ClientSuccess presents information in a much more intelligible way to a standard user than it might be on its own; for instance, integration with Salesforce makes it easy to analyze performance and value. Their support desk is also incredibly efficient and always super polite. Review collected by and hosted on G2.com.

I haven't yet found a way to bind licenses to our SSO platform, so manual de-provisioning is still necessary when someone leaves. However, this may only be a temporary grievance! Review collected by and hosted on G2.com.

Everything is easily organized, ease of use in the system, the ability to quickly search up past conversations with clients etc or all of their data/recent engagements Review collected by and hosted on G2.com.

I wish there were more email automation capabilities - I've reviewed the email triggers that can be sent, but sometimes we have a need to push mass emails to customers not necessarily with a trigger Review collected by and hosted on G2.com.

It is easy to use and navigate. Love that it allows for one centralised location to record all account information such as key contacts, recent engagement, subscription details and more. Review collected by and hosted on G2.com.

It would be great to be able to customise the home page to exclude sections not being used Review collected by and hosted on G2.com.

Intuitiveness, organization, ease of use Review collected by and hosted on G2.com.

Knowledge base structure and resources for learning how to use the tool Review collected by and hosted on G2.com.

It helps my team immensely, provides more significant insights into customer health and activities, and allows me and my team to keep track of everything—a potent tool without upsetting the CFO. Review collected by and hosted on G2.com.

There are some product gaps, such as inability to link tasks with engagements, and some enhancements needed to reporting but I know the team are working on this at pace. Review collected by and hosted on G2.com.

Offers excellent customer support and solid infrastructure, which allows us to extract relevant information any time, anywhere. Our company uses Client Success across multiple departments and these insights are sufficient enough to be shared across all different departments. Review collected by and hosted on G2.com.

THe customer service is very responsive with troubleshooting. If I have to nitpick, it would be the time taken o set up as it is a comprehensive platform that requires a lot of integration and training to maximize potential. Something we will become more familiar with in due time. Review collected by and hosted on G2.com.

The organization and the way we can see everything by colors Review collected by and hosted on G2.com.

There are still many errors and the personalization doesnt work well for everyone who is using Review collected by and hosted on G2.com.

the automations, alerts, customization and notifications Review collected by and hosted on G2.com.

not linked to Google Calendar, which requires a large manual update task Review collected by and hosted on G2.com.

The ability to customize the platform to fit our needs, our customers, and solve the specific challenges we face as an organization. It allows us to focus on the actual customer interactions. Review collected by and hosted on G2.com.

This is not a knock specific to ClientSuccess but I think tools like these, Gainsight for example, rely too much on "checking of boxes" to illustrate health. Just because it can be tracked, doesn't necessarily mean it provides insight or value. Review collected by and hosted on G2.com.

Customer data

pulse check

to-do list tracking

Customer emails

Customer summary Review collected by and hosted on G2.com.

so far is all good didn't find any issue Review collected by and hosted on G2.com.