Overview
Product Information on ClientSuccess
What is ClientSuccess?
ClientSuccess Pricing
Overall experience with ClientSuccess
“Great value for the money”
“ClientSuccess: A Good Starter CS Platform”
About Company
Company Description
ClientSuccess is transforming the approach of Software as a Service (SaaS) companies to maintain, sustain, and expand their current customer base. Their primary function involves assisting these firms in actively managing customer relationships, evaluating customer health, reducing churn, and boosting revenue. The company underlines the significance of relationships in the SaaS industry, emphasizing a 'customer for life' approach rather than contract-bound partnerships. In the era of data abundance, they highlight the importance of understanding why customers use a product service, not just what they do, as a method of decreasing churn and increasing revenue. ClientSuccess offers a solution rich in functionality, providing a range of tools and analyses for customer success managers, and delivering substantial metrics and reports for executive teams. This leads to a thorough understanding of the health of the SaaS business.
Company Details
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: ClientSuccess
ClientSuccess Likes & Dislikes
Easy to use and really brings value to my organization.
The Customer Success Team has been amazing. They have worked closely with us to try to bridge gaps wherever necessary. The tool has an intuitive UI and easy administration options.
I like the account management piece. I can see all of the important fields to help manage a high touch account. i.e. Contacts, engagements, support tickets, ARR/MRR.
Automated triggers are scarce.
The platform operates in very rigid fashion, and is difficult to customize for custom operations. Support for integrations has been lacking since the new integration platform has been onboarded.
Automation was inconsistent at best. The support team was quick to initially respond but failed to close the communication loop. The Success Cycles are linear so everything had to be finalized before moveing to the next success cycle.
Top ClientSuccess Alternatives
Peer Discussions
ClientSuccess Reviews and Ratings
- Manager, Customer Success<50M USDSoftwareReview Source
ClientSuccess: A Good Starter CS Platform
ClientSuccess provides expected CS functionality at a very economical price tag. However, it is missing some of the necessary features for an organization that is beyond the basics with their CS processes. Lack of multi-currency support, holistic health calculations, and limited support on their integrations platform requires data manipulation/integrations with outside tools to be effective. - OPERATIONS MANAGER50M-1B USDSoftwareReview Source
Great value for the money
Onboarding is a breeze and customization option came a long way. - CSM<50M USDSoftwareReview Source
Effective Account Management Tool: A Look at Functions and Shortcomings
Great tool if you have a high touch model with your account because it tracks all of the necessary components when interacting with an account. However, the product has struggled with automating workflows. We found some automations fired as expected, some never fired, some fired at odd times, etc.



