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  3. ClientSuccess
Logo of ClientSuccess

ClientSuccess

byClientSuccess
in Customer Success Management Platforms
3.5

Overview

Product Information on ClientSuccess

Updated 13th October 2025

What is ClientSuccess?

ClientSuccess is a software designed for customer success management that focuses on optimizing client relationships and retention. The software enables businesses to track customer engagement, manage renewals, monitor customer health scores, and analyze key metrics associated with customer accounts. ClientSuccess offers features such as task management, account segmentation, reporting, and workflow automation to support customer success teams in achieving organizational goals. By providing visibility into customer data and trends, the software helps businesses address account risks and streamline processes related to customer lifecycle management, with the objective of strengthening customer satisfaction and minimizing churn.

ClientSuccess Pricing

ClientSuccess software offers tiered subscription pricing based on features and number of users. The software provides annual and monthly billing options for customer success teams, with packages structured to include varying levels of product capabilities and user seats. Pricing is typically communicated through custom quotes, tailored to the organization's needs and size.

Overall experience with ClientSuccess

OPERATIONS MANAGER
250M - 500M USD, Software
FAVORABLE

“Great value for the money”

5.0
Oct 10, 2024
Onboarding is a breeze and customization option came a long way.
Manager, Customer Success
<50M USD, Software
CRITICAL

“ClientSuccess: A Good Starter CS Platform”

3.0
May 14, 2025
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.

About Company

Company Description

Updated 7th December 2023

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

Updated 26th February 2025
Company type
Private
Year Founded
2014
Head office location
Lehi, United States
Number of employees
11 - 50
Website
http://www.clientsuccess.com

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: ClientSuccess

ClientSuccess Likes & Dislikes

Like

Easy to use and really brings value to my organization.

Like

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.

Like

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.

Dislike

Automated triggers are scarce.

Dislike

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.

Dislike

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.

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Peer Discussions

ClientSuccess Reviews and Ratings

3.5

(3 Ratings)

Rating Distribution

5 Star
33%
4 Star
0%
3 Star
67%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.0

Integration & Deployment

3.5

Service & Support

3.3

Product Capabilities

3.0

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Manager, Customer Success
    <50M USD
    Software
    Review Source

    ClientSuccess: A Good Starter CS Platform

    3.0
    May 13, 2025
    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 MANAGER
    50M-1B USD
    Software
    Review Source

    Great value for the money

    5.0
    Oct 10, 2024
    Onboarding is a breeze and customization option came a long way.
  • CSM
    <50M USD
    Software
    Review Source

    Effective Account Management Tool: A Look at Functions and Shortcomings

    3.0
    May 24, 2024
    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.
Showing Result 1-3 of 3

Recommended Gartner Research

  • Critical Capabilities for Customer Success Management Platforms
  • Magic Quadrant for Customer Success Management Platforms

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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