organization and you have a need to organize your CS activity, I recommend checking out this solution. **What problems is ClientSuccess solving and how is that benefiting you?** -Finally I can stay on top of upcoming renewals! Believe it or not this information was hard to find before ClientSuccess. Although renewals are an ongoing conversation, the core benefit to this is churn mitigation. -I'm able to see who my customers are which keeps me focused. Again this was something hard to find before ClientSuccess. -Tasks, to dos, and SuccessCycles help me stay on a regular cadence with my customers. Before, it was all over the place. ### 41. Amazing **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica D. | Customer Service Representative, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2018 **What do you like best about ClientSuccess?** Love this cause it helps with everything **What do you dislike about ClientSuccess?** Nothing it works super good no problems **What problems is ClientSuccess solving and how is that benefiting you?** Being able to solve account a quicker as faster and it helps so much with time ### 42. Awesome Experience Overall **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2018 **What do you like best about ClientSuccess?** Friendly UI, reporting, and filtering + fantastic CS team to make sure we understand how to use Client Success best. **What do you dislike about ClientSuccess?** Nothing so far, it seems to have everything we need! **What problems is ClientSuccess solving and how is that benefiting you?** Client tracking - we noticed the benefits of adding our own custom fields and running reports based on that ### 43. Great for organizing and scaling client workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Emily C. D. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2017 **What do you like best about ClientSuccess?** As our team scales and we do bigger more complicated business with customers, ClientSuccess has really helped us to think through our process and make it replicable. I don't worry so much about 'dropping the ball' even when handling a lot of accounts at once. SuccessCycles have been really useful for segmenting different phases of service, with accountability on tasks. From the micro to macro. **What do you dislike about ClientSuccess?** Specificity of some things doesn't match our workflow all the time, and we can't add the CSM to the 'attendees' list in notes, which is odd. Just a few little quirks like that. **What problems is ClientSuccess solving and how is that benefiting you?** Keeping track of longer term service relationship with lots of moving parts, and many stakeholders. ### 44. Great product! My team and I use it daily! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica W. | Chief Customer Officer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2016 **What do you like best about ClientSuccess?** From first glance, it's visually appealing and easy to use. From there, the features help me and my team track and organize our activities related to our customers. It keeps all the info we need at our fingertips in one place. As an exec, I can keep track of how things are going and follow-up on issues with my team as needed. **What do you dislike about ClientSuccess?** There are a few additional reports and insights I'd like to have access to vs. creating them myself. **What problems is ClientSuccess solving and how is that benefiting you?** I want all customer information in one place so we can manage each account and ensure we are proactive in enabling customers to be successful. It is beneficial for managing our accounts, staying on top of what needs to get done and making sure the CSMs deliver a consistent experience to our clients. ### 45. ClientSuccess allows you to track data for clients. Not much else **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2018 **What do you like best about ClientSuccess?** It's great to get a view into everyone's clients. I have people report into me and I can easily see what clients they own **What do you dislike about ClientSuccess?** The reporting is weak and subjective. It's up to the CSMs to give a pulse on the client which you can't always trust. Also, being able to take action and set up reminders is not something I've used, mostly because it's not obvious how to use it **What problems is ClientSuccess solving and how is that benefiting you?** Managing our clients and assigning who owns which accounts. An easy way to assign accounts and track email communication between them ### 46. Light, Yet Solid: A Quality Customer Success Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Bethany C. | Customer Success Manager, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2017 **What do you like best about ClientSuccess?** ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. The user interface is beautiful and friendly, and their customer success/support teams are excellent as well - we've felt very well-taken care of since we became customers of ClientSuccess. As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity. **What do you dislike about ClientSuccess?** ClientSuccess could improve their integration with Salesforce and other popular software for a more cohesive user experience. The performance of the tool (how quick it responds and syncs, and bugs) could be improved as well - but I guess that could be said of any great software app! **Recommendations to others considering ClientSuccess:** This works well for our company as a mid-sized business. I'm not sure how it would translate to enterprise-sized companies. **What problems is ClientSuccess solving and how is that benefiting you?** Before ClientSuccess, we had extremely limited visibility on our customer engagement - all we were able to rely on to stay on top of our customer success initiatives were Salesforce fields, activities, and manual email logging. It was so time-consuming and manual keeping track of who to reach out to, and when, as well as viewing product usage and support tickets for each customer. ClientSuccess Segments and Account pages have empowered us for those tasks, eliminating the manual Excel-sheet tracking and excessive SFDC fields. ClientSuccess Tasks and Renewals have helped us follow up with customers on schedule and keep us organized in our customer outreach and subscription management. We also have extended insight with the thorough reports that ClientSuccess offers, which is invaluable to our executive team. ### 47. Client Success - Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan S. | Sales Specialist, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2017 **What do you like best about ClientSuccess?** The best feature is it's ease of use. I like the Dashboard and how it gives a clear view of customer health and interaction. This allows for easy reporting to management. It also gave us the stepping stone for implementing a customer success program at our company. I also like the ease of getting information over from Salesforce. **What do you dislike about ClientSuccess?** Not much to dislike. I guess it would be nice to have the ability to export reports. But that's not a huge problem for me. **What problems is ClientSuccess solving and how is that benefiting you?** We got ClientSuccess to address our Customer Success problems. As a company we have always been reactive when it comes to customer success. Having a tool like ClientSuccess allows us to be more proactive in keeping our customers healthy. The main benefit for me comes from it's dashboard and the ability to see the health of customers all in one place. ### 48. Definitely a key component to leveling-up our CS team **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle B. | Director + Client Success, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** CS is intuitive. Most likely because it's the only CS platform created by actual CS gurus. We did a seriously thorough platform vetting when we were in our selection phase and ClientSuccess is the only platform that approaches the SaaS solution for CS from a true CSM angle. We're now able to be more proactive in our client communication and don't lose sight of our more seasoned clients - in fact, we're now able to continuously add value to our client relationships throughout their agreement cycles. Without CS, this would still be a pretty big struggle for us. Also, not as an afterthought but as a genuine "also like best..." the team is great. from TJ and Dave to Sam and Wade - it's been an awesome experience working with the ClientSuccess team. It's clear they have our best interest at heart whether it's onboarding or chatting about potential roadmap pieces and our needs as a company and CS team. Top notch, chaps, top notch! **What do you dislike about ClientSuccess?** Integrations are still pretty limited and the tasks/to-dos that we find critical for our team to function are still not quite up to something like Trello - but shhhhh... they're working on it ;) **Recommendations to others considering ClientSuccess:** Understand you're getting something you can use straight out of the box. Other pieces like Gainsight may have a lot of extra features but the onboarding time is a lot longer and it's likely you'll never use all those pieces they show you. **What problems is ClientSuccess solving and how is that benefiting you?** Client Lifecycle management post onboarding. Getting in front of our clients more with conversations that are actually beneficial to the client and add value to the relationship. Internally - less time wasted answering the "what's up with client X?" The integration into SFDC keeps the sales team updated on their clients and keeps our CS team moving forward and focused. ### 49. Great tool to manage Customer Success team **Rating:** 5.0/5.0 stars **Reviewed by:** Chrisy W. | VP of Customer Success, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** As a Customer Success team we live in ClientSuccess every day. We love that we can easily see renewals coming up, customer scorecard, lifecycle, freshdesk tickets, all email communications, pulse. My team enjoys how easy the interface is to use. **What do you dislike about ClientSuccess?** We would like the ability for customers to have more than one success cycle (feature coming soon). We would also like more automation within the success cycle. **What problems is ClientSuccess solving and how is that benefiting you?** We are growing really fast so we need something to help us manage happy customers and at risk customers. We use the customer scorecard to help identify customer health and we have metrics driven around increasing that number. We also need visibility into renewals so the CSM can easily work with the Sales team to ensure the customer renews. We have also integrated ClientSuccess with Grow and it helps us measure on-boarding days - we have metrics around decreasing this number. ### 50. A must-have for anything running a CSM team **Rating:** 5.0/5.0 stars **Reviewed by:** Soren E. | Customer Service Director, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2017 **What do you like best about ClientSuccess?** The platform is simple, yet immensely powerful when it comes to team collaboration and customer engagements. The ClientSuccess team are excellent with it comes to new features and updates, as a customer you feel valued by all members that you run into during your life cycle with ClientSuccess. **What do you dislike about ClientSuccess?** There is not much to dislike. Ideally I would like to see more types of reports and revenue tracking, seeing as we have monthly users which is not considered part of our ACV. But this is not a shortcoming, but merely a preference on my side. **Recommendations to others considering ClientSuccess:** Have a look around, ask questions. **What problems is ClientSuccess solving and how is that benefiting you?** Client Lifecycle management of the customers by CSM is absolutely amazing! Before we tracked this in excel and it was just a mess. Having all communication and engagements in one single place is key and we would not be able to manage our customers without a proper platform. ## 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=8&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+14%3A05%3A02+-0500&secure%5Bsession_id%5D=7d858b12-c85f-408d-a351-37df718a5819&secure%5Btoken%5D=db37222a92b69ab7ff0138084413ad6e8b0aeca6d4b9e2af188990af010b4c6f&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 - NPS of Customers - Customer Engagement **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 - Kanban Board - Goal Setting/Tracking - Communication Management **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration - Customizable Branding **** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **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 - Social Media Integration - Multi-Language **** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts ## Top ClientSuccess Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,594 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)