ClientSuccess

RATING:

4.2

(17)

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.

ClientSuccess Pricing

Starting price: 

$15,000.00 per year

Free trial: 

Available

Free version: 

Not Available

Dashboard

ClientSuccess Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4

Functionality

3.5

Most Helpful Reviews for ClientSuccess

1 - 5 of 17 Reviews

Anonymous

1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2021

Easy to use, very intuitive

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.

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.

User Profile

Clint J.

Verified reviewer

E-Learning, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed July 2020

ClientSuccess - the basics

I've really enjoyed using CS - I've used it now for about 6 years and they've been great to work with.

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.

Reason 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.

Kent

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed May 2017

Not there yet, but well on the way.

On an individual user basis, we manage the workflow fairly well out of the software.

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.

Holly

Computer Software, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2020

Client Success Review

Generally, I think it is a really useful tool, however, I would like to see improvements to its general functionality and speed, including support.

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.

Mike

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2019

A great app for tracking customer success within SaaS companies

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.

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.