Affordable, robust solution for client management!
April 19, 2018
Affordable, robust solution for client management!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
We currently use ClientSuccess to manage our private client network. We previously did not have a systematic way of tracking correspondence, engagement, or subscriptions and ClientSuccess solved all of those problems. I reached a number of products and found that this service was reasonable in cost and was very easy to implement. The whole process from introduction to up-and-running went very smoothly with the help of our efficient account manager.
Pros
- Allows you to search and sort easily with filters.
- Has a great "to-do" feature that lets you assign tasks to different team members.
- Easily helps keep the "pulse" of your clients so you can get real-time feedback on where you are with each account.
Cons
- I'd like to see the expansion of the reporting feature. The more ways to slice & dice data, the better!
- I'd also like to see the integration of mass email messaging with Outlook. It's something that's in beta-form that I'm looking forward to utilizing.
- Potentially integrate an accounting feature to invoice directly from the system.
- It's allowed up to stay on top of upcoming renewals - we have a small team and Excel sheet just wasn't cutting it anymore!
- We have a better idea of all the communications our team is having with each client.
- Allows us to see the pulse of each account and know what we need to address right away.
Have never used another product like this. We were documenting all this data internally.
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