G2

Hannah O.

Implementation Operations Manager

Small-Business (50 or fewer emp.)

3/13/2026

"ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting"

4.5/5

What do you like best about ClientSuccess?

Adding ClientSuccess to our process was a game-changer! I especially appreciate the flexibility we have with creating custom fields and then reporting off of them. It has created so much more efficiency in capturing the metrics that we need. I also love that it has given our teams the ability to see correspondence with the customer regardless of who within our team they were talking to. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

We also use the Baton feature with CS and would appreciate more fluidity between the systems like shared custom fields or the ability to customize the Baton module view for easier access to information Review collected by and hosted on G2.com.

What problems is ClientSuccess solving and how is that benefiting you?

Our business requires our teams to know a lot about our customers without having to ask them the same questions over and over. Being able to document features that they use, experiences/engagements we have had with them, and the progress we've made helps us to serve them better and waste no time. Reporting was also a challenge and ClientSuccess makes it easy to export the data we need without having to combine multiple data sources Review collected by and hosted on G2.com.