ClientSuccess

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
ClientSuccess	Score 8.4 out of 10	N/A	ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.	N/A

Pricing

ClientSuccess

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
ClientSuccess
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	ClientSuccess
Considered Both Products	ClientSuccess Verified User Director Chose ClientSuccess HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, … Incentivized Helpful? SB Samantha Berquist Senior Client Success Manager Chose ClientSuccess Overall, we chose ClientSuccess over others because of the easy to use interface, the ability to tie everything we need into one place and have real-time reporting to prevent churn. Helpful? Matt ONeill Chief Experience Officer Chose ClientSuccess We looked at a number of CRM systems. A lot of them were pricey and not designed for membership style revenue models. That's the main reason why CS works so well within our company. Helpful? Christian Kuehne Director of Customer Success Chose ClientSuccess It was the best solution for us at a small team/startup setting. Helpful? Jesse Brightman Head of Customer Success Chose ClientSuccess ClientSuccess has less amount of features and less "horsepower," however that simplicity is something that has helped us in our early days. Incentivized Helpful? Adam Kuznia Chief Customer Officer Chose ClientSuccess Vs. Gainsight - I believe this solution is over-engineered and time to value is just too long for me. Incentivized Helpful? Ashley Correll, CMP Chief Operating Officer Chose ClientSuccess Have never used another product like this. We were documenting all this data internally. Incentivized Helpful? Cameron Kinney Director of Customer Success Chose ClientSuccess Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes … Incentivized Helpful? Verified User Account Manager Chose ClientSuccess Taking notes/logging calls is much easier. Incentivized Helpful? Verified User Employee Chose ClientSuccess Before we evaluated ClientSuccess, we took a look at Gainsight. It is a power customer success tool and it definitely covered all the features a Customer Success team could need, but ultimately we selected ClientSuccess as a better fit for our company where we were at the … Incentivized Helpful? Verified User Employee Chose ClientSuccess Personally, I think I have a fondness for Woopra that isn't shared by my team. ClientSuccess is clean, efficient and easy to use, but I have love for Woopra that I can't shake. That being said, we are comparing diamonds to diamonds, and I think you should go with the one that … Incentivized Helpful? Cale Conry Director of Customer Success Chose ClientSuccess Honestly just saw product demos, didn't evaluate hands-on. For our use case, the price point was MUCH more accommodating. Incentivized Helpful?
Top Pros	Pro Easy to use Pro Customer success Pro Set up
Top Cons	Minus Integration with salesforce Minus Multiple products Minus Health score

Features

ClientSuccess

Security

Comparison of Security features of Product A and Product B
	ClientSuccess 8.2 15 Ratings 6% below category average
Role-based user permissions	8.215 Ratings

Platform & Infrastructure

Comparison of Platform & Infrastructure features of Product A and Product B
	ClientSuccess 8.4 13 Ratings 2% below category average
API	10.010 Ratings
Integration with Salesforce.com	9.012 Ratings
Integration with Marketo	7.32 Ratings
Integration with Eloqua	7.32 Ratings

Customer Data Extraction / Integration

Comparison of Customer Data Extraction / Integration features of Product A and Product B
	ClientSuccess 8.9 16 Ratings 2% above category average
Product usage	8.414 Ratings
Help desk / support tickets	9.412 Ratings

Customer Success Management

Comparison of Customer Success Management features of Product A and Product B
	ClientSuccess 8.6 17 Ratings 3% above category average
NPS surveys	7.09 Ratings
Sponsor tracking	9.411 Ratings
Customer profiles	9.017 Ratings
Automated workflow	8.917 Ratings
Internal collaboration	7.716 Ratings
Customer health scoring	9.017 Ratings
Customer segmentation	9.016 Ratings

CSM Reporting & Analytics

Comparison of CSM Reporting & Analytics features of Product A and Product B
	ClientSuccess 8.4 17 Ratings 2% above category average
Customer health trends	9.015 Ratings
Engagement analytics	8.113 Ratings
Revenue forecasting	7.614 Ratings
Dashboards	9.017 Ratings

Best Alternatives
	ClientSuccess
Small Businesses	Intercom Score 8.7 out of 10
Medium-sized Companies	CustomerSuccessBox Score 9.5 out of 10
Enterprises	Cisco Webex Experience Management (discontinued) Score 8.8 out of 10
All Alternatives	View all alternatives

User Ratings
	ClientSuccess
Likelihood to Recommend	7.6 (18 ratings)
Support Rating	10.0 (1 ratings)

User Testimonials
	ClientSuccess
Likelihood to Recommend	ClientSuccess Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool. Incentivized Cameron Kinney Director of Customer Success Read full review
Pros	ClientSuccess ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. We're able to log into CS and regularly check segments of our customers that need to be engaged with on a daily basis, log customer health, and be aware of approaching subscription renewals in order to pay appropriate attention to the right customers. The user interface is easy to use, friendly in design, and quick to learn. They make it look attractive with bright color schemes without overdoing it too much. As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity. Their customer success/support teams are excellent as well - which is to be expected. We've felt very well taken care of since we became customers of ClientSuccess. Incentivized Verified User Anonymous Read full review
Cons	ClientSuccess The support view takes a few steps to get to the meat and potatoes. The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects. Incentivized Vincent Springer Regional Director Read full review
Support Rating	ClientSuccess They are SUPER responsive...even for late night inquiries. Incentivized Cale Conry Director of Customer Success Read full review
Alternatives Considered	ClientSuccess HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, where the capabilities may exist but require a little more leg work. Incentivized Verified User Anonymous Read full review
Return on Investment	ClientSuccess Within the first week, leadership was able to have more visibility into the lifestage and health score of each client We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting. We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping. SB Samantha Berquist Senior Client Success Manager Read full review
ScreenShots