What users are saying about
28 Ratings
This review does not include a rating.
28 Ratings
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Score 7.4 out of 100
This review does not include a rating.

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

Kapta

No answers on this topic

Feature Rating Comparison

Security

ClientSuccess
8.2
Kapta
Role-based user permissions
ClientSuccess
8.2
Kapta

Platform & Infrastructure

ClientSuccess
8.4
Kapta
API
ClientSuccess
10.0
Kapta
Integration with Salesforce.com
ClientSuccess
9.0
Kapta
Integration with Marketo
ClientSuccess
7.3
Kapta
Integration with Eloqua
ClientSuccess
7.3
Kapta

Customer Data Extraction / Integration

ClientSuccess
8.9
Kapta
Product usage
ClientSuccess
8.5
Kapta
Help desk / support tickets
ClientSuccess
9.4
Kapta

Customer Success Management

ClientSuccess
8.6
Kapta
NPS surveys
ClientSuccess
7.0
Kapta
Sponsor tracking
ClientSuccess
9.4
Kapta
Customer profiles
ClientSuccess
9.0
Kapta
Automated workflow
ClientSuccess
8.9
Kapta
Internal collaboration
ClientSuccess
7.6
Kapta
Customer health scoring
ClientSuccess
9.0
Kapta
Customer segmentation
ClientSuccess
9.0
Kapta

CSM Reporting & Analytics

ClientSuccess
8.4
Kapta
Customer health trends
ClientSuccess
9.0
Kapta
Engagement analytics
ClientSuccess
8.1
Kapta
Revenue forecasting
ClientSuccess
7.5
Kapta
Dashboards
ClientSuccess
9.0
Kapta

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

Kapta

No answers on this topic

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

Kapta

No answers on this topic

Support Rating

ClientSuccess

ClientSuccess 10.0
Based on 2 answers
They are SUPER responsive...even for late night inquiries.
Cale Conry | TrustRadius Reviewer

Kapta

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

Kapta

No answers on this topic

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

Kapta

No answers on this topic

Pricing Details

ClientSuccess

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Kapta

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ClientSuccess
7.6
Kapta

Support Rating

ClientSuccess
10.0
Kapta

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