What users are saying about
27 Ratings
101 Ratings
27 Ratings
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Score 8.6 out of 100
101 Ratings
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Score 8.1 out of 100

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

Totango

Great for CSM and Client Services teams. Can help increase collaboration with Sales side. Really helps frame out how CSMs should be spending time and definitely helps with what clients to focus on. Has allowed us to stop focusing last minute on renewals and get a longer view to catch potential churn.Not really a "Support" software or [meant to] take the place of something like Zendesk.
Stephen Wilson | TrustRadius Reviewer

Feature Rating Comparison

Security

ClientSuccess
8.0
Totango
6.5
Role-based user permissions
ClientSuccess
8.0
Totango
6.5

Platform & Infrastructure

ClientSuccess
8.2
Totango
6.5
API
ClientSuccess
9.1
Totango
7.1
Integration with Salesforce.com
ClientSuccess
7.8
Totango
7.1
Integration with Marketo
ClientSuccess
7.9
Totango
5.4
Integration with Eloqua
ClientSuccess
7.9
Totango

Customer Data Extraction / Integration

ClientSuccess
8.6
Totango
7.5
Product usage
ClientSuccess
8.3
Totango
7.8
Help desk / support tickets
ClientSuccess
9.0
Totango
7.2

Customer Success Management

ClientSuccess
8.1
Totango
7.4
NPS surveys
ClientSuccess
7.1
Totango
Sponsor tracking
ClientSuccess
8.9
Totango
6.1
Customer profiles
ClientSuccess
8.8
Totango
7.8
Automated workflow
ClientSuccess
8.4
Totango
7.6
Internal collaboration
ClientSuccess
7.2
Totango
7.3
Customer health scoring
ClientSuccess
8.5
Totango
7.9
Customer segmentation
ClientSuccess
8.1
Totango
7.6

CSM Reporting & Analytics

ClientSuccess
8.0
Totango
7.3
Customer health trends
ClientSuccess
8.7
Totango
7.8
Engagement analytics
ClientSuccess
7.8
Totango
7.3
Revenue forecasting
ClientSuccess
7.1
Totango
7.2
Dashboards
ClientSuccess
8.6
Totango
7.1

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

Totango

  • Account's health and changes overview: In the homepage, which is your "dashboard", you can clearly see your portfolio's health and what has changed since your last update. In this way, it is easy to get fast insights and move accounts to your "attention center".
  • Health history: It's easy to see health changes over time and by clicking in the date range, you see what criteria were impacting this health at that time.
  • Account's hierarchy: For my business, it's really important to be able to group accounts and have more than one level of customers (companies and groups of companies, for example). This way, it is possible to design and deploy strategies to different decision makers.
  • Easy health profile set up: The Health Profile set up page is really easy to use, with simple calculations features to determine what is good and poor health for your customers.
  • Tasks and touchpoint monitoring: Although these features have some room for improvement (e.g.: edit options, paragraph, bold or topics could make a huge difference when you want to record long conversations or detailed topics), they are really user friendly and make it easy for the account manager to write down notes on the customer's updates.
Cecilia Prado | 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

Totango

  • if you connect through segment.io it requires you to go one plan higher on segment in order to use totango (but it's not a lot of money),
  • Sometimes the totango created 'engagement' score can be a bit tricky to understand rather than our own created health metrics and health scores we use totango for.
Jamie Wang | TrustRadius Reviewer

Likelihood to Renew

ClientSuccess

No score
No answers yet
No answers on this topic

Totango

Totango 4.8
Based on 2 answers
The software has lot of issues. We are saving things and then it disappears which creates lot of confusion as well as problems. Money is also lost because of it. The employees also get confused and then they end up with lot of problems with the customer. The notification is not that great. It's so bad and cannot be completely read. So when a pile of notifications come we will ignore all of them.
John Abraham | TrustRadius Reviewer

Usability

ClientSuccess

No score
No answers yet
No answers on this topic

Totango

Totango 7.5
Based on 5 answers
I think it is easy to use but needs work on the user interface to make it easy to access specific functions. The side bar needs to be categorized so you understand why you would use it. There are also tabs that you can't access as an everyday user so you don't know why they are visible
Anonymous | TrustRadius Reviewer

Reliability and Availability

ClientSuccess

No score
No answers yet
No answers on this topic

Totango

Totango 4.5
Based on 1 answer
Totango is available all the time . the only problem is that some times it takes time to load specially the records of the customers. The data loading inside the customer account is fast. It may be because of internet service but still it can i,prove a lot. i have seen other competitors software which is faster
John Abraham | TrustRadius Reviewer

Support

ClientSuccess

ClientSuccess 10.0
Based on 1 answer
They are SUPER responsive...even for late night inquiries.
Cale Conry | TrustRadius Reviewer

Totango

Totango 5.7
Based on 2 answers
The support team is good and prompt as far as my problems were concerned
Ben Joe | TrustRadius Reviewer

Implementation

ClientSuccess

No score
No answers yet
No answers on this topic

Totango

Totango 7.1
Based on 11 answers
Totango has been easy for our team to integrate most of our new features into, which is great considering we have to factor in the customers' usage of the new features into all of the health and usage metrics we have. It has taken a while to integrate our second product however, which is why I would rank this a 7.
Sam Rutzick | TrustRadius Reviewer

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

Totango

I started at the organization after Totango was selected, but I hear the decision was based on how intuitive the solution was, and how it could integrate with the other solutions in-house. At prior companies, the reporting suite had been the primary focus. One company in particular selected a product that had extremely robust reporting options; however, we were at the mercy of the solution's product team for customizations/modifications, which took quite a bit of time.
Anonymous | TrustRadius Reviewer

Scalability

ClientSuccess

No score
No answers yet
No answers on this topic

Totango

Totango 2.7
Based on 1 answer
Information keeps missing and changing in totango . Because of that there is are lot of problems with it. We need to manually keep the backup in an another file. More over if in case we take the backup its so hard to track since its all in numbers. Totango can be much better if the cloud storage is working fine. My company is planning to discontinue due to this factor
John Abraham | 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

Totango

  • Evidence from my perspective is limited since I've been using Totango for several months. The closest example of tangible ROI I've seen is using the data to help gauge how much effort and work I need to commit in order to renew (and in some cases save) accounts. There are have been a handful of cases in which poor engagement data allowed me and my CX counterparts to quickly address issues with customers - something that certainly impacts our customers' willingness to renew their subscriptions.
Anonymous | TrustRadius Reviewer

Screenshots

ClientSuccess

Pricing Details

ClientSuccess

General

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

Totango

General

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

Rating Summary

Likelihood to Recommend

ClientSuccess
7.8
Totango
8.2

Likelihood to Renew

ClientSuccess
Totango
4.8

Usability

ClientSuccess
Totango
7.5

Reliability and Availability

ClientSuccess
Totango
4.5

Support

ClientSuccess
10.0
Totango
5.7

Implementation

ClientSuccess
Totango
7.1

Scalability

ClientSuccess
Totango
2.7

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