The layout of the customer pages. How easy it is to add pulse and to have high visibility to the customer and what is going on. Ability to add tasks and goals that are added to report pages. Review collected by and hosted on G2.com.

I wish that you could create better exceptions. That way instead of having to create a new success cycle or template or rule, where I wish I could just add exceptions or more dynamic changes to one rule. Review collected by and hosted on G2.com.

I have used Client Success in a former role as a CSM and we recently purchased this software for our CSM team. I am impressed with the simplicity of the UI, and ease of integration with other tools like Zendesk & Salesforce. In addition we have had a very supportive team at Client Success. Review collected by and hosted on G2.com.

My one caution would be to not over-engineer or create too many fields for your team to input/update. Start with the basics then build as you go! Review collected by and hosted on G2.com.

ClientSuccess is not only a great program but the support from their team is outstanding. Their CSMs work hard to make sure you have the resources needed to utilize ClientSuccess... successfully (the name really gives it away). Review collected by and hosted on G2.com.

It has been a time intensive setup, but it's clearly worth it. Just know that your team will have to devote a significant amount of time to get their account set up. Review collected by and hosted on G2.com.

Client success is one of the most valuable tools at my disposal, the organization it allows and ability to track progress and be successful. Review collected by and hosted on G2.com.

Wish that it was easier to manage contacts and had more integrations to help be get data from other tools into the platform. Review collected by and hosted on G2.com.

ClientSuccess does the basics well. You have playbooks, a health score, integration with Outlook, an account matrix to understand the state of your business. Review collected by and hosted on G2.com.

I wouldn't say I disliked anything. They are maturing so they lack some functionality you would see with other tools. They are introducing new functionality that will be helpful for renewals and contract management. You are still only as good as the data you feed Client Success. The reporting is buggy, but I tend to export the information and reshape it in Excel. Review collected by and hosted on G2.com.

I love that Client Success acts as a one-stop shop for managing my customers. The to-do list, pulse, and the automatic syncing feature of emails saves me time and helps keep me organized. Review collected by and hosted on G2.com.

It would be nice if opportunities in CS automatically linked for renewal. Other than that, I think the tool is working well for what I need it for. I look forward to seeing the updates coming down the line. Review collected by and hosted on G2.com.

There are several features built-in (Pulse, risk factors, success factors, etc) that are incredibly intuitive to the CSM role, and those features feed directly into specialized reports that really WOWed our leadership team Review collected by and hosted on G2.com.

There isn't enough customization, and although it does have some engagement functionality built-in, it's not quite robust enough as I would like. Other, more traditional CRMs have far superior engagement built-in or available in the ecosystem. Review collected by and hosted on G2.com.

- Vendor relationship is great

- Great looking platform (colors, format)

- Easy to use

- Helps non-Customer Success folks get a sense of what clients we're working with (e.g. new salespeople)

- Helps drive Customer Health monthly meetings for senior leadership

- Integrates pretty well with Slack, Hubspot, other systems Review collected by and hosted on G2.com.

- Hubspot integration is not complete (i.e. you can map to Company and Contact properties, but not to individual deals) -- this makes it hard to track upsells, renewals, expansions, anything other than the first sale

- I wish it were easier to autofill certain things, e.g. the Revenue Manager from our existing CRM Hubspot Review collected by and hosted on G2.com.

I like the ease of use, ClientSuccess is very user-friendly. I like how quickly you move from a holistic view of all customers to a specific look into a particular customer. Review collected by and hosted on G2.com.

Would like to build out the functionality of the TASKS section (ex. set and sort priority levels for each task) Review collected by and hosted on G2.com.

Great dashboards, great visibility, ability to aggregate NPS, ability to see GRR and NRR Review collected by and hosted on G2.com.

Unfortunately, we cannot correct Salesforce properly because it does not support multi currencies.

This has a major impact on our reporting and may lead to us switching to another system. Review collected by and hosted on G2.com.