What users are saying about
32 Ratings
5 Ratings
32 Ratings
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Score 7.9 out of 100
5 Ratings
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Score 8.5 out of 100

Feature Set Ratings

  • Vitally ranks higher in 5 feature sets: Security, Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics

Security

8.2

ClientSuccess

82%
10.0

Vitally

100%
Vitally ranks higher in 1/1 features

Role-based user permissions

8.2
82%
15 Ratings
10.0
100%
1 Rating

Platform & Infrastructure

8.4

ClientSuccess

84%
10.0

Vitally

100%
ClientSuccess ranks higher in 3/4 features

API

10.0
100%
10 Ratings
10.0
100%
1 Rating

Integration with Salesforce.com

9.0
90%
12 Ratings
10.0
100%
1 Rating

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%
10.0

Vitally

100%
ClientSuccess ranks higher in 1/2 features

Product usage

8.4
84%
14 Ratings
10.0
100%
1 Rating

Help desk / support tickets

9.4
94%
12 Ratings
N/A
0 Ratings

Customer Success Management

8.6

ClientSuccess

86%
9.7

Vitally

97%
Vitally ranks higher in 6/7 features

NPS surveys

7.0
70%
9 Ratings
8.0
80%
1 Rating

Sponsor tracking

9.4
94%
11 Ratings
N/A
0 Ratings

Customer profiles

9.0
90%
17 Ratings
10.0
100%
1 Rating

Automated workflow

8.9
89%
17 Ratings
10.0
100%
1 Rating

Internal collaboration

7.7
77%
16 Ratings
10.0
100%
1 Rating

Customer health scoring

9.0
90%
17 Ratings
10.0
100%
1 Rating

Customer segmentation

9.0
90%
16 Ratings
10.0
100%
1 Rating

CSM Reporting & Analytics

8.4

ClientSuccess

84%
9.8

Vitally

98%
Vitally ranks higher in 4/4 features

Customer health trends

9.0
90%
15 Ratings
10.0
100%
1 Rating

Engagement analytics

8.1
81%
13 Ratings
10.0
100%
1 Rating

Revenue forecasting

7.6
76%
14 Ratings
9.0
90%
1 Rating

Dashboards

9.0
90%
17 Ratings
10.0
100%
1 Rating

Attribute Ratings

  • Vitally is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.6

ClientSuccess

76%
18 Ratings
10.0

Vitally

100%
1 Rating

Support Rating

10.0

ClientSuccess

100%
2 Ratings

Vitally

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.
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Vitally

  • Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
  • While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.
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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.
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Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
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.
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Vitally

  • NPS measurement is not particularly customizable
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

    Vitally

    Starting Price

    Editions & Modules

    Vitally 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

      Vitally

      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

      Vitally

      • Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
      • Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
      • Vitally worked out to be much cheaper for our needs.
      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

      Vitally

      • Increased renewal rates
      • Reduced overall time spent analyzing customer health
      • Reduces manual tasks for customer health
      Read full review

      Add comparison