--- 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: '2026-07-17' 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. Cluttered UI and Unusable HubSpot Integration via Workato **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about ClientSuccess?** Honestly, nothing stands out. It looks and works like a SaaS tool from 2010, which I could live with, but the UI seems like it’s trying to cater to too many different types of users at once. As a result, everything feels cluttered and messy. **What do you dislike about ClientSuccess?** For a tool which is so important for your GTM is is surprisingly difficult to integrate with tools like Hubspot. The "solution" to embed another product Workato and call this an integration is ridiculous. I can't do anything unless some employee finds the time to build these spaghetti workflows in Workato so my ClientSuccess can sync to Hubspot. It's a joke, they outsourced their entire integration to another product and it's completely unusable by me or my colleagues. **What problems is ClientSuccess solving and how is that benefiting you?** We were looking for a proper tool which gives us visibility on existing customers, after a lot of time spent configuring our account and setting up usage it's still so far from what the team needs for work. ### 2. ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah O. | Implementation Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **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. **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 **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 ### 3. Customer Success Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Denise S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the engagement integration with Outlook. I am ableto scan before customer meetings and make sure I know what the latest interactions have been. **What do you dislike about ClientSuccess?** I would love to be able to connect to inforCRM. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows me to see most of my customer data all in one place. I love the customizable fields so we can add in what is important to us. ### 4. ClientSuccess has great ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon D. | Board Member/Host Families Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** ClientSuccess doesn't take a degree to use and their webinars are stellar! I'm in the product every day and rely heavily on it for my daily routine. **What do you dislike about ClientSuccess?** As with any technology there are glitches that need to be looked at. I also don't like that I have a limit on how many active goals I can have for a client. **What problems is ClientSuccess solving and how is that benefiting you?** Helps me maintain and track all of my 60+ accounts I'm working on. Keeps me on task and this helps keep relationships with the clients strong and in turn drives more revenue retention and growth possibilites. ### 5. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Evan D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the organization of this tool and the ability to manage client health so granularly. **What do you dislike about ClientSuccess?** The UI could be slightly more simple but overall it works well. **What problems is ClientSuccess solving and how is that benefiting you?** This tool is allowing me to monitor client health and renewal timeframes much easier then before. ### 6. User-friendly, powerful tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about ClientSuccess?** ClientSuccess is user-friendly and configuration is relatively simple, so it's easy to get up and running quickly. Account details are laid out really well, which allows leadership teams to find what they need easily. The solution helps track and manage multiple facets of a client relationships including contract details, health, tasks, meeting notes, and risk. One-to-many communications are easy to configure and time-saving for our team. Beyond the solution, ClientSuccess sets the bar in client care. We're fully supported by the team, including our CSM, Support, Product, and Sales - they're always collaborative and eager to grow with us. **What do you dislike about ClientSuccess?** I wish the tool had more customization options. For example, the NPS survey is limited to a score and a comment, but we ask additional questions in our NPS survey program. It would be great to house all of that data within ClientSuccess instead of relying on other survey tools. Another example would be engagements - not a lot of options for adding fields to call notes, meetings, etc, which can be limiting in how we use them. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess provides a central location for our CSMs to manage their client base and more importantly, provides visibility for the business to understand the state of our clients. It's collaborative and simple to use, so the core functionality is easy to adopt. ### 7. I love ClientSuccess! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilene P. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I can best support my customers through their tools! I rely heavily on success cycles, pulses, custom tracking fields, and the calendar integration. **What do you dislike about ClientSuccess?** Nothing I can think of at this time, they are a joy to work with. **What problems is ClientSuccess solving and how is that benefiting you?** It is hard to stay on top of all the clients I manage, so it helps to see who needs to be contacted when. It also helps streamline onboarding and renewals. ### 8. CS took me from a true doubter of their solution to a full on champion **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsay R. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about ClientSuccess?** As a CS leader who has been a former CSM/Sr.CSM, I've always wanted the ability to track and share visibility on the customer items that historically weren't quantifiable: the gut feelings, seemingly 'off' primary contacts ,and everything else unrelated to platform product use, adoption, or overall penetration and sentiment within their organization. CS has a feature which does just that! Not only does that make a HUGE impact from a leadership perspective, but it allows for another piece of the puzzle to be considered when you desire to understand holistic customer health. Their development team is open to feedback and suggestions which has further enabled both me and my team to drive product growth. As a leader who also values customer-led-growth, this is appreciated! CS is making strides to ensure their product becomes a critical part of our service and success; adoption and understanding use cases is imperitive to your own success and ideally, one can reach a point where their CS team lives and breathes inside of their solution; and use it to dictate priorities and schedule. **What do you dislike about ClientSuccess?** Objectively, there isn't a way to scale this product for an immature service or organization; you should already have a big picture (and specific needs) of the outcome you are seeking and how you need to accomplish this. While they do have suggestions for playbooks and individual feature setup/settings, if you don't understand your customer base or the gaps you need to address (like my predecessors), it's unlikely that the product will be easily adopted or implemented in a way which enables you to grow and succeed. This was my initial hiccup and view of the product, it wasn't easy to use, was overly complicated with unnecessary tasks, and wasn't set-up to measure, automate, or otherwise function as needed. I basically had to rebuild our entire integration (with the help of CS!) to enable my team to get value from the product. Ideally, I'd love to see ways to imbed my custom-built reporting visuals and tools inside the platform to both scale accessibility and avoid manual maintenance of those report (running prior months reports and adding to the existing datasets regularly) as well as ways to automate CS processes and tasks which currently are not accommodated through the platform. **What problems is ClientSuccess solving and how is that benefiting you?** gives us visibility to the overall BoB for each CSM and easily identify criteria which automates playbook implementation and where we need to focus effort from a customer experience perspective. ### 9. Worst customer service I have encountered **Rating:** 0.0/5.0 stars **Reviewed by:** Daniel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about ClientSuccess?** the platform has good potential but many bugs and not mature enough **What do you dislike about ClientSuccess?** Many bugs, many issues, relly bad customer service, no assistance in non-us time zone. **What problems is ClientSuccess solving and how is that benefiting you?** they were suppose to solve automation for playbooks but the featuers are junt not mature ### 10. Client Success - A great fit for small and growing Customer Success Departments **Rating:** 5.0/5.0 stars **Reviewed by:** Christian K. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2018 **What do you like best about ClientSuccess?** Easy Onboarding Process / Success Cycles / Success Scores / Reporting **What do you dislike about ClientSuccess?** We have not discovered any dislikes while using Customer Success **Recommendations to others considering ClientSuccess:** Great fit for small organizations that are growing in Customers Size and Staff Size **What problems is ClientSuccess solving and how is that benefiting you?** We are a growing Customer Success department (growing in staff size and customer size). Client Success has helped us streamline our success cycles and provided us with an ability to build customized Success Scores to objectively judge each account. As we are growing, the software has allowed me to quickly assign tasks to my staff and see the activity and pulse associated with each account. The onboarding process has been seamless and our contact at Client Success has been extremely helpful in terms of getting us started and providing best practices / tips. ## 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) - 5 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/clientsuccess-review-1722544?section=pricing&secure%5Bexpires_at%5D=2026-07-19+03%3A23%3A41+-0500&secure%5Bsession_id%5D=6fc95f1d-4b67-4da0-beeb-5ec00f11d4d4&secure%5Btoken%5D=9752d80d457443d286c1fb02700329687ffa17246b61b948383b065e0519724b&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 **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 **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **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 ## Top ClientSuccess Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (937 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)