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ClientSuccess

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Simple, powerful software to reduce churn and increase customer revenue.

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Reviews onG2Capterra
440 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Easy to implement and use, not requiring extensive administration.

Biggest con

No publicly available pricing information, requiring a demo request.

TL;DR - ClientSuccess

  • Provides a 360-degree view of customer health to reduce churn and increase revenue.
  • Manages the entire customer journey with streamlined onboarding, engagement, and renewals.
  • Leverages AI and automation for intelligent actions and data-driven customer success.
Pricing: Paid only
Best for: Enterprises & pros
4.3/5 across review platforms

What is ClientSuccess?

Editorial review
ClientSuccess is a comprehensive customer success platform designed to help businesses deliver world-class customer experiences, reduce churn, and increase customer revenue. It provides a 360-degree view of customer health by incorporating usage, adoption, feedback, engagement, and sentiment data, enabling data-driven decisions across product, sales, marketing, and support teams. The platform offers robust features for managing the entire customer lifecycle, including streamlined onboarding, proactive engagement, and insight-driven renewal management. With AI and automation capabilities, ClientSuccess empowers teams to achieve customer outcomes faster through intelligent actions and automated communications. It also integrates with popular CRM, support, and communication platforms to leverage existing customer data. ClientSuccess is ideal for Customer Success Managers, Sales & Product Managers, and Operations & Security teams looking to optimize customer interactions, enhance sales strategies, improve product development, and ensure data privacy and compliance. Its focus on ease of use and quick implementation makes it a powerful tool for scaling customer success programs and coaching teams to deliver great results.

Available on: Web

Pros & Cons

Pros

  • Easy to implement and use, not requiring extensive administration.
  • Provides a single source of truth for all customer-related information.
  • Offers detailed reporting and insights for data-driven decision making.
  • Integrates well with existing tech stacks.
  • Strong customer support and guidance on best practices.

Cons

  • No publicly available pricing information, requiring a demo request.
  • The website content does not explicitly mention any cons.

Ratings Across the Web

4.3(440 reviews)

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

360-degree Customer Health View (usage, adoption, feedback, engagement, sentiment)SuccessScore™ Customer HealthPulse™ Weekly & Real-time ReportingNet Promoter Score (NPS) Analyzer™Engagement InsightsCollaborative Customer OnboardingSeamless Product AdoptionInsight-driven Renewal Management

Pricing Plans

Pricing checked Jun 18, 2026

Startup Package

Contact us

Everything in all plans, plus:

  • Customer Goal / KBO Tracking (1 sample per Customer)
  • Assigned CSM (Onboarding Only)
  • Custom Dashboards / Reports (Pre-built Reports Only)
  • Customer Portal
  • Max # of Full Licences: 10
  • Max # of Customers: 500

Growth Package

Contact us

Everything in all plans, plus:

  • Customer Goal / KBO Tracking (3 per Customer)
  • Assigned CSM
  • Custom Dashboards / Reports
  • Customer Portal (Add-on Available)
  • Max # of Full Licences: 50
  • Max # of Customers: 5,000

Enterprise Package

Contact us

Everything in all plans, plus:

  • Customer Goal / KBO Tracking
  • Assigned CSM
  • Custom Dashboards / Reports
  • Customer Portal
  • Max # of Full Licences: Unlimited
  • Max # of Customers: Unlimited

Included in all plans

  • Client 360 Dashboard
  • Integration Library
  • Playbooks
  • Health Scoring
  • Automations

Reviews

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4.3/5

Across 440 verified user reviews on G2, Capterra

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ClientSuccess FAQ

How does ClientSuccess leverage AI to enhance customer success operations?

ClientSuccess utilizes SmartCS™, an AI co-pilot, to empower customer success teams. This technology provides intelligent and automated actions to help achieve customer outcomes more rapidly.

What specific customer health metrics does ClientSuccess track and analyze?

ClientSuccess provides a 360-degree view of customer health by incorporating various metrics. These include customer usage, adoption, feedback, engagement, sentiment, SuccessScore™ Customer Health, Pulse™ Weekly & Real-time Reporting, and Net Promoter Score (NPS) Analyzer™ Engagement Insights.

How does the recent acquisition of Product Signals benefit ClientSuccess users?

The acquisition of Product Signals allows ClientSuccess to revolutionize product feedback and feature request management. This integration provides an AI-powered suite of tools that unites post-sales teams, enabling them to deliver data-driven customer success and growth by transforming product feedback into actionable insights.

What functionalities are included in ClientSuccess's Customer Journey Management feature?

Customer Journey Management in ClientSuccess includes streamlined onboarding, collaborative task management, proactive engagement at critical touchpoints, and data-driven growth insights. It also features SuccessCycles for comprehensive lifecycle management, Goals for tracking objectives, and Lifecycle Automation for communications and renewal alerts.

Which popular platforms does ClientSuccess integrate with to consolidate customer data?

ClientSuccess integrates with a wide range of popular platforms to leverage customer data at scale. These include CRM systems like Salesforce, Hubspot, and Dynamics, support platforms like Zendesk and Intercom, and communication tools such as Slack, Gmail, Office365, and Teams, along with Pendo and Zapier.

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