My favorite feature of Client Success is overall how simple it is to use. The learning curve is remarkably easy! Review collected by and hosted on G2.com.
At times I wish certain features, such as syncing with Salesforce, worked a little more seamlessly. Review collected by and hosted on G2.com.
The simplicity of reports and ability to prioritize the meaningfulness of CSM to Customer relationships and sentiment. I also love the ease of filtering and sorting data about clients in the easy-to-use grid view. Review collected by and hosted on G2.com.
I wish some of the UI was more customizable and that the integrations were a bit deeper and stronger, especially with Support tools like Zendesk. Secondly, while I value personal touch over automation, some of the automation capabilities could continue to be stronger as our book of business continues to grow. Lastly, while task management is quite convenient, I would like to see integrations with more task management tools or stronger features to replace those type of single-function tools. Review collected by and hosted on G2.com.
CS leaders build the tool's design, so it's very intuitive for what a CS org needs to be successful. The platform constantly releases enhancements based on client feedback, and they have a top-notch support team. Review collected by and hosted on G2.com.
The platform has had a few bugs here and there. Also, we have had a few bumps in the road when it comes to the HubSpot integration. I would love to see the integration with HubSpot get a bit more robust and less confusing to implement. Review collected by and hosted on G2.com.
Thanks for sharing your review of ClientSuccess, Amanda! We love hearing from other CS leaders in the space about how the tool is working to solve their business challenges.
We are continuing to work on our integration capabilities and would love to continue to receive your input. If you aren't sure who your dedicated CSM is, just send an email to customerlove@clientsuccess.com and we'll connect you.
Thank you again for sharing your experience with us, and for being a wonderful customer!
I really love Client Success platform it is so intuitive; the platform highlights what is important when you don't have so much time to search for information. it sends reminders efficiently and allows you to analyze and prioritize quickly. Review collected by and hosted on G2.com.
Sometimes and as any technology plataform, it goes slow or you may have to refresh the page.
Also I would like it to be available in other language. And the tasks you may assign to someone, I noticed that not always the emails arrive to notify the person. Review collected by and hosted on G2.com.
Thank you for this review, Julie! It's so important for us to understand what features are most helpful to protecting the time and prioritization of awesome CS leaders like you.
We'd love the chance to debug any issues with email notification delivery--I personally live by my ClientSuccess time-sensitive alerts and would be happy to help!
Please continue sharing your feedback with us about your experience. We are listening and appreciate you giving us the opportunity to build and deliver a best-in-class solution.
Overall I like that ClientSuccess is a CS-oriented CRM that captures a lot of the essence of what CSMs need to track in their day-to-day activities. The mark of a good CRM is enabling users to maintain momentum while not having to get bogged down in the administrative side of things. Overall they do a great job on Pulses and Risk tracking. The entire platform is very intuitive and makes searching for the information you need a breeze. Review collected by and hosted on G2.com.
The one area I think ClientSuccess should improve is their overall revenue tracking. While many organizations utilize a more commercial-oriented platform such as SFDC to track these things, having the ability to handle all of your CRM needs in one platform would take an already excellent tool to the next level. Review collected by and hosted on G2.com.
Source of truth for all of our Client data - leadership and individual contributors are able to get information quickly and tell the story. Review collected by and hosted on G2.com.
Client Success CSMs being stretched in their book of business to not give enough 1 on 1 attention during the onboarding process Review collected by and hosted on G2.com.
The integration with Slack, the pulse settings and ability to integrate with Salesforce CRM dashboard for Account Manager, and general information for each customer that I can access (original customer date, renewal dates, starring top contacts, etc). Review collected by and hosted on G2.com.
I don't like the customer support at Client Success. We've had 7-8 Account Managers in the last year. It's difficult to integrate notes with Salesforce because the fields don't match. The note section isn't really a good way to track everything about the customer, I use Salesforce. It's much more organized, and everyone else can see them outside of the AMs and CSMs. The Account Manager's name is always wrong in the platform, my name is always a 20 digit number. Review collected by and hosted on G2.com.
Thank you for the candor in your review, Parker. I'm glad to hear you are enjoying some of our fan-favorite features like Pulse and the Slack integration!
Our team has made massive strides over the past 12-months to improve and elevate our customer's experience, which included the hiring of several new team members well-suited to provide our customers with not only clickpath support, but Customer Success strategy as well.
We would love the chance to listen to you and learn more about your experience, as well as permanently resolve some of the technical issues you described. If you reach out to customerlove@clientsuccess.com, you will be put directly in touch with our CEO to determine our best next steps. We'd love the opportunity to do right by you.
Thank you again for sharing your thoughts!
It helps me manage my day-to-day tasks and track all the action items and history of my clients Review collected by and hosted on G2.com.
The interface is kind of old looking. It's not as modern as other tools Review collected by and hosted on G2.com.
Pulses. The pulses work very well to stay on top of a high amount of clients! Also the way it syncs with GMail contacts. Review collected by and hosted on G2.com.
Internally we need to work to ensure all our data is up to date, currently not able to use some features due to this. Review collected by and hosted on G2.com.
The team at ClientSuccess is continually innovating to add new layers to their product. In the few months that I've worked with them they've set up calls for us to discuss features we thought were missing and have already seen some of those be released into their product. Review collected by and hosted on G2.com.
The sync with Salesforce has improved but is still missing some functionality. As soon as activities sync with Salesforce it will be amazing. I also get frustrated with the revenue because the numbers are pulled differently depending on where you're looking which makes it hard to be consistent. Review collected by and hosted on G2.com.