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ClientSuccess

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Company health

Employee growth
21% increase in the last year
Web traffic
42% decrease in the last quarter
Financing
April 2018 - $6M

Ratings

G2
4.4/5
(422)
Glassdoor
4.4/5
(14)

ClientSuccess description

ClientSuccess helps software companies keep their existing customers happy and paying. It gives you tools to track customer happiness, understand why customers leave, and automate tasks to free up your team for more personal interactions. It integrates with popular CRM and support tools. ClientSuccess is designed to be easy to use and quick to implement.


What companies are using ClientSuccess?

Symphony Talent is using ClientSuccess
Symphony Talent
Constellation HomeBuilder Systems is using ClientSuccess
Constellation HomeBuilder Systems
SmashFly Technologies is using ClientSuccess
SmashFly Technologies
EveryoneSocial is using ClientSuccess
EveryoneSocial
AddShoppers is using ClientSuccess
AddShoppers
Plum Voice is using ClientSuccess
Plum Voice
MURAL is using ClientSuccess
MURAL
Beyond Insurance Brokerage is using ClientSuccess
Beyond Insurance Brokerage
Veracode is using ClientSuccess
Veracode
Zapier is used by Symphony Talent, Constellation HomeBuilder Systems, SmashFly Technologies, EveryoneSocial, AddShoppers, Plum Voice, MURAL, Beyond Insurance Brokerage, Veracode.

Who is ClientSuccess best for

ClientSuccess is a customer success platform ideal for B2B SaaS companies looking to reduce churn and increase customer lifetime value. Users praise its intuitive interface, centralized client information, and helpful support team. However, some have noted limitations in customization, Salesforce integration issues, and occasional bugs. ClientSuccess helps track customer health, automate tasks, and gain valuable insights into client sentiment, making it a valuable tool for customer-centric businesses.

  • Best for small to medium-sized B2B SaaS companies with customer success teams.

  • Ideal for software, media, marketing, professional services, and education industries.


ClientSuccess features

Supported

ClientSuccess supports automated workflows triggered by customer events, using playbooks.

Supported

ClientSuccess integrates with CRM systems like Salesforce, streamlining data flow.

Supported

ClientSuccess offers customer health tracking with features like SuccessScore for monitoring various metrics.

Supported

ClientSuccess supports customer reporting and analytics, allowing for data analysis and informed decisions.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Rather positive
+0.5

Ease of Use

Rather positive
+0.5

Reliability and Performance

Rather positive
+0.33

Ease of Implementation

Rather negative
-0.33

ClientSuccess reviews

We've summarised 418 ClientSuccess reviews (ClientSuccess G2 reviews) and summarised the main points below.

Pros of ClientSuccess
  • User-friendly interface and easy navigation.
  • Centralized platform for client information, including health, tasks, and communication.
  • Strong customer support from ClientSuccess team.
  • SuccessCycles streamline training and process adoption.
  • Pulse feature provides valuable insights into client sentiment and health.
Cons of ClientSuccess
  • Limited customization options, particularly for NPS surveys and engagement fields.
  • Salesforce integration has syncing issues and doesn't support all features.
  • API limitations hinder integrations and automation.
  • Limited reporting customization and inflexible date ranges.
  • Occasional bugs and slow loading times, especially between accounts.

ClientSuccess pricing

The commentary is based on 13 reviews from ClientSuccess G2 reviews.

ClientSuccess is praised for its cost-effectiveness and reasonable pricing, especially for small businesses. Some users mention limited features compared to larger platforms, while others note some features are behind paywalls. However, many find the price justifiable for the value received.

Users sentiment

Strongly negative
-1

See the ClientSuccess pricing page.


ClientSuccess alternatives

  • Logo of Planhat
    Planhat
    Centralizes customer data, automates tasks, boosts retention and revenue.
    Read more
  • Logo of Startdeliver
    Startdeliver
    Boost customer retention with automated workflows and shared workspaces.
    Read more
  • Logo of ZapScale
    ZapScale
    Predict churn, boost customer success, and automate workflows.
    Read more
  • Logo of Custify
    Custify
    SaaS customer success platform. Reduce churn, boost retention.
    Read more
  • Logo of ChurnZero
    ChurnZero
    Stop churn, boost renewals, and grow customer lifetime value.
    Read more
  • Logo of Vitally
    Vitally
    Centralizes customer data, automates workflows, boosts retention.
    Read more

ClientSuccess FAQ

  • What is ClientSuccess and what does ClientSuccess do?

    ClientSuccess is a customer success platform designed for B2B SaaS companies. It provides tools to track customer health, predict churn, and automate tasks, enabling customer success teams to proactively engage with clients and improve retention. It integrates with CRM systems and offers a user-friendly interface.

  • How does ClientSuccess integrate with other tools?

    ClientSuccess integrates with popular CRM and support tools, including Salesforce. While some users report syncing issues and limited feature support with the Salesforce integration, the platform is designed for streamlined data flow. It also offers API access, though with some limitations.

  • What the main competitors of ClientSuccess?

    Top alternatives to ClientSuccess include Planhat, AppEQ.ai, and ZapScale. These platforms offer similar customer success management functionalities, catering to various business sizes and focusing on customer retention and growth. Other competitors include Freshdesk and Copilot, specializing in customer service and client portal management, respectively.

  • Is ClientSuccess legit?

    Yes, ClientSuccess is a legitimate customer success platform. It's known for its user-friendly interface and centralized platform. However, some users mention limited customization and integration challenges. Consider these factors when evaluating if ClientSuccess is safe and right for your needs.

  • How much does ClientSuccess cost?

    I cannot find pricing details for ClientSuccess. Contact ClientSuccess directly for current product pricing and to determine if it's worth the investment for your needs.

  • Is ClientSuccess customer service good?

    ClientSuccess receives positive feedback for its helpful and communicative customer support team. Users highlight the team's responsiveness, thoroughness, and eagerness to assist with onboarding, troubleshooting, and providing best practices. However, some users mention recent support has become more reliant on help center articles and less personalized.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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