What users are saying about
32 Ratings
3 Ratings
32 Ratings
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Score 7.9 out of 100
3 Ratings
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Score 8.9 out of 100

Feature Set Ratings

    Security

    8.2

    ClientSuccess

    82%

    Nextech EMR

    Feature Set Not Supported
    N/A
    ClientSuccess ranks higher in 1/1 features

    Role-based user permissions

    8.2
    82%
    15 Ratings
    N/A
    0 Ratings

    Platform & Infrastructure

    8.4

    ClientSuccess

    84%

    Nextech EMR

    Feature Set Not Supported
    N/A
    ClientSuccess ranks higher in 4/4 features

    API

    10.0
    100%
    10 Ratings
    N/A
    0 Ratings

    Integration with Salesforce.com

    9.0
    90%
    12 Ratings
    N/A
    0 Ratings

    Integration with Marketo

    7.3
    73%
    2 Ratings
    N/A
    0 Ratings

    Integration with Eloqua

    7.3
    73%
    2 Ratings
    N/A
    0 Ratings

    Customer Data Extraction / Integration

    8.9

    ClientSuccess

    89%

    Nextech EMR

    Feature Set Not Supported
    N/A
    ClientSuccess ranks higher in 2/2 features

    Product usage

    8.4
    84%
    14 Ratings
    N/A
    0 Ratings

    Help desk / support tickets

    9.4
    94%
    12 Ratings
    N/A
    0 Ratings

    Customer Success Management

    8.6

    ClientSuccess

    86%

    Nextech EMR

    Feature Set Not Supported
    N/A
    ClientSuccess ranks higher in 7/7 features

    NPS surveys

    7.0
    70%
    9 Ratings
    N/A
    0 Ratings

    Sponsor tracking

    9.4
    94%
    11 Ratings
    N/A
    0 Ratings

    Customer profiles

    9.0
    90%
    17 Ratings
    N/A
    0 Ratings

    Automated workflow

    8.9
    89%
    17 Ratings
    N/A
    0 Ratings

    Internal collaboration

    7.7
    77%
    16 Ratings
    N/A
    0 Ratings

    Customer health scoring

    9.0
    90%
    17 Ratings
    N/A
    0 Ratings

    Customer segmentation

    9.0
    90%
    16 Ratings
    N/A
    0 Ratings

    CSM Reporting & Analytics

    8.4

    ClientSuccess

    84%

    Nextech EMR

    Feature Set Not Supported
    N/A
    ClientSuccess ranks higher in 4/4 features

    Customer health trends

    9.0
    90%
    15 Ratings
    N/A
    0 Ratings

    Engagement analytics

    8.1
    81%
    13 Ratings
    N/A
    0 Ratings

    Revenue forecasting

    7.6
    76%
    14 Ratings
    N/A
    0 Ratings

    Dashboards

    9.0
    90%
    17 Ratings
    N/A
    0 Ratings

    Billing and Claims Management

    ClientSuccess

    Feature Set Not Supported
    N/A
    10.0

    Nextech EMR

    100%
    Nextech EMR ranks higher in 1/1 features

    Coding

    N/A
    0 Ratings
    10.0
    100%
    1 Rating

    Patient Scheduling

    ClientSuccess

    Feature Set Not Supported
    N/A
    9.7

    Nextech EMR

    97%
    Nextech EMR ranks higher in 3/3 features

    Rule-based scheduling

    N/A
    0 Ratings
    9.0
    90%
    1 Rating

    Multi-location support

    N/A
    0 Ratings
    10.0
    100%
    1 Rating

    Calendar interface

    N/A
    0 Ratings
    10.0
    100%
    1 Rating

    Attribute Ratings

    • Nextech EMR is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.6

    ClientSuccess

    76%
    18 Ratings
    10.0

    Nextech EMR

    100%
    1 Rating

    Support Rating

    10.0

    ClientSuccess

    100%
    2 Ratings

    Nextech EMR

    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.
    Read full review

    Nextech Systems

    I have and will continue to recommend MDI (a Nextech EMR system) to other ophthalmology/retina practices through the AAOE etalk. MDI was developed by an ophthalmologist specific for ophthalmologists and the specific needs they have which makes it very easy to use. Uploading the images is easy. We are also able to share information with other practices on the system.
    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.
    Read full review

    Nextech Systems

    • Integration with our PM system was done in 2009 and they built the bridge between the two companies.
    • Drawings and testing images are uploaded easily.
    • The ability to keep track of reporting for CMS is very helpful.
    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.
    Read full review

    Nextech Systems

    • I would like to be able to close charts correctly for staff who are no longer with us as an administrator
    Read full review

    Pricing Details

    ClientSuccess

    Starting Price

    Editions & Modules

    ClientSuccess editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Nextech EMR

      Starting Price

      Editions & Modules

      Nextech EMR editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Support Rating

        ClientSuccess

        They are SUPER responsive...even for late night inquiries.
        Read full review

        Nextech Systems

        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.
        Read full review

        Nextech Systems

        CUSTOMER SERVICE is above par where NexGen had what we called no-customer service. Ease of use without having the make our own templates constantly. Upgrades are seamless and no added cost.
        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.
        Read full review

        Nextech Systems

        • Being able to fax notes immediately to referring doctors and PCPs is very important. It saves on time and paper/toner not having to print out and then fax.
        • Not having to develop and/or print out the pictures/FAs and having them upload immediately so doctor can treat at the same visit.
        Read full review

        Screenshots

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