What users are saying about
30 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 30 reviews and ratings
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6.4 out of 100
Based on 12 reviews and ratings
Feature Set Ratings
- ClientSuccess ranks higher in 4 feature sets: Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics
- Freshsuccess ranks higher in 1 feature set: Security
Security
8.2
ClientSuccess
82%
10.0
Freshsuccess
100%
Freshsuccess ranks higher in 1/1 features
Freshsuccess ranks higher in 1/1 features
Role-based user permissions
8.2
82%
15 Ratings
10.0
100%
5 Ratings
Platform & Infrastructure
8.4
ClientSuccess
84%
7.1
Freshsuccess
71%
ClientSuccess ranks higher in 4/4 features
ClientSuccess ranks higher in 4/4 features
API
10.0
100%
10 Ratings
7.2
72%
5 Ratings
Integration with Salesforce.com
9.0
90%
12 Ratings
7.2
72%
6 Ratings
Integration with Marketo
7.3
73%
2 Ratings
7.0
70%
1 Rating
Integration with Eloqua
7.3
73%
2 Ratings
7.0
70%
1 Rating
Customer Data Extraction / Integration
8.9
ClientSuccess
89%
8.6
Freshsuccess
86%
ClientSuccess ranks higher in 2/2 features
ClientSuccess ranks higher in 2/2 features
Product usage
8.4
84%
14 Ratings
8.1
81%
6 Ratings
Help desk / support tickets
9.4
94%
12 Ratings
9.1
91%
5 Ratings
Customer Success Management
8.6
ClientSuccess
86%
7.1
Freshsuccess
71%
ClientSuccess ranks higher in 7/7 features
ClientSuccess ranks higher in 7/7 features
NPS surveys
7.0
70%
9 Ratings
7.0
70%
2 Ratings
Sponsor tracking
9.4
94%
11 Ratings
7.0
70%
1 Rating
Customer profiles
9.0
90%
17 Ratings
7.1
71%
5 Ratings
Automated workflow
8.9
89%
17 Ratings
8.0
80%
6 Ratings
Internal collaboration
7.7
77%
16 Ratings
5.3
53%
5 Ratings
Customer health scoring
9.0
90%
17 Ratings
8.1
81%
6 Ratings
Customer segmentation
9.0
90%
16 Ratings
7.2
72%
5 Ratings
CSM Reporting & Analytics
8.4
ClientSuccess
84%
7.4
Freshsuccess
74%
ClientSuccess ranks higher in 2/4 features
ClientSuccess ranks higher in 2/4 features
Customer health trends
9.0
90%
15 Ratings
9.1
91%
6 Ratings
Engagement analytics
8.1
81%
13 Ratings
7.0
70%
6 Ratings
Revenue forecasting
7.6
76%
14 Ratings
4.4
44%
4 Ratings
Dashboards
9.0
90%
17 Ratings
9.1
91%
6 Ratings
Attribute Ratings
- ClientSuccess is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend
7.6
ClientSuccess
76%
18 Ratings
6.3
Freshsuccess
63%
6 Ratings
Support Rating
10.0
ClientSuccess
100%
2 Ratings
Freshsuccess
N/A
0 Ratings
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.
Director of Customer Success
USEEDFund-Raising, 11-50 employees
Freshsuccess
Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
Marketing Manager – Technology
Kudos®Computer Software, 11-50 employees
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.

Verified User
Employee in Customer Service
Internet Company, 51-200 employeesFreshsuccess
- Love the accounts view to see all my accounts, their health and some helpful stats!
- The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
- In the account, you can link to other documentation, which is great!

Verified User
Account Manager in Customer Service
Computer & Network Security Company, 201-500 employeesCons
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.
Regional Director
RDI CorporationOutsourcing/Offshoring, 1001-5000 employees
Freshsuccess
- Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
- Automatically triggered emails based on certain usage.

Verified User
Director in Customer Service
Marketing and Advertising Company, 11-50 employeesPricing Details
ClientSuccess
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
—Freshsuccess
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
—Support Rating
ClientSuccess
ClientSuccess 10.0
Based on 2 answers
They are SUPER responsive...even for late night inquiries.
Director of Customer Success
Cloud ElementsInternet, 51-200 employees
Freshsuccess
No score
No answers yet
No answers on this topic
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.

Verified User
Director in Customer Service
Hospital & Health Care Company, 11-50 employeesFreshsuccess
I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.

Verified User
Employee in Customer Service
Computer & Network Security Company, 201-500 employeesReturn 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.
Senior Client Success Manager
KnowledgeHoundMarket Research, 11-50 employees
Freshsuccess
- Visibility - We can now see in one place the many dimensions of customer health
- Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
- Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
Customer Success Manager
VividCortexComputer Software, 11-50 employees