--- title: "ClientSuccess Software Reviews, Demo & Pricing - 2026" description: "Review of ClientSuccess Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/client-onboarding/clientsuccess-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Customer Success Software](https://www.softwareadvice.com/customer-success/) / ClientSuccess Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/customer-success/clientsuccess-profile/reviews/)[Alternatives](https://www.softwareadvice.com/customer-success/clientsuccess-profile/alternatives/) # ClientSuccess Review From $15,000/year Free trial 1 plan Wondering if ClientSuccess is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview ClientSuccess 4.2 [(17)](https://www.softwareadvice.com/customer-success/clientsuccess-profile/reviews/) Pricing Starting at $15,000.00 per feature per year ### About ClientSuccess Client Success is a one stop shop for everything related to customer success and client onboarding. Drive new customer growth while focusing on retention and renewal. Wondering if ClientSuccess is right for your organization? Our Customer Success Software selection experts can help you in 15 minutes or less. ## ClientSuccess User Interface ## Popular ClientSuccess Alternatives Main Product ClientSuccess 4.2 [(17)](https://www.softwareadvice.com/customer-success/clientsuccess-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.0Value for money - 4.57Customer support - 3.65Functionality Pricing Starting at $15000.00 per year Get Price Alternative Product [Content Snare](https://www.softwareadvice.com/file-sharing/content-snare-profile/) 4.9 [(97)](https://www.softwareadvice.com/file-sharing/content-snare-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.76Value for money - 4.88Customer support - 4.69Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Clientary](https://www.softwareadvice.com/crm/clientary-profile/) 4.7 [(100)](https://www.softwareadvice.com/crm/clientary-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.60Value for money - 4.58Customer support - 4.66Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [LaunchBay](https://www.softwareadvice.com/client-onboarding/motion-io-profile/) 4.8 [(49)](https://www.softwareadvice.com/client-onboarding/motion-io-profile/#reviews) Ratings Breakdown - 4.82Ease of use - 4.77Value for money - 4.82Customer support - 4.78Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [Rocketlane](https://www.softwareadvice.com/customer-success/rocketlane-profile/) 4.7 [(127)](https://www.softwareadvice.com/customer-success/rocketlane-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.60Value for money - 4.73Customer support - 4.57Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [Process Street](https://www.softwareadvice.com/project-management/process-street-profile/) 4.7 [(652)](https://www.softwareadvice.com/project-management/process-street-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.65Value for money - 4.74Customer support - 4.47Functionality Pricing Available upon request Get Price ## ClientSuccess Pricing and Plans Starting price: $15,000.00 per year Free Trial Free Version Basic $15,000.00 per feature, per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## ClientSuccess Features - Popular features found in Customer Success Customer Engagement Onboarding Reporting/Analytics Usage Tracking/Analytics - More features of ClientSuccess Account Alerts Activity Dashboard Activity Tracking Chat/Messaging Churn Management Client Management Commenting/Notes Communication Management CRM Customer Management Document Management Email Management Feedback Management Health Score Renewal Management Reporting & Statistics Revenue Management Single Sign On Task Progress Tracking ## ClientSuccess User Reviews Overall Rating 4.2 Ratings Breakdown 5 35% 4 47% 3 18% 2 0% 1 0% Secondary Ratings Ease of Use 4.5 Value for money 4.0 Customer support 4.6 Functionality 3.6 Clint J. K. Verified reviewer E-Learning 51-200 employees Used daily for more than 2 years Review source Reviewed July 2020 ClientSuccess - the basics 4 I've really enjoyed using CS - I've used it now for about 6 years and they've been great to work with. Ratings Breakdown 5 Ease of use 3 Value for money 5 Customer support 3 Functionality Pros: I really like the ability to track engagements with customers and the Pulse of our customers. It allows for an easy view of where my accounts are and their status. I also love the feature that allows my emails to/from customers can sync within CS engagements, ensuring communication is never lost when a CSM moves on from that account. I also really like the SuccessCycles, this has been most beneficial for new customers, onboarding processes for CSM's to follow as well as cycles of customers that have admin turnover or that are at risk. Cons: I'd like to see the continued improvement around automation. The ability to get more out of the software, communicate, email customers that are beyond our day to day reach. Sometimes the data seems to not be sticky, we've had some issues with pulses not staying updated accurately, etc. Reasons for choosing ClientSuccess Fit our budget for our customers base. Reasons for switching to ClientSuccess Salesforce did not give our CS org the ease of use and insight we needed at the time for tracking customer engagements. Read More VR Verified Reviewer Marketing and Advertising 1001-5000 employees Used daily for more than 2 years Review source Reviewed July 2021 Easy to use, very intuitive 5 Overall, this is an excellent software that significantly improved my ability to stay organized in tracking all of my interactions with business partners. I frequently will review important information that is a few years old, which would be impossible without this platform. Ratings Breakdown 5 Ease of use 5 Customer support 4 Functionality Pros: I have used this software on a daily basis and is exactly what I need to track all of the details of my various client relationships and interactions. The best feature is that it integrates with my Gmail account so that all email threads with the client automatically post to the account profile. This has been a huge safety net for information updates when I get too busy to make manual entries because the email interactions can be easily reviewed to see the details of all client interactions. Just a very solid platform all around. Cons: Occasionally, it felt like there were too many features available for tracking data. Ordinarily, I wouldn't call this a negative element, but if you try and utilize all of the features available to you making data updates can feel a bit overwhelming. I've seen that too many features can actually suppress your cadence for updates because it feels like too much work and will have the opposite of the intended effect, so be careful with that. Read More VR Verified Reviewer Computer Software 51-200 employees Used daily for less than 2 years Review source Reviewed May 2019 Great Idea but new features have been buggy 3 Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 3 Functionality Pros: Helps me maintain my customers, contacts, work to do and team collobaration Cons: Buggy and too often need to redo some work Read More HS Holly S. Verified reviewer Computer Software 51-200 employees Used daily for less than 2 years Review source Reviewed November 2020 Client Success Review 4 Generally, I think it is a really useful tool, however, I would like to see improvements to its general functionality and speed, including support. Ratings Breakdown 4 Ease of use 3 Customer support 4 Functionality Pros: I really like how it automatically links with my inbox, meaning I save so much time instead of having to manually add every email correspondence into Client Success. I also like being able to personalise what I see on my dashboard and the ease of use of the success cycles and pulses Cons: One thing I would improve is how often you have to re-log into the platform - if you have not used the tab in some time, it will log you out, meaning I can end up having to log in several times within a day, which can be time-consuming. I would also find it beneficial to have the main tiles regarding customer information easier to use and access, as it sometimes isn't clear and editing them can be quite longwinded. Hearing about new updates or features with training would also be beneficial, to make sure I am utilising it fully. Read More MH Mike H. Verified reviewer Computer Software 51-200 employees Used daily for more than 2 years Review source Reviewed August 2019 A great app for tracking customer success within SaaS companies 4 Overall the experience has been very positive. Their support and consulting are great and their product is continuing to improve. It doesn't have everything we want yet but we're getting there. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: ClientSuccess has a very simple and intuitive UI making it easy to set up workflows to organize your work and keep CS team efficient. Cons: Sometimes updates don't sync. Several times I have updated data on an account, such as the client name, only to find it revert to the previous name after I've saved. It is also hard to integrate in a way where we can get clear usage metrics into CS from our software to better diagnose risk and expansion opportunities. Read More PD Patricia D. Verified reviewer E-Learning 51-200 employees Used daily for more than 2 years Review source Reviewed July 2020 End-User friendly 4 It's been a great record of truth for us. We recently got more licenses so that if Product or Sales needs to get better context about a customer they can. Ratings Breakdown 5 Ease of use 4 Functionality Pros: I find it visually easy on the eyes and has all the functionality I need as a CSM. It's def worth having guidance from mgmt about certain things (e.g. what should go in the summary field, how to define dif pulse ratings, etc.) Cons: I know we've had some trouble with getting the Salesforce sync to function exactly as we want, but that may be on us. We also went overboard with some of our custom fields and customer onboarding cycles. Read More VR Verified Reviewer Computer Software 51-200 employees Used daily for less than 12 months Review source Reviewed February 2019 Good but lacking functionality 3 I enjoyed it in a csm position but wished it had more reporting and automation. Ratings Breakdown 3 Ease of use 3 Value for money 4 Customer support 2 Functionality Pros: It was great for taking customer pulse and storing account information. Cons: The reporting and automation was non existent. Read More VR Verified Reviewer 501-1000 employees Used weekly for less than 2 years Review source Reviewed January 2018 Great product, but it has some growing to do. 4 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: CS is a great tool from the user perspective. Our CSMs love it and they appreciated how easy it is to use/navigate. Their customer service/support is TOP NOTCH. Cons: Now for the admin end.. CS can be a little buggy and tends to cause problems in our org from time to time. They're good about addressing the issues, but it'd be nice if those issues didn't come up so often. Read More KB Kent B. Verified reviewer Used daily for less than 2 years Review source Reviewed May 2017 Not there yet, but well on the way. 3 On an individual user basis, we manage the workflow fairly well out of the software. Ratings Breakdown 5 Ease of use 2 Value for money 4 Customer support 2 Functionality Pros: Clean user interface. Well set up for the industry and daily management of client interactions. the software has a bright future. Cons: Analytics are poor. Very difficult to manage a team and not have to click into individual accounts. Certain types of workflows are still not supported. Read More JH Jenna H. Verified reviewer 51-200 employees Used daily for less than 12 months Review source Reviewed April 2018 My company used Client Success previously as our CRM tool. 4 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: My favorite part of the tool was the ease of use. I also felt like I could trust the product and know that I wouldn't need to audit my account list. Cons: When we used it, it did lack some functionality for task management. I would love to have the CRM product run reports on how many times I've reached out to particular (or all clients) for a particular date time frame. Now, it could be that they've since implemented this feature! Read More Showing 1 - 10 of 17 Reviews [See All Reviews](https://www.softwareadvice.com/customer-success/clientsuccess-profile/reviews/) ## Other Top Recommended Customer Success Software [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** (4087) Recently recommended **6** times [ChorusCX](https://www.softwareadvice.com/customer-experience/encore-workforce-optimization-profile/) **5.0** (1) Recently recommended **1** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3057) Recently recommended **0** times [Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/) **4.5** (2213) Recently recommended **0** times Stuck Between Options? Our experts can help you compare ClientSuccess with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice