What users are saying about
30 Ratings
12 Ratings
30 Ratings
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Score 8 out of 100
12 Ratings
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Score 6.4 out of 100

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

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

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

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

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

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.
Cameron Kinney | TrustRadius Reviewer

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.
Garrett Genest | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Freshsuccess

  • 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!
Anonymous | TrustRadius Reviewer

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.
Vincent Springer | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Pricing 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.
Cale Conry | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Freshsuccess

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.
Anonymous | TrustRadius Reviewer

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.
Samantha Berquist | TrustRadius Reviewer

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
Ewen Fortune | TrustRadius Reviewer

Screenshots

ClientSuccess

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