ClientSuccess vs. Pipedrive

Overview
ProductRatingMost Used ByProduct SummaryStarting 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
Pipedrive
Score 8.0 out of 10
N/A
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$14.90
per month
Pricing
ClientSuccessPipedrive
Editions & Modules
No answers on this topic
Essential
$14.90
per month
Advanced
$27.90
per month
Professional
$49.90
per month
Power
$64.90
per month
Enterprise
$99
per month
Offerings
Pricing Offerings
ClientSuccessPipedrive
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
ClientSuccessPipedrive
Security
Comparison of Security features of Product A and Product B
ClientSuccess
8.2
15 Ratings
5% below category average
Pipedrive
7.3
54 Ratings
13% below category average
Role-based user permissions8.215 Ratings8.552 Ratings
Single sign-on capability00 Ratings6.112 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ClientSuccess
8.4
13 Ratings
1% below category average
Pipedrive
-
Ratings
API10.010 Ratings00 Ratings
Integration with Salesforce.com9.012 Ratings00 Ratings
Integration with Marketo7.32 Ratings00 Ratings
Integration with Eloqua7.32 Ratings00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
ClientSuccess
8.9
16 Ratings
4% above category average
Pipedrive
-
Ratings
Product usage8.414 Ratings00 Ratings
Help desk / support tickets9.412 Ratings00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
ClientSuccess
8.6
17 Ratings
5% above category average
Pipedrive
-
Ratings
NPS surveys7.09 Ratings00 Ratings
Sponsor tracking9.411 Ratings00 Ratings
Customer profiles9.017 Ratings00 Ratings
Automated workflow8.917 Ratings00 Ratings
Internal collaboration7.716 Ratings00 Ratings
Customer health scoring9.017 Ratings00 Ratings
Customer segmentation9.016 Ratings00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
ClientSuccess
8.4
17 Ratings
3% above category average
Pipedrive
-
Ratings
Customer health trends9.015 Ratings00 Ratings
Engagement analytics8.113 Ratings00 Ratings
Revenue forecasting7.614 Ratings00 Ratings
Dashboards9.017 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
6.3
59 Ratings
20% below category average
Customer data management / contact management00 Ratings6.515 Ratings
Workflow management00 Ratings7.812 Ratings
Territory management00 Ratings6.68 Ratings
Opportunity management00 Ratings8.957 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.355 Ratings
Contract management00 Ratings3.09 Ratings
Quote & order management00 Ratings5.17 Ratings
Interaction tracking00 Ratings7.113 Ratings
Channel / partner relationship management00 Ratings4.39 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
2.9
7 Ratings
88% below category average
Case management00 Ratings4.76 Ratings
Call center management00 Ratings1.15 Ratings
Help desk management00 Ratings3.16 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
8.5
40 Ratings
12% above category average
Lead management00 Ratings8.340 Ratings
Email marketing00 Ratings8.74 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
7.1
58 Ratings
6% below category average
Task management00 Ratings8.955 Ratings
Billing and invoicing management00 Ratings4.15 Ratings
Reporting00 Ratings8.254 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
5.1
60 Ratings
39% below category average
Forecasting00 Ratings5.111 Ratings
Pipeline visualization00 Ratings8.660 Ratings
Customizable reports00 Ratings1.78 Ratings
Customization
Comparison of Customization features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
6.1
56 Ratings
22% below category average
Custom fields00 Ratings7.256 Ratings
Custom objects00 Ratings7.746 Ratings
Scripting environment00 Ratings1.04 Ratings
API for custom integration00 Ratings8.539 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
1.1
5 Ratings
147% below category average
Social data00 Ratings1.15 Ratings
Social engagement00 Ratings1.15 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
3.6
7 Ratings
66% below category average
Marketing automation00 Ratings3.67 Ratings
Compensation management00 Ratings3.54 Ratings
Platform
Comparison of Platform features of Product A and Product B
ClientSuccess
-
Ratings
Pipedrive
8.2
53 Ratings
9% above category average
Mobile access00 Ratings8.253 Ratings
Best Alternatives
ClientSuccessPipedrive
Small Businesses
Intercom
Intercom
Score 8.7 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.9 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClientSuccessPipedrive
Likelihood to Recommend
7.6
(18 ratings)
8.9
(63 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(3 ratings)
Usability
-
(0 ratings)
8.9
(16 ratings)
Availability
-
(0 ratings)
8.2
(1 ratings)
Support Rating
10.0
(1 ratings)
8.4
(15 ratings)
Implementation Rating
-
(0 ratings)
8.2
(1 ratings)
User Testimonials
ClientSuccessPipedrive
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
Pipedrive Inc.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
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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
Pipedrive Inc.
  • Great visual visibility of the funnel plus easy to drag the deals across the stages
  • The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
  • The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
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
Pipedrive Inc.
  • Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
  • Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
  • Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
Read full review
Likelihood to Renew
ClientSuccess
No answers on this topic
Pipedrive Inc.
-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.
Read full review
Usability
ClientSuccess
No answers on this topic
Pipedrive Inc.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
Read full review
Support Rating
ClientSuccess
They are SUPER responsive...even for late night inquiries.
Read full review
Pipedrive Inc.
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
Read full review
Implementation Rating
ClientSuccess
No answers on this topic
Pipedrive Inc.
Experiment is the only way to start
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.
Read full review
Pipedrive Inc.
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
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
Pipedrive Inc.
  • Pipedrive has had an extremely positive impact on our overall business objectives. More specifically, the return on investment has been magnified by the fact that it is fairly inexpensive.
  • I can recall 2-3 conversations which prompted my boss and myself to note how convenient Pipedrive is.
  • Like most companies, it can often feel like we are spinning many plates at once. Even when our team is not able to connect in person every day, our projects are capable of progressing. Pipedrive has allowed us to press forward where we (normally) would have lacked the communication necessary in doing so.
Read full review
ScreenShots

Pipedrive Screenshots

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